Odaily reported that Serenity, known online as "White-Haired Stock God," said in a post on X that the divergence between underlying demand and market valuations has reached an extreme level. He wrote that procurement activity is accelerating across names ranging from Super Micro Computer (SMCI) to SpaceX (SPCX), while share prices for companies such as Applied Optoelectronics (AAOI) and data center hosting providers are falling sharply. Serenity said that after earnings season, October 2026 may come to be seen as another buy-the-dip opportunity, comparable to the "DeepSeek shock" or the "April tariff panic." The post was presented as Serenity’s market view and did not include additional data beyond the examples he cited.
According to Odaily, Serenity, known online as the "White-Haired Stock God," said in a post on X that the gap between fundamental demand and valuations has reached an extreme.
He said procurement is accelerating across companies ranging from Super Micro Computer (SMCI) to SpaceX (SPCX). At the same time, share prices from Applied Optoelectronics (AAOI) to data center hosting providers are "collapsing," according to his post.
Serenity added that after earnings season, October 2026 may be seen as another buy-the-dip opportunity similar to the "DeepSeek shock" or the "April tariff panic."
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