Serenity: Surge in AI Optical Communications Demand May Result in Years-Long Shortages for Laser and Photonic Supply Chains
Serenity noted in a report that with the acceleration of AI infrastructure construction, the optical communication industry chain is facing a severe supply-demand imbalance, with demand for key components such as lasers, TIAs, and DSPs consistently outstripping supply capacity, suggesting the photonics industry may be entering a super cycle similar to that of the storage sector. Serenity added that recent financial results from optical communication firms including LITE, MTSI, and AAOI all show that AI-driven demand for optical modules is growing rapidly, leading to notable tightness in the related supply chain. At an Elazr investor conference, the company’s general manager stated that current optical supply still lags far behind market demand, and the AI-related optical communication supply chain shortage is expected to persist for several years. He pointed out that the entire supply chain is currently in a state of stockouts, with supply capacity failing to meet market needs; shortages are not only seen in laser chips but also span multiple AI infrastructure links such as PCBs, carriers, and packaging. Serenity believes that with AI industry demand visibility extending into the next several years, and the supply chain continuing to be constrained by production capacity bottlenecks, the photonics industry may be replicating the storage sector’s previous super cycle, which could last until 2027 or even longer.
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Bitget has launched stock contracts for Unitree (UNITREE)
According to an official announcement, Bitget has launched UNITREE (Unitree Robotics) for its stock perpetual contracts. The contract is settled in USDT, offers up to 20x leverage, and is available for 24/7 trading. As of now, Bitget supports a total of 277 stock contract underlyings.
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Legendary investor Cooperman bets on a U.S. recession next year, with surging inflation set to heavily hit U.S. stock valuations.
Billionaire investor and Omega Advisors CEO Leon Cooperman warned this week that the U.S. economy could enter a recession within the next year, dragging down the stock market. He noted the current market resembles the collapse of the "Nifty Fifty" in the 1970s and expressed concern over cooling optimism around AI. In an interview with CNBC, Cooperman said, "I think we will have a recession sometime next year, which could cause the market to fall." He also pointed out that the market’s profit growth expectations for the S&P 500 are off the mark (FactSet data shows this quarter’s year-over-year increase is projected to exceed 50%). Currently, he is clearly deviating from Wall Street’s mainstream bullish views—particularly avoiding tech stocks—and holds a negative outlook on the overall market. He reminded investors not to underestimate the risk of a rebound in inflation. Brent crude remains at a high level (around $90 per barrel, more than 20% higher than pre-Iran-conflict levels), while July retail sales fell 0.6% month-over-month, far below the expected 0.1% growth. Higher inflation could hit stock valuations, mirroring the sharp decline in growth stocks after 1970s oil price surges. "The most dangerous phrase in investing is: ‘This time is different,’" Cooperman said. The current market is almost universally bullish, and once a negative catalyst emerges, investors could sell off quickly. Meanwhile, bond market volatility is adding pressure: the yield on the U.S. 30-year Treasury bond hit 5.33% on Tuesday, the highest since June 2007, breaking through a three-year trading range. Analysts warn that if yields rise rapidly toward 6%, the stock market could face further valuation pressure. Historically, after a similar trend in 1999, the S&P 500 subsequently entered a correction amid the dot-com bubble burst.
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PeckShield Alert: Around 1 billion MemeCore (M) tokens have been minted and concentrated into a single address.
Blockchain security firm PeckShield has disclosed that two wallet addresses—0xfdea...447a7BF and 0x4388...C919dd7—each minted roughly 463 million MemeCore (M) tokens, totaling approximately 1 billion tokens. The tokens were subsequently transferred and merged into the address 0x69cB...F6FF4681, which currently holds the assets valued at around $1 million.
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