Serenity: Extreme Divergence Between AI Infrastructure Valuation and Fundamentals
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On October 21, Serenity published a statement indicating that the divergence between the fundamental demand in the AI infrastructure sector and market valuations has reached extreme levels. Companies such as SMCI and SPCX are experiencing accelerating procurement demand, while the stock prices of AAOI and managed data center service providers continue to decline. After the earnings season, October 2026 may present investment opportunities similar to the market adjustments triggered by DeepSeek's impact or tariffs in April.
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