FinXtracker

Track your favourite FinX accounts. The moment they name a new stock, we send you a fact-checked deep dive; thesis, financials, risks. Not investment advice.

[FinXtracker @FinXtracker]

https://t.co/HUn3jQxeqF

[FinXtracker @FinXtracker]

Serenity just flagged the company hiding inside almost every industrial robot. Most people have never heard of it.

$688017 (Leader Harmonious Drive), a CNY 70B name in China.

It makes strain wave reducers: the precision gears that let a robot arm move smoothly and accurately. Every humanoid and factory robot China is racing to build needs them.

His call, 2 days ago: "I'd long LeaderDrive if I were in China. Still really early into the robotics ramp, but a clear winner given China's lead in low cost, mass production robotics."

The catch he's not hiding: the stock has already more than doubled, and it's priced for flawless execution for years. High risk, high conviction.

Same account averaging +27% across 35 calls. $MU +195%. $SNDK +281%. $ARM +214%.

Every new name he posts, we break down the thesis, the numbers and the risks, before the move is over.

[FinXtracker @FinXtracker]

While everyone was buying Nvidia, one account quietly called the trade that actually ran.

Here's exactly what Serenity bought.

Three months ago, 99% of X was bearish on memory. Oversupplied, commoditized, dead money. The consensus was loud and it was wrong.

Serenity (@aleabitoreddit, 838k followers) went the other way. No mega-caps. No consensus AI names. He bought the physical layer the AI boom actually runs on — memory, semis, substrates, the unglamorous stuff nobody wanted.

Then it ran.

$MU (Micron) — memory. $380 → $1,122. +195%
$SNDK (SanDisk) — storage. $565 → $2,155. +281%
SK Hynix — memory. 849K → 2.685M KRW. +216%
Samsung — 172K → 362K KRW. +111%
$ARM — the CPU bottleneck thesis. +214%
$LPK — the glass substrate supercycle. +79% in two weeks

The logic was simple: the market was paying any price for AI software and ignoring the hardware all of it depends on. Everyone bought the story. He bought the supply chain.

Across 35 tracked calls, he's averaging +27% — bought at the close the day he named it, held 30 days.

The problem is you can't watch his feed all day, and by the time a good call hits your timeline the move is half over.

So we built FinX Tracker. The moment Serenity names a new stock, we catch it within minutes, write a plain-English deep dive — the thesis, the financials, the risks — and email it to you before the move is done.

Every new call, broken down. Follow so you don't miss the next one.

Information only, not investment advice. Past results don't predict future returns.

[FinXtracker @FinXtracker]

@aleabitoreddit https://t.co/HUn3jQxeqF

[FinXtracker @FinXtracker]

@aleabitoreddit $LPK

[FinXtracker @FinXtracker]

https://t.co/HUn3jQxeqF

[FinXtracker @FinXtracker]

While everyone was buying Nvidia, one account quietly called the trade that actually ran.

Here's exactly what Serenity bought.

Three months ago, 99% of X was bearish on memory. Oversupplied, commoditized, dead money. The consensus was loud and it was wrong.

Serenity (@aleabitoreddit, 838k followers) went the other way. No mega-caps. No consensus AI names. He bought the physical layer the AI boom actually runs on — memory, semis, substrates, the unglamorous stuff nobody wanted.

Then it ran.

$MU (Micron) — memory. $380 → $1,122. +195%
$SNDK (SanDisk) — storage. $565 → $2,155. +281%
SK Hynix — memory. 849K → 2.685M KRW. +216%
Samsung — 172K → 362K KRW. +111%
$ARM — the CPU bottleneck thesis. +214%
$LPK — the glass substrate supercycle. +79% in two weeks

The logic was simple: the market was paying any price for AI software and ignoring the hardware all of it depends on. Everyone bought the story. He bought the supply chain.

Across 35 tracked calls, he's averaging +27% — bought at the close the day he named it, held 30 days.

