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

On the X platform, stock guru "White-Haired" Serenity posted that Jim Cramer recently advocated shorting SanDisk (SNDK), DRAM, and SK Hynix-related names favored by Leopold, while simultaneously labeling CrowdStrike (CRWD) a "must-buy." Serenity contended that AI capex beneficiaries favored by Leopold possess more compelling fundamentals, with Samsung Electronics and SK Hynix projected to command just a 2.8x to 3x forward P/E multiple for fiscal 2027. Samsung has secured long-term agreements extending to 2031 covering roughly 70% of its production capacity; SK Hynix operates with contractual price floors, while SanDisk is anticipated to achieve a 50% free cash flow margin and an 80% gross margin by 2030.