Odaily Planet Daily reports that US President Trump is pushing a new policy direction: allowing the federal government to hold stakes in artificial intelligence (AI) companies, thereby directly participating in the industry's revenue growth. Trump stated that he will hold meetings with tech companies "very soon," possibly as early as this week, to discuss ways for the government to collaborate with AI companies. This approach aligns with his "deal-oriented" style and is not driven by traditional populist motives. On June 6, 2026, Trump stated that he "should become a stockbroker," citing the government's recent acquisition of a stake in Intel. Currently, the US government already holds stakes in companies in sectors such as chip manufacturing, mining, and quantum computing. These stakes are typically acquired in exchange for federal funding, which originally did not come with equity requirements. With the rapid development of the AI industry, some companies are considered to have valuations that could reach trillions of dollars. Axios points out that companies like OpenAI and Anthropic may reach this level in the future. (The New York Times)

According to Odaily Planet Daily, Serenity, a well-known stock market guru, stated in an article on the X platform that Jabil (JBL), currently valued at approximately $38 billion, presents a highly attractive long-term investment opportunity. The market may not yet have fully factored in the potential value of its 1.6T LRO (Loop Reverse Optical) pluggable optical module business. By the first half of 2027, the industry bottleneck may no longer be insufficient demand, but rather the capacity constraints of upstream key supplier SIVE. Against this backdrop, Jabil, with its mature global supply chain and the advantage of taking over Intel's (INTC) pluggable optical module production line, is expected to fully benefit from the demand growth driven by AI infrastructure construction. Compared to the Applied Optoelectronics (AAOI) model, which relies on continuous capital expenditure to expand laser factories, Jabil's model, which focuses on back-end manufacturing and integration, will be more scalable if SIVE and several foundries, including Win Semi, can achieve large-scale laser production. Serenity stated that Jabil currently possesses a supply chain system validated by hyperscale cloud service providers, exhibits a similar growth logic to Innolight, and enjoys a valuation premium in the US market. He anticipates that Jabil has approximately 40% upside potential for valuation revaluation as the market gradually recognizes the opportunities in the first half of 2027. However, he emphasizes that he currently does not hold any positions in the stock and is merely sharing his research insights for investors' reference.

Odaily Planet Daily reports that Binance Wallet and Predict.fun have launched the 2026 Football Carnival PNL Trading Competition, with a total prize pool of 300,000 USDT. Registration and the event will run from June 9th at 12:00 PM to July 27th at 4:00 PM (UTC+8). During the event, users must register through the event page and trade in the "World Cup" category market on the Binance Prediction Market or the Predict.fun mini-program within Binance Wallet. Participants will be ranked based on their realized profits and losses during the event. The top 500 qualified users on the leaderboard will receive rewards: 50,000 USDT for the champion, 30,000 USDT for the runner-up, and 20,000 USDT for the third-place winner. According to the rules, participants must trade in at least 3 markets and achieve a positive profit or loss to be eligible for prize allocation. The leaderboard is updated hourly, and the final rankings will be locked after the event ends.

According to Onchain Lens monitoring, the whale address "0x97f" has closed its previously held long position in HYPE, incurring a loss of approximately $3.22 million. Subsequently, the address sold 165,391 HYPE tokens on the spot market, making a profit of approximately $1.978 million. After adjusting its HYPE position, the whale further bet on a market downturn, opening a short position of 15,000 SP500 tokens with 50x leverage, a notional value of approximately $111.38 million, and a liquidation price of $8,295.66. Currently, the movement of this address's large, highly leveraged short position is attracting market attention.

Odaily Planet Daily reports that Serenity, the self-proclaimed "White-Haired Stock God," posted on the X platform, stating that while his stock picks are often interpreted as "harvesting retail investors," he hopes his recommendations can change the market's perception that some stocks are only suitable for short-term speculation and prove that high-quality companies also possess long-term holding value. Serenity pointed out that his only recommended Chinese concept stock last year was Innolight, an optical module manufacturer, which has now reached an all-time high with a cumulative increase of three digits. He stated that his investment logic is primarily based on Western institutional research frameworks, comprehensively referencing research views from institutions such as JPMorgan Chase and Goldman Sachs, and focusing on demand changes from US cloud computing giants like Google and Microsoft. Furthermore, Serenity stated that he continuously assesses geopolitical and game theory factors when researching individual stocks, such as in his analysis of companies like AXT. He believes that the perspectives of foreign investors can bring different types of alpha to the Chinese stock market and remains optimistic about future investment exploration in the Chinese stock market. Serenity denied the speculation circulating in the market that she was backed by a Chinese institutional team, emphasizing that she is just an individual investor who shares her investment thoughts every day. English is her primary language, and since most of her content is published via mobile phone, she posts more than 20 articles a day, so occasional spelling errors are normal.