Serenity: Investing in AI is simpler than expected. Nvidia and Huang Renxun continue to clearly guide the direction, and the market always recognizes the market after it actually happens

Comparing the news, Serenity wrote that AI investment is far less complicated than what the market imagined, because Nvidia and Hwang In-hoon have been clearly telling everyone the next direction, but the market almost every time chose to ignore it until the market actually happened. Back in 2025, Nvidia placed EML and laser production capacity ahead of schedule. At the time, the market denounced photonics as a bubble, and related companies were labeled a scam; a year later, LITE rose 678%, AAOI rose 475%, COHR rose 261%, and AXTI rose 3844%, and only then did the market acknowledge this round of optical interconnection.

Serenity further stated that in 2026, Nvidia is repeating the same script, locking in CW/EML production capacity through LTA, driving 800V architectures, betting unusually clearly on CPO switching, and making physical AI the next topic. However, the current market still mocks CW players as meme stocks, 800V and CPO are still early, and humanoid robots don't make money.

Serenity made it clear: 2027 will tell. I chose to bet my money on leading indicators such as Hwang In-hoon and Nvidia.