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“New Stock God” Serenity: Photonics-Related Stocks May Benefit Sequentially Within 3 to 15 Months After the EU CHIPS Act Release
: “New Stock God” Serenity posted on platform X, stating that the proposal for the EU Chips Act 2.0 has been officially released. Photonics technology has been confirmed as a structural component of EU policy, which constitutes a long-term positive for the photonics industry. The proposal explicitly supports the development of photonic integrated circuits (PICs) and related technologies. This includes building and strengthening the advanced design, prototyping, and industrialization capabilities for PICs, expanding the EU's design capabilities in the photonics field, supporting pilot production lines and open semiconductor manufacturing facilities for PICs and related technologies, and developing and maintaining design libraries and design automation tools for PICs. The key policy directions include:1. Co-packaged optics (CPO/interconnects) for AI data centers, benefiting Sivers (SIVE)2. Silicon photonics applications for high-bandwidth data center interconnects, benefiting X-FAB (XFAB)3. Strengthening production technical capabilities for photonic integrated circuits, including co-packaging, heterogeneous integration, and material platforms4. The strategic position of SOI wafers within the EU is confirmed, with Soitec and Siltronic being key participantsSerenity's analysis indicates that the Act structurally benefits leading European photonics companies, especially those involved in AI data centers. It is expected that related stocks will benefit sequentially within 3 to 15 months after the policy release, and the market may have already started to react in a forward-looking manner.
US stock calling king Serenity announced for the first time its position in European stock XFAB, with an opening gain of approximately 10%
US stock calling king Serenity posted on X platform that it has completed building a position in European stock XFAB at a market cap of $1.28 billion. This is the first time Serenity has mentioned this stock on X. XFAB rose by 10% after opening on Euronext Paris today (opening at 15:00 Beijing time), rising from €8.88 to €9.88.X-FAB Silicon Foundries SE (XFAB) is a specialty wafer foundry focused on analog and mixed-signal semiconductor technologies. Serenity stated that the EU's "CHIPS Act 2" will act as a catalyst for European photonics companies, and XFAB is likely to be included and receive government funding.Additionally, XFAB is the only high-volume silicon carbide wafer foundry in the United States and is also a key manufacturer of Micro-Electro-Mechanical Systems (MEMS). Currently, XFAB's price-to-book ratio is approximately 1.29x, and Serenity believes its expected price-to-earnings ratio will reach 6.5 to 8.5 in 2028.It is reported that Serenity is currently the most followed and influential stock analyst in the AI/semiconductor sector on the X platform. Joining X in July 2025, Serenity now has over 400,000 followers and over 37,000 account subscriptions. Over the past year, many small-cap stocks it has called have risen by over 100%, and its personal return rate so far this year has exceeded 3,840%.To learn more about Serenity’s investment strategies and background, please read "US Stock Calling King Serenity: Building Positions at Low Valuations Ahead of Institutions, Annual Return of 3,840%".
“New Stock God” Serenity: Photonics-Related Stocks May Benefit Sequentially Within 3 to 15 Months After the EU CHIPS Act Release
: “New Stock God” Serenity posted on platform X, stating that the proposal for the EU Chips Act 2.0 has been officially released. Photonics technology has been confirmed as a structural component of EU policy, which constitutes a long-term positive for the photonics industry. The proposal explicitly supports the development of photonic integrated circuits (PICs) and related technologies. This includes building and strengthening the advanced design, prototyping, and industrialization capabilities for PICs, expanding the EU's design capabilities in the photonics field, supporting pilot production lines and open semiconductor manufacturing facilities for PICs and related technologies, and developing and maintaining design libraries and design automation tools for PICs. The key policy directions include:1. Co-packaged optics (CPO/interconnects) for AI data centers, benefiting Sivers (SIVE)2. Silicon photonics applications for high-bandwidth data center interconnects, benefiting X-FAB (XFAB)3. Strengthening production technical capabilities for photonic integrated circuits, including co-packaging, heterogeneous integration, and material platforms4. The strategic position of SOI wafers within the EU is confirmed, with Soitec and Siltronic being key participantsSerenity's analysis indicates that the Act structurally benefits leading European photonics companies, especially those involved in AI data centers. It is expected that related stocks will benefit sequentially within 3 to 15 months after the policy release, and the market may have already started to react in a forward-looking manner.
