Serenity Stays Long AI, Warns Against Extreme Leverage

Cointime reports: Serenity (@aleabitoreddit) said on Nov. 6 that he remains long AI, space and physical AI, citing $RKLB, $NBIS, $SIVE, low-P/E memory companies and $AXTI’s substrate bottleneck. He argued that selling single-digit forward P/E AI names to buy 47x or 180x P/E stocks is unreasonable. Using $AMD’s rise from $3 to $400 and bitcoin’s 1,000→18,000→3,000→100,000 cycle, he said extreme leverage wiped out traders before the assets recovered, and stated the post is not position or trading advice.