["New Stock God" Serenity: Several Mid-to-Large Cap AI-Related Companies Still Have Upside Potential] Odaily Planet Daily News – "New Stock God" Serenity posted on the X platform, stating that compared to AI concept stocks like ARM and Marvell, which have already seen significant gains, they are more focused on certain AI industry chain companies with market capitalizations between $10 billion and $100 billion. The companies listed include ASE Technology (ASX), Sumitomo Electric, Jabil (JBL), Vicor (VICR), GlobalFoundries (GFS), Applied Optoelectronics (AAOI), Alchip, Tower Semiconductor (TSEM), Fabrinet (FN), Furukawa Electric, Celestica (CLS), Nebius (NBIS), Nokia (NOK), Amkor (AMKR), Lumentum (LITE), and Coherent (COHR). Serenity stated that some of their small-cap investment ideas are primarily aimed at pursuing excess returns, but overall, they still believe that the aforementioned AI industry chain companies have further upside potential. They also disclosed that they currently hold positions only in NBIS, TSEM, and AAOI.