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On June 23, market news reported that last week, the US Strategic Petroleum Reserve crude oil inventory decreased by approximately 9.1 million barrels, reaching 331.2 million barrels, the lowest level since 1983. (Jin Shi)

[US Strategic Petroleum Reserve Crude Oil Inventory Drops to Lowest Level Since 1983]On June 23, market news reported that last week, the US Strategic Petroleum Reserve crude oil inventory decreased by approximately 9.1 million barrels, reaching 331.2 million barrels, the lowest level since 1983. (Jin Shi)

US Strategic Petroleum Reserve Crude Oil Inventory Drops to Lowest Level Since 1983

ctr Surges 10.21% in 24H, Currently at 0.012012 USDT

【ctr currently trades at 0.012012 USDT, up 10.21% in 24h, according to HTX market data.】ctr Surges 10.21% in 24H, Currently at 0.012012 USDT

ctr currently trades at 0.012012 USDT, up 10.21% in 24h, according to HTX market data.

On June 22, multiple Japanese media outlets, including JNN and Kyodo News, reported that as the yen approaches its lowest level in 39 years, Japanese Finance Minister Shunichi Suzuki held an online meeting with U.S. Treasury officials on the evening of the 22nd local time. Sources indicate that she may have exchanged views with U.S. Treasury Secretary Janet Yellen regarding trends in the foreign exchange market and the possibility of foreign exchange intervention. Previously, the USD/JPY experienced a sharp decline during trading, raising speculation that Japanese authorities had intervened.

[Japanese Finance Minister Reportedly Holds Emergency Online Meeting with U.S. Treasury Officials]On June 22, multiple Japanese media outlets, including JNN and Kyodo News, reported that as the yen approaches its lowest level in 39 years, Japanese Finance Minister Shunichi Suzuki held an online meeting with U.S. Treasury officials on the evening of the 22nd local time. Sources indicate that she may have exchanged views with U.S. Treasury Secretary Janet Yellen regarding trends in the foreign exchange market and the possibility of foreign exchange intervention. Previously, the USD/JPY experienced a sharp decline during trading, raising speculation that Japanese authorities had intervened.

Japanese Finance Minister Reportedly Holds Emergency Online Meeting with U.S. Treasury Officials

On June 22, AI infrastructure startup Upscale AI announced the completion of a new funding round totaling $190 million, with investors including Nvidia and Salesforce Ventures. Following this round, the company's valuation has reached $2 billion. This funding is part of its extended Series A round, bringing Upscale AI's total funding to $500 million, led by Premji Invest, with new investors such as Temasek and Seligman Ventures participating, while existing shareholders including Maverick Silicon, Mayfield, Prosperity7 Ventures, StepStone Group, and Tiger Global continued to invest. Upscale AI focuses on building network infrastructure for large-scale AI clusters, aiming to address the 'computing power interconnection bottleneck' in AI training and inference. The company is developing a full-stack AI network architecture covering chips, systems, and software, with the goal of creating an open standard network interconnection solution suitable for large-scale AI workloads. The company stated that as the scale of AI clusters continues to expand, network performance is becoming a key limiting factor affecting GPU utilization and training efficiency, with inefficient interconnections directly leading to computing power waste and increased training costs. Currently, Upscale AI has begun collaborations with several major cloud providers and 'new cloud' infrastructure providers for evaluation and deployment, although specific client information has not been disclosed. Analysts point out that investment in AI infrastructure is shifting from the model layer to the underlying hardware and network layer, with network interconnection becoming one of the most关注的关键基础设施赛道之一.

