Serenity cites 2.8-3 times forward P/E for Samsung and SK Hynix
AI Summary- Serenity compared Jim Cramer's short thesis with Leopold's favored AI capital-expenditure stocks.
- Samsung Electronics and SK Hynix were cited at roughly 2.8 to 3 times fiscal-2027 forward P/E.
- Samsung has an agreement through 2031, while SanDisk targets 50% free-cash-flow rate by 2030.