The latest remarks recast the recommendation as an A-share idea, citing Wall Street research, U.S. hyperscaler demand and geopolitical analysis while rejecting claims of institutional ties in China.
Investor Serenity said Zhongji Innolight, which he described as the only A-share stock he recommended last year, has risen by triple digits to a record high. The updated comments shift the framing from the earlier Chinese ADR description and add that his investment views draw on Western perspectives, including research from JPMorgan and Goldman Sachs, demand from U.S. hyperscalers such as GOOGL and MSFT, and geopolitical and game-theory analysis. Serenity also denied claims that he is tied to a Chinese institution.