Serentity: AI investments are simpler than expected, Yin Wei Da and Wong In-hoon continue to guide the way, and markets are always followed by real business

On 16 August, Serenity wrote that investments in AI were far from as complex as the market could have imagined, because Yin Weida and Wong In-hoon had been telling everyone exactly where to go, but the market had chosen to ignore them almost every time until the events actually took place. Back in 2025, British Weidar pre-positioned EML and laser production, when the market rejected "photos as foam, as in quantum" and the companies were labeled as fraud; a year later, the market followed up on the cycle of light-linking when LITE rose by 678 per cent, AAOI by 475, COHR by 261 per cent, and AXTI by 3844 per cent. Serentity further stated that in 2026 it was repeating the same script, locking CW/EML through LTA, driving the 800V structure, making an unusually clear bet on the CPO switch and placing Physical AI as the next subject. But today the market still laughs at the fact that the CW players are Meme, 800 V and CPO are early and human robots don't make money. Serenity made a clear statement: See you in 2027. I chose to put the money on the lead indicators of Wong In-hoon and Young Wei Da。