「Stock God」 Serenity referred to SIVE's decisive positive news again, reaching a strategic cooperation with GFS to enter the pluggable optics market
June 2: Self-proclaimed "Stock God" Serenity dropped a hint in a post that day: the partnership announcement he teased will be the most decisive event in an unnamed company’s history. He noted that this firm’s lasers have become the industry standard for Co-Packaged Optics (CPO), Pluggables, and Silicon Photonics (SiPh), directly benefiting major AI chip giants using related foundries—including NVDA, AVGO, AMD, and MRVL. When Serenity asked the community to guess the company’s name, discussions quickly pointed to Sivers Semiconductors (SIVE), a stock he holds a significant stake in. Later the same day, Sivers Semiconductors officially unveiled a strategic partnership with GlobalFoundries (GFS). The deal will integrate Sivers’ laser arrays into GFS’ silicon photonics platform and SCALE Photonics Engine reference design, supporting AI data center optical interconnect solutions like CPO and LPO, with a target to tap into the $25 billion global pluggable optics market by 2030. This move ce
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Bitunix Analyst: Middle East Shipping-Lane Control and FX Defense Battles Escalate in Tandem
June 2. The focal point has shifted from straightforward U.S.-Iran negotiations to a deeper fight for strategic control. Reports indicate the U.S. is pressing Oman—long a neutral intermediary—to pick a side between Washington and Tehran, even asking Oman to cut diplomatic ties with Iran. Iran, in turn, has once again signaled it could blockade both the Strait of Hormuz and the Bab-el-Mandeb Strait. Though Trump said a deal could be reached within a week, the U.S. and Iran have materially mismatched expectations for what such a deal would entail, meaning regional risk remains unresolved.
Another key thread emerging from Japan: Even after deploying a record ￥11.73 trillion in single-month foreign exchange (FX) intervention, the yen has again edged toward the 160 level, and Japan’s finance minister has reiterated that additional intervention is available at any time. The takeaway: Major economies are now simultaneously grappling with capital outflow pressure and FX stability, and the p
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Bitget Launches Stock Contracts for Samsung Electronics, SK Hynix, Hyundai Motor
As of June 2nd, market data shows that SK Hynix—previously surging on AI-related hype—plunged over 10% within three hours during today’s early trading. Amid intensifying bull-and-bear battles in the market, Bitget has rolled out stock contracts for three top Korean stocks: Samsung, SK Hynix, and Hyundai, spanning the semiconductor memory, consumer electronics, and autonomous driving sectors respectively. All these contracts are settled in USDT, support up to 20x leverage, and allow investors to flexibly capitalize on market opportunities. For full details, please visit Bitget’s official platform.
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UXLINK attacker swaps 92 WBTC for approximately 3,248 ETH
Per Hupzy’s monitoring, on June 2, the UXLINK attacker is laundering stolen funds: swapping 92 WBTC (valued at roughly $6.4 million) for approximately 3,248 ETH, and depositing 1,500 ETH into Tornado Cash.
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Security Alert: Red Hat Cloud Service npm Package Endures Supply Chain Attack, Stolen Credentials Found in Over 300 GitHub Repositories
June 2, security firm SlowMist issued a security alert detecting an ongoing npm supply chain attack targeting packages related to @redhat-cloud-services. More than 31 affected packages have been confirmed, with roughly 11,600 weekly downloads. Over 300 GitHub repositories have had their credentials compromised. The attack tactics are highly similar to the previous "Shai-Hulud" npm attack, involving credential theft, creation of malicious repositories, and automated secret leakage. New suspicious repositories continue to emerge, indicating the attack remains active and developers are being continuously infected.
Potential threats include GitHub/npm token theft, exposure of AWS/GCP/Azure cloud credentials, collection of SSH keys and Kubernetes secrets, leakage of local environment and wallet data, creation of malicious repositories, persistent operations, and even potentially destructive behavior after token revocation. It is recommended to immediately remove or downgrade versions of th
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