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On June 4, the Federal Reserve Beige Book indicated that overall, prices are rising at a moderate to strong pace, with most districts reporting inflation rates higher than in the previous report.

[Federal Reserve Beige Book: Overall, Prices Rise at a Moderate to Strong Pace]On June 4, the Federal Reserve Beige Book indicated that overall, prices are rising at a moderate to strong pace, with most districts reporting inflation rates higher than in the previous report.

Federal Reserve Beige Book: Overall, Prices Rise at a Moderate to Strong Pace

On June 4, reports indicated that SpaceX's initial public offering is likely to further enrich officials from the Trump administration. According to recently disclosed financial documents, 10 officials, including presidential envoy Witkoff and Small Business Administration Administrator Kelly Loeffler, have reported holding stakes in Musk's rocket company SpaceX or xAI. The disclosure documents show that these federal officials collectively hold shares in SpaceX or xAI valued at least $9.9 million and up to $43.8 million. The disclosures were made last year, with asset values listed within a broad range.

[SpaceX IPO Expected to Increase Wealth of Trump Administration Officials; Disclosure Reveals Multiple Stakeholders]On June 4, reports indicated that SpaceX's initial public offering is likely to further enrich officials from the Trump administration. According to recently disclosed financial documents, 10 officials, including presidential envoy Witkoff and Small Business Administration Administrator Kelly Loeffler, have reported holding stakes in Musk's rocket company SpaceX or xAI. The disclosure documents show that these federal officials collectively hold shares in SpaceX or xAI valued at least $9.9 million and up to $43.8 million. The disclosures were made last year, with asset values listed within a broad range.

SpaceX IPO Expected to Increase Wealth of Trump Administration Officials; Disclosure Reveals Multiple Stakeholders

On June 4, John Williams, President of the New York Federal Reserve, stated that the current U.S. monetary policy is appropriately positioned and that there is no clear direction for future interest rates. Williams pointed out that inflation remains high, with upward price pressures stemming from energy prices, tariffs, and investments related to AI. However, he also noted a 'considerable' slowdown in service inflation.

[Federal Reserve's Third-in-Command: Future Interest Rate Path Lacks Clear Direction, Not Too Concerned About Persistent Inflation]On June 4, John Williams, President of the New York Federal Reserve, stated that the current U.S. monetary policy is appropriately positioned and that there is no clear direction for future interest rates. Williams pointed out that inflation remains high, with upward price pressures stemming from energy prices, tariffs, and investments related to AI. However, he also noted a 'considerable' slowdown in service inflation.

Federal Reserve's Third-in-Command: Future Interest Rate Path Lacks Clear Direction, Not Too Concerned About Persistent Inflation

On June 4, Israeli Prime Minister Netanyahu stated on the 3rd that he and U.S. President Trump sometimes have 'tactical differences,' but both sides remain aligned on their 'core objectives.' (Xinhua News Agency)

[Netanyahu Acknowledges 'Tactical Differences' with Trump]On June 4, Israeli Prime Minister Netanyahu stated on the 3rd that he and U.S. President Trump sometimes have 'tactical differences,' but both sides remain aligned on their 'core objectives.' (Xinhua News Agency)

Netanyahu Acknowledges 'Tactical Differences' with Trump

On June 4, U.S. Treasury Secretary Janet Yellen revealed during a Senate Finance Committee hearing that the Treasury is advancing its strategic Bitcoin reserve plan at "deliberate speed." This reserve is driven by a previous executive order from Trump, primarily utilizing Bitcoin obtained through criminal or civil forfeiture as a funding source. Yellen acknowledged that the process is complex but emphasized that best practices will be employed to ensure long-term stability. In April, the White House digital assets advisory team indicated that a significant announcement was forthcoming, but no further progress has been reported to date.

[U.S. Treasury Secretary Reveals Strategic Bitcoin Reserve Plan Progressing at Deliberate Speed]On June 4, U.S. Treasury Secretary Janet Yellen revealed during a Senate Finance Committee hearing that the Treasury is advancing its strategic Bitcoin reserve plan at "deliberate speed." This reserve is driven by a previous executive order from Trump, primarily utilizing Bitcoin obtained through criminal or civil forfeiture as a funding source. Yellen acknowledged that the process is complex but emphasized that best practices will be employed to ensure long-term stability. In April, the White House digital assets advisory team indicated that a significant announcement was forthcoming, but no further progress has been reported to date.

