**[Serenity: AI Investment Is Simpler Than Imagined, NVIDIA and Jensen Huang Continue to Clearly Point the Way, Market Always Recognizes Trends After They Happen]** BlockBeats News, August 16 — Serenity published an article stating that AI investment is far less complicated than the market imagines, as NVIDIA and Jensen Huang have consistently and clearly indicated the next steps. However, the market almost always chooses to ignore these signals until the trends actually materialize. Looking back to 2025, NVIDIA had already preemptively invested in EML and laser production capacity. At the time, the market dismissed it as "photonics is a bubble, just like quantum," and related companies were labeled as scams. A year later, LITE surged 678%, AAOI rose 475%, COHR climbed 261%, and AXTI skyrocketed 3844%, only then did the market acknowledge this wave of optical interconnect trends. Serenity further pointed out that in 2026, NVIDIA is repeating the same playbook: securing CW/EML capacity through LTAs, driving the 800V architecture, making an exceptionally clear bet on the CPO transition, and positioning physical AI as the next major theme. Yet, the current market still mocks CW players as meme stocks, claims 800V and CPO are premature, and argues humanoid robots are unprofitable. Serenity made its stance clear: "We'll see the results in 2027. I choose to place my bets on Jensen Huang and NVIDIA, the leading indicators." [Original Link]