「Stock God」 Serenity Forecasts AI Hardware Investment Opportunity: Foxconn CPO Switch Ships in Q3, Xinxi is Responsible for its Advanced Optical Business
May 30 — Self-proclaimed "Stock God" Serenity, a high-profile senior trader on Reddit’s WallStreetBets (WSB) forum, published an analysis piece breaking down the latest Foxconn shareholders meeting news and strongly recommended Foxconn’s subsidiary, ChipTech Holdings.
Per the meeting, Foxconn’s Co-Packaged Optics (CPO) switches are confirmed to start shipping in Q3, with a target of 10,000 units shipped in 2026. The company aims to become a global leader in the CPO space and projects explosive growth next year. Serenity specifically noted that ChipTech Holdings is Foxconn’s division responsible for advanced optical operations, adding that these order volumes haven’t been fully reflected in Foxconn’s financial reports yet but are likely to show up in the second half of the year. He frames this positioning as ahead of the next AI hardware super cycle, calling it the next big opportunity in the AI sector.
BlockBeats Note: Serenity is a highly influential WSB trader, with a cumulative in
7 minutes ago
OpenAI has held discussions with Citigroup and JPMorgan Chase regarding participation in an IPO
May 30 — OpenAI has held discussions with Citigroup, JPMorgan Chase, and other firms about joining its upcoming initial public offering (IPO), according to sources familiar with the plans. Citigroup and JPMorgan could team up with Goldman Sachs and Morgan Stanley to underwrite the listing, though negotiations with the two banks do not guarantee their final participation, and additional investment banks may still sign on.
This comes after a May 21 report that OpenAI planned to confidentially submit its IPO application to U.S. regulators soon, with Goldman Sachs and Morgan Stanley assisting in drafting the offering prospectus. While some sources have suggested OpenAI aims to go public as early as September, the timeline remains fluid and subject to change due to ongoing uncertainties.
7 minutes ago
US Secretary of Defense: Trump Aims to Prevent Tehran from Acquiring Nuclear Weapons, Will Not Sign Agreement Unless Favorable
**May 30** — U.S. Secretary of Defense Lloyd Austin stated that President Donald Trump will not sign any agreement unless it is favorable to the United States. Austin noted that progress has been made in negotiations with Iran, adding that Trump aims to prevent Tehran from acquiring nuclear weapons. “Our objectives toward Iran remain unchanged,” he emphasized.
According to monitoring by PolyBeats via its Telegram bot (t.me/PolyBeats_Bot), prediction market Polymarket puts the probability of a "U.S.-Iran Permanent Peace Agreement" being finalized by May 31 at 3%, with that likelihood rising to 33% by June 30.
7 minutes ago
Viewpoint: The largest-ever labor force transformation in modern history has begun, with approximately 24% of global jobs impacted by Generative AI
On May 30, Kobeissi Letter published a market insight noting that AI is poised to reshape the global labor market. The analysis estimates roughly 24% of global jobs (about 8.38 billion roles) will be impacted by generative AI, with high-income countries facing the highest degree of this disruption. In these nations, around 33% of all employment is at risk, and roughly 6% of positions carry the maximum level of AI-driven replacement risk—typically roles characterized by repetitive, predictable tasks. Regionally, Europe and Central Asia are most severely affected (approximately 32%), followed by the Americas (about 30%), while Africa faces the lowest impact at just 13%. Overall, low-income countries have only one-third the exposure to these shifts compared to high-income nations, marking the onset of the largest labor transformation in modern history.
7 minutes ago
Data: Million-Level Whale Stablecoin Inflow on Binance Halved Compared to September Last Year, Whale Risk Appetite Decreased
On May 30th, analyst Darkfost noted that since September 2025, stablecoin inflows from Binance’s whale-tier entities have been cut in half—dropping from roughly $62 billion per month to $33 billion—signaling a sharp decline in whale participation in the crypto market.
Large stablecoin inflows to trading platforms typically indicate renewed investor interest and an impending asset repricing. Conversely, a pullback in these inflows suggests major capital is exiting the market. Monitoring whale activity remains one of the most reliable methods to gauge crypto market sentiment. Right now, ongoing uncertainty from the U.S.-Iran conflict and its spillover effects makes robust risk management crucial.
7 minutes ago
Zama Response to Circle Freezing cUSDC Contract: Legal Team Engaged, Will Soon Restore Compliance Participants' Access
May 30 Flash Update:
In response to Circle’s freeze of the cUSDC Contract (related link: https://www.theblockbeats.info/flash/348562), Zama released an official statement noting that Circle’s compliance system flagged an external depositor’s wallet. Because this wallet held funds in the cUSDC contract, the entire contract was automatically swept into a standard holding freeze. This was an incidental impact—not a sanction against the Zama Protocol. Zama’s legal team has intervened to isolate the flagged address and will promptly restore access for all unaffected participants.
7 minutes ago
App Store
Profile
Security
Sign Out
Feeds
Articles
Source
Add to Favorites
Download image
Share x
Copy link
