Serenity: AI investing is simpler than imagined. Nvidia and Jensen Huang have consistently offered clear guidance, and the market always recognizes trends only after they actually materialize.
1 hours ago
Serenity wrote in an article that AI investments are far less complex than the market perceives, as Nvidia and Jensen Huang have consistently made their next strategic moves clear to the public—yet the market almost always ignores them until the rally actually materializes. Looking back to 2025, when Nvidia pre-positioned EML and laser production capacity, the market dismissed photonics as a "bubble, on par with quantum technology" at the time, labeling related companies as scams. A year later, LITE surged 678%, AAOI rose 475%, COHR gained 261%, and AXTI skyrocketed 3844%—only then did the market retroactively acknowledge this round of optical interconnect rally. Serenity further pointed out that in 2026, Nvidia is repeating the same playbook: locking in CW/EML production capacity via long-term agreements (LTA), pushing the 800V architecture, explicitly betting heavily on the CPO transition, and positioning physical AI as the next major theme. However, the current market still mocks CW players as meme stocks, claims 800V and CPO are still far off, and argues humanoid robots are unprofitable. Serenity clearly stated: "We will see results in 2027. I am choosing to bet my money on Jensen Huang and Nvidia as a leading indicator."
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