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About Serenity (@aleabitoreddit) / 关于 Serenity (白毛股神)

Serenity (known on X as @aleabitoreddit, and widely referred to in the Chinese investing community as “白毛股神”) is an independent financial analyst and trader renowned for his deep-dive analysis of the AI hardware and semiconductor supply chain.

Famous for pioneering the “Bottleneck Theory” (Choke Point Theory), Serenity focuses on identifying critical, high-margin technological bottlenecks—the "physical switches" in AI infrastructure (such as silicon photonics, co-packaged optics (CPO), glass substrates, advanced packaging, and HBM memory) rather than simply tracking large chip design houses.

Serenity（X/推特账号：@aleabitoreddit，中文社区俗称“白毛股神”）是一位知名的独立投资人与财务分析师，专注于人工智能（AI）硬件和半导体供应链的深度研究。他首创了“瓶颈理论”（或称“卡脖子理论”），旨在发掘 AI 算力基础设施中关键且高毛利的技术瓶颈与核心供应商（如硅光子、共封装光学 CPO、玻璃基板、先进封装以及 HBM 内存等），而非仅仅关注主流的芯片设计巨头。

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