A new "small retail investor tycoon" emerges! A post has sparked X-Fab Silicon Foundries, a small European chip manufacturer, to skyrocket by over 70%.

date
23:58 27/05/2026
avatar
GMT Eight
European small chip maker X-Fab Silicon Foundries' stock price surged more than 77% at one point, triggering multiple trading halts during the day. What sparked this frenzy among individual investors was just a post by a social media influencer.
In 2021, the legendary American retail investors who sparked the GameStop Corp. Class A short squeeze battle still remain fresh in Wall Street's memory. Now, it seems that the European market has also welcomed its own "retail investor mogul". On Wednesday, European small-chip manufacturer X-Fab Silicon Foundries saw its stock price skyrocket over 77%, triggering multiple trading halts in the process. What ignited this retail frenzy was just a post by a social media influencer. On the social platform X, a blogger named "Serenity" with the account @aleabitoreddit posted that they had taken a position in X-Fab. The account, which currently has over 400,000 followers, claims to be an "AI/semiconductor supply chain analyst" and an "AI research scientist". With the post quickly spreading, this relatively unknown European chip stock instantly became the focus of retail investors' capital. By the afternoon, X-Fab's stock price was still up by over 30%, with trading volume exceeding 17 times the average over the past three months. The post has been viewed over 500,000 times. In response to the abnormal price fluctuations, X-Fab CEO Damien Macq stated that the company had noted the recent increase in stock price and trading volume, but was currently unaware of any important undisclosed information that needed to be disclosed. This market situation bears clear similarities to the 2021 GameStop Corp. Class A event. That year, American retail legend Keith Gill (known as "Roaring Kitty") publicly advocated for GameStop Corp. Class A on YouTube and Reddit, ultimately triggering an epic retail short squeeze battle and severely impacting several Wall Street hedge funds. Roaring Kitty was later seen as a representative figure of retail investors worldwide. Now, many investors are starting to view Serenity as the new "retail leader" in the European tech stock market. In fact, this is not the first time Serenity has successfully boosted European tech stocks this year. Previously, the account recommended Raspberry Pi, Soitec, Sivers Semiconductors, all of which saw significant increases in their stock prices. The account has also recommended U.S. stocks such as Applied Optoelectronics, Intel Corporation, Sandisk, Marvell Technology, Arm Holdings, Aehr Test Systems, Onto Innovation, Silicon Motion Technology Corporation, Meta, and Circle. As the AI data center construction boom continues to heat up, global retail capital is frantically chasing companies related to the AI semiconductor supply chain. Serenity's influence is rapidly amplifying in this market sentiment. However, Wall Street analysts have maintained a cautious stance on X-Fab's current valuation. Currently, X-Fab's stock price is around 12 Euros, much higher than the analysts' average target price of about 5.5 Euros. According to data, out of the 8 analysts tracking the company, only 1 has given a "buy" rating. Berenberg analyst Trion Reid even downgraded X-Fab from "buy" to "hold" earlier this month, advising investors to take profits after the recent surge. AllianceBernstein analyst Alexander Peterc also maintained a "market perform" rating. He noted that X-Fab was still lagging behind its peers in the automotive chip demand recovery and the company's short-term performance visibility remained limited. Information shows that X-Fab is a pure-play wafer foundry focusing on mature process nodes, with three production bases in Germany. Its competitors include United Microelectronics and GlobalFoundries. Despite ongoing controversy over the company's fundamentals, propelled by the AI concept and retail sentiment, X-Fab has seen its stock price increase by nearly 130% year-to-date, with a current market capitalization of approximately 1.5 billion Euros.