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「Stock God」 Serenity Screams 190 Times! Three AI Chip Stocks Skyrocket, with the highest surging 19.6 times

58 minutes ago

May 26th — Tech stock rising star "Tech Stock Whisperer" Serenity, a highly influential senior trader in Reddit’s WallStreetBets community, has delivered a cumulative return on investment of over 38x since 2026. His publicly endorsed small-cap tech stocks have repeatedly made headlines: of the 35 total picks he’s recommended, only 4 have declined, while most have rallied multiple times, with some surging 10x or more. His three core recommendations—SIVE, AAOI, AXTI—all posted explosive gains post-endorsement, highlighting Serenity’s sharp insight into the "chokepoints" of NVIDIA’s AI chip industry ecosystem. SIVE (Sivers Semiconductors) is Serenity’s most frequently mentioned stock, with 190 mentions. First endorsed on March 16, 2026, it has surged 19.6x since then. The company focuses on CPO lasers and is an indispensable upstream core component supplier for the AI photonics field. AAOI (Applied Optoelectronics) has been heavily referenced 123 times by Serenity. Initially tipped on January 26, 2026, at $35.57, it has since rallied 5.10x to its latest price of $181.49. As a leading player in optical transceivers, AAOI is a key "screw" component in high-speed optical modules for AI data centers. AXTI (AXT Inc.) was mentioned 70 times by Serenity. First publicly recommended on December 26, 2025, at $15.61, it has skyrocketed 9.02x to its current price of $140.83. The company specializes in InP substrate materials and is a top upstream material giant with strong technological barriers in the compound semiconductor supply chain. Serenity’s research framework centers on critical ancillary links in NVIDIA’s AI chip industry chain. By deeply analyzing indispensable "screw-type" components in chip manufacturing and packaging processes, he accurately identifies supply chain bottlenecks, then targets upstream small-cap tech stocks with scarcity and pricing power for investment.
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Coinbase to List Citrea (CTR)

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Opinion: US Stock Short Positions Reach an All-Time High, Bitcoin May See a 'Decoupling Moment'

May 26: XWIN Research published a note pointing out that short positions in the U.S. stock market have recently surged to an all-time high. But this doesn’t signal broad market bearishness, the report argues. Data shows hedge funds’ total leverage ratio has climbed to roughly 293%. Both the S&P 500’s short exposure and Days-to-Cover ratio hit record peaks, indicating institutional investors are maintaining large long positions while significantly boosting their hedge bets. The market is now in a structural state of “high leverage with concurrent long and short expansion”: the surface trend remains upward, yet internal defensive sentiment is sharply rising. The core driver of this dynamic is that funds keep concentrating in AI-linked mega-cap stocks. A flood of capital is flowing to just a handful of tech giants, while mid-cap and weaker sectors face sustained shorting. This has kept the index afloat but is building up internal fragility. Such a structure suggests that once the AI

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BofA Global Research: Raises Apple's Price Target from $330 to $380

May 26: Bank of America Global Research announced it has hiked its price target for Apple (AAPL.O) from $330 to $380. (FX168)

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JPM Strategist: US Stock Market Overvalued Amid Rate Hike Risk

May 26th — According to J.P. Morgan analysts, the current market is overpricing the risk that central banks will raise interest rates, creating conditions for a rebound in low-volatility stocks like consumer staples and utilities. Despite investor fears that the Iran conflict could trigger an energy price shock — which might spark another wave of rate hikes similar to the period after Russia’s 2022 invasion of Ukraine — the J.P. Morgan team led by Mislav Matejka notes today’s macro environment is markedly different from back then. In a research report, the strategists explain that all parties involved in the conflict are ultimately pursuing an “exit strategy.” As such, they project bond yields and oil prices will trend downward over the next six to 12 months. They also forecast corporate earnings will remain strong, and argue stagflation is not the most likely macro scenario for the second half of the year. (FXStreet)

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Quantum computing company Quantinuum is seeking to raise $1.05 billion through an IPO

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A certain whale closed a $13.6 million short position and went long on BTC with 40x leverage.

On May 26, per real-time monitoring by Hyperinsight (https://t.me/HyperInsight), a major short seller closed all their short positions in Bitcoin (BTC) and Ethereum (ETH) over the past half-hour, totaling over $13.6 million and locking in an estimated $132,000 in profit. Immediately after closing these positions, the associated wallet address opened a 40x leveraged long position, purchasing 112.7 BTC valued at roughly $8.72 million at an average entry price of $77,490, with a liquidation price of $76,555. Wallet Address: 0xdfbdbc3ab86f6939cd303ea2b7f9c1b3a4e0685f

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