The problem is you can't watch his feed all day, and by the time a good call hits your timeline the move is half over.

So we built FinX Tracker. The moment Serenity names a new stock, we catch it within minutes, write a plain-English deep dive — the thesis, the financials, the risks — and email it to you before the move is done.

Every new call, broken down. Follow so you don't miss the next one.

Information only, not investment advice. Past results don't predict future returns.

[FinXtracker @FinXtracker]

https://t.co/HUn3jQxeqF

[FinXtracker @FinXtracker]

And this is why we track Serenity.
3 months ago 99% of X was bearish on memory.

If you'd bought the day he flagged it:

$SNDK +281%
$MU +195%

From literally mirroring one account's calls.

Link in Bio

[FinXtracker @FinXtracker]

https://t.co/HUn3jQxeqF

[FinXtracker @FinXtracker]

Everyone on X was bearish on memory 3 months ago.
One account told you to buy. Here's exactly what happened.

Serenity (@aleabitoreddit) flagged the trade before it ran:

$MU — $380 → $1,122. +195%
$SNDK — $565 → $2,155. +281%
SK Hynix — 849K → 2.685M KRW. +216%
Samsung — 172K → 362K KRW. +111%

Just the call, before the crowd.

Every new stock he names, we break down here. Follow so you don't miss the next → Link in bio

[FinXtracker @FinXtracker]

@cardboardfcb @RickRollup @WillD1373212821 @aleabitoreddit https://t.co/HUn3jQxeqF

[FinXtracker @FinXtracker]

Three interesting names caught by our systems this week from Serenity.

$POWI $2316 $688017

Adding them next to $SIVE $XFAB $AXTI

Will be interesting to watch how these develop.

[FinXtracker @FinXtracker]

@RealMoneyMoon He seemed like a good test subject! Got any suggestions for other people to add?

[FinXtracker @FinXtracker]

One of the features we just shipped:

The map. Every stock Seternity is bullish on, sized by how often he talks about it. Squares turn green when he's back on a name this week.

His whole focus in one glance.
$SIVE $AAOI $NVDA $LITE $AXTI $IQE $NBIS $XFAB $RKLB $WOLF $TSM $SNDK $RDDT $ALAB $INTC $SOI $LPK $MRVL $MU $TSEM $MTSI $GOOGL $MSFT $META $COHR $AMZN $CIFR $AEHR $GFS $ALRIB $HIMS $JBL $CRCL $RPI $AVGO $ARM $NVTS $POWI

[FinXtracker @FinXtracker]

@aleabitoreddit https://t.co/HUn3jQxeqF

[FinXtracker @FinXtracker]

@aleabitoreddit $ALRIB

[FinXtracker @FinXtracker]

@aleabitoreddit https://t.co/HUn3jQxeqF

[FinXtracker @FinXtracker]

@aleabitoreddit

[FinXtracker @FinXtracker]

https://t.co/HUn3jQxeqF

[FinXtracker @FinXtracker]

Another interesting name from Serenity. Full deep dive already in your inbox.

$NBIS $AAOI $SIVE $XFAB

[Serenity @aleabitoreddit]

I agree with Palliser Capital here.

As a shareholder, it’s just so stupid how WUS (2316 TW) MC can be ~$1B MC.

While they own a 11.26% stake of WUS Kunshan, a $39.3B (¥282B CNY) company…

Which is worth $4.42B pre-tax. Just sell 1/4th or something?

And you get an extra ~$1.1B for PCB growth at the inflection point with AI demand.

Which is more than your current MC pre-tax, purely in cash.

And there’s still $3.3B in assets + markets might revalue your company because of willingness to trim locked up assets.

Nobody is asking you to trim everything, but the NAV disconnect is insanity.

WUS TW management should really reconsider.

[FinXtracker @FinXtracker]

@RealMoneyMoon Autocorrect won