Serenity, the stock-picker who back-maps NVIDIA's roadmap to hunt the small upstream suppliers feeding the AI buildout, spent Tuesday reacting to a busy news flow across data centers and robotics, before capping the day with a personal milestone.

A giant colocation contract, and the ex-miners "growing up." His first note picked apart a newly announced deal between Riot Platforms (RIOT) — a Bitcoin miner that has increasingly pivoted its gigawatt-scale power sites into AI data-center hosting — and AI lab Anthropic, worth roughly $9.1 billion and potentially extending to $16.1 billion over 20 years. He also flagged that Advanced Micro Devices (AMD), the chipmaker whose MI-series accelerators are the main challenger to NVIDIA, exercised an option to expand its existing capacity with Riot. Serenity's read was less about Riot itself than about timing: he observed that much of the "neocloud" colocation basket seems to see revenue only inflect in the second half of 2027, noting Riot's first 96 megawatts target December 2027 and AMD's full 50MW around May 2027. He wryly framed the whole episode as the former crypto miners — name-checking Iris Energy (IREN) — "growing up" into AI landlords. IREN remains his cautionary foil in this space: he turned bearish after its roughly $6 billion at-the-market equity raise (about half its market cap), arguing that continuous dilution structurally caps shareholder gains even if the business succeeds.

Humanoid-robot mania. Separately, Serenity marveled at the retail demand for the Unitree IPO — the Chinese humanoid-robot maker's offering was reportedly more than 8,000 times oversubscribed — as evidence of enormous appetite for pure-play humanoid names. He disclosed his own exposure to US-based Agility Robotics, which he accesses through CCXI, a vehicle carrying the company at a $2.5 billion pre-money valuation alongside backers including SoftBank, NVIDIA (NVDA), Amazon (AMZN) and Foxconn. His thesis: if Unitree opens above $30 billion, the leading US players could draw fresh attention. The NVIDIA and Amazon references tie back to his core framework — he treats both as demand engines rather than holdings, with NVIDIA's roadmap telegraphing where scarcity lands upstream and Amazon's ~$200 billion capex and robotics push cutting through to the actuators, lasers and power components he actually owns.

One million followers. Serenity closed the day by marking a milestone: his account crossed one million followers. He reflected on a year in which his commentary on AI "chokepoints" — the hard-to-substitute upstream suppliers spanning substrates, lasers, actuators, memory and power — found a surprisingly global audience across Sweden, Japan, Korea and China. He acknowledged, candidly, that some calls worked, some did not, and several are still playing out, and teased an unspecified announcement to celebrate.

*This is derived commentary tracking Serenity's public posts, not investment advice.*