“New Stock God” Serenity: After Jensen Huang’s Warning, Bullish on SiPH Supply Chain Investment Opportunities, and Optimistic on Memory and Silicon Photonics Tracks

Odaily Odaily Planet Daily News “New Stock God” Serenity posted on platform X, stating that NVIDIA CEO Jensen Huang has warned that due to the massive expansion of AI infrastructure, the global memory shortage is expected to persist for many years. He will announce a cooperation plan with SK Group Chairman Chey Tae-won next Monday.

Serenity pointed out that recent earnings forecasts for Micron Technology and EWY (Samsung / SK Hynix) are no longer exaggerated. Meanwhile, the combined demand for Silicon Photonics (optical interconnect technology) and memory was specifically emphasized by NVIDIA executives. NVIDIA’s demand for supply is described as “beyond imagination,” demonstrating the strong pull of AI server and data center expansion on the upstream supply chain. Based on this, Serenity is bullish on investment opportunities in the SiPH supply chain, from SIVE (now part of NVIDIA's upstream ecosystem) to SOI business activity, all of which will benefit, suggesting that long-term industry chain dividends driven by AI infrastructure are taking shape.