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New Stock Guru Serenity: SIVE Expected to Replicate LITE's Market Value Growth Path, Currently Just the Starting Point
New stock guru Serenity posted on platform X, stating that Lumentum Holdings (LITE) achieved a market value increase from approximately $3 billion to $75 billion within two years, driven by its EML laser and optical module business. Serenity believes that Sivers Semiconductors (SIVE) has the potential to replicate a similar growth trajectory through its CPO (Co-Packaged Optics), optical modules, and CW laser business. Serenity pointed out that the recent news regarding Sivers and GlobalFoundries (GFS) releasing a silicon photonics (SiPh) reference laser, along with SIVE's over 54% increase on the same day, is just the beginning of this investment logic's development.
New stock guru Serenity posted on platform X, stating that Lumentum Holdings (LITE) achieved a market value increase from approximately $3 billion to $75 billion within two years, driven by its EML laser and optical module business. Serenity believes that Sivers Semiconductors (SIVE) has the potential to replicate a similar growth trajectory through its CPO (Co-Packaged Optics), optical modules, and CW laser business. Serenity pointed out that the recent news regarding Sivers and GlobalFoundries (GFS) releasing a silicon photonics (SiPh) reference laser, along with SIVE's over 54% increase on the same day, is just the beginning of this investment logic's development.
Yi Li Hua: AI Syphon Effect Emerges, Crypto Market Enters Bottoming Phase
BlockBeats News, June 2nd, Liquid Capital (formerly LD Capital) founder Yi Lihua stated, "Bitcoin's drop is smoother than imagined. The biggest bearish factor is the outflow of funds from the stock market. Faced with AI supported by unlimited imagination and fundamentals, narrative-based crypto has fallen from being a 'sweetheart' to a 'cow madam'."
"The next few months will be a period of bottoming out and ranging for crypto. It will continue until a complete chip settlement and the exit of the majority. During this time, focus on learning/investing in AI and gradually bottom-fishing crypto strategy."
BlockBeats News, June 2nd, Liquid Capital (formerly LD Capital) founder Yi Lihua stated, "Bitcoin's drop is smoother than imagined. The biggest bearish factor is the outflow of funds from the stock market. Faced with AI supported by unlimited imagination and fundamentals, narrative-based crypto has fallen from being a 'sweetheart' to a 'cow madam'."
"The next few months will be a period of bottoming out and ranging for crypto. It will continue until a complete chip settlement and the exit of the majority. During this time, focus on learning/investing in AI and gradually bottom-fishing crypto strategy."
HelloTrade will migrate to the Monad Network and continue to advance Alpha testing
BlockBeats News, June 2nd, According to official sources, the blockchain stock trading platform HelloTrade has announced that it will officially migrate to the Monad ecosystem and continue to focus on making the global capital market more open and inclusive. The Monad team shares a common vision with HelloTrade, which is to drive on-chain transactions in the global financial market through high-performance blockchain infrastructure.
HelloTrade is currently advancing through the Alpha testing phase and will announce more product developments and ecosystem partnership information in the future.
BlockBeats News, June 2nd, According to official sources, the blockchain stock trading platform HelloTrade has announced that it will officially migrate to the Monad ecosystem and continue to focus on making the global capital market more open and inclusive. The Monad team shares a common vision with HelloTrade, which is to drive on-chain transactions in the global financial market through high-performance blockchain infrastructure.
HelloTrade is currently advancing through the Alpha testing phase and will announce more product developments and ecosystem partnership information in the future.
Cisco's Market Value Surpasses $500 Billion for the First Time
On June 2, Cisco's stock price increased by 5%, reaching a new record high, with its total market value surpassing $500 billion for the first time.
On June 2, Cisco's stock price increased by 5%, reaching a new record high, with its total market value surpassing $500 billion for the first time.
Strategy Plunges 10%, Shattering the 'HODL' Myth
BlockBeats News, June 2nd, according to Bitget market data, Strategy (MSTR) plummeted by 10.17%, now trading at $134.55.
Yesterday's report revealed that Strategy broke the "HODL" myth, disclosing the sale of 32 bitcoins last week.
BlockBeats News, June 2nd, according to Bitget market data, Strategy (MSTR) plummeted by 10.17%, now trading at $134.55.
Yesterday's report revealed that Strategy broke the "HODL" myth, disclosing the sale of 32 bitcoins last week.
