Summary of the Core Content
This news article tells the story of the rise of Serenity, an anonymous “stock god” who emerged during the AI boom. She became famous by identifying overlooked but crucial small companies in the upstream part of the AI industry chain, her influence being so significant that her mere comments could cause A-share stocks to soar in price. The article also points out that her success fundamentally relies on exploiting information gaps—taking advantage of opportunities that others have not noticed. However, when her influence grows to the point of shaping the market itself, her aura may crumble, just like that of the “prophets” during the Bitcoin boom, reminding retail investors not to entrust their investment decisions to others.
Why Do “Stock Gods” Always Appear in a Bull Market? The Essence is That Retail Investors Need Confidence
In a bull market, everyone’s accounts seem to be making money, but they feel anxious: afraid of buying too late and missing out, afraid of buying too early and losing profits. This is when a “genius” emerges to provide a logical explanation for price increases and suggest what to buy next, giving retail investors a sense of certainty—similar to asking a top student to highlight key points before an exam, which, although not always accurate, at least provides comfort.
There were figures like “Mutiu Jie” during the 2020 tech boom, “Roaring Cat” in the 2021 GME retail battle against Wall Street, and Bitcoin had its own “prophets.” Serenity’s rise in the AI boom is just a repetition of this pattern: bull markets naturally create “stock gods” as a way for people to express their emotions, much like how thirst drives us to drink water.
The Secret of the “White-Haired Stock God”: Avoiding the Hot Stocks and Focusing on Hidden Champions
Serenity doesn’t target well-known companies like Nvidia or Broadcom; instead, she looks for smaller, yet indispensable players in the industry chain. For example, the Swedish company Sivers, which had been losing money for years with annual revenue of only $30 million, specializes in laser light sources for next-generation optical chips—few companies in the world can produce these, making them crucial for AI devices. When she invested in this company early on, it hadn’t even made it to the US stock market and was largely ignored. Later, when AI giants sought its cooperation, along with funding from US chip legislation and the Pentagon, the company’s stock price soared by more than 20 times. Her strategy is to identify “undervalued key players” that others overlook, buying in when prices are low, thus profiting from information disparities—she knows what you know and also what you don’t.
One Comment Can Drive an A-Share Stock to a Limit Up? Her Influence Has Crossed Borders
Just how impressive is Serenity’s influence?
- She recommended a Chinese A-share stock on Twitter; her post received over 4 million views, and the stock soared by 20% the next day.
- A list of stocks related to “800V DC power” she shared also caused those stocks to rise in price.
- With over 50,000 paid subscribers, her industry-related posts attract millions of views, and she’s covered by Bloomberg and Reuters; bloggers around the world republish her content.
Even without a Chinese account, her influence is on par with that of top domestic financial bloggers—she effectively “commands” A-share retail investors from afar.
The Business Behind Creating “Stock Gods”: Some Profit from Promoting Her, Others Use Her to Sell Courses
Serenity’s popularity has spawned a complete “stock god-making industry chain” in China:
- Accounts on REDnote that share her posts gain thousands of followers daily.
- Some analyze her 5,000+ tweets over two years and sell them as investment guides.
- Others turn her analyses into courses, selling them to retail investors looking to profit from her insights.
What was originally her sharing of her investments on foreign platforms has become a source of profit for others in China.
Will “Stock Gods” Always Be Successful? Likely, They’re Just a Fluke of a Bull Market
Serenity’s success was due to information gaps, but once she became famous, this advantage disappeared:
- When everyone bought the stocks she recommended, their prices were already inflated, and the originally undervalued opportunities vanished.
- Her words themselves became market variables—people bought because she said so, not because her analysis was always accurate. This is similar to PlanB during the Bitcoin boom; its model worked perfectly in a bull market but failed in a bear market, shattering its reputation. Serenity is also a product of a bull market, and once the market cools down, her “myth” may crumble.
The article warns that the biggest mistake for retail investors is to rely on others for their investment decisions; it’s easy to avoid scammers, but believing in a “genius stock god” is natural. However, when the market turns, they are the ones who suffer the losses.
In essence, this news highlights that “stock gods” in a bull market are often a product of market sentiment. Investors should not treat them as deities; they must still use their own judgment when making investment decisions.