Serenity said on X that the gap between fundamental demand and valuations has reached an extreme level. According to Odaily, Serenity cited accelerating purchases from Super Micro Computer (SMCI) to SpaceX (SPCX), while share prices from Applied Optoelectronics (AAOI) to data center hosting providers have plunged. Serenity said October 2026, after earnings season, could be viewed as another buying opportunity similar to the “DeepSeek shock” or the April tariff scare.
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STOCKS | Serenity Sees October 2026 as a Buying Window Amid Extreme Fundamentals-Valuation Gap
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