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6/9

02:46

“White-Haired Stock God” Serenity: Jabil May Be Undervalued by the Market, AI Optical Module Business Could Drive a 40% Valuation Revaluation Upside

Svmuu reported that “White-Haired Stock God” Serenity posted on platform X, stating that Jabil (JBL), currently with a market cap of approximately $38 billion, represents an attractive long-term investment opportunity. The market may not have fully priced in the potential value of its 1.6T LRO pluggable optical module business.
By the first half of 2027, the industry bottleneck may no longer be insufficient demand, but rather the production capacity limitations of key upstream supplier SIVE. In this context, leveraging its mature global supply chain system and the advantage of taking over Intel's (INTC) pluggable optical module production line, Jabil is well-positioned to benefit from the demand growth driven by AI infrastructure construction. Compared to Applied Optoelectronics (AAOI), which relies on continuous capital expenditure to expand laser factories, if SIVE and multiple foundries including Win Semi achieve mass production of lasers, Jabil's backend manufacturing and integration model will prove more scalable.
Serenity stated that Jabil currently possesses a supply chain system validated by hyperscale cloud service providers, exhibiting a growth trajectory similar to that of Innolight, while also enjoying a valuation premium in the US market. He expects that as the market gradually recognizes the relevant opportunities by the first half of 2027, Jabil has approximately 40% room for valuation revaluation. However, he emphasized that he currently holds no positions and is merely sharing research ideas for investors' reference.

02:42

Binance Wallet: The Alpha airdrop will open for claims today at 5:00 PM. The threshold is 241 points.

Svmuu News: Binance Wallet has announced that users can start claiming the latest Binance Alpha airdrop and participate in trading from 9:00 (UTC) today.
According to the announcement, users holding at least 241 Binance Alpha points will be eligible to participate in this airdrop claim. The airdrop will be distributed on a "first-come, first-served" basis until the entire airdrop pool is fully distributed or the event ends.
Binance Wallet stated that the specific airdrop token name and more event details will be announced later. Users are advised to follow Binance's official channels for the latest information and subsequent updates.

02:28

HSBC Plans to Offer Stablecoins Denominated in Non-HKD Currencies

Svmuureports that Anna Gu, General Manager of Global Custody Products at HSBC, stated that the bank is considering offering stablecoins denominated in non-HKD currencies. The launch of such products is expected to optimize cross-border remittance services for Hong Kong and other regions. Additionally, HSBC is also exploring the integration of other stablecoins regulated in Hong Kong. Gu further added that HSBC plans to launch an HKD stablecoin as early as the second half of this year. The issued stablecoin will be integrated into the investment and payment processes within the bank's own app, supporting investment in tokenized assets. (Mobile Payment Network)

02:25

World parent company Tools for Humanity initiates layoffs

Svmuu News: Tools for Humanity, the parent company of World (formerly Worldcoin) led by Sam Altman, has initiated layoffs. The company employs over 500 people. According to an internal email, this round of layoffs is based on adjustments to the company's strategic and operational priorities, with specific details to be announced at an all-hands meeting on Tuesday. (Business Insider)

02:23

Renowned tech journalist reveals: Anthropic will release a "public version of Mythos" tomorrow

Svmuu reported that tech journalist Alex Heath posted on X platform, stating that Anthropic plans to release a public version of Mythos tomorrow. They will rename and slightly adjust Mythos, releasing it under the name "Fable 5." This version will have strict safety measures and will not be as lenient with network operations as the version accessible to Project Glasswing partners. Meanwhile, its performance in long-cycle, multi-turn tasks will be significantly improved.

02:23

Hong Kong’s AI model “duo” fluctuated and declined, with both Minimax-W and Zhipu dropping over 6%

According to data from MSX.COM, Hong Kong’s AI model “duo” fluctuated and declined, with both Minimax-W (00100.HK) and Zhipu (02513.HK) dropping over 6%.
The Shanghai Composite Index recovered 4,000 points, with sectors such as MLCC, semiconductors, PCB, advanced packaging, and glass fiber leading the gains. The STAR 50 Index rose over 4% during the session, with the semiconductor sector surging; among the constituent stocks, NSIG rose by the 20% daily limit, while companies like Shengyi Electronics, AMEC, and Montage Technology saw notable gains.

