HoldingPositionsIsLikeTending

Morgan Stanley raises the target price for Dell from $170 to $448; the stock price increased by 1.32% before the market opened, and rose 32.76% the previous day. Previously, the "new stock god" Serenity stated that Trump mentioned Dell multiple times and had purchased between one million and five million dollars worth of stock, expecting Dell's performance to exceed expectations. The market may shift toward upstream supply chain companies, and investors who miss the opportunity can focus on related suppliers, with potential benefits not yet fully priced in.

Shanghai Municipal Government General Office issues the "15th Five-Year Plan for Service Industry Development," focusing on innovation in information services, enhancing the supply of software and basic software, promoting cloud deployment, and developing native applications such as intelligent assistants. Strengthen the online new economy, build up lifestyle internet, social e-commerce, and cultural video platforms, improve the digital transformation services for bulk commodities and industrial products, and promote cross-border and live-streaming e-commerce. Reinforce AI + computing power support, build common technology platforms, cultivate data service providers, and demonstrate data element scenarios.

Mars Finance News: On June 1st, it was reported that China Merchants Securities' research report states that the demand for AI electronic fabrics is growing rapidly, while high-end supply is constrained, leading to a persistent structural gap.
On the demand side, the core upgrade in electronic yarn/fabric needs is driven by both AI computing power and high-frequency communication.
On the supply side, the main bottleneck for high-end electronic fabrics is the long delivery cycle of high-end weaving machines (such as Toyota JAT910), which takes 18–24 months, making short-term breakthroughs difficult, and the gap in high-end electronic fabrics still exists.
Leading companies focusing on expanding high-end capacity help to consolidate their global influence.
Top enterprises are intensively increasing their electronic yarn/fabric production capacity, with a focus on high-end fields. (Wide-angle observation)

CryptoWorld News reports that, according to crypto analyst AI Auntie monitoring, strategy withdrew 411 BTC from Coinbase three hours ago, matching exactly the 411 BTC transferred into Coinbase the previous day. AI Auntie states that this move may indicate that the previous market speculation about strategy selling Bitcoin was a misunderstanding. However, the probability of the prediction event on Polymarket that "strategy will sell BTC before the end of the year" has not significantly declined and remains at 89%.

According to SoSoValue, on May 15th, Ethereum spot ETFs experienced a total net outflow of approximately $65.6497 million, with the largest intraday outflow from BlackRock's ETHA at $50.3527 million, and Fidelity's FETH outflow at $11.0772 million. As of the time of writing, the total net asset value is $12.93B, with a net asset ratio of 4.83%, and a cumulative net inflow of $11.83B; ETHA has a total net inflow of $11.81B, and FETH has $2.2B.

Arkham monitoring shows that a whale holding over $300 million worth of ETH has added to their position again. The address borrowed 50 million USDT from Spark last night and transferred it to Wintermute to buy ETH. Since the end of 2023, this whale has only traded ETH, realizing a total profit of about $100 million.

SEC Commissioner Hester M. Peirce emphasized the introduction of privacy-enhancing technologies in financial regulation at the "Regulating PETshop" seminar at Georgetown Law School, criticizing current policies for focusing too much on government surveillance and advocating for prioritizing privacy protection. She stated that blockchain public wallet addresses can reduce information exposure under compliance conditions and called for the development of technical teams that meet KYC/AML requirements while collecting as little information as possible, working together with the SEC cryptocurrency working group.

Trump says the government has multiple "very interesting" documents about unidentified flying objects, with the first batch to be released soon.
Obama stated in an interview that aliens definitely exist but he has not seen them, and mentioned that Area 51 has no underground facilities unless a huge conspiracy exists to keep the president in the dark.
Trump accused Obama of leaking classified information, saying he will instruct the Pentagon and other agencies to release more related documents in response to public interest.

CryptoWorld News reports that Trump stated after a cabinet meeting that if Oman supports Iran on the Strait of Hormuz issue, the U.S. will "blow up" Oman. He emphasized that Oman "will behave well" and rejected any proposals for joint control of the strait, saying "the strait will be open to everyone." Trump added that Oman will act like other countries, or else the United States will take action.

Orca (Solana decentralized exchange) launches "permissioned pool" infrastructure for real-world asset tokenization trading with higher compliance requirements.
The first participants are Streamex, whose gold-backed security GLDY will become the first compliant token traded on this system.
The mechanism focuses on the U.S. market, allowing only KYC-verified qualified investors to buy, sell, and hold; issuers can customize access rules, which are enforced by the on-chain system.
The permissioned pool operates on Orca's existing liquidity foundation, with the interface indicating asset restriction status and trading eligibility.

ME News message: On April 18 (UTC+8), according to Beating monitoring by Dongcha, Grok 4.3 (beta) has been opened to users subscribed to the highest tier SuperGrok Heavy. On the 17th, users had already seen this version marked with an “Early Access” label in the dropdown menu on Grok.com. In the morning of the 18th, X user Mark Kretschmann posted that this version has 1T parameters, with a scale that is twice that of Grok 4.20, and a significantly longer training time as well. Later, xAI and Tesla CEO Elon Musk corrected this in the same tweet, stating that the current 4.3 (beta) is still a 0.5T model, just an updated training checkpoint, not the 1T new model people were speculating about

Crypto news reports that Ledn's new report states that in the next ten years, Bitcoin-backed consumer loans could grow to $1 trillion, an increase of nearly 300 times, due to demand for digital asset-backed lending far exceeding actual usage. 88% of respondents are considering using it, while only 14% are already using it, forming a 6:1 gap. The current market is about $3 billion, and overall crypto loans are expected to reach $73.6 billion by Q3 2025. The report also points out that rebuilding trust is the industry's biggest challenge, and borrower confidence infrastructure needs to be improved.