U.S. Treasury Secretary Reveals Strategic Bitcoin Reserve Plan Progressing at Deliberate Speed

On June 4, 'New Stock God' Serenity publicly shared the following insights and stock recommendations: NBIS (Nebius) is defined by Serenity as 'the highest confidence choice in the Neocloud sector', considering it 'the purest asymmetric opportunity in AI infrastructure'. By June 2026, the stock price of NBIS has risen from about $84 last year to $260, with a market capitalization of $66 billion, and he remains optimistic about a long-term breakthrough of $100 billion. Serenity pointed out that NBIS ranks first in the Neocloud sector, surpassing competitors like IREN and CRWV, with its core advantages being: avoidance of several pain points faced by competitors—no full-stack execution uncertainty, no high-interest debt, and revenue certainty from large-scale customer contracts. Additionally, NBIS is included in Nvidia's investment portfolio and the Q1 holdings of the Leopold Aschenbrenner fund, reflecting consensus among top capital. Regarding Google's AI capital expenditure upstream ecosystem (LITE / AVGO / MediaTek / TSM / MU) related to the $80 billion AI capital expenditure financing announced by Google's parent company Alphabet (including $40 billion in ATM issuance, $30 billion in stock, and a $10 billion investment from Berkshire Hathaway), Serenity believes this will benefit the upstream ecosystem supply chain, specifically including companies like Lumentum (LITE), Broadcom (AVGO), MediaTek, TSMC (TSM), and Micron (MU). However, he also cautions that such a large-scale capital expenditure is not fully supported by free cash flow for Google shareholders, and the impact may not be entirely positive. This judgment continues his narrative logic of focusing heavily on the 'critical bottleneck' segment of AI infrastructure. AAOI Serenity lists AAOI as its most favored U.S. photonics stock, believing that if investors are looking for 'the next SanDisk', AAOI might be the relevant target. He predicts that the revenue acceleration inflection point for photonics-related companies will appear in the second half of 2027, with the market typically pricing future growth about 8 months in advance. Currently (the second half of 2026) is still slightly early in the industry capacity construction phase, with the key being to wait for the right timing and endure fluctuations during the period. AAOI has recently attracted market attention due to the possibility of signing long-term agreements with Nvidia or AMD, which would be a key signal to validate its 'SanDisk' potential. SIVE (Sivers Semiconductors) Serenity's heavily invested CPO leader SIVE is set to receive multiple decisive benefits in June 2026. Firstly, SIVE announced a strategic partnership with GlobalFoundries (GFS), integrating its laser arrays into GF's silicon photonics platform and SCALE optical engine reference design, making Sivers lasers the default light source for GF's silicon photonics ecosystem, aiming for a $25 billion pluggable optics market by 2030. Serenity described this collaboration as 'the most decisive event in history'. Additionally, Ayar Labs officially joined Nvidia's NVLink Fusion ecosystem, with SIVE as Ayar Labs' public laser partner, providing high-precision InP laser arrays, thus entering Nvidia's optical infrastructure supply chain. Serenity noted that SIVE's lasers have become the functional industry standard lasers for CPO, pluggable modules, and silicon photonics, directly benefiting AI chip giants (NVDA, AVGO, AMD, MRVL, etc.) that use related foundries. XFAB Serenity recommends XFAB, believing there is a 'serious mismatch between valuation and assets'. XFAB has a market capitalization of about $1.7 billion, while POET has a market capitalization of about $2.4 billion, but XFAB possesses core assets far exceeding its market value: it is one of the few foundries globally to receive funding from both the EU CHIPS Act and the US CHIPS Act for SiC/GaN/MEMS/silicon photonics. Its current valuation is even below the reset price-to-book ratio. Serenity lists its differentiated advantages: Nvidia and Nokia are evaluating its pre-commercial silicon photonics foundry line, with production expected to ramp up from 2027 to 2028; the company leads the expansion of the European photonics supply chain, collaborating deeply with core institutions like IMEC, CEA-Leti, Ligentec, and Smart Photonics; its clients include Nexperia, Power Integrations, and Lite-On. Serenity specifically cites the U.S. Department of Commerce's official qualification—'XFAB is the only high-capacity silicon carbide foundry in the United States', believing it has rare strategic value under trade barriers and supply chain localization trends. The three major leaders in European silicon photonics (Soitec / Siltronic / XFAB) regarding the EU Chips Act 2.0 proposal, Serenity interprets that this proposal formally incorporates photonics into the EU semiconductor strategic framework, constituting a thematic benefit for the photonics industry. The policy focuses on CPO and interconnect technologies for AI data centers, the application of silicon photonics in high-bandwidth data center interconnections, and the manufacturing technologies for co-packaging and heterogeneous integration of photonic integrated circuits, directly benefiting SIVE and XFAB. Serenity particularly points out the three major leaders in the European silicon photonics value chain: Soitec and Siltronic as core European companies in the SOI wafer field are directly named in the policy impact analysis, while XFAB is listed as part of the current funding framework, further confirming its leading position in the European silicon photonics value chain. He predicts that as the policy framework is implemented, related targets may gradually release specific information within the next 3 to 15 months.