02:20

Binance to Adjust Collateral Ratios for Certain Assets in Unified Account and Leverage & Margin Tiers for USDT-M Perpetual Contracts

Svmuu reported that according to an official announcement, Binance will adjust the collateral ratios for certain assets in the Unified Account and the tiered collateral ratios for the Unified Account Pro version at 14:00 on June 12, 2026 (UTC+8). This update is expected to be completed within approximately 30 minutes.
The leverage and margin tier adjustments are as follows:
1. At 14:30 on June 12, 2026 (UTC+8): 1000000MOGUSDT (USDT-M Perpetual Contract)
2. At 14:30 on June 12, 2026 (UTC+8): ZORAUSDT and ONTUSDT (USDT-M Perpetual Contracts)
3. At 14:30 on June 12, 2026 (UTC+8): BLURUSDT, AXLUSDT, TOSHIUSDT, RONINUSDT, ROSEUSDT, BRETTUSDT, METUSDT, and MINAUSDT (USDT-M Perpetual Contracts)
4. At 14:30 on June 12, 2026 (UTC+8): NMRUSDT and MOVEUSDT (USDT-M Perpetual Contracts)
5. At 14:30 on June 12, 2026 (UTC+8): SAHARAUSDT (USDT-M Perpetual Contract)

02:17

Serenity's call for Innolight mistakenly identified as Inno Laser, driving 300 million yuan influx and a 10% short-term surge

Svmuu reported that Serenity called for Innolight (Zhongji Innolight). Due to X translation failing to correctly identify the term, some users mistakenly thought it was Inno Laser. The price surged 10% briefly within 10 minutes, with interval trading volume exceeding 300 million yuan.

02:17

Binance will launch five USD-denominated perpetual contracts, including NFLX and COST, on June 9.

Svmuu News: According to an official announcement, Binance Futures will gradually launch NFLXUSDT, COSTUSDT, URNMUSDT, HIMSUSDT, and EBAYUSDTU-denominated perpetual contracts, with a maximum leverage of 20x.

02:10

Polymarket "Wembanyama wins NBA Finals MVP" probability rises to 38%, up 17% in 24 hours

Svmuu Seer Prophet Channel monitoring shows that the probability of "Wembanyama wins NBA Finals MVP" on Polymarket has risen to 38%, up 17% in 24 hours, surpassing Towns to move into second place; as of now, Brunson's probability of winning NBA Finals MVP has risen to 48%, still ranking first, while Towns' probability has dropped to 12%, falling to third.
Today's NBA Finals Game 3 between the Spurs and the Knicks has concluded, with the Spurs winning 115-111 on the road against the Knicks to pull one back, narrowing the series deficit to 1-2. In this game, Wembanyama had 32 points, 8 rebounds, and 6 assists, while Brunson recorded 32 points, 5 rebounds, and 5 assists.
Svmuu Seer Prophet Channel continues to monitor prediction markets, seeing changes before the pricing.

02:01

Binance will adjust leverage and margin tiers as well as collateral ratios for multiple contracts

Svmuureports that according to an official announcement, Binance will update the collateral ratios and tiered collateral ratios for Portfolio Margin Pro at 2026-06-12 06:00 UTC (14:00 Beijing time), involving assets such as U, CAKE, CRV, TAO, LINK, SHIB, and ADA. Additionally, at 2026-06-12 06:30 UTC (14:30 Beijing time), adjustments will be made to the leverage and margin tiers for USDⓈ-M perpetual contracts, including 1000000MOGUSDT, ZORAUSDT, ONTUSDT, BLURUSDT, AXLUSDT, TOSHIUSDT, RONINUSDT, ROSEUSDT, BRETTUSDT, METUSDT, MINAUSDT, NMRUSDT, MOVEUSDT, and SAHARAUSDT.

