IN 2026, THE U.S. SHARE IN THE AI WAVE, THE MOST PROFITABLE WAS NOT TO HOLD WELL-KNOWN SHARES SUCH AS WEEDA, MICROSOFT, AMAZON AND GOOGLE. THESE TRILLION-DOLLAR GIANTS ARE, OF COURSE, RISING, BUT ELEPHANTS ARE DIFFICULT TO DANCE。

A group of new connoisseurs who have been fighting "supply chain snipers" are coming out of Reddit, X, Substack in bulk, putting behind them the far-reaching benefits of past Buffet-style value investments. They hold a pile of multi-billion-to-billion-dollar micropledge shares that Wall Street analysts can't afford to look at and ordinary investors can't even read their names。

And the person who turned these micropledges into a trade consensus and trend is Leopold Aschenbrenner, a 22-year-old German who, with $200 million in start-up money, earned $14 billion in stockmaking, which became the name of the new stock god。

After Leopold, the phantom of the Buffet faction is accelerating. A group of new impostors who are shooting "supply chain snipers" are coming out of Reddit, X, Substack. They don't look at the financials, they look at the microdiscounts of the "crawling neck" up the supply chain. In line with this logic, J.J. has found some new stock gods for analysis。

Reddit

In this new group of stock-holders, the most popular recent is Serena, from the WallStreet Bets channel on Reddit。

As for the story of Serena himself, many readers should have known about it. In short, he was an AI research scientist, involved in the RISSC-V Foundation, published a Nature paper, and even turned himself down the offer of the British AI team for $6.00。

Serenity's real "new stock god" narrative is not about these self-narrated résumés, but because he called out a stock called AXTI on WSB. His central argument is straightforward: the AI industry as a whole relies on this $700 million monopoly company, including Google, Weibo, Microsoft and all its players, for phosphorus lining and materials. He thinks the whole AI industry is moving from Google TPU to optical science, using optical interconnection. The whole AI growth story will end in 2026 if there is no phosphorus。

IN THAT AXTI HOTSPOT, HE CALLED THE TARGET PRICE FROM $15 TO $150, AND THE TITLE WAS VERY DIRECT。

Read about:he said he'd make more in stockI don't know。

The stock price gave Serena the best endorsement. When Serena was discussing AXTI, the stock price was around $12. After that, the AXTI went up to $70, and Serenity himself called it a one-way deal of 100%. As of the time of writing, the public information website showed that AXTI had received $140.83, which was only close to the target price of $150 he had originally set。

This makes the image of Serena more complex and more solid, not just as a lucky gambler in the WSB, but as a deep researcher in a new technology, the AI Industrial Chain。

Why would someone like this come out of Wall Street Bets, this Reddit channel

We need to spend some time talking about WallStreetBets history。

WallStreetBets, known as WSB, is the most famous American-owned diaspora on Reddit. It's good, not because everyone here is rational, nor because there's always the right answer。

ON THE CONTRARY, THE WSB WAS FIRST KNOWN BECAUSE IT BROUGHT TO THE FORE BOTH THE MOST EXTREME ASPECTS OF THE AMERICAN SHAREHOLDERS: ON THE ONE HAND, SHORT-TERM POWER IS ZERO, SOHA IS BANKRUPT AND LAUGHS AT EACH OTHER; ON THE OTHER HAND, THERE IS AN OCCASIONAL POST THAT CHANGES THE NARRATIVE OF THE MARKET。

In 2021, Wall Street was called from the WSB. A large number of scattered households clashed head-on around GameStop and empty institutions, and a game retail unit that had been marketed as a wreck of the old age was bought into global financial news. After that, the WSB is no longer just a forum. It has become a trading culture: rough, exaggerated, risky, out of control, but occasionally it can dig up real things in a bunch of noise。

WSB is an extremely suitable place for "non-consensual trading". And Serenity is a new variant of the WSB in AI Bull City。

Formerly GameStop, AMC, Short Term Rights and Meme; more and more posts are now discussing cloud infrastructure, enterprise automation, AI angent, HBM, optical modules, data centre electricity, optical science and supply chain bottlenecks。

THE WSB BOXING CULTURE IS STILL IN PLACE, BUT JUST BLOWING THINGS HAS CHANGED。

This generation doesn't read the money

And this culture also spreads from Reddit to X。

KawzInvests is also the representative of the new stock god, whose account number is based on the American stock trading perspective and subject matter research. Similar to Serenity, his content is more "thematically driven" than traditional financial interpretation。

KawzInvests normally looks at the high-flexibility directions of AI infrastructure, light communications, defense robots, biotechnologies, vehicle-mounted software, small disk growth units, and then the logic of supply chain location, order trails, partners, management changes, M & As possibilities and valuation re-evaluation space。

