Serenity: AI Investment Easier Than Imagined, NVIDIA and Jensen Huang Continue to Lead Openly, Market Always Acknowledges After the Fact

August 16th. Serenity stated that AI investment is far less complicated than the market imagines, as NVIDIA and Jensen Huang have always clearly indicated the next steps, but the market has almost always chosen to ignore it until the trend truly unfolds. Looking back to 2025 when NVIDIA proactively laid out the EML and laser capacity, the market dismissed it as "photonics is a bubble, just like quantum," and related companies were labeled as scams; a year later, LITE rose by 678%, AAOI by 475%, COHR by 261%, AXTI by 3844%, and only then did the market acknowledge this round of the photonic interconnect trend.

Serenity further pointed out that in 2026, NVIDIA is repeating the same script, locking in CW/EML capacity through LTA, advancing the 800V architecture, making a very clear bet on CPO transition, and positioning physical AI as the next theme. However, the current market still mocks the CW players as meme stocks, considers 800V and CPO premature, and believes humanoid robots are not profitable.

Serenity made it clear: 2027 will reveal the truth. I choose to bet on Jensen Huang and NVIDIA as this leading indicator.