Serenity (@aleabitoreddit) / X

Serenity

7,217 posts

Serenity

@aleabitoreddit

I only use X, beware of imposters. AI/Semi Supply Chain Analyst (白毛股神) ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks.

NFA

Joined July 2025

Pinned
Serenity
@aleabitoreddit
Jun 4
I now am the #1 most subscribed to account on the entire X platform! After overtaking Elon Musk today. Thank you everyone for helping me achieve my goal.
Jbam
@Jbamn
Jun 4
Replying to @aleabitoreddit and @madridraptor
congrats on becoming #1 most subscribed X account!
4.7M
Serenity
@aleabitoreddit
Sep 27, 2025
The NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return. 🔹 Buckets Mag7 contracts: $CRWV, $NBIS ✅, $WULF, $CIFR ✅ With compute: $IREN ✅, $BITF Speculative: $WYFI, $GRRR ✅, $SLNH Miners pivoting to
1.2M
Serenity
@aleabitoreddit
Oct 29, 2025
Macro Analysis: Focus Areas: Flows · Proxies · Seasonality · Positioning Setup : _ Neocloud: $NBIS · $IREN · $CIFR · $DGXX Connectivity: $ALAB · $CRDO · $CLS Robotics: $KRKNF · $ONDS · $RR National Security: $RKLB · $MP · $KTOS · $CCCX Energy: $FLNC · $EOSE · $TE · $SEI
285K
Serenity
@aleabitoreddit
Nov 3, 2025
The Neocloud List got updated: $IREN - IREN secured a $9.7B GPU cloud contract with Microsoft, including 20% upfront prepayment, to deploy NVIDIA GB300s over five years. $CIFR - CIFR secured a $5.5 billion, 15-year lease agreement with Amazon Web Services (AWS). The Neocloud
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Serenity
@aleabitoreddit
Sep 29, 2025
Monday Market Close Thoughts: Extremely Strong Buy $NBIS $ETOR $LTC $VIRT Buy $AMZN $SMCI $TGT $CRM $TSM $CRDO $SG $CIFR $LULU $SLNH $ORCL $MSTR $RIOT $MARA Hold $IREN $HIMS $RKLB $PYPL $MRVL $IBIT $UPWK $GRAB $ALAB $ASTS $SOFI $NVDA $NVO Sell $HOOD $TSLA $RDDT $CRCL $PLTR
339K
Serenity
@aleabitoreddit
Oct 11, 2025
Based Friday Market Close (-3.6% SPY day), Thoughts and Explanations Strong Buy $IBIT $LTC $WLAC $NBIS $MP $TSM (For Next Year) $ETOR $DKNG $SNAP Buy $UPWK $CRDO $ALAB $AMZN $META $UNH $SG $TGT $BULL $FLY $CIFR $WULF $IREN $GLXY $SMCI $DELL $MRVL Hold $RKLB $HOOD $RBRK $MU
187K
Serenity
@aleabitoreddit
Oct 4, 2025
Friday Market Close, Personal Thoughts and Explanations: Strong Buy $RDDT $SNAP $AMZN $ETOR $NBIS $LTC Buy $UPWK $MSTR $ORCL $TGT $CIFR $VIRT $CRDO $WULF $SOFI $META $AVGO $MRVL $SMCI $DELL Hold $RKLB $TSM $IREN $RR $ALAB $HOOD $FLNC $EOSE $BE $RIOT $MARA $GRAB $ASTS $NVO
147K
Serenity
@aleabitoreddit
Oct 2, 2025
I first bought $HOOD at $11.47 and watched it grow 1000%+ to a 125B+ MC. Scaling from $150M to 1B quarterly revenue over years. I thought this was insane until I saw $NBIS. This 30B company is about to go from $100m quarterly revenue to $1.5-2B quarterly revenue the next year
Serenity
@aleabitoreddit
Oct 2, 2025
As expected, with META and their recent 14B deal with CRWV + MSFT with their 17B deal with $NBIS, billions to trillions will pour into Neoclouds from Mag7 when they're unable to handle new AI compute. Expects companies like AWS, ORCL and others to make more deals soon with
153K
Serenity
@aleabitoreddit
Oct 21, 2025
