Serenity argued on Aug. 16 that AI investing is far less complicated than the market often makes it out to be, saying Nvidia and CEO Jensen Huang have repeatedly signaled where the next leg of the trade is heading while investors tend to dismiss those signals until prices move. In its view, the pattern was already visible in 2025, when Nvidia moved early to build EML and laser capacity. At the time, according to Serenity, the market wrote off photonics as a bubble and treated related companies as fraud-like stories. A year later, Serenity said, the move had been validated by sharp gains in several names: LITE rose 678%, AAOI climbed 475%, COHR gained 261%, and AXTI surged 3844%, prompting the market to recognize the optical interconnect theme after the rally was already underway. Serenity said Nvidia is now repeating the same setup in 2026 by locking in CW/EML capacity through LTAs, pushing an 800V architecture, making an unusually clear bet on a CPO transition, and putting physical AI forward as the next theme. Even so, Serenity said the market is still mocking CW-related names as meme stocks and dismissing 800V, CPO, and humanoid robots. Its conclusion was direct: 「We’ll see in 2027. I’m putting my money on Jensen Huang and Nvidia as the leading indicator.」
BlockBeats reported on Aug. 16 that Serenity said AI investing is not nearly as complicated as the market assumes, arguing that Nvidia and Jensen Huang have been plainly signaling the next direction all along, while the market keeps ignoring those cues until the move is already happening.
Serenity pointed back to 2025, when Nvidia moved early to secure EML and laser production capacity. At the time, Serenity said, the market dismissed photonics as 「a bubble, just like quantum,」 and labeled related companies as scams. A year later, the trade was recognized only after the rally had already played out: LITE rose 678%, AAOI gained 475%, COHR climbed 261%, and AXTI jumped 3844%, according to Serenity.
Serenity said Nvidia is now running the same playbook again in 2026. The company is locking in CW/EML capacity through LTAs, pushing an 800V architecture, making what Serenity described as an unusually explicit bet on a shift to CPO, and placing physical AI as the next theme.
Even now, Serenity said, the market is still ridiculing CW names as meme stocks, saying 800V and CPO are too early and that humanoid robots do not make money. Serenity’s position was blunt: 「We’ll see in 2027. I’m putting my money on Jensen Huang and Nvidia as the leading indicator.」
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