← Back to Serenity feed $ESMT $ESMT (ESMT) in Serenity's X Posts Recent Serenity posts mentioning $ESMT Excerpts with links to the original public posts on X. 2026-10-23 09:10Actually $ESMT and my legacy memory names held up better than the rest of the AI trade. Probably did better... since ESMT is around 1.6x runrate P/E, annualized off July earnings. This was more of a durability/PSMC hike sensitivity type thesis, but... we got durability support…