Last week, funds have flowed into #Bitcoin, #Ethereum, and #Hyperliquid.

Serenity published a report stating that the divergence between fundamental demand and market valuation in the current AI infrastructure sector has reached an extreme level. Procurement demand for related companies from SMCI to SPCX is accelerating, while stocks of firms ranging from AAOI to managed data center service providers have continued to decline. With the end of the earnings season, October 2026 may be viewed as an investment opportunity comparable to market adjustments triggered by events such as the DeepSeek shock or April tariffs.

According to Bitget market data, shares of South Korean data center infrastructure firm Elice surged as much as 30% intraday today, erasing most of the 32% drop it recorded on its first day of trading.

According to Bitget's market data, the Nikkei 225 index rose by 2.00% intraday.

According to Bitget market data, South Korea's KOSPI index intraday gain expanded to 3%, SK Hynix (SKHY.O) rose 6%, and Samsung Electronics gained 4.6%.

According to Bitget market data, South Korea’s KOSPI index opened 101.87 points higher on Wednesday, October 21, rising 1.83% to 5654.61 points. SK Hynix and Samsung Electronics each gained around 3%.

Citadel Securities’ Head of Equity and Derivatives Strategy Scott Rubner said that after the U.S. midterm elections, investors are expected to re-enter positions in AI-related stocks, driving this recently sell-off-hit investment theme to outperform the broader market next month. Currently, institutional clients tend to wait for political uncertainty to subside, while retail investors continue to actively buy the dip. During an interview with Bloomberg TV on Tuesday at Citadel Securities’ Global Markets Future Forum in New York, Rubner noted that investors generally view midterm elections as a critical event to clarify risks, and the post-election period could be when AI stocks regain their lead. He added that the message from clients is: “Willing to buy at higher prices, but don’t want to enter the market now ahead of major political events.” This reflects that some funds would rather wait for market clarity than rush to deploy capital amid the recent pullback.