$NVDANASDAQ
NVIDIA (NVDA) in Serenity's X Posts
Semiconductors
Dominant AI accelerator designer; GPU and datacenter platform leader driving AI infrastructure buildout.
Tracked mention (Jun 5, 2026):
Price when mentioned: $205.10 • Return since mention →
Serenity Thesis for $NVDA
Context from Serenity's (@aleabitoreddit) public X posts.
The ultimate bellwether and engine of the AI hardware boom, driving HBM and Silicon Photonics demand.
Recent Serenity posts mentioning $NVDA
Excerpts with links to the original public posts on X.
2026-10-23 08:52$NVDA Jensen Huang: Surplus of memory supply is unlikely by 2029. The CNBC question referenced a Korean newspaper opinion on $KOSPI / Samsung / SK Hynix that predicted "new supply will leave the memory sector a red ocean in 2029." "One of the things that's really great about…Thu Oct 22 02:27:28 +0000 2026$NVDA today announces capacity agreements with substrate, packaging, testing and optical engine suppliers. - Substrate agreements with Ibiden, Samsung Electro-Mechanics and Unimicron to expand by 2.5x - $AMKR to increase advanced packaging capacity by more than 300% by the end…Tue Oct 20 22:35:49 +0000 2026Yeah not sure how anyone thinks it's over on AI semis like $NVDA GPUs, memory, to photonics, after $SPCX earnings. - Previous Q4 capex outlook ~$18.4B... Now $35–40 billion Q4 capex guidance, basically doubling previous outlook "Q3 and Q4 capex should be similar to Q2's…Tue Oct 20 06:47:25 +0000 2026@zaynchd $AEVA FMCW 4D LiDAR is the reference sensor for $NVDA Hyperion, so seems like a possible path. Again, not too much visibility into suppliers or where their CW lasers ultimately end up given how sensitive supply chain relationships areTue Oct 20 06:27:26 +0000 2026@aleabitoreddit Do you think that $AEVA will use $SIVE lasers for their $NVDA driving solution device?Thu Oct 15 21:42:12 +0000 2026Glad we finally got a word too from $NVDA Jensen Huang today from an event at Stockholm... About $CRWV amid the broader Neocloud selloff. When asked about the markets reactions to Coreweave, Jensen responded: - "Coreweave's strength is improving every day, I'm optimistic" -…Thu Oct 15 20:09:28 +0000 2026@BullishWiener I'm happy $GOOGL is being more aggressive with supply procurement like $NVDA was. They've been way too complacent and let others bottleneck their own supply chain. CSPs and hyperscalers will be in a rude awakening if they're hoping for Chinese memory to save them.Tue Oct 13 23:06:11 +0000 2026@AllTheWayRay8 I have positions in Agility! I do want to see US humanoid programs succeed, even if they’re behind Unitree and others now. So I have a personal preference in funding US players over foreign programs. But $NVDA and $AMZN are heavily backing Agility so that’s…