← Back to Serenity feed $SMCI $SMCI (SMCI) in Serenity's X Posts Recent Serenity posts mentioning $SMCI Excerpts with links to the original public posts on X. Tue Oct 20 23:16:56 +0000 2026Divergence between fundamental demand and valuations are now at extreme levels. You're seeing accelerating procurement from $SMCI to $SPCX vs. collapsing equity prices on $AAOI to colo players. After ERs, I think Oct 2026 will be seen as a DeepSeek / April tariff opportunity