[Serenity's Recent Insights: Highest Confidence in NBIS for Neocloud Sector, Focus on Three European Silicon Photonics Leaders]On June 4, 'New Stock God' Serenity publicly shared the following insights and stock recommendations: NBIS (Nebius) is defined by Serenity as 'the highest confidence choice in the Neocloud sector', considering it 'the purest asymmetric opportunity in AI infrastructure'. By June 2026, the stock price of NBIS has risen from about $84 last year to $260, with a market capitalization of $66 billion, and he remains optimistic about a long-term breakthrough of $100 billion. Serenity pointed out that NBIS ranks first in the Neocloud sector, surpassing competitors like IREN and CRWV, with its core advantages being: avoidance of several pain points faced by competitors—no full-stack execution uncertainty, no high-interest debt, and revenue certainty from large-scale customer contracts. Additionally, NBIS is included in Nvidia's investment portfolio and the Q1 holdings of the Leopold Aschenbrenner fund, reflecting consensus among top capital. Regarding Google's AI capital expenditure upstream ecosystem (LITE / AVGO / MediaTek / TSM / MU) related to the $80 billion AI capital expenditure financing announced by Google's parent company Alphabet (including $40 billion in ATM issuance, $30 billion in stock, and a $10 billion investment from Berkshire Hathaway), Serenity believes this will benefit the upstream ecosystem supply chain, specifically including companies like Lumentum (LITE), Broadcom (AVGO), MediaTek, TSMC (TSM), and Micron (MU). However, he also cautions that such a large-scale capital expenditure is not fully supported by free cash flow for Google shareholders, and the impact may not be entirely positive. This judgment continues his narrative logic of focusing heavily on the 'critical bottleneck' segment of AI infrastructure. AAOI Serenity lists AAOI as its most favored U.S. photonics stock, believing that if investors are looking for 'the next SanDisk', AAOI might be the relevant target. He predicts that the revenue acceleration inflection point for photonics-related companies will appear in the second half of 2027, with the market typically pricing future growth about 8 months in advance. Currently (the second half of 2026) is still slightly early in the industry capacity construction phase, with the key being to wait for the right timing and endure fluctuations during the period. AAOI has recently attracted market attention due to the possibility of signing long-term agreements with Nvidia or AMD, which would be a key signal to validate its 'SanDisk' potential. SIVE (Sivers Semiconductors) Serenity's heavily invested CPO leader SIVE is set to receive multiple decisive benefits in June 2026. Firstly, SIVE announced a strategic partnership with GlobalFoundries (GFS), integrating its laser arrays into GF's silicon photonics platform and SCALE optical engine reference design, making Sivers lasers the default light source for GF's silicon photonics ecosystem, aiming for a $25 billion pluggable optics market by 2030. Serenity described this collaboration as 'the most decisive event in history'. Additionally, Ayar Labs officially joined Nvidia's NVLink Fusion ecosystem, with SIVE as Ayar Labs' public laser partner, providing high-precision InP laser arrays, thus entering Nvidia's optical infrastructure supply chain. Serenity noted that SIVE's lasers have become the functional industry standard lasers for CPO, pluggable modules, and silicon photonics, directly benefiting AI chip giants (NVDA, AVGO, AMD, MRVL, etc.) that use related foundries. XFAB Serenity recommends XFAB, believing there is a 'serious mismatch between valuation and assets'. XFAB has a market capitalization of about $1.7 billion, while POET has a market capitalization of about $2.4 billion, but XFAB possesses core assets far exceeding its market value: it is one of the few foundries globally to receive funding from both the EU CHIPS Act and the US CHIPS Act for SiC/GaN/MEMS/silicon photonics. Its current valuation is even below the reset price-to-book ratio. Serenity lists its differentiated advantages: Nvidia and Nokia are evaluating its pre-commercial silicon photonics foundry line, with production expected to ramp up from 2027 to 2028; the company leads the expansion of the European photonics supply chain, collaborating deeply with core institutions like IMEC, CEA-Leti, Ligentec, and Smart Photonics; its clients include Nexperia, Power Integrations, and Lite-On. Serenity specifically cites the U.S. Department of Commerce's official qualification—'XFAB is the only high-capacity silicon carbide foundry in the United States', believing it has rare strategic value under trade barriers and supply chain localization trends. The three major leaders in European silicon photonics (Soitec / Siltronic / XFAB) regarding the EU Chips Act 2.0 proposal, Serenity interprets that this proposal formally incorporates photonics into the EU semiconductor strategic framework, constituting a thematic benefit for the photonics industry. The policy focuses on CPO and interconnect technologies for AI data centers, the application of silicon photonics in high-bandwidth data center interconnections, and the manufacturing technologies for co-packaging and heterogeneous integration of photonic integrated circuits, directly benefiting SIVE and XFAB. Serenity particularly points out the three major leaders in the European silicon photonics value chain: Soitec and Siltronic as core European companies in the SOI wafer field are directly named in the policy impact analysis, while XFAB is listed as part of the current funding framework, further confirming its leading position in the European silicon photonics value chain. He predicts that as the policy framework is implemented, related targets may gradually release specific information within the next 3 to 15 months.

