Serenity: Strong AI Demand Will Drive AI Stocks Higher

On September 4, Serenity stated that despite temporary market pullbacks, AI demand remains robust. Nvidia's revenue growth is constrained by supply chain limitations, with an expected increase of 70%, potentially exceeding 100% without these constraints.

Serenity predicts that Broadcom's AI revenue will grow from approximately $50 billion to $230 billion within two years, while OpenAI's Astra surpasses AGI benchmarks and achieves self-training. Microsoft, Google, and Amazon have reported imbalances in computing resources, with Nvidia expected to spend $1.3 trillion by 2027.

Samsung's long-term agreement for 70% capacity will last until 2031, Powertech's advanced packaging capacity is fully booked until 2030, and Winbond plans to allocate capacity in 2029-2030. These supply chain signals suggest that the fundamentals of AI stocks will drive their continued rise.

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