ChainCatcher reported that investor commentator Serenity, known to some Chinese crypto users as the “white-haired stock god,” argued that AI investing may be simpler than many in the market assume. Her core point is that Nvidia and CEO Jensen Huang have repeatedly signaled where the industry is heading well before those themes are broadly recognized, while the market often ignores those cues until the trend fully breaks out.
Serenity pointed to 2025 as an example. When Nvidia moved aggressively to lock in capacity for electro-absorption modulated lasers, or EML, as well as broader laser supply, the photonics segment drew skepticism. At the time, some market participants viewed related companies as overhyped or questioned management issues. One year later, she said, shares of optical communications companies had climbed sharply, with LITE up 678% and AAOI up 475.12%.
She argued that a similar pattern may be playing out in 2026. According to Serenity, Nvidia has signed long-term agreements to secure continuous-wave laser and EML capacity, while also pushing an 800V power architecture transition and repeatedly highlighting co-packaged optics, or CPO, and “Physical AI” as the next major themes.
ChainCatcher reported that Serenity said AI investing may be easier than the market thinks, because Nvidia and its CEO Jensen Huang have been telegraphing future industry trends well ahead of time, even as the market often ignores those signals before a theme fully takes off.
Serenity cited 2025 as one example. When Nvidia moved aggressively to secure capacity for EML, or electro-absorption modulated lasers, along with laser supply, the market questioned the photonics segment and viewed some related companies as driven by hype or even management problems. A year later, shares of related optical communications companies had risen sharply, with LITE up 678% and AAOI up 475.12%.
She said the market now appears to be repeating a similar pattern. In 2026, according to Serenity, Nvidia locked in continuous-wave, or CW, laser and EML capacity through long-term agreements. At the same time, the company has clearly pushed a transition to 800V power architecture and has repeatedly stressed that co-packaged optics, or CPO, and “Physical AI” will be key trends in the next phase.
Serenity said the market may once again be underestimating the industry signals being released by Nvidia, while decisions made by Nvidia and Jensen Huang can often serve as leading indicators for AI industry trends.
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