BlockBeats News, May 26th. Rising star "Tech Stock Oracle" Serenity, as a senior trader in the Reddit WallStreetBets community, has seen his cumulative investment return grow more than 38-fold since 2026. His publicly recommended stocks have repeatedly captured the market's attention, with a total of 35 "small-cap tech stocks" recommended, only 4 of which saw a decrease after his recommendation, while most recorded gains of several times to over tenfold. Serenity's three core recommendations—SIVE, AAOI, AXTI—have all seen astonishing increases after his recommendations, demonstrating Serenity's precise insight into the "Chokepoint" of the Nvidia AI chip industry chain.

SIVE (Sivers Semiconductors) is the stock most frequently mentioned by Serenity, recommended a total of 190 times. Since the initial recommendation on March 16, 2026, it has surged by 19.6 times. The company specializes in CPO lasers and is an indispensable upstream core component supplier in the AI photonics field.

AAOI (Applied Optoelectronics) has also been heavily recommended by Serenity 123 times. With the initial recommendation on January 26, 2026, at $35.57, it has now achieved a 5.10-fold increase, with the latest price at $181.49. As a leading company in the optoelectronics industry, AAOI is a key "screw" in AI data center high-speed optical modules.

AXTI (AXT Inc.) has been recommended by Serenity 70 times. Since the initial public recommendation on December 26, 2025, at $15.61, it has skyrocketed by 9.02 times (+802.2%), with the latest price at $140.83. The company focuses on InP substrate materials and is a leading upstream material provider with high technological barriers in the compound semiconductor industry chain.

Serenity's research framework focuses on the key supporting links in the Nvidia AI chip industry chain. By thoroughly examining the indispensable "screw" type components in the chip manufacturing and packaging process, Serenity accurately identifies key bottlenecks in the supply chain and, based on this, explores upstream "small-cap tech stocks" with scarcity and bargaining power for strategic positioning.