Analyst Serenity Backs AAOI, Intel as Critical U.S. AI Supply Chain Companies, Urges Against Shorting

According to BlockBeats, Serenity posted on June 12 urging market support for U.S.-based critical AI infrastructure companies including AAOI, Intel (INTC), IQE, XFAB, Micron (MU), and others, rather than shorting them. These companies are receiving subsidies to secure Western supply chain security and should not be treated as meme stocks or bubbles, the analyst said.
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