Serenity (@aleabitoreddit) — stock opinions

On record

1,749 public stock calls from Serenity on X, each linked to the video or post it came from. In the last 3 months, 246 calls: 237 bullish, 9 bearish. By stock: bullish only on AAOI, SIVE.ST, MU; bearish only on CRWD; both ways on NVDA, CRWV. Latest: bearish on NVDA (2026-11-13).

Most calledAAOISIVE.STMU

Opinion overview

2026-11-07 – 2026-11-13

Positive (13)

Negative (1)

Opinion list

Horizon

NVDA2026-11-13
My confidence in the next leg of Nvidia’s growth, beyond their current roadmap, has been shaken without Jensen Huang, and I'm less optimistic on $NVDA maintaining their competitive advantages against $AMD, $AVGO, and hyperscalers.
Source
NVDA2026-11-12
I have no confidence in the future of $NVDA after Jensen’s resignation, beyond the next couple years of existing revenue and roadmaps. Without his visionary leadership, I don't find Nvidia compelling in the long horizon.
Source
NBIS2026-11-12
Near-term headwinds are unfortunate, however long term I think Nebius will take care of you. Very operationally bullish, with prepayments covering capex and GPU premiums increasing.
Source

Backtest performance

Conviction-weighted · 3M

Simulated cumulative return with the stocks the influencer discussed

2026-08-12 – 2026-11-12

This is a simulation built from public influencer content. It is not the influencer’s actual portfolio, holdings, account return or trading record, and it does not try to reconstruct one. Every influencer is scored under the same rules from their standardised positive and negative stock views.

Conviction-weighted uses positive views only. The more often an influencer calls the same stock, the more conviction it shows and the larger its simulated weight.

Signals enter on the next U.S. trading day after publication and typically expire after about three months. The aim is an open, like-for-like comparison of public views — closer to “a viewer following the public content” than to what the influencer personally earned.

Positive

-32.8%

Logos mark the stocks discussed on each day. Select one to read those opinions.

Computed Nov 13, 2026, 2:46 AM UTC · Not counted (no prices): BITF, RVI, SIVE, SOI, SPCX · Carried-forward prices: CCXI

Historical tickers

Biggest winners and losers

Conviction-weighted · last 3 months

as of 2026-11-12

Each call is a simulated lot from our backtest, from its entry to its exit (an opposite view or the end of its horizon); still-open lots use the latest close. Lots that closed in the selected period or are still open count. Overlapping calls on the same stock merge into one active window; the total compounds the stock’s price return across its windows.

Share of completed simulated positions on this stock that ended with a positive return under the selected rules.

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Portfolio

Current holdings

Conviction-weighted

as of 2026-11-12

Holdings are the still-open lots of our backtest of the influencer’s public opinions: each enters on the next U.S. trading session after publication and is held for its horizon (about two weeks short-term, three months medium-term, one year long-term) unless an opposite view closes it. Every open lot has equal weight, rebalanced each session.

Conviction-weighted uses positive views only; every additional mention of a stock adds another equal slice, so repeated calls weigh more.

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FAQ

Common questions

What stocks does Serenity talk about most?

In the last 3 months, Serenity talks most about AAOI (Applied Optoelectronics, Inc., 27 calls: 27 bullish, 0 bearish), SIVE.ST (Sivers Semiconductors AB, 22 calls: 22 bullish, 0 bearish), MU (Micron, 18 calls: 18 bullish, 0 bearish), LITE (Lumentum Holdings Inc., 17 calls: 17 bullish, 0 bearish), NVDA (NVIDIA, 13 calls: 9 bullish, 4 bearish).

Is Serenity bullish or bearish lately?

In the last 3 months, 237 of Serenity's 246 stock calls were bullish and 9 bearish.

What does Serenity think of AAOI (Applied Optoelectronics, Inc.)?

In the last 3 months, Serenity made 27 calls: 27 bullish, 0 bearish on AAOI; the latest, on 2026-11-11, was bullish.

What does Serenity think of SIVE.ST (Sivers Semiconductors AB)?

In the last 3 months, Serenity made 22 calls: 22 bullish, 0 bearish on SIVE.ST; the latest, on 2026-11-06, was bullish.

What does Serenity think of MU (Micron)?

In the last 3 months, Serenity made 18 calls: 18 bullish, 0 bearish on MU; the latest, on 2026-11-07, was bullish.

How many of Serenity's calls are tracked?

1749 public stock calls from Serenity on X are on record, the latest from 2026-11-13, each linked to the original post or video.

Where do Serenity's calls come from?

From Serenity's public videos or posts on X. Each call is extracted with the stock, the bullish or bearish view and the horizon, and kept with a link to its source so it can be checked.

How does Opinion Alpha present Serenity's calls?

Every call is placed on the stock's price chart on the day it was made and can be filtered by stock, direction and horizon. Public opinions only, not investment advice.