Serenity specifically named several small- to mid-cap "AI concept stocks," stating that they may have higher return potential.

CoinFeed reported on June 9th that Serenity, a recently popular AI industry chain analyst, listed several AI concept stocks in response to a question about potential investment targets, including ASX, Sumitomo Electric, JBL, VICR, GFS, AAOI, AlChip, TSEM, FN, Furukawa Electric, CLS, NBIS, NOK, AMKR, LITE, and COHR. He stated that most of these companies have market capitalizations between approximately $10 billion and $100 billion, and that currently, gaining exposure to the AI ​​theme through these stocks may offer more attractive investment returns than passively allocating to indices or investing in already significantly priced stocks like ARM and MRVL. He also disclosed that he personally only holds shares in NBIS, TSEM, and AAOI.