KawzInvests' Shout

PhotonCap is another model。

There's a rumor in the market that PhortonCap would be the agency number behind Serena, or another shell of Serena. It's a good story, and it's in line with the imagination of the Anonym God. However, this relationship is not currently apparent from the public information. PhotonCap wrote in its own Substack that it is a research account of optical and photonics engineers who have daily contact with lasers, generic fibers, transceevers, so they want to study how these things are priced in the stock market. It also thanked Serenity for its inspiration in a combination of disclosure articles。

Back to Serena's first home, Reddit has a lot of similar "share Gods."。

For example, the account ID is a u/imacompnerd user。

u/imacompnerd's most popular is DOCN DigitalOcean. This company is not the market’s most familiar AI lead, but it can be placed in the middle of the 2026 AI deal: not every developer and SME will use AWS, Azure, or GCP directly, nor will all AI/ML deployments require a complex system of giant cloud manufacturers。

DigitalOcean's story is that it could be a lighter, cheaper, more accessible AI cloud infrastructure portal. That's where I put it. He publicly disclosed 50,000 DOCN shares, approximately $1.6 million in warehouse space at a cost of about $31.4; later, a follow-up was issued, stating that the transaction would yield some $2 million in revenue. At current prices, this is not just an "overlook" but a large concentration of investment with clear wealth effects。

More interestingly, he didn't just block the gods with a single DOCN. He can also be seen in public records about the heavy storage and disking of RDDT, GOOG, MNDY. RDDT corresponds to the traffic, community and AI data authorization imagination of the Reddit platform itself; GOOG is a more traditional large AI platform company; and MNDY is another re-evaluation attempt in enterprise software. MnDY is especially worth writing because it is not a beautiful victory screenshot: He disclosed about $1.9 million in warehouse space, but his own cost was higher than the price at the time of the posting and was not good-looking at the stage. And that's why he's more real than the regular Sun Gain. His account had a big win and a loss; there was an AI cloud infrastructure, as well as platform units and business software; there was a central bet and there was a warehouse management。

IN 2026, THE AI BOARD WAS CONTESTED AND ROBBED IN THE MARKET。

THE U.S. SHARES, WITH HALF AN HOUR IN THE AI PLATE, QUICKLY HAD THE FUNDS TO GO IN AND TAKE DOWN THE BOTTOM; AS THE U.S. AND HERCULES STORAGE UNITS MOVED, THE KOREAN MARKET FOLLOWED, AND THE A SHARES WERE FOLLOWED BY SEMICONDUCTORS, STORAGE, COMMUNICATIONS, CPOS, LIGHT MODULES. RIDE LIKE FIRE FROM ONE AI MARKET TO ANOTHER AI MARKET。

ON THE OTHER SIDE, TRADITIONAL ASSETS ARE BECOMING INCREASINGLY EMBARRASSING. WHITE WINE, REAL ESTATE, INSURANCE, MEDICINE, HIGH DIVIDENDS WERE THINGS THAT USED TO BE LOGICAL. MANY TIMES NOW, THEY BECOME ANOTHER KIND OF PSYCHOLOGICAL TORTURE: AI RISES, THEY DON'T RISE, THEY FALL TOGETHER WHEN THE MARKET FALLS. IT USED TO BUY THE WRONG PLATE, AND IT COMFORTED ITSELF WITH THE WHEEL; NOW THE AI MAIN LINE IS RISING, IT'S LIKE TAKING BLOOD FROM OTHER PLATES。

AT SUCH TIMES, THE WORST FEAR IS NOT THE LOSS OF MONEY, BUT THE FEAR OF THE WRONG TIMES. IT IS DIFFICULT FOR TRADITIONAL ASSET HOLDERS TO DOUBT THEIR LIVES WHILE OTHERS KEEP MAKING MONEY ON STORAGE, LIGHT MODULES, CPOS, AI CLOUD, SEMICONDUCTOR TICKETS. ONCE ANXIETY IS FORMED, THE FUNDS CONTINUE TO BE PUSHED INTO THE AI MAIN LINE。

AND WHEN THE MOST VISIBLE AI TAP IS ALREADY TOO EXPENSIVE, THE MOST RADICAL MONEY WILL CONTINUE TO MOVE ON TO A MORE DETAILED TRACK, UPSTREAM AND COLDER SUPPLY CHAIN。

This is also the greatest feature of this generation, the greatest difference between this generation and the previous generation。

