BlockBeats News, June 24th, Serenity's post stated that from the perspective of scalping and arbitrage trading, some "oversold" targets in the current US stock market are worth paying attention to. CRCL dropped from $132 to $78, and the interest rate hike actually benefits this target; NFLX has fallen by 41.6% in the past year, although it may lack blockbusters like "Squid Game," its business is still growing; ETHA and IBIT correspond to about $1,650 for ETH and about $62,000 for BTC, and they have always been optimistic about the $1,500 to $1,700 range for ETH and the current price level of Bitcoin.

From the perspective of scalping trading, ASTS seems to always recover from around $70; META and MSFT have fallen sharply from their highs due to capital expenditure pressures, but the growth of both companies is still rapid; UPWK currently has a very low P/E ratio, which may be worth reconsidering; if RDDT is around $170, selling cash-secured put options near $150 is relatively ideal.

Regarding AI-related targets, Serenity stated that AI infrastructure spending will continue to rise until 2028, so they are still investing around bottlenecks. Personally, they believe AAOI is very attractive near $150, and JBL is equally attractive near $370 with a market capitalization of about $39 billion. If TSM is raising prices, its $1.9 trillion market cap may be undervalued, and there are reports that a price increase of around 10% could bring about a 2-percentage-point profit margin improvement.

Serenity added that they still hold EWY and storage-related exposure, but they will not continue to increase their positions. For targets like INTC and MRVL, they believe that if there are no positions, the current prices are already reasonable, and since the overall market has extremely high implied volatility, it may be more suitable to sell cash-secured put options.