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BlockBeats News, June 15th, "White Hair Stock God" Serenity reviewed its core long portfolio in the European market on social media, focusing on the direction of photonics, semiconductor materials, epitaxy wafers, power devices, and edge AI hardware, and retrospectively analyzed the industry positioning and valuation logic of multiple targets. The core holdings listed include: Sivers Semiconductors, LPKF Laser & Electronics, Soitec, Raspberry Pi Holdings, IQE plc, Riber, and X-FAB Silicon Foundries. In its analysis: · Sivers Semiconductors is seen as a key player in the next-generation photonics chain, benefiting from the 1.6T optical module and CPO (Co-Packaged Optics) architecture upgrade. It has been embedded in the supply chain systems of multiple supercomputers and is considered to have medium-term volume elasticity. · LPKF Laser & Electronics is defined as a "near-monopoly" company in the glass core substrate processing equipment field. Its LIDE technology has been validated by the majority of top manufacturers in advanced packaging and high-end substrate processing, making it a key equipment supplier in the capacity expansion cycle. · Soitec is emphasized as a core supplier in the Silicon-On-Insulator (SOI) field, with strong pricing power in the industry chain. It benefits from a structural revaluation space after the alleviation of traditional business drag. · Raspberry Pi Holdings is seen as a beneficiary of edge AI computing power sinking, with the logic being the increased penetration of low-cost computing boards in AI inference and on-premise deployment scenarios. It is gradually expanding from the education and hobbyist markets to industrial and embedded AI. · IQE plc is positioned as a key epitaxial wafer supplier, providing upstream material support to optoelectronic manufacturers such as MACOM Technology Solutions and Lumentum Holdings. Its idle capacity is believed to have potential release space. · Riber is described as a highly concentrated supplier in the Molecular Beam Epitaxy (MBE) equipment field, benefiting from the expansion of quantum computing, quantum dots, and optoelectronic research and development. It has already received equipment procurement validation from some supercomputing and research institutions. · X-FAB Silicon Foundries is seen as one of the few foundry platforms in Europe with the capability of power semiconductor and silicon photonics manufacturing. With the support of the EU and the U.S. CHIPS Act, it is believed to have potential revaluation space in silicon photonics production line expansion. Overall, the portfolio revolves around three main themes: “Photonics Infrastructure + Semiconductor Materials/Equipment + Edge AI Hardware,” and bets on the structural demand release in the next 2–3 years in the high-speed optical interconnect, AI edge deployment, and power semiconductor cycle.

BlockBeats News, June 15th, F2Pool co-founder Chun Wang's associated wallet has recently made three separate attempts to buy the dip in ETH, as follows: · Increased holdings by 9,719 ETH on June 5th; · Increased holdings by 17,560 ETH on June 6th; · Increased holdings by 15,740 ETH on June 12th; If we calculate the dip-buying cost based on the average price on the day of each purchase, with ETH's price rebounding to $1810, it is estimated that Chun Wang's three dip-buying actions have resulted in an unrealized profit of approximately $8.64 million.

On June 15, according to the latest global billionaire rankings released by Forbes, Elon Musk, the head of Tesla and SpaceX, has seen his personal wealth soar to an astonishing $1.2 trillion, setting a historical record. He became the world's first 'trillionaire' in the previous trading day. This wealth phenomenon is primarily attributed to the strong performance of his two flagship companies. Recent market data shows that SpaceX (SPCX) has reached a total valuation of $2.28 trillion (approximately $2.28 trillion), surging 8% in a single day, officially surpassing semiconductor giant TSMC (TSM), which has a market value of $2.26 trillion, and entering the top tier of U.S. stock market valuations, ranking sixth. Currently, the top three in the U.S. stock market by total market value are Nvidia ($5.05 trillion), Google, and Apple. SpaceX, with its absolute dominance in the commercial space and Starlink sectors, continues to see its valuation skyrocket, becoming the core pillar of Musk's trillion-dollar fortune.