01:56

Serenity “Signals” A-Share Again, Zhongji Innolight’s Market Cap Increases by 26 Billion RMB in Ten Minutes

Svmuu reported that the “White-Haired Stock Guru” Serenity recently mentioned a specific A-share for the third time: “I think the only A-share target I picked last year was Innolight (Zhongji Innolight), which has risen three digits to an all-time high.”
Possibly influenced by Serenity's mention, Zhongji Innolight briefly rose from 1171 yuan to a high of 1196 yuan, increasing its market cap by 26 billion yuan.

01:49

Binance Wallet and Predict.fun Launch Football Carnival PNL Trading Competition with a Total Prize Pool of 300,000 USDT

Svmuureports that Binance Wallet and Predict.fun are launching the 2026 Football Carnival PNL Trading Competition, featuring a total prize pool of 300,000 USDT. Registration and event period runs from June 9, 12:00 to July 27, 16:00 (UTC+8).
During the event, users must register via the event page and trade in the "World Cup" category market on the Binance prediction market (https://web3.binance.com/referral?ref=QRJ0IWHG) or the Predict.fun mini-program within Binance Wallet (https://web3.binance.com/referral?ref=QRJ0IWHG). Participants will be ranked based on realized profits and losses generated during the event period. The top 500 eligible users on the leaderboard can receive rewards, with the champion receiving 50,000 USDT, the runner-up 30,000 USDT, and the second runner-up 20,000 USDT.
According to the rules, participants must trade in at least 3 markets and have a positive final realized profit and loss to be eligible for the prize pool distribution. The leaderboard is updated hourly, and the final ranking will be locked after the event concludes.

01:46

Whale closes HYPE long position with $3.22M loss, then opens $111M+ short on SP500 with 50x leverage

Svmuu reported: According to monitoring by Onchain Lens, the whale at address "0x97f" has closed its previously held long position in HYPE, incurring a loss of approximately $3.22 million. Subsequently, the address sold 165,391 HYPE on the spot market, profiting around $1.978 million.
After adjusting its HYPE position, the whale further bet on a market downturn, opening 15,000 short positions on SP500 with 50x leverage, a notional value of approximately $111.38 million, and a liquidation price of $8,295.66. Currently, the market is closely watching the movements of this large, high-leverage short position.

01:45

“White-Haired Stock Guru” Serenity: Bullish on Long-Term Opportunities in Chinese Stocks, Foreign Investor Perspectives May Be Underestimated by the Market

Svmuu News “White-Haired Stock Guru” Serenity posted on X platform, stating that the public often interprets his stock picks as “harvesting retail investors,” but he hopes his recommended targets can change the market’s perception that certain stocks are only suitable for short-term speculation, and prove that high-quality companies also possess long-term holding value.
Serenity pointed out that the only Chinese concept stock he recommended last year was the optical module manufacturer Zhongji Innolight (Innolight), which has since hit an all-time high, achieving a cumulative gain in the triple digits. He stated that his investment logic is primarily based on Western institutional research frameworks, comprehensively referencing research views from institutions such as JPMorgan Chase and Goldman Sachs, and focusing closely on demand changes from US cloud computing giants like Google and Microsoft.
Furthermore, Serenity mentioned that when researching individual stocks, he also continuously evaluates geopolitical and game theory factors, for example in his analysis of companies like AXT. He believes that the perspective of foreign investors can bring different types of Alpha to the Chinese stock market, and he looks forward to further exploration of investment opportunities in the Chinese stock market in the future.
Regarding the rumor circulating in the market that there is a Chinese institutional team behind him, Serenity denied it, emphasizing that he is just an individual investor who shares his investment thoughts daily. English is his primary language, and since most of his content is posted via mobile phone, posting over 20 times a day, occasional spelling errors are normal.

