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The White-Haired Stock God analyzes trading cultures of various countries: China favors short-term trading (likes to use AI to copy me), the U.S. only invests in future narratives, South Korea is the most aggressive with high leverage.
"White-Haired Stock God" Serenity posted in the early morning of the 14th, launching a broad attack on investors worldwide: Korea is like a stock market version of 50x leveraged Hyperliquid traders, the US only cares about the future and ignores valuations, China is busy using AI to clone his research... This stereotypical, harsh yet accurate portrayal reflects cultural differences in the markets.
(Previous context: Elon Musk's SpaceX IPO speech: "I want to make science fiction real, I want to take you to the Moon, Mars, and beyond")
(Additional background: "White-Haired Stock God" Serenity strongly supports Fable 5 export controls: AI hegemony war has begun, super intelligence should not be open to the whole world)
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Holding 700k followers and over 37k paid subscribers, Serenity, known as the "White-Haired Stock God," posted a tweet early this morning (4th), summarizing his observations of global market behaviors on X, sharp and with a touch of sarcasm.
China: Cloning me with AI
Serenity first points out China, with a tone of helplessness: "They are determined to clone me with AI, thinking only in short-term PTSD from A-shares." The short-term culture of A-shares causes these clones to be quickly consumed and quickly forgotten.
By "cloning," he means that many Chinese accounts use AI to scrape and repost his analysis articles, rather than truly understanding his supply chain breakdown logic.
US: Only buy the future, what is valuation?
Serenity believes American investors "are bullish on anything with a future sense, completely ignoring valuation," citing $SPCX as an example.
$SPCX Just on the 12th, they completed the largest IPO in history, raising about $75 billion, with an issue price of $135 and a first-day close of $161, pushing the valuation past $2 trillion. This "buy first, ask questions later" style is almost standard in the US market in Serenity's view.
Europe: Worrying more about water consumption than AI infrastructure
Serenity's comments on Europe are also sharp. He mentions $SIVE (Swedish silicon photonics company) and $SOI (French wafer giant Soitec). He says European investors "care more about water resource usage than AI infrastructure," and they only look at the past 12 months' performance. He specifically highlights France and Sweden, and also praises "Belgium is doing okay for now."
European data centers under environmental regulations have made water cooling systems' water consumption a hot topic locally.
Korea: Stock market version of Hyperliquid 50x leverage
Serenity uses a metaphor familiar to crypto readers to describe Korea's market: "like a stock market version of Hyperliquid 50x leveraged traders." He openly states he has never seen such extreme volatility in a market.
Hyperliquid is one of the most popular decentralized perpetual contract exchanges in crypto, known for high leverage and quick in-and-out trading.
Japan: The most gentle market
Japan is an unexpected exception. Serenity admits he has "never seen any Japanese aggressively short or sell stocks," and the Japanese community almost always shows support on all topics, making it the most gentle market group he has encountered.
Finally, Serenity adds that he currently lacks enough data on Latin America and other regions, but expects to have more observations soon. The next broad attack may already be on its way XD.