BUFFET WORKS IN A WAY THAT READS 500 PAGES PER DAY FOR FINANCIAL, 10-K, 10-Q. HE ONCE LIFTED A THICK PIECE OF PAPER AND TOLD JOURNALISTS THAT KNOWLEDGE WAS BUILT UP LIKE COMPOUND INTEREST. HE LOOKED AT ROE, THE FREE CASH FLOW, THE DEBT EQUITY RATIO, AND WHETHER MANAGEMENT HAD ACKNOWLEDGED THE ERROR HONESTLY IN THE SHAREHOLDER LETTER. HE WAS TARGETED AT A COMPANY THAT HAD BEEN IN OPERATION FOR DECADES, HAD COMPLETE FINANCIAL STATEMENTS AND HAD STABLE CASH FLOWS. AFTER BUYING, HE WAS WILLING TO HOLD IT FOR 10, 20 YEARS。

All the skills of the value investment school are based on the premise that "the money is the soul of the company"。

But Leopold Aschenbrenner, Serenity, a generation of "new gods" doesn't read this. This generation of "equity gods" looks at all the details of financial calls, customer certification cycles, industrial chains and production lines rhythms, monopoly of upstream materials, whether a technology route moves from dissertation to mass production, and whether a company is treated by the market as an old-cycle enterprise。

They are also different from traditional seller analysts. The seller analyst looked at DCF, looked at EPS, looked at guidance, looked at target price. And this generation has gone straight past the financial paper and jumped up the chain to find the node of the "crawl neck," such as a few hundred million dollars worth of small companies with NVIDIA and Google on their customer lists, a liner material that is monopolized by a company, a certification cycle that has not been covered by the seller。

It's WallStreetBets, the bad guy's trick。

THIS GROUP OF PEOPLE CAME FROM THE SAME TIME CLIMATE AND TOGETHER FORMED THE NEW SECT IN AL BULL CITY IN 2026。

A focus on the economy

Low-mobility assets, early narratives, strong transmission symbols, proliferation of communities, and a sense of entry "not yet discovered by mainstream funds."。

if you put these words together, you'll find that they can be used both to describe meme coin and to describe today's hottest microcard stock in the united states stock market. the difference is that meme coin always admits that he is a focus game and that microdisk stock is in a "hard-tech supply chain research" jacket。

But the essence is the same. Low market value, low turnover and low institutional coverage are often found in an industry story that sounds large enough. A $700 million market value company was described as an AI-era card neck link, a $3 billion cloud manufacturer as an AI entry point for SMEs, and an unknown bottom-line manufacturer as a common upstream of NVIDIA, Google and Microsoft. Once narratives were established, prices would run first, the basics being true, and they would wait several quarters to know。

The most interesting thing about microdisk stock is that it is not a battlefield where institutions are naturally better at doing so. On the contrary, the more we move to low market value and low mobility, the more easily Wall Street's advantages become shackles。

A few hundred billion dollars or even trillions of dollars in management, looking at a $3,400 billion small company, is not thinking first of all, "Is this the best chance?", but, "Can I buy it, can I sell it?" It has warehousehold limits, liquidity rules, risk committees, disclosure requirements and transaction impact costs. For the bulk, a small ticket with a market value of $300 million and tens of millions of dollars per day may be large enough; for an institution like BlackRock, it may be just as small as it can be. There is no point in buying less, and buying more can directly push up prices and even trigger exposure. When it comes to selling it, it may also be because it's too light and throws itself out of a big slide。

So they can't see, but they can't play. The larger the institution's money, the more powerful it is in its assets at large market value; but in micro-shares, the size becomes a cage. It's too shallow for a big boat。

But the focus economy has its own physical pattern。

so this cross-market alpha depends on three things。

First, whether the information gap still exists. If only a few FinTwit accounts can clarify the supply chain of photonics, CT and the past may have had early access to a low-cover asset. However, once mainstream sellers, ETFs and quantitative funds begin to be covered, the narrative premium will be quickly flattened。

SECONDLY, CAN THE BASICS KEEP UP? AI PHOTOCOMMUNICATION IS NOT AN EMPTY NARRATIVE, BUT THE BIGGEST PROBLEMS WITH SMALL VOTES ARE UNCERTAINTY OF ORDERS, CONCENTRATION OF CUSTOMERS, DILUTION OF FINANCING, AND LONG PRODUCTION CAPACITY VALIDATION CYCLES. A COMPANY MAY BE STANDING ON THE RIGHT TRACK WITHOUT BEING ABLE TO ACHIEVE REAL ECONOMIC VALUE。

third, the speed of transmission itself creates out-crowding. the rise in low-liquid assets can easily be interpreted as “market validation narratives”, but may also be of short-term concern. the more you look like meme coin, the more you're alert to meme coin-style liquidity loss -- the story is still there, but the buy is gone。

It also shows us a kind of market migration: crypto traders are using the narrative smell that is being trained in the chain, on American microcards, AI hardware, energy, electricity and supply chain assets. This is probably also the most interesting change in the culture of transactions in the encryption ring this year。

the economic properties of america's micro-shares exist long before meme coin appears。

Times create heroes and times never lack new gods。