“New Stock God” Serenity: Multiple Mid-to-Large Cap AI Companies Still Have Room to Rise

Odaily News “New Stock God” Serenity posted on platform X, stating that compared to AI concept stocks like ARM and Marvell, which have already seen significant gains, he is more focused on certain AI industry chain companies with market capitalizations between $10 billion and $100 billion.

The targets he listed include ASE Technology (ASX), Sumitomo Electric Industries, Jabil (JBL), Vicor (VICR), GlobalFoundries (GFS), Applied Optoelectronics (AAOI), Alchip, Tower Semiconductor (TSEM), Fabrinet (FN), Furukawa Electric, Celestica (CLS), Nebius (NBIS), Nokia (NOK), Amkor (AMKR), Lumentum (LITE), and Coherent (COHR).

Serenity stated that some of his proposed small-cap investment ideas are primarily aimed at pursuing excess returns. However, overall, he still believes several of the aforementioned AI industry chain companies have room for further upside. He also disclosed that he currently holds positions only in NBIS, TSEM, and AAOI.