Micron's market value surpassed one trillion dollars driven by the AI storage boom, and today it opened higher again, with its strong performance contrasting sharply with the general weakness of crypto concept stocks. This divergence has occurred multiple times recently, with the semiconductor and storage sectors continuing to strengthen due to AI demand, while crypto concept stocks lack consistent upward momentum. U.S. stocks opened high but then declined; Micron surged 6.6% but quickly retreated, and Serenity's core heavy holdings SIVE fell over 10%.

It is worth noting that Serenity's core heavy holding SIVE opened down over 10%. As an important capital provider in the crypto market, Serenity's heavily held stocks plummeted against the trend during the AI infrastructure stocks rally, suggesting its investment portfolio may be facing structural pressure or indicating that crypto capital allocation logic in traditional markets is undergoing intense adjustments.
On May 27, the market opened with the three major indices rising; the Dow Jones increased by 0.18%, the S&P 500 rose by 0.07%, and the Nasdaq gained 0.17%.
Following yesterday's large increase, Micron Technology opened up another 6.6%, then retreated, currently up 2.9%. Most of Serenity's holdings opened lower, with AAOI down 1.8%, and its core heavy holding SIVE opening down over 10%.
Crypto concept stocks declined across the board, with CRCL opening down 0.8%, and MSTR opening down 2.98%. $ETH
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