Serenity, described as a “new stock god,” said in a post on X that they are curious how investors who missed an AI supercycle would feel.
According to Odaily, Serenity said photonics, memory, and Neocloud providers such as Nebius (NBIS) could benefit from opportunities tied to the development of an AI supercycle.
Serenity also joked that some investors are still holding IREN, which Serenity described as having “endless $6 billion ATM financing capacity,” while overlooking potential opportunities in the AI industry chain.
AI TRENDS | Serenity Says Photonics, Memory, and Neocloud Firms May Benefit From an AI Supercycle
2026-06-23 00:34:12
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