'White-Haired Stock God' Serenity: '10x' Opportunities in South Korean AI Supply Chain Small-Cap Stocks, Already Positioned to Buy
星球日报|Sep 23, 2026 16:07
Odaily Planet Daily reports that 'White-Haired Stock God' Serenity posted on the X platform, stating that they have recently purchased shares in several small South Korean companies involved in supplying memory, testing equipment, machinery, and other products to firms such as Micron (MU), SK Hynix (SKHY), Samsung, and U.S. companies. Serenity mentioned that among companies with market capitalizations between $30 million and $250 million, there are some businesses related to optical components, CPUs, and memory that are at an inflection point in their operations, driven by AI demand. However, due to high risks and volatility, Serenity will not disclose specific company names. Serenity noted that, on a personal level, if one or two of these companies can achieve a '10x' opportunity by growing their market cap from $40 million to $400 million, the potential return versus risk trade-off is appealing.
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