AI投资热将Serenity捧上神坛，X平台订阅用户数距马斯克仅差4000
BlockBeats 消息，6 月 1 日，伴随 AI 投资热潮，「新股神」Serenity 遭全网热捧，其 X 平台订阅用户数 4.3 万人，距该平台最大订阅用户拥有者马斯克（4.7 万人）仅差 4000。
BlockBeats 注：Serenity 系 Reddit 论坛 WallStreetBets（WSB）板块颇具影响力的资深交易员。其核心研究成果均坚持免费公开，研究框架聚焦于英伟达 AI 芯片产业链中的关键配套环节，通过深入梳理芯片制造与封装过程中不可或缺的「螺丝钉」型组件，精准识别供应链中的关键瓶颈点（Chokepoint），并据此挖掘具备稀缺性与议价能力的上游标的进行布局。
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