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From "Shiso Leaf" to 45‑Fold Myth: Decrypting the Alternative Investment Philosophy of Serenity
In May 2026, the anonymous account "Serenity" posted a 4502.45% annual return, earning the title "White‑Haired Stock God" and rapidly surpassing 750,000 followers on X. His core investment philosophy can be summarised as the "Shiso Leaf" theory and the "Chokepoint" theory – not chasing giants, but deeply cultivating irreplaceable "bottleneck" links in the industry chain, using public information to uncover undervalued assets. His holdings are concentrated in global small‑ to mid‑cap tech stocks in photonics, semiconductor substrates, and power semiconductors. CoinW has listed AI‑theme tokens such as TAO, RENDER, and FET, but no token exclusive to him. Risks to note include his unverified identity, post‑surge pullbacks, and high volatility in crypto assets.
Analysis of the U.S. Equity AI Industry Chain Investment Logic
In 2026, the U.S. equity AI investment logic is shifting from concept speculation to earnings delivery. A capital expenditure super-cycle, led by hyperscale cloud providers, has taken shape, with total annual CapEx expected to exceed $700 billion, securing order visibility for the industry chain over the next 12–24 months. Within the three‑tier structure of the industry chain, compute infrastructure (Nvidia, Broadcom, etc.) offers the highest certainty; the foundation model layer still faces unclear profitability paths; and the application software layer benefits from dual optimization of revenue and costs. Investment opportunities are spreading sequentially across compute, storage, optical communications, and power supply. CoinW has launched its TradFi zone, supporting trading in U.S. equities such as Nvidia and Google, as well as AI‑theme tokens including TAO, RENDER, and FET. Risks to watch include elevated valuations, slowing CapEx growth, and geopolitical factors.
Global Market Panorama: A Synchronized "Black Tuesday"
On June 23, 2026, global stock markets suffered a synchronized sell-off: South Korea's KOSPI plunged 9.99% and triggered two circuit breakers, Japan's Nikkei 225 dropped 3.55%, China's A-share ChiNext fell 3.84%, and U.S. equity futures tumbled over 2% pre-market. The root cause lies in the AI trade shifting from "valuation expansion" to "earnings validation" – SpaceX lost 31% in three days (four simultaneous blows: acquisition dilution, bond issuance, options shorting, and fundamentals collapse), Google dropped 5% on talent departure, compounded by Korea's leveraged ETF regulatory scare, pre-earnings caution on Micron, and Fed hawkish signals pushing the 10‑year yield to 4.49%. The bigger test for SpaceX lies ahead with insider unlock in August.
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Discover GROK, a meme token on Ethereum driven by AI culture and social trends. Learn its use cases, risks, and market impact.
What Is SATS? BRC-20 Token Explained, Uses, Risks & Outlook
Learn how SATS works, its BRC-20 mechanics, use cases, risks, and its role in the Bitcoin ecosystem and crypto markets.