Serenity Backs AI Stock Guru Leopold: SanDisk and SK Hynix Have Strong Fundamentals, Could See a "Reverse Jim Cramer" Rally

Odaily News: "White Hair Stock Guru" Serenity posted on X platform stating that Jim Cramer recently voiced support for shorting SanDisk (SNDK), DRAM, and SK Hynix-related targets favored by AI stock guru Leopold. However, the AI capex beneficiary stocks favored by Leopold have more attractive fundamentals, with Samsung Electronics and SK Hynix expected to have forward P/E ratios of only about 2.8 to 3 times for fiscal year 2027. Samsung has signed long-term agreements valid through 2031, while SK Hynix has the ability to set floor prices. SanDisk is expected to achieve a free cash flow margin of up to 50% and a gross margin of 80% by 2030.

Serenity added that other AI capex beneficiary stocks held by Leopold, including Bloom Energy (BE), Intel (INTC), and AMD, may see a "reverse Jim Cramer" rally in the medium term due to strong fundamentals.