「Photonics Stock Godfather」: NVIDIA's Rubin Architecture Upgrade to Watch Power Semiconductor Suppliers
June 8: Rising U.S. stock star analyst KawzInvests (@KawzInvests) shared in an X post that NVIDIA’s Rubin Ultra AI rack power architecture will get an upgrade in 2027, switching from a 48V/54V system to an 800V DC setup. The semiconductor value per rack’s power system will surge from roughly $20,000 to $123,000—driven mainly by a power output jump from 225kW to 600kW, which will demand advanced materials like silicon carbide and gallium nitride.
KawzInvests’ analysis notes this upgrade is designed to fix weight and efficiency problems with copper buses at high power levels, with incremental value flowing primarily to power semiconductor suppliers rather than NVIDIA or rack manufacturers. Potential beneficiary stocks include: IFX, MPWR, VICR, NVTS, STM, ON, TXN, ADI, POWI, DIOD, WOLF, AOSL.
KawzInvests has 100,000 followers on X, and his tweets focus on AI infrastructure, optical communications, and small-cap growth stocks in these high-resilience sectors. He derives insights from sup
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Yuga Labs White Hat Rescues Flooring Protocol Vulnerability, Recovers 29 High-Value NFTs including BAYC
June 8 Update: Yuga Labs CEO Michael Figge revealed via tweet Wednesday that his team has completed a white-hat rescue operation to fix a vulnerability in the Flooring Protocol. Yuga Labs’ Blockchain VP, Quit, successfully recovered a substantial number of high-value, prominent NFTs from the platform—including 29 BAYCs, 4 MAYCs, 2 CryptoPunks, 1 Azuki, 26 Captains, and other notable assets. These NFTs are currently securely held by Yuga Labs, which says it will partner with the Flooring Protocol development team to return the assets once the protocol is fully patched.
Background: The Flooring Protocol was previously hit by a vulnerability that led to the theft of some collectibles. KOL Coffee flagged that the same flaw could be exploited again, putting top-tier collections like BAYCs and CryptoPunks at significant risk. To address this, Yuga Labs instructed its GrailsOTC trading desk to front both funds and NFTs, proactively removing high-risk assets from the protocol. This move aimed
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Syscoin: Attacker Illegally Mints Around 5 Billion SYS, Cross-Chain Bridge Temporarily Halted
June 8: Modular L1 blockchain Syscoin has published a preliminary post-incident report on a security breach, revealing an attacker exploited a validation bug in its cross-chain bridge to illegally mint roughly 5 billion SYS tokens on the UTXO side. Since the event, Syscoin has suspended all cross-chain functionality. The wrongfully minted funds have been moved and split, with the bulk of them now concentrated in two addresses.
The Syscoin team has contacted multiple exchanges and ecosystem partners to request freezing or monitoring of funds tied to the tainted UTXOs. Separately, the team has pinpointed the problematic validation path and developed a fix, prioritizing its implementation plus correction of the illicit SYS outputs. The official advisory warns users against conducting any transactions while cross-chain operations are paused, and states ongoing progress updates will be provided moving forward.
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BTC Morning "Wick" Liquidation Hits Multiple Short Positions, Whale Manually Liquidates $12 Million Position
On the morning of June 8, per monitoring data from Hyperinsight (via its Telegram channel: https://t.me/HyperInsight), Bitcoin (BTC) saw a sharp, 5-minute short-term surge that pushed its price above $64,000.
During this minute-long price spike, multiple large short positions in the $63,000–$64,000 range were liquidated one after another. On the Hyperliquid exchange, there were 10 consecutive liquidations each worth over $1 million; the largest single liquidation totaled $6.06 million, with an execution price of $63,224.
The largest liquidation of this session came from a 40x leveraged BTC short position opened last Friday. The address in question had shorted 195.8 BTC. As BTC’s price moved from $62,700 to $63,700 this morning, the trader manually closed partial portions of the position six times within one minute to avoid being fully liquidated. In total, 190 BTC were liquidated passively between last night and this morning, amounting to approximately $12.3 million. Currently, the a
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「White-Haired Stock God」 A-Stock Pool experienced a greater decline than increase today, with the green ones harmonically rising another 4%.
June 8. According to market data, the portfolio of the so-called "White-Haired Stock Guru" SerenityA posted a minor decline today, yet its most recent recommended pick, Green Harmonic— which closed limit up on Friday— added another 4% today. Additionally, Huazheng New Material rose 8.9%, MMT gained 4.4%, and Yuanjie Technology advanced 3.66%. The top decliners were mostly CPO concept stocks: LightStorage Technology dropped 5.24%, LightSpeed Technology fell 4.83%, Sunlight Huaxin slid 4.8%, and Robotic Technology declined 4.58%.
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Prominent Trader: 90% Long in Position, Unlikely to See Sharp Short-Term Dip
June 8 – Prominent crypto trader Killa (@KillaXBT) stated yesterday that Bitcoin has entered its "final stage" and "ultimate extension," with 90% of his portfolio allocated to BTC.
Additionally, Killa noted that Binance still has a large number of unwithdrawn buy walls below Bitcoin’s current price. He believes the possibility of BTC quickly reaching those support levels in the near term is low.
As a quant trader specializing in BTC, Killa accurately predicted the peak of this bull market in May 2025 and boasts over 180,000 followers on X (formerly Twitter). Back in mid-April, he shorted Bitcoin at $74,688.
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