BlockBeats News, August 15th, Serenity responded to recent market rumors about its account being "zeroed out" in a post and image, stating that the claims were "too exaggerated." Serenity also mentioned that despite the significant correction in the AI sector in July, its year-to-date (YTD) return is still at 2411.84%.
Prior to this, Serenity had publicly stated that the sharp decline in AI-related stocks in July led to a temporary drawdown of about 49.4% in its portfolio. Its positions are mainly focused on key areas of AI infrastructure, including storage, optical communication, robotics, and upstream semiconductors, which are highly volatile sectors.
Serenity has long been paying attention to the "bottleneck segments" in the AI industry chain. It has previously conducted research on memory, photonics, CPO, and the semiconductor supply chain, and has attracted market attention for its bets on AI infrastructure-related targets.
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