Serenity Strongly Backs AI Stock Guru Leopold: SK Hynix and Other Targets May See a "Reverse Jim Cramer" Trend

TechFlow reports that on September 15, "white-haired stock guru" Serenity posted on X stating that Jim Cramer recently advocated shorting positions tied to SanDisk (SNDK), DRAM, and SK Hynix—stocks favored by Leopold—while simultaneously labeling CrowdStrike (CRWD) a "must-buy."

Serenity noted that the AI capex beneficiaries favored by Leopold present more attractive fundamentals. Samsung Electronics and SK Hynix are projected to trade at forward P/E multiples of just 2.8 to 3x for FY2027. Samsung has secured long-term contracts running through 2031, covering roughly 70% of production capacity; SK Hynix operates with price floor mechanisms, and SanDisk is anticipated to achieve a 50% free cash flow margin and an 80% gross margin by 2030.

Serenity added that, aside from disagreeing with Leopold's stance on CoreWeave (CRWV) due to interest expenses eroding free cash flow, other AI capex beneficiaries held by Leopold—including Bloom Energy (BE), Intel (INTC), and AMD—may exhibit "reverse Jim Cramer" momentum in the medium term driven by robust fundamentals.