"White-Haired Stock God": Several AI small- and mid-cap stocks still have room to rise, personally holding NBIS, TSEM, and AAOI

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ME AI Message: On June 9, “White-haired Stock God” Serenity posted that a batch of small- and mid-cap companies with AI exposure (roughly in the $10 billion to $100 billion range) are still considered relatively attractive trading opportunities in the current market, including: ASX, Sumitomo Electric, JBL, VICR, GFS, AAOI, AlChip, TSEM, FN, Furukawa Electric, CLS, NBIS, NOK, AMKR, LITE, and COHR. Serenity said that the overall market value of this set of “AI exposure trades” is in the $10 billion to $100 billion range, and that compared with Arm Holdings and Marvell Technology—which have already seen a significant rise—these may currently offer a better risk-reward ratio. He also stated that he only has personal positions in NBIS, TSEM, and AAOI, but still believes there is further upside potential for the above-mentioned companies. (Source: MLion)
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