SK Hynix ADR trades at a 10% premium, as South Korean retail investors poured $45 billion into US stocks in July.

According to monitoring by Ai Yi, a suspected insider address for LAB (0x0d9…751d0) transferred 9.1 million LAB tokens to 10 new addresses three hours ago, worth around $720,000. No further transfers or selling activity has been detected from the receiving addresses as of now. The address was previously identified as a LAB market manipulator, and market participants are closely monitoring whether this dispersed transfer signals potential continued selling. LAB’s current market capitalization stands at approximately $36.85 million.

Yilihua, founder of Liquid Capital (formerly LD Capital), published an article noting that AGPU’s Q2 financial report releases four key signals: First, the advance payment ratio per contract ranges from 20% to 40%, with $317 million in advance payments received in August, demonstrating customer credibility and the company’s delivery capabilities. Second, the contracts boast strong profitability, with an expected EBITDA margin of 62% to 76%, higher than CRWV’s 59% and NBIS’s 50%. Third, AGPU is shifting toward becoming a computing power center holder. It will partner with DUOS to build data centers, holding a 49% stake. Going forward, it will not only provide computing power but also directly own server room and power assets, which is expected to boost long-term cost control and bargaining power. Fourth, short-term financing relies mainly on customer advance payments and bond issuances, which fully covers construction funds, reducing reliance on equity financing and shareholder dilution pressure. Yilihua argues that although AGPU’s stock price has risen notably since his previous research report, it remains severely undervalued relative to its expected $10 billion-level order contracts. The core reason is the time mismatch between order signing, computing power delivery, and financial report recognition. Earlier, on July 27, Yilihua analyzed computing power firm AGPU, stating it "is about to announce a new $1.5 billion contract, bringing its total contracts to over $3 billion, with the potential to hit $10 billion in total contracts this year. Critically, AGPU’s financing method avoids ATM equity, safeguarding investor interests, and these contracts will soon be reflected in upcoming financial reports."

Key premarket news for US stocks on Tuesday: 1. Possibly impacted by Anthropic’s annual revenue coming in below expectations, US premarket major indices, storage, and optical communication sectors all declined. Bloomberg previously reported that Anthropic’s annualized revenue run rate as of the end of July was approximately $65 billion. Against a backdrop where some third-party data and AI industry optimistic expectations had pointed to over $80 billion, the $65 billion figure signals a slowdown in growth momentum. 2. Aggregating 13F regulatory filing data, more than ten family offices held a combined total of at least $3.8 billion in SpaceX (SPCX.O) shares in the first half of 2026. 3. Prediction markets are pricing in a 55% probability that Tesla (TSLA.O) and SpaceX (SPCX.O) will merge before 2027. 4. A major lawsuit against Meta Platforms (META.O) alleging child safety harms and privacy violations will commence trial starting local time on Tuesday. 5. US metaverse firm Super League (SLE.O) rose over 20% in premarket trading, after receiving a 2,100 BTC investment from Metaplanet plus an additional $2.5 million in cash. Upon deal completion, Metaplanet is expected to hold approximately 95.7% of Super League’s shares. 6. Bank of America’s latest global fund manager survey shows that global fund managers’ allocation to stocks has risen to its highest level in nearly five years, with market consensus being highly crowded. A net 56% of respondents are overweight stocks, the highest since November 2021, while cash holdings dropped to a historic low of 3.5%. 7. Baidu (BIDU.O) reported Q2 2026 revenue of 31.3 billion yuan, compared to 32.713 billion yuan in the same period last year. 8. Goldman Sachs (GS.N) announced an agreement to acquire LCN Capital Partners, with an upfront transaction consideration of approximately $260 million. The proposed deal also includes around $150 million in deferred and contingent consideration.

According to market data from BIT (Bit.com), pre-market trading in U.S. metaverse firm Super League saw its stock gain surge to as high as 90% at one point, with the rise now retreating to 70%. In related news, Metaplanet will inject 2,100 BTC (valued at roughly $132 million) plus an additional $2.5 million in cash into Nasdaq-listed Super League (SLE). Super League will be renamed "Superplanet", and its stock ticker is set to change to SUPA. Upon the transaction’s completion, Metaplanet is expected to hold around 95.7% of Superplanet’s shares, establishing a U.S.-listed Bitcoin treasury platform to raise capital through the U.S. capital markets.

Metaplanet will inject 2,100 Bitcoin (BTC), valued at approximately $132 million, into Nasdaq-listed firm Super League (SLE), plus an additional $2.5 million in cash. Super League will be renamed "Superplanet", with its stock ticker proposed to be changed to SUPA. Upon completion of the transaction, Metaplanet is expected to hold roughly 95.7% of Superplanet’s shares, establishing a U.S.-listed Bitcoin treasury platform to raise capital via the U.S. capital market. Superplanet plans to expand into the growing "digital credit" market, raise funds by issuing U.S. dollar-denominated perpetual preferred shares, use the proceeds to further purchase Bitcoin, and support dividend payments through U.S. dollar reserves and operating cash flow. Metaplanet noted that this strategy aims to increase the Bitcoin per share of Superplanet, as well as boost Bitcoin holdings per share of Metaplanet stock at the group level. This structure will form two listed Bitcoin treasury platforms under the group: one in Japan and one in the U.S., both leveraging their respective local capital markets to continue accumulating Bitcoin.

Fabrinet, a key supplier of Nvidia, reported strong financial results and better-than-expected performance guidance, but its pre-market share price dropped over 11% to $531.48 due to weak data communications business performance and broader pressure on AI infrastructure stocks. For its fourth fiscal quarter, Fabrinet’s adjusted earnings per share (EPS) hit $4.10, exceeding the market expectation of $3.81; revenue rose 45% year-over-year to $1.32 billion, also beating analysts’ forecast of $1.28 billion. The company projected its first fiscal quarter adjusted EPS to be between $4.10 and $4.25, and revenue to range from $1.375 billion to $1.425 billion, both above market expectations. The strong performance was mainly driven by data center demand. CEO Seamus Grady noted that current customer demand is “showing no signs of ending.” However, the company’s data communications revenue fell 1% quarter-over-quarter to $258 million, while its high-performance computing (HPC) business grew 11% quarter-over-quarter to $118 million—both developments sparked investor concerns. B. Riley cut Fabrinet’s price target from $635 to $598, while maintaining a “neutral” rating. Fabrinet is also an important supplier of Nvidia, but B. Riley data shows its fiscal 2026 revenue from Nvidia will decline 21% year-over-year to $742 million. Although Barclays and JPMorgan Chase raised their price targets to $739 and $695 respectively, they also pointed out hidden risks in the data communications and HPC businesses. As of pre-market trading on August 18, Fabrinet has gained 31% year-to-date, with its 12-month increase exceeding 80%.