STOCKS | Serenity Highlights Mid-Cap AI Supply Chain Stocks and Discloses Positions in NBIS, TSEM, and AAOI

Serenity said in a post on X that, compared with AI-related stocks such as Arm and Marvell that have already risen significantly, the focus is on AI supply chain companies with market capitalizations between $10 billion and $100 billion. According to Odaily, Serenity listed targets including ASE Technology, Sumitomo Electric Industries, Jabil, Vicor, GlobalFoundries, Applied Optoelectronics, Alchip, Tower Semiconductor, Fabrinet, Furukawa Electric, Celestica, Nebius, Nokia, Amkor Technology, Lumentum, and Coherent. Serenity said some of the smaller-market-cap investment ideas were primarily aimed at seeking excess returns, while also stating that several of the listed AI supply chain companies still have room to rise further. Serenity added that current holdings are limited to positions related to NBIS, TSEM, and AAOI.