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

BlockBeats News, August 16th. Serenity stated that AI investment is far less complex than the market imagines, as NVIDIA and Jensen Huang have always clearly communicated the next steps, but the market has almost always chosen to ignore it until the actual trend occurs. Looking back to 2025 when NVIDIA proactively laid out the EML and laser capacity, the market dismissed it as "photonics is a bubble, similar to quantum," and related companies were labeled as scams; a year later, LITE surged 678%, AAOI surged 475%, COHR surged 261%, AXTI surged 3844%, and the market finally recognized this round of photonic interconnection trend.

Serenity further pointed out that in 2026, NVIDIA is repeating the same playbook, locking in CW/EML capacity through LTA, driving the 800V architecture, unequivocally betting on CPO transition, and highlighting physical AI as the next theme. However, the current market still mocks CW players as Meme stocks, considers 800V and CPO premature, and believes humanoid robots are not profitable.

Serenity emphatically stated: The truth will be revealed in 2027. I choose to bet on Jensen Huang and NVIDIA, the leading indicators in this field.