Serenity: Extreme Divergence Between AI Infrastructure Valuation and Fundamentals, Market May Present Another Opportunity for Strategic Positioning

BlockBeats News, October 21, Serenity published an article stating that the current divergence between fundamental demand and market valuation in the AI infrastructure sector has reached an extreme level. Procurement demand for related companies, ranging from SMCI to SPCX, is accelerating, yet the stock prices of companies like AAOI and colocation data center service providers continue to decline. As the earnings season concludes, October 2026 may be regarded as an investment opportunity similar to the market adjustments triggered by the DeepSeek shock or the April tariff incident. [Original Link]