---
title: "Serenity"
type: "Profile"
locale: "en"
url: "https://longbridge.com/en/profiles/26792196.md"
description: "推特上那位著名的@Reddit WSB Trader。AI/半导体供应链分析师，现交易未知瓶颈。搬运工记录、纯分享"
datetime: "2026-07-21T08:46:46.164Z"
locales:
  - [en](https://longbridge.com/en/profiles/26792196.md)
  - [zh-CN](https://longbridge.com/zh-CN/profiles/26792196.md)
  - [zh-HK](https://longbridge.com/zh-HK/profiles/26792196.md)
---

# Serenity — Longbridge Community Profile

> 推特上那位著名的@Reddit WSB Trader。AI/半导体供应链分析师，现交易未知瓶颈。搬运工记录、纯分享

## User Info

| Item | Detail |
|------|--------|
| Name | Serenity |
| Bio | 推特上那位著名的@Reddit WSB Trader。AI/半导体供应链分析师，现交易未知瓶颈。搬运工记录、纯分享 |
| Profile URL | https://longbridge.com/en/profiles/26792196 |
| Followers | 6469 |
| Following | 0 |
| Posts | 76 |
| Topics | 76 |
| Likes Received | 596 |

## Recent Activities (15)

- [If you’re curious why $Nebius(NBIS.US) is up after hours.$NVIDIA(NVDA.US) disclosed it owns 9.3% ben](https://longbridge.com/en/news/42815322.md) — *2026-07-20T21:42:02.000Z* (👍 3)
- [Some updates on bottleneck timelines: - ABF substrates: 1 year / eg. Ajinomoto (2802) for ABF film, ](https://longbridge.com/en/news/42798168.md) — *2026-07-20T06:25:54.000Z* (👍 3 · 💬 1)
- [$Meta Platforms(META.US) in talks to lease compute to Anthropic in a $10B dollar deal.Seems like the](https://longbridge.com/en/news/42782430.md) — *2026-07-17T17:55:58.000Z* (👍 8 · 💬 1)
- [$Apple(AAPL.US) looks to acquire AI chip companies for running AI (Source: The Information)Right now](https://longbridge.com/en/news/42697168.md) — *2026-07-15T15:55:58.000Z* (👍 4 · 💬 1)
- [$Nebius(NBIS.US) signs $1B+ compute agreement with Reflection AI, for GB300 access through 2029.Refl](https://longbridge.com/en/news/42660747.md) — *2026-07-14T15:02:05.000Z* (👍 8 · 💬 1)
- [Morgan Stanley note on CPO today. Key participants include:- $SIVE, $Coherent Corp.(COHR.US), and $L](https://longbridge.com/en/news/42632180.md) — *2026-07-13T19:22:11.000Z* (👍 4 · 💬 2)
- [Just a semi recap TLDR:- $Corning(GLW.US) glass bridge per Morgan Stanley has potential, but hard to](https://longbridge.com/en/news/42600789.md) — *2026-07-13T00:45:49.000Z* (👍 3 · 💬 3)
- [Apparently there’s a new popular trend to bearpost trillion dollar companies.Like $NVIDIA(NVDA.US) o](https://longbridge.com/en/news/42598968.md) — *2026-07-12T11:25:50.000Z* (👍 9)
- [Regarding $Amazon(AMZN.US) RNG + OpenAI’s MRC and VCSELs. In what appears to be an indirect response](https://longbridge.com/en/news/42591894.md) — *2026-07-10T18:22:02.000Z* (👍 2 · 💬 3)
- [Mitsubishi Motors joins robotics race to deploy humanoid workers by 2027. Pairing with Highlanders, ](https://longbridge.com/en/news/42575714.md) — *2026-07-10T12:31:58.000Z* (👍 3)
- [Just Bloomberg and $Meta Platforms(META.US) doing damage control after crashing the market with Meta](https://longbridge.com/en/news/42491585.md) — *2026-07-07T19:05:48.000Z* (👍 6)
- [Just putting it out there:If everything crashes together from $Nebius(NBIS.US), $Marvell Tech(MRVL.U](https://longbridge.com/en/news/42479328.md) — *2026-07-07T14:05:40.000Z* (👍 22 · 💬 2)
- [对于$Reddit(RDDT.US) 来说，这是悲伤的几个月。但很高兴它终于回到了 200 美元以上。 Reddit 的表现是： 收入 6.63 亿美元毛利率 91.5% GAAP 净利润 2.04 ](https://longbridge.com/en/news/42453991.md) — *2026-07-06T21:15:48.000Z* (👍 1)
- [Kelper upgrades $XFAB to "Buy" citing:- Melexis demand strengthening “week-after-week, day-a](https://longbridge.com/en/news/42436849.md) — *2026-07-06T09:35:45.000Z*
- [Nomura’s report cites $AXT(AXTI.US) and $IQE as the leading players. Then regarding ASP updates:- 2i](https://longbridge.com/en/news/42434071.md) — *2026-07-06T05:55:52.000Z* (👍 5 · 💬 5)

## Recently Viewed Stocks (10)

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [7788.HK](https://longbridge.com/en/quote/7788.HK.md)
- [7388.HK](https://longbridge.com/en/quote/7388.HK.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)


---

> **Disclaimer: This article is for reference only and does not constitute any investment advice.**