Serenity Says He Does Not Hold Leadrive Harmonic Shares, Calls Valuations High in Humanoid Robotics

Serenity, described as a “new stock god,” said in a post on X that he does not hold shares of Leadrive Harmonic and that his comments were only based on publicly shared research. According to Odaily, Serenity added that Leadrive Harmonic holds an important position in the humanoid robot supply chain and that its products may cover a considerable portion of humanoid robot manufacturing. He said companies such as AGIBot and Unitree have only recently entered the scaling phase, and that AGIBot’s cumulative shipments have reached only about 10,000 units, leading to generally high price-to-earnings valuations across related firms at this stage. Serenity also said capital markets typically price in future growth expectations in advance. He wrote that if Tesla Optimus, Unitree, and other manufacturers can achieve mass production of tens of millions or even hundreds of millions of robots in the coming years, and if trillions of dollars flow into the humanoid robotics industry, then even if Leadrive Harmonic captures about 5% of the core components market, its valuation could be significantly higher than its current market capitalization. After reviewing the supply chain, Serenity said Leadrive Harmonic is among the targets he has identified as having one of the highest exposures to the development of the humanoid robotics industry.