Serentity: Britain and Huang In-hoon's industry layout is the leading indicator of trends in AI

Serentity stated that Young Weida and Wong In-hoon had early release of future industry trend signals, which the market often ignored before the trend erupted. In 2025, when YVD targeted EML and laser production, the market questioned the optical track, followed by Lite up by 678 per cent and AAOI by 475.12 per cent. In 2026, British Weida, through LTAs, locked the CW lasers and EMLs to drive the transformation of the 800V power structure, emphasizing that co-encapable optical (CPO) and Physical AI will be important trends。