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BlockBeats News, June 5th, the "Stock God" Serenity posted stating that, looking back at its investment case for RPI, since releasing its investment thesis, RPI's stock price has risen from 283 British pence (GBX, the UK stock market quoting unit) to 983 British pence, representing a cumulative increase of 247%. Serenity pointed out that the company's latest disclosed performance guidance indicates that driven by the strong growth in artificial intelligence-related demand, core profits are expected to significantly exceed the market's expectations. Although in February of this year, European media described RPI as a "meme stock" lacking fundamental support, the fact is that the company's stock price increase is not merely based on market sentiment but is built on AI-driven revenue growth and performance improvement.

⑴ Deutsche Bank issued a cautious signal on Friday ahead of the US nonfarm payroll report, noting that FX options have not priced in a high-volatility scenario, and even extreme upside or downside surprises may not justify chasing trades. The bank's nonfarm scenario guide shows that a pattern has emerged this year: significant deviations from expectations have not triggered strong market reactions, and today is unlikely to be an exception.⑵ Specifically, six scenario bands are outlined: extremely weak data below 35,000 would support USD short positions, but selling is not recommended. In the 35,000 to 55,000 range, the preference is to short USD/JPY and build positions near 160, while considering long EUR/USD—but only if the risk event of a US-Iran deal is resolved. The 55,000 to 75,000 range favors the USD short narrative but is insufficient to change Fed pricing or the outcome of the June meeting. The baseline scenario at 85,000 points to continued consolidation. In the 95,000 to 115,000 range, USD/JPY will regain focus and add complexity to Fed Chair Waller’s June 17 task. Above 115,000, the USD may briefly spike but is expected to be unsustainable, with a tendency to sell on intraday rallies. Above 135,000, all attention will turn to the yen and the Japanese Ministry of Finance.⑶ From a trading sentiment perspective, Deutsche Bank emphasizes an overall bias toward shorting the USD, but this is a low-conviction view. USD/JPY is flagged as the pair to watch if data significantly beats expectations. The market has already priced in possible intervention by the Japanese Ministry of Finance above 160. Today's core strategy is to remain patient and avoid chasing trades; if the data surprises to the upside, closely monitor the reaction of USD/JPY.

Glonghui June 5th｜Argan (AGX.US) surged more than 13% in pre-market trading to $779.88. According to reports, Argan delivered a comprehensive performance that far exceeded expectations in the first quarter of fiscal 2027—with revenue of $291 million (+50%), EPS of $3.24 (43% above expectations), gross margin increased to 21%, and adjusted EBITDA soared by 79%. The core driving force is the explosive growth in energy infrastructure demand brought by the AI data center construction boom, with all three major business segments performing strongly. $2.8 billion in outstanding orders and nearly $1 billion in cash reserves provide a solid foundation for the company's continued growth.