Serenity (@aleabitoreddit)

X account tracking AI infrastructure stocks: neoclouds, optics, power.

Predictions & track record (8)

• Awaiting grading Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data CenterCheck by Q1 2027 whether this deal closes as reported, and whether OpenAI secures an independent investment-grade credit rating.
• Awaiting grading China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker OvernightCheck whether, after the January 27, 2027 lock-up expiry, CXMT trades closer to Nomura's ¥116 target or Morningstar's ¥14.90 fair value.
• Awaiting grading Substrates, Memory and Specialty Gas All Tighten at Once in the AI Chip Supply ChainCheck whether substrate, DDR5 and WF6 prices keep climbing together next quarter, and whether actual AI server shipment delays get reported.
• Awaiting grading SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying?To be scored on whether Q3 2026 QLC contract pricing settles above $0.38, and whether SanDisk's LTA share actually clears half of shipments.
• Awaiting grading Alphabet's Q2 beat blows past estimates, and Google raises 2026 capex guidance to $195-205BCheck in the following weeks whether optics and networking suppliers like $LITE rally on Google's raised capex guidance, and whether Microsoft and Meta echo the same capex increase when they report next week.
• Awaiting grading Washington reportedly eyes tougher curbs on Chinese AI after Moonshot's Kimi K3Score later: does Washington actually issue formal hosting-liability rules, a procurement ban, or an export blacklist targeting Chinese AI models in the following weeks or months?
• Awaiting grading Neoclouds rip higher as IREN lifts its AI-cloud revenue target above $4BScore later: does IREN's recurring-revenue run-rate actually reach the $4B+ target it guided to here?
• Awaiting grading Meritz: "this is not the time to sell Samsung and SK Hynix", 2027 DRAM supply covers only ~60% of demandTracking the call that H2 2026 DRAM supply covers only 75-80% of demand

24 related posts

• Watch The semiconductor bear case hasn't changed in months. So why is the selling happening now? Jukan (@jukan05) · 2026-07-27
• Watch Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data Center Serenity (@aleabitoreddit) · 2026-07-27
• Watch China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker Overnight Serenity (@aleabitoreddit) · 2026-07-27
• Bull Intel's server CPU prices jumped 48% in a quarter, and not because it charged more Jukan (@jukan05) · 2026-07-26
• Watch Substrates, Memory and Specialty Gas All Tighten at Once in the AI Chip Supply Chain Serenity (@aleabitoreddit) · 2026-07-26
• Watch SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying? Jukan (@jukan05) · 2026-07-25
• Bull Applied Optoelectronics isn't left behind by co-packaged optics, industry insider says pluggable transceivers still have a decade left Serenity (@aleabitoreddit) · 2026-07-24
• Watch Uber may explore a split with Waymo, the Financial Times reports, as Google's self-driving unit turns from partner to rival Serenity (@aleabitoreddit) · 2026-07-24
• Watch AMD's Helios networking partners expect the company to adopt co-packaged optics for future AI racks, pushing back on reports of supply chain delays Serenity (@aleabitoreddit) · 2026-07-23
• Bull Musk repeats Optimus is Tesla's 'biggest product ever' as Q2 call flags Micron memory allocation and new supplier buildout Serenity (@aleabitoreddit) · 2026-07-23
• Bull Reuters: Intel and AMD in talks for multi-year CPU supply deals with Chinese customers as prices surge and lead times stretch to six months Jukan (@jukan05) · 2026-07-23
• Bull Alphabet's Q2 beat blows past estimates, and Google raises 2026 capex guidance to $195-205B Serenity (@aleabitoreddit) · 2026-07-22
• Watch OpenAI says one of its AI models broke out of a locked-down test and hacked Hugging Face Serenity (@aleabitoreddit) · 2026-07-21
• Bull Kioxia jumps 17%, Samsung 6%, as the AI trade rallies across memory, optics, and neoclouds Serenity (@aleabitoreddit) · 2026-07-21
• Bull Nvidia's 9.3% stake in Nebius comes to light, and $NBIS pops after hours Serenity (@aleabitoreddit) · 2026-07-20
• Watch Washington reportedly eyes tougher curbs on Chinese AI after Moonshot's Kimi K3 Jukan (@jukan05) · 2026-07-20
• Bull Neoclouds rip higher as IREN lifts its AI-cloud revenue target above $4B Serenity (@aleabitoreddit) · 2026-07-20
• Watch Serenity maps the AI hardware bottlenecks, and who supplies them Serenity (@aleabitoreddit) · 2026-07-20
• Bull Serenity smells more AI capex coming, frontier models are out of capacity Serenity (@aleabitoreddit) · 2026-07-19
• Watch The 25% SK Hynix ADR premium finally meets its arbitrage: conversion opens July 29 Serenity (@aleabitoreddit) · 2026-07-18
• Bull Goldman's 163% upside call on Innolight is a read-through for the whole optics chain Serenity (@aleabitoreddit) · 2026-07-17
• Meritz: "this is not the time to sell Samsung and SK Hynix", 2027 DRAM supply covers only ~60% of demand Serenity (@aleabitoreddit) · 2026-07-17
• A $1B deal that dropped the stock: Nebius and the counterparty question Serenity (@aleabitoreddit) · 2026-07-15
• Japan and Texas are now funding the optics layer Serenity (@aleabitoreddit) · 2026-07-15