Free publicly available research can uncover this kind of alpha, indicating that the true edge still lies in a deep understanding of packaging fabrication, rather than chasing hot topics.

BlockBeats reports that well-known trader Serenity announced on social media that since the beginning of the year, their returns have reached 4502.45%. Their research is freely available to the public, focusing on key screw-like components in NVIDIA's AI chip industry chain, identifying chokepoints in manufacturing and packaging, and based on this, uncovering upstream targets with scarcity and bargaining power.