Using Serenity's blade to cut into deeper industry layers.

The top-tier industry chain deduction logic has never been about chasing high-flying leading stocks, but about reverse-penetrating layer by layer along industry demand.

The core deduction chain of Serenity is very clear:
$NVIDIA(NVDA.US) needs upstream core hardware X, hardware X needs key materials and equipment Y, and the entire production capacity Y ultimately relies completely on the underlying core infrastructure Z.

Instead of competing within popular main themes, it's about precisely lurking in the most fundamental, most essential, and most undervalued Z segment.

Currently, Serenity has already locked onto the core nodes at the Z level:
AXTI, SIVE, LPK, TSEM, $Aehr Test(AEHR.US)

While everyone in the market is still focused on the surface-level AI leaders, the real excess returns are always hidden in the more upstream links of the industry chain.

The most difficult and valuable task right now—
Continue the reverse deduction upwards, find W, the true underlying upstream segment of Z.
The deeper the logic, the less consensus there is, and the greater the potential for a class-leapfrogging lurking opportunity. 🙃