Serenity Claims Market Ignores NVIDIA Signals on CPO and 800V Trends

Analyst Serenity argues investors dismiss NVIDIA's early signals on CW lasers and 800V power, repeating past skepticism that preceded massive optical sector gains.

Woofun AI notes that analyst Serenity views AI investment as straightforward, asserting that NVIDIA and CEO Jensen Huang signal future trends well in advance. She highlights that in 2025, the market dismissed NVIDIA's aggressive securing of EML and laser capacity as speculation, only for related stocks like Lumentum and AXT to surge by hundreds of percent later. Serenity observes that in 2026, NVIDIA secured long-term agreements for CW lasers and EML production while pushing for 800V power architectures and co-packaged optics. Despite these moves, the market remains skeptical, labeling CW laser firms as concept stocks and doubting the near-term viability of 800V, CPO, and Physical AI. Serenity maintains that NVIDIA's assessments serve as reliable leading indicators, warning that the market consistently underestimates these signals until trends materialize.