Serenity said the gap between underlying AI infrastructure demand and related stock valuations has reached an extreme level, according to a BlockBeats flash.
Procurement demand and share prices move apart
The post cited accelerating procurement demand across SMCI to SPCX, while shares linked to AAOI and data-center colocation providers had fallen sharply. The flash did not provide price moves, order values or financial forecasts.
October view remains attributed to Serenity
Serenity said October 2026 after earnings season could later be seen as an investment opportunity comparable to periods around the DeepSeek event or the April tariff shock. That is Serenity’s market view, not a confirmed outcome or investment recommendation.
BlockBeats says commentary does not represent its own views and advises readers to assess information carefully. Read the original BlockBeats flash.