01:42

SK Hynix shares surge over 15%, chip stocks rebound after AI sell-off, South Korean stock market jumps 8%

According to data from MSX.COM, SK Hynix shares surged over 15%, with memory chip manufacturers leading a rebound in the South Korean stock market. The KOSPI index jumped as much as 8%, following a 15% decline from its all-time high over three consecutive days of losses. Samsung Electronics rebounded as much as 9.1%, indicating that investors are not yet ready to abandon the AI boom.
The dramatic rally previously driven by artificial intelligence had pushed the KOSPI index's year-to-date gains to over 100%. However, this rally rapidly unraveled on Monday, briefly triggering circuit breakers due to excessive declines and causing a temporary trading halt. Leveraged ETFs amplified the volatility of underlying securities, further exacerbating the downturn. Samsung Securities analyst Lee Jongwook stated that while volatility has become extreme, this is due to structural changes in the market rather than a cyclical directional shift. The analyst advised investors to maintain existing positions or selectively increase holdings after the sell-off.

01:41

特朗普: Very close to reaching a very good, strong, and powerful deal

Svmuu News: Trump stated that the U.S. blockade of Iranian ports is increasing pressure to reach a deal, and they are currently very close to reaching a very good, strong, and powerful deal. (Jin Shi)

01:36

Analysis: Ethereums May Face a Critical Turning Point Between a "Generational Buying Opportunity" and a "Value Trap"

Svmuu reported that 10x Research posted on X platform, stating that it has been bearish on Ethereum since October 2025, considering ETH one of the easiest assets to short in this bear market. At that time, ETH was trading around $3,800, and its mid-2025 rally was primarily driven by Bitmine capital inflows. After Bitmine's mNAV fell back to 1x and related arbitrage mechanisms became ineffective, capital flows quickly dried up, causing ETH’s price to ultimately revert to levels supported by fundamentals.
10x Research noted that three weeks ago, it issued another high-conviction bearish view, after which ETH’s price has dropped approximately 26%, with a cumulative decline of nearly 60% from its October 2025 high. ETH has now broken below the range where value historically begins to emerge, prompting the market to reassess its investment thesis. However, the current market situation could also represent one of the rare moments to buy ETH, and amid the significant price correction, Ethereum may face a critical watershed between a "generational buying opportunity" and a "value trap."

01:32

Polymarket lists new event: "Will Trump attend the 2026 World Cup final in person"

Svmuu Seer Channel monitoring shows that Polymarket has listed a new prediction event: "Will U.S. President Donald Trump attend the 2026 World Cup final in person."
As one of the key promoters and organizers behind the initiative, Trump not only chaired the federal World Cup Task Force but also attended the final draw ceremony in person at the Kennedy Center late last year. His enthusiasm for major sporting events was recently reaffirmed—on Monday evening (June 8) ET, Trump was present at Madison Square Garden (MSG) to watch Game 3 of the NBA Finals between the New York Knicks and the San Antonio Spurs, becoming the first sitting U.S. president to attend an NBA Finals game in person. Combined with his prior appearance at MetLife Stadium for the 2025 FIFA Club World Cup final, traders expect that this high-profile host leader is highly unlikely to miss the ultimate World Cup showdown at the same venue on July 19.
Svmuu Seer Channel continues to monitor prediction markets—seeing the changes before they are priced in.

01:30

Svmuu Noon News

1. Alibaba has contacted nuclear power state-owned enterprises to explore using small reactors to power data centers.
2. Humanity founder confirms that the private keys of foundation members were leaked; the address associated with Humanity has suffered losses exceeding $30 million.
3. A La Liga team has placed bets worth millions of dollars on Kalshi to hedge against the risk of relegation.
4. "New stock god" Serenity: Although I like Greenharmonic, I do not hold its stock.
5. Hackers continue to dump H tokens; the on-chain price has fallen to $0.003, a 20x difference from the Binance perpetual contract price.
6. The probability of "Spurs winning the 2026 NBA championship" on predict.fun has risen to 39%, up 17% in 24 hours.
7. ZachXBT: The Humanity hack may have been a human-engineered incident, with the private key leak narrative serving merely as an excuse for the project team to evade responsibility.
8. A newly created wallet, suspected to belong to Framework Ventures, received 62.68 million H tokens from BitGo, worth $7.65 million.
9. Trump: Negotiations with Iran are still ongoing.
10. South Korea's KOSPI index widened its intraday gain to 7%, breaking through the 8000-point mark.

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