[Upscale AI Secures $190 Million Funding Led by Premji Invest, with Participation from Nvidia]On June 22, AI infrastructure startup Upscale AI announced the completion of a new funding round totaling $190 million, with investors including Nvidia and Salesforce Ventures. Following this round, the company's valuation has reached $2 billion. This funding is part of its extended Series A round, bringing Upscale AI's total funding to $500 million, led by Premji Invest, with new investors such as Temasek and Seligman Ventures participating, while existing shareholders including Maverick Silicon, Mayfield, Prosperity7 Ventures, StepStone Group, and Tiger Global continued to invest. Upscale AI focuses on building network infrastructure for large-scale AI clusters, aiming to address the 'computing power interconnection bottleneck' in AI training and inference. The company is developing a full-stack AI network architecture covering chips, systems, and software, with the goal of creating an open standard network interconnection solution suitable for large-scale AI workloads. The company stated that as the scale of AI clusters continues to expand, network performance is becoming a key limiting factor affecting GPU utilization and training efficiency, with inefficient interconnections directly leading to computing power waste and increased training costs. Currently, Upscale AI has begun collaborations with several major cloud providers and 'new cloud' infrastructure providers for evaluation and deployment, although specific client information has not been disclosed. Analysts point out that investment in AI infrastructure is shifting from the model layer to the underlying hardware and network layer, with network interconnection becoming one of the most关注的关键基础设施赛道之一.

Upscale AI Secures $190 Million Funding Led by Premji Invest, with Participation from Nvidia

On June 22, materials reviewed by CNBC revealed that SpaceX has signed a significant computing power cooperation agreement with Reflection AI, making this open-source artificial intelligence startup the latest external company to connect to Musk's Colossus infrastructure. Under the agreement, Reflection will immediately gain access to NVIDIA's GB300 chips and has agreed to pay SpaceX $150 million per month starting from July 1, 2026, until 2029. If the agreement is fully executed, the total payment will amount to approximately $6.3 billion. Either party may terminate the contract with 90 days' notice after the agreement has been in effect for three months.

[SpaceX Signs Computing Power Agreement with Reflection Worth Up to $6.3 Billion]On June 22, materials reviewed by CNBC revealed that SpaceX has signed a significant computing power cooperation agreement with Reflection AI, making this open-source artificial intelligence startup the latest external company to connect to Musk's Colossus infrastructure. Under the agreement, Reflection will immediately gain access to NVIDIA's GB300 chips and has agreed to pay SpaceX $150 million per month starting from July 1, 2026, until 2029. If the agreement is fully executed, the total payment will amount to approximately $6.3 billion. Either party may terminate the contract with 90 days' notice after the agreement has been in effect for three months.

SpaceX Signs Computing Power Agreement with Reflection Worth Up to $6.3 Billion

On June 22, multiple Japanese media outlets, including JNN and Kyodo News, reported that as the yen approaches its lowest level in 39 years, Japanese Finance Minister Shunichi Suzuki held an online meeting with US Treasury officials on the evening of the 22nd local time. Sources indicate that she may have exchanged views with US Treasury Secretary Janet Yellen, discussing trends in the foreign exchange market and the possibility of foreign exchange intervention. Previously, the USD/JPY experienced a sharp decline during trading, raising speculation that Japanese authorities had intervened.

[Japanese Finance Minister Holds Emergency Online Meeting with US Treasury Officials]On June 22, multiple Japanese media outlets, including JNN and Kyodo News, reported that as the yen approaches its lowest level in 39 years, Japanese Finance Minister Shunichi Suzuki held an online meeting with US Treasury officials on the evening of the 22nd local time. Sources indicate that she may have exchanged views with US Treasury Secretary Janet Yellen, discussing trends in the foreign exchange market and the possibility of foreign exchange intervention. Previously, the USD/JPY experienced a sharp decline during trading, raising speculation that Japanese authorities had intervened.

Japanese Finance Minister Holds Emergency Online Meeting with US Treasury Officials

On June 22, according to monitoring by Lookonchain, as SpaceX's stock price fell over 10% today, a certain whale incurred a loss of nearly $1.2 million on a long position in SpaceX. The whale had taken a 20x long position at a price of $204.65, with a position value of $5.51 million, and a liquidation price of $105.89.

[Whale Loses Nearly $1.2 Million on Long Position in SpaceX as Stock Drops]On June 22, according to monitoring by Lookonchain, as SpaceX's stock price fell over 10% today, a certain whale incurred a loss of nearly $1.2 million on a long position in SpaceX. The whale had taken a 20x long position at a price of $204.65, with a position value of $5.51 million, and a liquidation price of $105.89.

