“White-Haired Stock Oracle” Serenity: Jensen Huang’s Supply Chain Thinking Is Worth Learning From, Bottleneck Segments Upstream in AI May Present Opportunities

Odaily reports that “White-Haired Stock Oracle” Serenity posted that the most noteworthy lesson from Nvidia CEO Jensen Huang in supply chain management is that spending only about $400 million to lock in key material supply could prevent competitors from suffering tens of billions of dollars in economic losses due to insufficient supply. This supply chain gaming strategy is expected to continue spreading upstream through 2027.

Serenity believes that as new architectures such as NPO and CPO gradually emerge in the AI industry chain, areas including CCL, ABF, PCB, and optical module components are worth watching. However, compared with large components, Serenity is more optimistic about smaller components that are lower in cost and have a lower threshold for capacity locking but may form key bottlenecks. At present, market deleveraging and negative sentiment are driving related sectors to move in sync, making it temporarily difficult to differentiate individual stock fundamentals, but the supply chain bottleneck area may present a large number of excess investment opportunities in 2027.