Nebius is playing out exactly how institutions wanted: Retail panic. Capitulation. Liquidity. I’ve been saying this for weeks: $NBIS Institutional ownership is ~38%. Every trick in the book will be used to get that number to 65-80% like $HOOD: Here's what and why this is
268K
Serenity
@aleabitoreddit
Oct 9, 2025
$NBIS is the next Microsoft in the making. - Scaling from $100M quarterly revenue to $2B-3B+ in 1-2 years off 55-75% gross margin - Large ownership of next generational companies like Clickhouse (powers Anthropic) - Infrastructure of Mag7 AI Compute. Completely undervalued.
Serenity
@aleabitoreddit
Sep 24, 2025
People often ask what happens when I get everything right: 1 Year Return: 630.44% 📈 Just genuinely want to help! I share my analysis and positions openly from $NBIS to $HOOD to $UPWK before any rally. Feel free to look through my history on X or Reddit.
161K
Serenity
@aleabitoreddit
Nov 2, 2025
Neocloud Ecosystem Cheat Sheet Part 1/2: Bullet Point Positive vs. Negatives. Full List by Marketcap: $CRWV ($66.2B) $NBIS ($32.85B) $IREN ($16.52B) $APLD ($9.69B) $RIOT ($7.34B) $CIFR ($7.3B) $WULF ($6.36B) $HUT($5.39B) $CLSK ($5.01B) $HIVE ($1.74B CAD) $WYFI ($1.29B)
Serenity
@aleabitoreddit
Oct 27, 2025
The Neocloud thesis aged well. 1 month later: $CRWV 120.34 → 135.64 (+12.7%) $NBIS 107.70 → 126.49 (+17.5%) $WULF 10.63 → 13.69 (+28.8%) $IREN 41.68 → 64.69 (+55.2%) $CIFR 11.47 → 20.70 (+80.4%) $BITF 2.54 → 4.51 (+77.6%) $WYFI 22.83 → 36.52 (+59.9%) $GRRR 19.90 →
357K
Serenity
@aleabitoreddit
Oct 26, 2025
To settle the Neocloud debate: $NBIS > $IREN + others. Based on the $ORCL report, NBIS whitepaper, $CRWV acquisitions, and other factors, I decided to consolidate millions into Nebius and sell off miners like $CIFR. 📏 Gross Margins > GW capacity Here's the math + why:
Serenity
@aleabitoreddit
Oct 25, 2025
Neocloud Position Update Friday Oct 24. This post is to send a message to $IREN and other Neoclouds holders that: 👑 $NBIS is superior. I sold out of other Neoclouds: $CIFR 250%+ gain, $IREN, $BITF, $WYFI, 50-100%+ gain, $WULF 5-10% loss. Now with $2M+ exposure in $NBIS
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Serenity
@aleabitoreddit
Oct 20, 2025
The -17% dip in $NBIS on no material news doesn't change any conviction. My bull-case PT is still $400. We've seen this move before: - $ASTS ER drop from $58 -> $36, into $83. - $GOOGL AI search drop from $170 -> $144 into $257. - $HOOD Macro drop from $40 -> $28, into $135
Serenity
@aleabitoreddit
Oct 20, 2025
Initiated a small position ($50k shares, $50k April calls) in T1 Energy $TE $4.45, partly because I like League of Legends and Faker. I have energy positions such as $FLNC, SEI and $EOSE (trimmed) that performed very well. But like the rest, energy is pointed to benefit from
223K
Serenity
@aleabitoreddit
Nov 13, 2025
We're seeing a sector crash in high-beta AI stocks, with names down 30-45%+ in 1M & 10%+ today. This includes direct beneficiaries of Mag7 Capex : - Nebius ( $NBIS ): $3B $META deal / $8B forward ARR. - TeraWulf ( $WULF ): <$50B Antrophic DC + JV FS/ $GOOGL - Iren ( $IREN
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