Serenity：跟随英伟达布局AI趋势，市场总是在机会兑现后才醒悟

The "White-Haired Stock Guru" Serenity stated that AI investment may be simpler than the market imagines, as Nvidia ($NVDA) and its CEO Jensen Huang have actually been signaling future industry trends ahead of time, but the market tends to ignore these signals until the trend truly erupts.

Serenity noted that when Nvidia aggressively locked in EML (electro-absorption modulated laser) and laser production capacity in 2025, the market questioned the photonics sector, believing the companies involved were overhyped or even operationally problematic.

However, a year later, the stock prices of related optical communications companies surged significantly. Among them, Lumentum ($LITE) rose 678%, Applied Optoelectronics ($AAOI) rose 475.12%, Coherent ($COHR) rose 260.7%, and AXT ($AXTI) rose 3843.9%.

Serenity believes the market is now repeating a similar pattern. In 2026, Nvidia locked in continuous-wave (CW) laser and EML production capacity through long-term agreements, while explicitly driving the transition to 800V power architecture, and repeatedly emphasizing that co-packaged optics (CPO) and "Physical AI" would be key trends in the next phase.

Yet the market remains skeptical, viewing CW laser-related companies as mere "concept stocks," believing that 800V and CPO will not materialize in the short term, and that commercialization of humanoid robots is still far off.

Serenity stated that the market may once again underestimate the industry signals released by Nvidia, adding that he prefers to treat Nvidia's and Jensen Huang's judgment as a leading indicator for AI industry trends. "Nvidia is telling everyone what will happen in the future, but almost every time, the market waits until things actually happen before believing it."