The Trader Who Cracked AI's Semiconductor Supply Chain: Inside the Thinking Model Behind a 1,500% Bet, and Where It Breaks

Here are my thoughts on entire AI industry chain

Serenity mapped the photonics supply chain into a tradeable grid of bottlenecks and claims a year-to-date return north of 1,500% doing it.

This piece does two things: it takes the framework apart to see why it works, then it stress-tests every seam to find where it breaks you instead.

Ztrader RESEARCH · June 2026

On May 27th, European semiconductor maker …