Serenity's Recent Insights: Highest Confidence in NBIS for Neocloud Sector, Focus on Three European Silicon Photonics Leaders

On June 4, the Vanguard S&P 500 ETF (VOO), the world's largest ETF, officially surpassed the $1 trillion mark in assets under management, becoming the first ETF in history to reach this milestone. In its latest trading day, VOO saw a net inflow of $1.7 billion, bringing its total inflows for the year to over $69 billion, surpassing all competitors. The S&P 500 index has risen 11% year-to-date and has repeatedly set new historical highs, demonstrating sustained strong demand for buy-and-hold passive investments even amid increased market volatility.

[Vanguard S&P 500 ETF Becomes First ETF to Exceed $1 Trillion in Assets]On June 4, the Vanguard S&P 500 ETF (VOO), the world's largest ETF, officially surpassed the $1 trillion mark in assets under management, becoming the first ETF in history to reach this milestone. In its latest trading day, VOO saw a net inflow of $1.7 billion, bringing its total inflows for the year to over $69 billion, surpassing all competitors. The S&P 500 index has risen 11% year-to-date and has repeatedly set new historical highs, demonstrating sustained strong demand for buy-and-hold passive investments even amid increased market volatility.

Vanguard S&P 500 ETF Becomes First ETF to Exceed $1 Trillion in Assets

On June 4, Google Labs launched a new product called 'DreamBeans'. 'DreamBeans' utilizes Personal Intelligence technology to connect information from various Google applications to curate and generate stories.

[Google Labs Launches New Product 'DreamBeans']On June 4, Google Labs launched a new product called 'DreamBeans'. 'DreamBeans' utilizes Personal Intelligence technology to connect information from various Google applications to curate and generate stories.

Google Labs Launches New Product 'DreamBeans'

On June 4, the World Semiconductor Trade Statistics Organization, composed of major semiconductor manufacturers, released a forecast report on June 2. It stated that due to the rapid expansion of demand for artificial intelligence, the global semiconductor market is expected to grow by nearly 90% year-on-year by 2026, surpassing $1.5 trillion. The report predicts that the global semiconductor market will increase by nearly 90% in 2026 compared to 2025, reaching $1.5 trillion (approximately 10.2 trillion yuan). It is also expected to grow by 26.6% in 2027, further rising to $1.914 trillion (approximately 12.9 trillion yuan). The report noted that due to the faster-than-expected proliferation of data centers, the World Semiconductor Trade Statistics Organization has significantly raised its forecast, with the 2026 growth rate expected to set a historical high.

