1 min read
Add as a preferred source on GoogleSerenity Sees Extreme Gap Between AI Infrastructure Demand and Stocks
The view contrasts accelerating procurement involving Super Micro Computer and SpaceX with declines in Applied Optoelectronics and data center colocation shares.
Serenity described an extreme gap between AI infrastructure demand and related stock valuations, citing accelerating procurement and falling shares ahead of the end of earnings season.
Serenity pointed to procurement involving Super Micro Computer (SMCI) and SpaceX (SPCX). The same market view cited sharp declines in shares of Applied Optoelectronics (AAOI) and data center colocation providers.
Serenity suggested that, after earnings season, October 2026 might be viewed as an investment opportunity comparable to the periods around DeepSeek and an April tariff shock.