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Serenity - NBot Tracker | nbot.ai

Serenity

Serenity

Updated 45 min ago

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Latest News

Latest news from Serenity's sources

45 min ago

@aleabitoreddit: So back on your Neoclouds like $NBIS + memory read through... From $AMZN CEO + A16z interview. Q: ...

@aleabitoreddit: So back on your Neoclouds like $NBIS + memory read through... From $AMZN CEO + A16z interview.

Q: ...

2h ago

@aleabitoreddit: I guess what I've seen from Chinese laser capacity expansion: 1. Dongshan/Source Photonics (索尔思): ...

@aleabitoreddit: I guess what I've seen from Chinese laser capacity expansion:

1. Dongshan/Source Photonics (索尔思): ...

7h ago

@aleabitoreddit: Yes, I like $SIVE. It's a fun company to cover, since there's a lot of supply chain alpha here. Bu...

@aleabitoreddit: Yes, I like $SIVE. It's a fun company to cover, since there's a lot of supply chain alpha here.

Bu...

1d ago

@aleabitoreddit: Pretty crazy Reuters piece on the global selloff. - October 22 marked the 1st time since the COVID ...

@aleabitoreddit: Pretty crazy Reuters piece on the global selloff.

- October 22 marked the 1st time since the COVID ...

1d ago

@aleabitoreddit: Actually $ESMT and my legacy memory names held up better than the rest of the AI trade. Probably d...

@aleabitoreddit: Actually $ESMT and my legacy memory names held up better than the rest of the AI trade.

Probably d...

1d ago

@aleabitoreddit: $NVDA Jensen Huang: Surplus of memory supply is unlikely by 2029. The CNBC question referenced a K...

@aleabitoreddit: $NVDA Jensen Huang: Surplus of memory supply is unlikely by 2029.

The CNBC question referenced a K...

2d ago

@aleabitoreddit: Yeah… minor volatility in October. Figured I’d share some personal drawdowns too for transparency. ...

@aleabitoreddit: Yeah… minor volatility in October.

Figured I’d share some personal drawdowns too for transparency. ...

2d ago

@aleabitoreddit: I don't own $ASTS and not advice, but if you're capitulating just because a stock price went down.. ...

@aleabitoreddit: I don't own $ASTS and not advice, but if you're capitulating just because a stock price went down.. ...

2d ago

@aleabitoreddit: $NVDA today announces capacity agreements with substrate, packaging, testing and optical engine supp...

@aleabitoreddit: $NVDA today announces capacity agreements with substrate, packaging, testing and optical engine supp...

3d ago

@aleabitoreddit: Divergence between fundamental demand and valuations are now at extreme levels. You're seeing acce...

@aleabitoreddit: Divergence between fundamental demand and valuations are now at extreme levels.

You're seeing acce...

3d ago

@aleabitoreddit: Yeah not sure how anyone thinks it's over on AI semis like $NVDA GPUs, memory, to photonics, after $...

@aleabitoreddit: Yeah not sure how anyone thinks it's over on AI semis like $NVDA GPUs, memory, to photonics, after $...

4d ago

@aleabitoreddit: Exciting, $SIVE gets their first production orders for CW DFB lasers with LiDAR. “We are pleased to...

@aleabitoreddit: Exciting, $SIVE gets their first production orders for CW DFB lasers with LiDAR.

“We are pleased to...

5d ago

@aleabitoreddit: Feels like the public interpretation is all wrong… I’m pretty sure $MSFT backing out on NScale dea...

@aleabitoreddit: Feels like the public interpretation is all wrong…

I’m pretty sure $MSFT backing out on NScale dea...

5d ago

@aleabitoreddit: Last major $SIVE disclosure was 100M CW DFB laser capacity Q4 2027. And a new foundry partner (that ...

@aleabitoreddit: Last major $SIVE disclosure was 100M CW DFB laser capacity Q4 2027. And a new foundry partner (that ...

5d ago

@aleabitoreddit: $LITE CEO interview on demand, counterparty + financing risk: - "CFO of $GOOGL came on and report...

@aleabitoreddit: $LITE CEO interview on demand, counterparty + financing risk:

- "CFO of $GOOGL came on and report...

October 16, 2026

@aleabitoreddit: Just some words of emotional support for your SK Hynix, $SNDK, $MU fanclub. $DELL CEO on memory, s...

@aleabitoreddit: Just some words of emotional support for your SK Hynix, $SNDK, $MU fanclub.

$DELL CEO on memory, s...

October 16, 2026·

October 16, 2026

@aleabitoreddit: 好吧，这视频也太酷了吧... $TSLA 现在居然都有飞行汽车了，感觉我们真的活在未来了 https://t.co/WjY9tP9JIF

@aleabitoreddit: 好吧，这视频也太酷了吧...

$TSLA 现在居然都有飞行汽车了，感觉我们真的活在未来了 https://t.co/WjY9tP9JIF

October 16, 2026·

October 15, 2026

@aleabitoreddit: Glad we finally got a word too from $NVDA Jensen Huang today from an event at Stockholm... About $C...

@aleabitoreddit: Glad we finally got a word too from $NVDA Jensen Huang today from an event at Stockholm...

About $C...

October 15, 2026·

October 15, 2026

@aleabitoreddit: $GOOGL is now discussing deals to extend their memory LTAs through 2035 from KeyBanc channel checks....

@aleabitoreddit: $GOOGL is now discussing deals to extend their memory LTAs through 2035 from KeyBanc channel checks....

October 15, 2026·

October 15, 2026

@aleabitoreddit: $TSM released earnings today. I was more curious about commentary given recent the market panic. Fo...

@aleabitoreddit: $TSM released earnings today. I was more curious about commentary given recent the market panic.

Fo...

October 15, 2026·