From a product classification perspective, the report predicts that the growth rate of memory chips will reach an astonishing 249.5% this year, surpassing the $800 billion mark and exceeding the overall semiconductor market size of 2025. Logic chips are expected to grow by 37.3%, reaching $410 billion. Additionally, the report forecasts that the semiconductor markets in all major regions worldwide will continue to grow in 2027, with the Americas and Asia-Pacific regions being the two core engines driving this growth.

[Global Semiconductor Market Expected to Exceed $1.5 Trillion by 2026]On June 4, the World Semiconductor Trade Statistics Organization, composed of major semiconductor manufacturers, released a forecast report on June 2. It stated that due to the rapid expansion of demand for artificial intelligence, the global semiconductor market is expected to grow by nearly 90% year-on-year by 2026, surpassing $1.5 trillion. The report predicts that the global semiconductor market will increase by nearly 90% in 2026 compared to 2025, reaching $1.5 trillion (approximately 10.2 trillion yuan). It is also expected to grow by 26.6% in 2027, further rising to $1.914 trillion (approximately 12.9 trillion yuan). The report noted that due to the faster-than-expected proliferation of data centers, the World Semiconductor Trade Statistics Organization has significantly raised its forecast, with the 2026 growth rate expected to set a historical high.

From a product classification perspective, the report predicts that the growth rate of memory chips will reach an astonishing 249.5% this year, surpassing the $800 billion mark and exceeding the overall semiconductor market size of 2025. Logic chips are expected to grow by 37.3%, reaching $410 billion. Additionally, the report forecasts that the semiconductor markets in all major regions worldwide will continue to grow in 2027, with the Americas and Asia-Pacific regions being the two core engines driving this growth.

Global Semiconductor Market Expected to Exceed $1.5 Trillion by 2026

On June 3, reports indicated that a shell company associated with Elon Musk has recently purchased property in a rural area near Houston, Texas, suggesting it may be finalizing a site for the planned $55 billion chip factory, Terafab. The Terafab project is jointly promoted by SpaceX, Tesla, and xAI, aiming to provide chip support for artificial intelligence and robotics projects, with total investments potentially reaching up to $119 billion. Land registry records show that a company named 'WIT Tech LLC' has acquired at least six plots of land in Grimes County, totaling over 6,000 acres (nearly 10 square miles), although the transaction amount has not been disclosed.

[Elon Musk-Linked Shell Company Acquires Land Near Houston for Potential Chip Factory]On June 3, reports indicated that a shell company associated with Elon Musk has recently purchased property in a rural area near Houston, Texas, suggesting it may be finalizing a site for the planned $55 billion chip factory, Terafab. The Terafab project is jointly promoted by SpaceX, Tesla, and xAI, aiming to provide chip support for artificial intelligence and robotics projects, with total investments potentially reaching up to $119 billion. Land registry records show that a company named 'WIT Tech LLC' has acquired at least six plots of land in Grimes County, totaling over 6,000 acres (nearly 10 square miles), although the transaction amount has not been disclosed.

Elon Musk-Linked Shell Company Acquires Land Near Houston for Potential Chip Factory

VVV Surges Over 10x This Year, Is the Base Ecosystem the Last Hope for Crypto AI?

Bitcoin Correction Pushes 580,000 BTC Into Loss Territory

One Article Deconstructs the Investment Methodology of 'Stock God Serenity'

Deconstructing the Investment Methodology of the 'Stock God Serenity' in One Article

Sharplink CEO: Ethereum's Future Is Playing Out Now

Kalshi and Coinbase Receive CFTC Approval, Ushering in the Most Regulation-Friendly Era for the Crypto Industry?

Weekly Token Unlocks: HYPE Unlocks $650M Worth of Tokens

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Over $1 Billion in Cryptocurrencies Forced to Liquidate, Bitcoin Plunges 6% Below $67,000

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Elon Musk-Linked Shell Company Acquires Land Near Houston for Potential Chip Factory

Disclaimer：Il contenuto di cui sopra non rappresenta le posizioni di HTX.，HTX non fornisce alcuna raccomandazione di trading.。

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