Individual Who Earned 30 Million Yuan From ByteDance-Related Stock Trading: Invest in AI Companies Early to Hedge Against AI Displacement Risk

SK Hynix’s upcoming $29 billion U.S. stock market listing could be the largest initial public offering (IPO) by a foreign company in history, but the move is not just about raising capital. More importantly, the firm aims to compete in the hottest segment of global stock markets right now: memory chips for AI computing. Daniel Morgan, senior portfolio manager at Synovus Trust (which holds Micron stock), said the market is in a period of extreme hype for chip stocks, and now is a good time to bring U.S. investors on board for its shares. Zhou Di, portfolio manager at Thornburg Investment Management (which holds SK Hynix stock), noted that the offering targets investors who currently cannot access South Korea’s stock market. SK Hynix’s Nasdaq listing gives investors direct, frictionless access to one of the most attractive pure-play assets in the AI memory cycle. (Jin Shi)

TF International Securities analyst Ming-Chi Kuo stated in a note that the foldable iPhone could repeat the iPhone X playbook: it will be unveiled alongside other models, but pre-orders and official launch will be delayed, and supply shortages may persist through the end of 2026. Based on third-quarter 2026 production volumes, the foldable iPhone is likely to mirror the 2017 iPhone X. That year, the iPhone X was unveiled alongside the iPhone 8 and 8 Plus on September 12, but due to insufficient stock, pre-orders were pushed back to October 27 and official sales to November 3. Given the foldable iPhone’s limited third-quarter shipments, it may also open pre-orders and official sales only in the fourth quarter of 2026. After discussions with telecom operators, sales channels, and resellers/parallel import agents, Kuo concluded that even if the foldable iPhone is priced at roughly $2,300 to $2,500, demand will remain strong at least through the end of 2026. This means the device could sell out rapidly once pre-orders open, with shipment wait times potentially jumping to 4 to 6 weeks or longer, extending into December. He added that the foldable iPhone’s initial limited supply, distinct design, and innovative user experience could drive up short-term resale prices, with resale prices 50% to 100% higher than the official retail price not being out of the question.

George Goncalves, Head of US Macro Strategy at MUFG Securities Americas, noted that Waller’s concise communication style makes the June Federal Open Market Committee (FOMC) meeting minutes carry more weight than usual, offering valuable insight into the differing stances among Fed officials. “The meeting minutes will become even more important because, up to now, we don’t know what the Fed is thinking,” Goncalves said. “It will be very instructive to see how they debate and what they prioritize.” He added that some investors have questioned Waller’s “hands-off” approach, with many calling for a return to greater transparency. Many market participants are unaccustomed to reduced information flow, and there remains considerable skepticism over how long the Fed can maintain this stance. For now, we can only read between the lines. (Source: Jinshi)

In a research note, Serenity pointed out that high-power cylindrical batteries and BBU (battery backup unit) cells are currently facing shortages, emerging as a potential bottleneck. Samsung SDI supplies cells to Simplo, which then assembles them into BBUs for delivery to clients including Meta and Amazon. Driven by growing data center demand, Samsung SDI’s cylindrical battery production has risen sharply. Citing industry sources, Serenity added that Panasonic and Samsung SDI are grappling with BBU cell supply shortages. The firm noted that key beneficiaries could include Samsung SDI, Panasonic Energy, Murata Manufacturing, and LG Energy Solution, with Samsung SDI and Panasonic Energy being more direct beneficiaries. It also mentioned that there are few U.S.-listed stocks directly tied to this segment, but investors can monitor names such as Vertiv (VRT) and Eaton (ETN). However, not all supply shortages should be equated to massive total addressable market (TAM) opportunities, though there may be pockets of opportunity in this space.

According to GMGN market data, the Meme coin TCC on the BSC chain briefly surpassed a market cap of $20 million within 7 hours of its launch, and is now trading at $19.2 million with a trading volume of $12.5 million. BlockBeats Note: Meme coin trading is highly volatile, largely driven by market sentiment and conceptual hype, with no actual value or use cases, and investors should exercise caution regarding risks.

Prediction market platform Predict.fun data shows that the meme coin CZ on the BSC chain has a 62% probability of hitting a $100 million FDV and a 30% chance of reaching $200 million FDV before September.