Serenity lists "oversold" US stocks: CRCL is a direct beneficiary of interest rate hikes; AI stocks to watch include AAOI and JBL.

According to Mars Finance, on June 24th, Serenity published an article stating that from a swing trading and correction perspective, some "oversold" stocks in the current US stock market are worth paying attention to. CRCL has fallen from $132 to $78, and interest rate hikes actually benefit this stock; NFLX has fallen 41.6% over the past year, and although it may lack blockbuster content like "The Squid Game," its business is still growing; ETHA and IBIT correspond to approximately $1650 for ETH and $62,000 for BTC, respectively. Serenity has consistently been bullish on ETH in the $1500-$1700 range and also on Bitcoin at its current level. From a swing trading perspective, ASTS seems to consistently recover from around $70; META and MSFT have fallen sharply from their highs due to capital expenditure pressures, but both companies are still growing rapidly; UPWK currently has an extremely low P/E ratio and may be worth revisiting; RDDT, currently around $170, would be ideal to sell cash-collateralized put options around $150. Regarding AI-related stocks, Serenity stated that AI infrastructure spending will continue to rise until 2028, therefore they are still investing around bottlenecks. They personally believe that AAOI is very attractive around $150, and JBL is also attractive around $370, with a market capitalization of approximately $39 billion. If TSM is raising prices, its $1.9 trillion market capitalization may be undervalued, and they mentioned reports that a price increase of around 10% could bring about a 2 percentage point increase in profit margin. Serenity added that they still hold exposure to EWY and storage-related stocks, but will not be adding to their positions. For instruments such as INTC and MRVL, it is believed that if there are no existing positions, the current prices are already reasonable, and the implied volatility across the market is extremely high, making it more suitable to sell cash-collateralized put options.