“White-Haired Stock Guru” Serenity: There are “10x” opportunities in South Korean AI supply chain small-cap stocks, and positions have already been bought

Odaily News: “White-Haired Stock Guru” Serenity posted on X platform, stating that they have recently bought shares in several small South Korean companies, involving manufacturers that supply memory, testing equipment, machines, and other products to Micron (MU), SK Hynix (SKHY), Samsung, and American companies. Serenity said that among companies with market capitalizations between $30 million and $250 million, one can find some optical component, CPU, memory, and related companies that are driven by AI demand and are at business inflection points, but due to higher risk and volatility, they will not publicly disclose the specific company names.

Serenity stated that personally, if one or two of these companies can achieve a “10x” opportunity by growing their market capitalization from $40 million to $400 million, the trade-off between potential returns and risk becomes attractive.