US Stock Market Three Major Indexes Turn Lower During Intraday Trading, Nasdaq Falls Over 1.8%

June 10 — Bitget market data shows that holdings of Situational Awareness LP (SALP), run by 25-year-old Wall Street AI investing prodigy Leopold Aschenbrenner, posted broad declines per the firm’s Q1 13-F filing. Individual stock declines include BE down 3.82%, SNDK down 5.24%, CRWV down 7.76%, IREN down 12.84%, CORZ down 6.32%, APLD down 5.65%, RIOT down 6.5%, and CLSK down 7.87%. SALP founder Leopold Aschenbrenner, a 25-year-old (born 2001/2002) German investment prodigy, previously worked at FTX Future Fund. In 2023, he joined OpenAI as a researcher but was fired in 2024 over alleged misconduct and refusal to cooperate with an investigation. In June 2024, he released a viral 165-page paper titled “Situational Awareness: The Decade Ahead,” outlining the imminent timeline and strategic importance of AGI. Following this, he launched his eponymous investment firm Situational Awareness LP, which focuses heavily on AI infrastructure—including power supply, data center computing power, se

June 10th, Herman Jin (@ShanghaoJin), a KOL covering the US stock market, responded to the claim that "only Intel’s (INTC) EMIB packaging technology can truly achieve Co-Packaged Optics (CPO), while TSMC’s CoWoS technology cannot." Jin commented, "Currently, CPO faces severe capacity bottlenecks and widespread yield issues. Let’s stay level-headed for now and avoid being overly optimistic."

June 10th – U.S. President Trump stated that Iran shot down a U.S. Apache helicopter in the Strait of Hormuz, and that the U.S. must provide a necessary response to the attack, per FXStreet.

June 10: Per Bitget market data, the U.S. optoelectronic module sector suffered a broad sell-off today, with leading players’ shares plummeting: Marvell Technology (MRVL) dropped 13.3%, Applied Optoelectronics (AAOI) fell 16.4%, Nokia (NOK) declined 8.5%, Lumentum (LITE) slid 11.77%, and Coherent (COHR) dipped 15.2%. BlockBeats previously reported that SemiAnalysis—an independent research firm focused on semiconductors, AI infrastructure, and data centers—published a new cross-vertical research note today. Its key conclusion directly flags significant delays in shipments for two critical technologies powering AI data centers: NVIDIA’s native 800VDC architecture, and the mass production delivery of Co-Packaged Optics (CPO).

June 10, Per Bitget market data, the three major U.S. stock indexes slipped in the short term, with the Nasdaq’s decline widening to 3.5%.

June 10 — Independent research firm SemiAnalysis, a leading analyst focused on semiconductors, AI infrastructure, and data centers, released its latest multi-vertical research note today, with a core takeaway pointing to significant delays for two key AI data center technology paths. First, NVIDIA’s native 800VDC architecture shipments are being pushed back sharply. The report states NVIDIA’s originally planned single-ended 800VDC power supply design, intended for broad industry adoption, now has a shipment window extended to 2028. While the 400VDC high-voltage direct current solution remains on track, hyperscalers are choosing to stick with mature low-voltage systems or make gradual transitions to 400VDC rather than rushing to adopt 800VDC. The firm notes the marginal benefits of 800VDC for grid power and efficiency improvements don’t justify its added complexity, leading to a temporary industry slowdown for this tech. Second, the timeline for CPO (Co-Packaged Optics) mass productio