Prominent Research Firm Predicts NVIDIA's Rubin to Drastically Reduce Memory Allocation, Potentially Triggering Sharp Declines for Micron and SK Hynix

On June 5th, BitMEX co-founder Arthur Hayes announced he has sold all his ZEC holdings following an Orchard Pool vulnerability. He explained that while he believes the likelihood of a coin issuance scenario is minimal, he can’t cryptographically prove it’s impossible. Hayes argued that the privacy narrative—surrounding AI, governments, and big tech—demands absolute certainty, not just probabilistic impossibility. Hayes admitted that when he first learned about the vulnerability, he didn’t realize how it would upend his core understanding of ZEC’s value proposition. However, after ZEC’s price plunged 30%—a drop that pushed him to reevaluate his stance—he decided to lock in profits on his entire ZEC stake. Hayes noted he will keep reassessing his views: if his assumptions about ZEC are proven wrong, he will re-enter the market, with hopes of grabbing a lower entry price down the line. Hayes added that privacy is priceless, so he’s comfortable with buying back ZEC at a higher price in t

June 5: Renowned investment figure Serenity—known by the nickname "the Stock God"—shared in a post that Green Harmonic Drive (stock ticker: 688017) is his top pick among Chinese A-share listed companies operating in the humanoid robot space. The firm currently has a market capitalization of approximately 57.73 billion yuan. Serenity noted that Green Harmonic Drive’s core business includes harmonic drives, humanoid robot joint deceleration systems, linear actuators, motors, and joints, alongside other key components; it is also expanding into the planetary roller screw segment. The company commands over 60% of China’s domestic harmonic drive market and serves more than 1,800 global customers. Its main current clients are Uoobot Robotics, Ubtech Robotics, and Zyrobotics, while Tesla, Figure, and most other humanoid robot developers are potential future customers. Based on the bill of materials (BOM) structure of humanoid robots, its related components account for an estimated 4% to 15%

June 5th (Thursday) — A source with direct knowledge of the matter told reporters on Thursday that SK Hynix, South Korea’s top memory chip manufacturer, has received “very positive” feedback regarding its planned U.S. stock listing. The upbeat outlook is driven by surging demand for advanced storage semiconductors, which are essential components for artificial intelligence (AI) data centers. Per recent reports, the firm quietly submitted its U.S. listing application earlier this year. As of March, prior sources had indicated the offering could raise up to $14 billion. However, since the U.S. Securities and Exchange Commission (SEC) is still conducting its review, no specific updates on the listing process are available at this time.

June 5: Per Hyperinsight’s monitoring (linked: https://t.me/HyperInsight), trader “neoyokio.eth” closed out his 4x leveraged long position in ASTER today, ending a 127-day hold that netted him approximately $1.04 million in profits. Before exiting, this whale was the largest holder of ASTER long positions on Hyperliquid, owning 16.5 million tokens valued at around $11.4 million. Back on January 28, the trader built his base ASTER position at $0.69. When ASTER suffered a sharp price drop later, he bought more at $0.56 to average down his entry cost. On February 11, after ASTER’s price climbed above $0.70, he kept accumulating tokens, lowering his average holding price to $0.636 over time. As the broader market warmed up, his position started generating gains—its unrealized profit once hit $3 million. ASTER hit its recent peak in March, when the token briefly spiked to nearly $0.80. In the months since, ASTER has traded sideways without breaking above that $0.80 level. Even with HYPE h

June 5 — Per Whale Alert’s monitoring, the USDC Treasury minted an additional 250 million USDC on Solana blockchain at approximately 10:06 AM Beijing time.

June 5: NVIDIA has open-sourced the Bill of Materials (BOM) and official technical diagram for its Rubin NVSwitch Tray. The newly released specifications show each Rubin NVSwitch Tray is equipped with an AMD EPYC 3151 embedded CPU. Each of NVIDIA’s VR200 chassis units comes with 9 NVSwitch Trays, meaning every NVIDIA chassis is fitted with 9 compact AMD embedded CPUs. These open-source materials are hosted in NVIDIA’s public GitHub repository: NVIDIA/nvbmc-docs, and are distributed under a CC 4.0 open source license.