Serenity: Has positioned in multiple small South Korean semiconductor companies, bullish on AI driving an earnings inflection point.

BlockBeats news, September 24: Serenity stated that it has recently begun positioning in several small South Korean listed companies, which mainly supply memory chips, testing equipment, machines, and optical components to Micron (MU), SK Hynix, Samsung, and some U.S. companies.

Serenity said that among small South Korean companies with market capitalizations of approximately $30 million to $250 million, there are many enterprises driven by AI demand whose businesses are at an inflection point, involving fields such as optical components, CPUs, memory, and semiconductor equipment.

Serenity stated that due to the high risk and volatility of these companies, he will not publicly disclose specific targets, but believes that if individual companies among them can achieve market capitalization growth from $40 million to $400 million, it would be sufficient for him personally to cover the related investment risks.