["New Stock God" Serenity: Sees Investment Opportunities in SiPH Supply Chain After Jensen Huang's Warning, Bullish on Memory and Silicon Photonics Sector] Odaily Planet Daily News - "New Stock God" Serenity posted on the X platform, stating that NVIDIA CEO Jensen Huang has issued a warning that, due to the large-scale expansion of AI infrastructure, the global memory shortage is expected to persist for years. He will announce a collaboration plan with SK Group Chairman Chey Tae-won next Monday. Serenity pointed out that recent earnings forecasts for Micron Technology and EWY (Samsung / SK Hynix) are no longer exaggerated, and the demand for the integration of Silicon Photonics (optical interconnect technology) and memory has been specifically emphasized by NVIDIA executives. NVIDIA's demand for supply has been described as "beyond imagination," highlighting the strong pull of AI server and data center expansion on the upstream supply chain. Based on this, Serenity is optimistic about investment opportunities in the SiPH supply chain, noting that the business prospects from SIVE (now part of NVIDIA's upstream ecosystem) to SOI will benefit, suggesting that the long-term industrial chain dividends driven by AI infrastructure are taking shape.