**[Serenity: Divergence Between AI Infrastructure Demand and Stock Valuation Intensifies, October May Be a Buying Opportunity]** BlockBeats news, October 21, Serenity (@aleabitoreddit) posted that the divergence between fundamental demand for AI infrastructure and stock valuations has reached an extreme level. Procurement demand related to SMCI and SPCX is accelerating, while stock prices for AAOI and data center colocation service providers (colo) have significantly declined. Serenity believes that after the earnings season ends, October 2026 may be seen as an investment opportunity similar to the DeepSeek event or the tariff shock period in April. [Original link]