Serenity: The divergence between AI infrastructure demand and stock valuation intensifies, October may present a bottom-fishing opportunity.

October 21: Serenity (@aleabitoreddit) posted that the divergence between fundamental demand for AI infrastructure and stock valuations has reached extreme levels. Procurement demand related to SMCI through SPCX has been accelerating, yet share prices of AAOI and data center colocation providers (colo) have fallen sharply. Serenity believes that after the earnings season ends, October 2026 may be viewed as an investment opportunity similar to the DeepSeek event or the April tariff shock period.