Serenity said the gap between AI infrastructure demand fundamentals and market valuations has reached an extreme level, according to a post cited by BlockBeats.
A market view without supporting figures
Serenity said procurement demand for companies from SMCI to SPCX-related businesses was accelerating, while shares from AAOI to colocation data-center providers were falling. The post did not provide prices, valuation multiples or procurement figures.
Serenity also said October 2026 could be seen as an opportunity similar to market adjustments linked to the DeepSeek shock or April tariffs after earnings season. Those are Serenity’s views; the BlockBeats flash does not independently verify the comparisons or establish an investment recommendation.
Source: BlockBeats flash, citing a Serenity post.