💢💢💢 $Tesla(TSLA.US) is performing exceptionally well today, and so is $NVIDIA(NVDA.US). $AMD(AMD.US) is following the upward trend. Bros, did anyone bottom-fish at this price level, or do you think it will fall further?

🔴 Jensen Huang Firmly Bullish, Reiterates AI Supercycle Just Beginning

$NVIDIA(NVDA.US) CEO Jensen Huang directly responded to the recent market decline, emphasizing that NVIDIA is still in the early stages of the AI supercycle. He stated that investors should feel "very happy" because there is now an opportunity to increase exposure at discounted prices, and reminded everyone to remain excited about the direction of AI development. Huang further pointed out that the fact that AI has become global infrastructure is now certain, and its importance can be compared to the process of the internet becoming global core infrastructure.

💡 TSMC Capacity Bottleneck Drives Diversified Layout, $Intel(INTC.US) Turnaround Opportunity Emerges

Due to TSMC's continued tight capacity, GOOGL, after testing Intel's advanced packaging process, has placed an order with Intel for over 3 million TPUs for 2028. SSNLF is also verifying the collaborative reliability of its HBM products with Intel's packaging process, indicating that Intel's opportunities in the advanced packaging field are gradually expanding.

🎯 Retail Investors Frantically Bought Chips and AI Stocks in May, Memory Chips Lead Gains

Retail investors showed strong buying demand for semiconductor and AI stocks in May. Among the list of single stocks with the largest net inflows, TSLA +$4.9 billion, AMD has surged 118% year-to-date, becoming the biggest winner for retail investors, reflecting strong market confidence in Lisa Su and her company's AI chip revival narrative.

🍎 Apple Makes Major Shift in AI Strategy, Deeply Ties with NVDA

$Apple(AAPL.US) announced "Siri AI" at WWDC 2026, upgrading the virtual assistant to a conversational AI with current world knowledge, on-device context awareness, and screen understanding capabilities. The beta version is expected to launch within the year and plans deep integration across the entire system of iPhone, Mac, Apple Watch, and Vision Pro. More strategically, Apple has reached cooperation agreements with $Alphabet(GOOGL.US) and $NVIDIA(NVDA.US), and its most powerful AFM Cloud Pro AI model will run on $Alphabet(GOOGL.US)'s cloud infrastructure. Apple emphasized that many Intelligence requests are still processed on-device, with more complex tasks routed via its proprietary Private Cloud Compute, and the system has a built-in new world knowledge service, specifically clarifying it is not based on $Alphabet(GOOGL.US) Search. This marks Apple's entry into the third generation of foundation models.

🚀 SpaceX IPO Oversubscribed, $1.8 Trillion Valuation Becomes Largest Financing in History

The SpaceX IPO is reportedly seeing exceptionally strong institutional orders, creating a situation of severe oversubscription. Calculated at a share price of $135, SpaceX will raise about $75 billion, corresponding to a valuation of about $1.8 trillion, which may surpass all historical IPO financing records. The transaction pricing is scheduled for June 11, the listing code is $SpaceX(SPCX.US), and the trading start date is June 12.

📊 Foreign Investors Dump Korean Stocks, $10 Billion Withdrawn in a Week, $75 Billion in a Month

Global investment institutions are clearing their Korean stock positions at a record pace. On Monday alone, foreign investors sold a high of -$801 million on the Kospi, with a cumulative withdrawal of -$10 billion for the entire week. Goldman Sachs data shows foreign investors have been selling continuously every trading day over the past month, with total capital outflows year-to-date reaching -$75 billion. In stark contrast, local Korean retail and institutional investors were on the other side of the trade, buying a total of about +$69 billion during the same period, creating a clear divergence between domestic and foreign capital.

⚡ Options Trading Heat Ranking, NVDA, $Apple(AAPL.US) Lead Trillion-Dollar Volume

Today, the top ten most active option varieties by contract volume are, in order: NVDA 3.2 million contracts, MSFT 831,000 contracts, INTC 696,000 contracts, GOOGL 587,000 contracts, TSLA leads far ahead with over 3.6 million contract volume, followed by $NVIDIA(NVDA.US)'s 3.2 million and $Apple(AAPL.US)'s 2.1 million.

🔗 $Amazon(AMZN.US) and $Corning(GLW.US) Sign Multi-Billion Dollar Agreement, Strengthening US Optical Fiber Supply Chain

$Amazon(AMZN.US) announced a multi-billion dollar supply agreement with $Corning(GLW.US) to supply optical fiber, cables, and connectivity solutions for Amazon's US data center infrastructure. This agreement will create 1,000 advanced manufacturing jobs at Corning's North Carolina plant and support hundreds of construction positions. Amazon emphasized that this collaboration will strengthen the resilience of the US optical fiber supply chain to meet the accelerating trend of AI data center demand.

💰 China's Margin Debt Soars to $431 Billion, Surpassing 2015 Bubble Peak by 22%

The total margin lending in the Chinese stock market has reached a record high of about $431 billion, doubling over the past two years, and has surpassed the 2015 stock market bubble peak level of about $354 billion by 22%. At the same time, margin trading activity is also accelerating sharply. The average daily margin trading volume on the Shanghai Stock Exchange over the past two weeks was about $22 billion, nearing historical records, and margin trading volume over the past 12 months has tripled and returned to the 2015 peak.

🌟 Robinhood June Most Popular Holdings Update, $AMD(AMD.US) Beats $Netflix(NFLX.US) to Enter Top Ten

Robinhood's latest list of most popular holdings has been updated, with the overall landscape remaining largely unchanged. The only significant change is that AMD, with a cumulative gain of 118% this year, has become the biggest winner for retail investors following CEO Lisa Su and her company's AI chip revival story. Robinhood's other top ten popular holdings remain the list favored by retail investors: GOOGL, MSFT, PLTR, MSFT, and $Tesla(TSLA.US).

📋 OpenAI Files S-1 Secretly, Reserves Option for IPO, Listing Timeline Undecided

OpenAI has secretly filed an S-1 document with the U.S. Securities and Exchange Commission, creating a technical option for the company's future listing, although no specific IPO schedule has been determined yet. The company stated the reason for filing was the expectation that information would be leaked, but emphasized that "it may still be quite some time" before proceeding with any public financing, as it is more convenient to complete certain matters as a private company. OpenAI added that this decision involves complex trade-offs, but the current filing preserves flexibility for it and can also accelerate the IPO process if this is the optimal path.