I recently watched a video analysis of the Serenity investment methodology, and I think it’s quite valuable.

To be clear, it’s not about copying Serenity’s holdings, nor does it suggest that a certain stock still has room to grow.
What’s truly worth noting is that it attempts to break down the stock selection logic behind Serenity.
For example, starting from the demand for AI computing power terminals, tracing upstream along the industry chain, and identifying points with obvious supply-demand mismatches, high barriers, and short-term difficulty in being replaced.
The video also covers relatively niche semiconductor stocks like AXTI and SIVE.
If you’re interested in Serenity and the upstream industry chain of AI semiconductors, you might want to watch this video.
It seems the author has an institutional background and a strong sense of framework.