Whale Loses Nearly $1.2 Million on Long Position in SpaceX as Stock Drops

On June 22, it was reported that SpaceX has signed a significant computing power cooperation agreement with Reflection AI, an open-source artificial intelligence startup, marking another external company renting Elon Musk's 'giant' computing infrastructure. Under the agreement, Reflection can immediately utilize the NVIDIA GB300 chip—this top-tier AI chip is used for training and running cutting-edge large models. The parties agreed that from July 1, 2026, to 2029, Reflection will pay SpaceX $150 million per month in computing power rental. If the contract is fully executed until expiration, the total transaction amount will be approximately $6.3 billion. After three months of the contract's effectiveness, either party may terminate the cooperation with a 90-day notice.

[SpaceX Signs $6.3 Billion Computing Power Agreement with Open Source AI Startup Reflection]On June 22, it was reported that SpaceX has signed a significant computing power cooperation agreement with Reflection AI, an open-source artificial intelligence startup, marking another external company renting Elon Musk's 'giant' computing infrastructure. Under the agreement, Reflection can immediately utilize the NVIDIA GB300 chip—this top-tier AI chip is used for training and running cutting-edge large models. The parties agreed that from July 1, 2026, to 2029, Reflection will pay SpaceX $150 million per month in computing power rental. If the contract is fully executed until expiration, the total transaction amount will be approximately $6.3 billion. After three months of the contract's effectiveness, either party may terminate the cooperation with a 90-day notice.

SpaceX Signs $6.3 Billion Computing Power Agreement with Open Source AI Startup Reflection

On June 22, Serenity stated earlier today during a discussion on the semiconductor equipment and advanced packaging supply chain that the long-term valuation range for LPKF Laser & Electronics could be between $3 billion and $5 billion, believing it is at a critical stage before potential mass production. Serenity noted that LPKF has a high customer penetration rate in the field of glass substrate-related process equipment and holds about 70% of the target market share in specific technology routes, such as glass core substrates and advanced packaging processes, making it one of the key equipment suppliers in the supply chain. In comparing industry structures, the user likened LPKF to equipment manufacturers like Aehr Test Systems and AIXTRON SE, suggesting that such 'small equipment positioning companies' are typically constrained by the total addressable market (TAM) size, making it difficult for their market value to expand beyond $20 billion in the long term unless they possess multiple technological advantages akin to ASML. The commentary also pointed out that in directions such as semiconductor advanced packaging and chip-on-package (CPO), the equipment supply chain is transitioning from the validation phase to the mass production phase, but there remains a strong divergence in the market regarding such assets, with the valuation path highly dependent on future capacity ramp-up and customer volume growth.

[Serenity Optimistic About LPKF's Growth Prospects, Long-Term Valuation Expected to Reach $3 Billion to $5 Billion]On June 22, Serenity stated earlier today during a discussion on the semiconductor equipment and advanced packaging supply chain that the long-term valuation range for LPKF Laser & Electronics could be between $3 billion and $5 billion, believing it is at a critical stage before potential mass production. Serenity noted that LPKF has a high customer penetration rate in the field of glass substrate-related process equipment and holds about 70% of the target market share in specific technology routes, such as glass core substrates and advanced packaging processes, making it one of the key equipment suppliers in the supply chain. In comparing industry structures, the user likened LPKF to equipment manufacturers like Aehr Test Systems and AIXTRON SE, suggesting that such 'small equipment positioning companies' are typically constrained by the total addressable market (TAM) size, making it difficult for their market value to expand beyond $20 billion in the long term unless they possess multiple technological advantages akin to ASML. The commentary also pointed out that in directions such as semiconductor advanced packaging and chip-on-package (CPO), the equipment supply chain is transitioning from the validation phase to the mass production phase, but there remains a strong divergence in the market regarding such assets, with the valuation path highly dependent on future capacity ramp-up and customer volume growth.

Serenity Optimistic About LPKF's Growth Prospects, Long-Term Valuation Expected to Reach $3 Billion to $5 Billion

On June 21, Iranian President Ebrahim Raisi stated: We will not give up our right to enrich uranium, and the other party must accept this.

[Iran Reiterates Its Right to Enrich Uranium]On June 21, Iranian President Ebrahim Raisi stated: We will not give up our right to enrich uranium, and the other party must accept this.

Iran Reiterates Its Right to Enrich Uranium

A Clod of Chinese Soil Chokes Two Japanese Giants

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