White Hair Stock Oracle: The divergence between fundamentals and valuations has reached an extreme level; October is the window to buy the dip

Odaily reports that White Hair Stock Oracle Serenity posted on X platform: "The divergence between fundamental demand and valuations has now reached an extreme level. On one hand, procurement from Super Micro Computer (SMCI) to SpaceX (SPCX) is accelerating; on the other hand, stock prices from Applied Optoelectronics (AAOI) to data center hosting providers are collapsing. I believe that after the earnings season, October 2026 will be seen as another (buy-the-dip) opportunity similar to the 'DeepSeek shock' or the 'April tariff panic.'