Serenity says AI infrastructure demand and valuations show an extreme divergence
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AT A GLANCE
Serenity says AI infrastructure demand and valuations have diverged sharply, and believes investment opportunities may emerge after earnings season.
Article
Serenity：AI Extreme divergence between infrastructure valuations and fundamentals may present another favorable positioning opportunity
BlockBeats reported,October 21, Serenity stated that the current AI divergence between fundamental demand and market valuations in the infrastructure sector has reached an extreme level. From SMCI to SPCX, procurement demand among related companies is accelerating, but share prices of companies ranging from AAOI to colocation data center service providers have continued to decline.
As earnings season concludes, 2026 October may be viewed as an investment opportunity similar to those during the DeepSeek shock or market corrections triggered by April tariffs.
Original link https://m.theblockbeats.info/flash/372848
Key points
01
BlockBeats October 21 relayed Serenity's post.
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Serenity stated that the current AI divergence between fundamental demand and market valuations in the infrastructure sector has reached an extreme level.
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Serenity said that, from SMCI to SPCX, procurement demand among related companies is accelerating.
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Serenity said that, from AAOI to colocation data center service providers, the share prices of related companies have continued to decline.
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Serenity believes that, as earnings season concludes, 2026 October may be viewed as an investment opportunity similar to those during the DeepSeek shock or April tariff-triggered market correction.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
This is a market view: Serenity believes that AI procurement demand among infrastructure-related companies is growing, while the share prices of some related companies are still declining; thus, demand performance and market valuations show a clear divergence.
Why it matters to readers
If subsequently disclosed information supports growth in procurement demand, the market's pricing of AI infrastructure-related companies may attract attention; however, the original text provides no procurement data, valuation metrics, or earnings evidence.
Beginners should treat this as an investment view requiring verification, rather than a definitive buy signal; they may continue to monitor the relevant companies' earnings reports, orders, and guidance.
Risks and unknowns
The original text does not provide specific data or sources demonstrating accelerating procurement demand.
The original text does not provide metrics for measuring the valuation divergence.
The judgment in the article that 2026 October may become an investment opportunity has not yet been confirmed.
Whether procurement demand can translate into revenue, profit, or order backlog is unknown.
SPCX The entities referred to and their specific relationship with the related companies are not explained in the original text.
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Fundamentals
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