Serenity: NVIDIA often reveals AI trends in advance, yet the market always underestimates the opportunities before they materialize.

On August 16, "White-haired Stock God" Serenity stated that AI investment may be simpler than the market imagines, as Nvidia and its CEO Jensen Huang have actually been signaling future industry trends in advance, but the market often chooses to ignore them before the trend truly explodes. Serenity noted that in 2025, when Nvidia heavily secured EML (Electro-absorption Modulated Laser) and laser capacity, the market questioned the photonics sector, believing related companies involved hype or even management issues; however, one year later, the stock prices of related optical communication companies surged significantly. Among them, LITE rose 678%, and AAOI rose 475.12%. Serenity believes that the market is now repeating a similar pattern. In 2026, Nvidia secured Continuous Wave (CW) laser and EML capacity through long-term agreements, while clearly pushing for the transition to an 800V power architecture, and repeatedly emphasized that Co-packaged Optics (CPO) and "Physical AI" will become important trends in the next phase. The market may once again underestimate the industry signals released by Nvidia, but the judgments of Nvidia and Jensen Huang often serve as leading indicators for AI industry trends.