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CBRS Intraday Rebounds 20%, Leads Semiconductor Sector; Trader's CBB Long Position Turns Loss into $330,000 Gain

6 days ago

June 9 – Hyperinsight monitoring indicates the semiconductor sector has bounced back strongly over the past two days after a sharp pullback. Cerebras (CBRS) led the gains in this trading round, continuing its upward trend in after-hours sessions. On the Hyperliquid platform, CBRS contracts surged 20% in 24 hours to $242, yet they are still around 36% lower than their opening-day all-time high. As a rival to NVIDIA and this year’s largest AI chip initial public offering (IPO), Cerebras has been reinvigorated by upbeat sentiment in the AI semiconductor space, fueling its notable price rally. During this rebound, the largest long-position holder for CBRS on Hyperliquid, a trader known as CBB, has reversed his bet: He opened a long position with 17,804 contracts at 2x leverage, totaling roughly $4.31 million at an average entry price of $224. His current unrealized gains hit $326,000. Wallet address: 0xefd3ab65915e35105caa462442c9ecc1346728df
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Hong Kong Stock Market Close: Smart Spectrum Soars Over 32.5%, MINIMAX-W Up 6.7%

June 15 Hong Kong Stock Market Closing Update: The Hang Seng Index advanced 0.5% and the Hang Seng Tech Index climbed 1.28%. Large-cap concept stocks saw SmartBrain surge over 32.5% while MINIMAX-W rose 6.7%. PlumAI officially made its debut on the main board of the Hong Kong Stock Exchange today. Its ticker symbol LLM, coinciding with "Large Language Model," sparked market banter and hype, closing 193% higher on its first trading day.

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Pre-market: SpaceX Up by 5.9% as Space Stocks Surge, ASTS and RKLB Up Over 6%

June 15 – According to Bitget market data, U.S. stock pre-market trading saw space concept stocks rally, with SpaceX (SPCX) leading the space group higher. Key pre-market moves for space-related assets: SpaceX (SPCX) rose 5.9% to $170.46; Virgin Galactic (SPCE) gained 3.69%; AST SpaceMobile (ASTS) advanced 6.18%; Rocket Lab (RKLB) climbed 6.3%; Redwire (RDW) added 5.89%; and Destiny Tech100 (DXYZ) – a closed-end fund that holds SpaceX shares – posted a 2.44% advance.

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U.S. Stock Futures: Semiconductor and Storage Sector Up in Pre-market, Micron, Western Digital Up Over 5%

As of June 15, per Bitget market data, U.S. pre-market trading saw broad gains across the semiconductor and storage sectors, with the following movements: NVIDIA (NVDA) rose 2.46%; Intel (INTC) climbed 3.47%; AMD (Advanced Micro Devices) gained 4.48%; Qualcomm (QCOM) advanced 4.74%; Seagate Technology (STX) jumped 4.58%; Western Digital (WDC) added 5.15%; SanDisk (SNDK) gained 4.84%; and Micron Technology (MU) surged 5.74%.

11 minutes ago

Insiders .bot Predicts Market Trading AI Launch

June 15 – Insiders .bot has officially announced its prediction market trading bot is live on both Telegram and the web. The bot leverages the Insiders platform’s data, which spans more than 2 billion trades and 1.5 million smart wallet datasets, allowing users to join in with just one single message. Project founder Ryan Chi explained the bot’s core mission: to let users access the platform’s full suite of professional trading infrastructure and customizable settings via that one quick message, enabling straightforward participation in World Cup prediction markets. Right now, the bot is in public beta, and it’s free for users to try.

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SemiAnalysis Deep Dive into Huawei HiSilicon 9030 Pro: Architecture and Performance Significantly Improved, Advancement of Chinese Advanced Process Nodes Unhindered

**SemiAnalysis STEEL Lab’s June 15 teardown report on the Huawei Mate 80 Pro (powered by the Kirin 9030 Pro) confirms the chip uses SMIC’s N+3 process node, which has a 32.5nm minimum metal pitch—roughly 10% tighter than Intel’s 18A node (36nm).** Via aggressive DUV multi-patterning and DTCO optimizations, SMIC’s N+3 achieves a logic density of ~113.4 MTr/mm2, slightly higher than TSMC’s N6 (107.7 MTr/mm2). But this performance comes with major tradeoffs: far higher process complexity, increased production costs, and steeper yield control challenges. The Kirin 9030 Pro is an evolution of the Kirin 9020, with a similar die size but better component utilization. Key improvements include adding one extra big CPU core, boosting GPU compute units (CUs) from 4 to 6, expanding the NPU’s Tiny core, and growing cache capacity. Notably, core areas shrank dramatically: the big core is down 22%, and GPU CUs are cut by 28%. This drove significant performance gains over the prior generation—GPU 3D

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Claude Bids Farewell to the Anonymous Era: Anthropic Will Introduce Real-Name Face Scanning, Allowing Data Sharing with Law Enforcement Without a Warrant

**June 15 Update**: Anthropic, the AI startup behind the Claude chatbot, has notified users of a privacy policy overhaul, with a new Terms of Service set to go into effect on July 8, 2026. The changes signal a major shift: mandatory real-name registration and facial identity verification, plus a lower bar for sharing user data with law enforcement—effectively closing the book on anonymity for large-scale AI model services. **Identity Verification Rules**: For individual Claude users (Free, Pro, and Max tiers), identity checks will be required in cases of suspected account abuse, policy violations, or reports of minor-related activity. The process uses third-party compliance provider Persona, where users must upload government-issued ID and complete a live selfie for biometric matching. Anthropic confirms this biometric and ID data won’t be stored on its own servers, nor used for model training or marketing purposes. **Data Sharing Adjustments**: The new policy loosens data disclosure

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