Nvidia2026-08-16 11:18:33Serenity says AI investing is simpler than many think, with Nvidia and Jensen Huang still showing the waySerenity 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.」1330
Nvidia2026-08-16 11:19:15Serenity says markets keep missing Nvidia’s AI signals until the trend is already priced inSerenity argued that reading AI investment trends may be simpler than many investors assume, because Nvidia and CEO Jensen Huang have repeatedly telegraphed where the industry is heading before the broader market fully accepts those signals. Citing a previous example, Serenity said that when Nvidia moved aggressively in 2025 to lock in capacity for electro-absorption modulated lasers, or EMLs, and other laser components, the market questioned the photonics theme and raised concerns that related companies were being overhyped or had management issues. One year later, several optical communications names posted sharp gains, including Lumentum, Applied Optoelectronics, Coherent and AXT. Serenity said a similar pattern may now be unfolding again. According to the view shared in the Odaily report, Nvidia in 2026 has used long-term agreements to secure capacity for continuous-wave lasers and EMLs, while also pushing an 800V power architecture transition and repeatedly highlighting co-packaged optics, or CPO, and “Physical AI” as major themes for the next phase. Serenity said the market still remains skeptical, treating continuous-wave laser companies as concept stocks and doubting near-term adoption of 800V, CPO and humanoid robot commercialization.1510