Goldman Sachs: U.S. Diesel Supply Tightness in August at Worst Level Since 2003
On June 2, Goldman Sachs Group's co-head of global commodities research, Daan Struyven, stated that if commercial crude oil inventories continue to decline at the recent pace with the Strait of Hormuz nearly completely closed, U.S. diesel stocks could fall to a critical level that can only sustain 20 days of supply by August. 'The past eight weeks have seen the largest historical decline in U.S. oil inventories. Diesel stocks in the U.S. have dropped to their lowest level since 2003.' The Iran conflict has fundamentally altered the global oil market landscape, with oil transport from Gulf producers through the Strait of Hormuz significantly reduced, nearly to zero, resulting in millions of barrels of oil production being forced offline. Although U.S. refineries can use inventories to fill this gap, the potential turning point will become increasingly severe if this shipping route remains obstructed. Struyven noted, 'This tightness will also be significantly reflected in the U.S.' According to the U.S. Energy Information Administration, as of the week ending May 22, U.S. diesel supply was approximately at a 28-day reserve, down from about 36 days at the end of January.
On June 2, Goldman Sachs Group's co-head of global commodities research, Daan Struyven, stated that if commercial crude oil inventories continue to decline at the recent pace with the Strait of Hormuz nearly completely closed, U.S. diesel stocks could fall to a critical level that can only sustain 20 days of supply by August. 'The past eight weeks have seen the largest historical decline in U.S. oil inventories. Diesel stocks in the U.S. have dropped to their lowest level since 2003.' The Iran conflict has fundamentally altered the global oil market landscape, with oil transport from Gulf producers through the Strait of Hormuz significantly reduced, nearly to zero, resulting in millions of barrels of oil production being forced offline. Although U.S. refineries can use inventories to fill this gap, the potential turning point will become increasingly severe if this shipping route remains obstructed. Struyven noted, 'This tightness will also be significantly reflected in the U.S.' According to the U.S. Energy Information Administration, as of the week ending May 22, U.S. diesel supply was approximately at a 28-day reserve, down from about 36 days at the end of January.
Ripple opens new office in downtown Washington, D.C.
Foresight News reports that Ripple has established a new office in downtown Washington, D.C. Ripple stated that this expansion comes at a critical time for digital asset policy in the United States, and the company will continue to invest resources locally, expand its network, and promote the clarification of relevant policies and regulations.
Foresight News reports that Ripple has established a new office in downtown Washington, D.C. Ripple stated that this expansion comes at a critical time for digital asset policy in the United States, and the company will continue to invest resources locally, expand its network, and promote the clarification of relevant policies and regulations.
「Son of Wall Street Bets」 Q1 New Portfolio Stocks Surge, TE Rises Over 11%
BlockBeats News, June 2nd, according to Bitget market data, Situational Awareness LP, owned by 25-year-old Wall Street AI stock guru Leopold Aschenbrenner, made its first net purchase of holdings in Q1 2026, causing a strong rally in the US stock market following the opening:
T1 Energy (TE) surged by 11.05% to $11.555; HIVE Digital (HIVE) rose by 2.31% to $4.87.
Both companies are currently in a loss-making position, with a negative price-to-earnings ratio (total market value/sum of the latest four quarters' net profit).
BlockBeats News, June 2nd, according to Bitget market data, Situational Awareness LP, owned by 25-year-old Wall Street AI stock guru Leopold Aschenbrenner, made its first net purchase of holdings in Q1 2026, causing a strong rally in the US stock market following the opening:
T1 Energy (TE) surged by 11.05% to $11.555; HIVE Digital (HIVE) rose by 2.31% to $4.87.
Both companies are currently in a loss-making position, with a negative price-to-earnings ratio (total market value/sum of the latest four quarters' net profit).
U.S. April JOLTS job openings rate at 4.6%
Nasdaq 100 Index Turns Positive
The Nasdaq 100 Index has turned positive, with Marvell Technology (MRVL.O) rising by 22%, Broadcom (AVGO.O) increasing by 5.3%, and Nvidia (NVDA.O) gaining 3.1%.
The Nasdaq 100 Index has turned positive, with Marvell Technology (MRVL.O) rising by 22%, Broadcom (AVGO.O) increasing by 5.3%, and Nvidia (NVDA.O) gaining 3.1%.