Channel
Serenity
@aleabitoreddit_tg
Created July 23, 2025
ZH · 中文Sponsored-eligible
🖐 | THIS IS MY ONLY TG ACCOUNT X:https://x.com/aleabitoreddit . AI/Semi Supply Chain Analyst (自毛股神) ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks. For VIP or any enquiry contact: @serenitysupport1
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810,260
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Updated: 2026-09-05
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Recent posts
- 2026-09-04
Let me get this straight chat… you have: $NVDA 70% supply constrained revenue growth projections (would be 100%+) $AVGO AI revenue growing 100%+ Y/Y for next 2 years from mid ~$50B…
5,223 viewsOpen in Telegram - 2026-09-04
From my channel checks, it appears Korean retail is firmly siding with $HOOD over the $AMC CEO. Korean sources find the prospect of 40x leveraged Samsung / $SKHY a powerful enough …
5,240 viewsOpen in Telegram - 2026-09-04
USDT.D Update: We didn't get the confirmation we were looking for in USDT.D, besides that we have lost the dashed trendline which we told you about, and that's why the market has d…
5,245 viewsOpen in Telegram - 2026-09-04
So... here's my take on US / China tensions: You have European monopolies like: - $ASML (EUV) - $SOI (Photonics-SOI) - Zeiss SMT (ASML EUV supplier), Trumpf (ASML EUV laser supplie…
5,241 viewsOpen in Telegram - 2026-09-04
China reportedly halts some rare earth shipments to US. Not a new blanket ban, or any mention of specific rare earths. But… if I had to guess, Japan is usually a decent indicator o…
11,803 viewsOpen in Telegram - 2026-09-04
Media post
5,233 viewsOpen in Telegram - 2026-09-04
Media post
5,233 viewsOpen in Telegram - 2026-09-04
Media post
11,802 viewsOpen in Telegram
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