Serenity Backs AI Stock Guru Leopold: SanDisk and Hynix Have Strong Fundamentals, May See an "Inverse Jim Cramer" Rally

BlockBeats news, September 15: "White-haired Stock God" Serenity posted on X platform stating that Jim Cramer recently supported shorting AI stock god Leopold's favored SanDisk (SNDK), DRAM, and SK Hynix-related targets, but the AI capital expenditure beneficiary stocks favored by Leopold have more attractive fundamentals, among which Samsung Electronics and SK Hynix are expected to have forward P/E ratios of only about 2.8 to 3 times for fiscal year 2027. Samsung has signed a long-term agreement valid until 2031, SK Hynix has set a minimum price, and SanDisk is expected to reach a free cash flow margin of 50% and a gross margin of 80% by 2030.

Serenity added that other AI capital expenditure beneficiary stocks held by Leopold, including Bloom Energy (BE), Intel (INTC), and AMD, may in the medium term move in an "inverse Jim Cramer" trend due to strong fundamentals.