BlockBeats News, June 4th: Amid the AI investment frenzy, the "New Stock God" Serenity was highly sought after across the internet. The X platform's subscription base has exceeded 47,000 users, surpassing Musk's summit.

BlockBeats Note: Serenity is a prominent trader on the Reddit forum WallStreetBets (WSB). Their core research findings are always shared openly for free. The research framework focuses on the key supporting elements of the NVIDIA AI chip industry chain. By thoroughly examining the indispensable "screw" type components in the chip manufacturing and packaging process, they accurately identify the crucial chokepoints in the supply chain. Based on this, they explore upstream targets with scarcity and bargaining power for strategic positioning.