Tether Launches Open-Source Local AI Toolkit QVAC SDK
According to Decrypt, stablecoin issuer Tether has announced the launch of its open-source software development kit (SDK), the QVAC SDK, enabling AI applications to run directly on-device without relying on cloud servers. The SDK supports iOS, Android, Windows, macOS, and Linux platforms. Built on the llama.cpp fork QVAC Fabric, it enables text generation, speech processing, visual recognition, and translation. It leverages the Holepunch protocol stack to facilitate peer-to-peer model distribution and delegated inference. Tether plans to integrate decentralized training and fine-tuning capabilities in future updates, and will release specialized toolkits for robotics and brain-computer interfaces.
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“New Stock God” Serenity: Photonics-Related Stocks May Benefit Sequentially Within 3 to 15 Months After the EU CHIPS Act Release
: “New Stock God” Serenity posted on platform X, stating that the proposal for the EU Chips Act 2.0 has been officially released. Photonics technology has been confirmed as a structural component of EU policy, which constitutes a long-term positive for the photonics industry. The proposal explicitly supports the development of photonic integrated circuits (PICs) and related technologies. This includes building and strengthening the advanced design, prototyping, and industrialization capabilities for PICs, expanding the EU's design capabilities in the photonics field, supporting pilot production lines and open semiconductor manufacturing facilities for PICs and related technologies, and developing and maintaining design libraries and design automation tools for PICs. The key policy directions include:1. Co-packaged optics (CPO/interconnects) for AI data centers, benefiting Sivers (SIVE)2. Silicon photonics applications for high-bandwidth data center interconnects, benefiting X-FAB (XFAB)3. Strengthening production technical capabilities for photonic integrated circuits, including co-packaging, heterogeneous integration, and material platforms4. The strategic position of SOI wafers within the EU is confirmed, with Soitec and Siltronic being key participantsSerenity's analysis indicates that the Act structurally benefits leading European photonics companies, especially those involved in AI data centers. It is expected that related stocks will benefit sequentially within 3 to 15 months after the policy release, and the market may have already started to react in a forward-looking manner.
US stock calling king Serenity announced for the first time its position in European stock XFAB, with an opening gain of approximately 10%
US stock calling king Serenity posted on X platform that it has completed building a position in European stock XFAB at a market cap of $1.28 billion. This is the first time Serenity has mentioned this stock on X. XFAB rose by 10% after opening on Euronext Paris today (opening at 15:00 Beijing time), rising from €8.88 to €9.88.X-FAB Silicon Foundries SE (XFAB) is a specialty wafer foundry focused on analog and mixed-signal semiconductor technologies. Serenity stated that the EU's "CHIPS Act 2" will act as a catalyst for European photonics companies, and XFAB is likely to be included and receive government funding.Additionally, XFAB is the only high-volume silicon carbide wafer foundry in the United States and is also a key manufacturer of Micro-Electro-Mechanical Systems (MEMS). Currently, XFAB's price-to-book ratio is approximately 1.29x, and Serenity believes its expected price-to-earnings ratio will reach 6.5 to 8.5 in 2028.It is reported that Serenity is currently the most followed and influential stock analyst in the AI/semiconductor sector on the X platform. Joining X in July 2025, Serenity now has over 400,000 followers and over 37,000 account subscriptions. Over the past year, many small-cap stocks it has called have risen by over 100%, and its personal return rate so far this year has exceeded 3,840%.To learn more about Serenity’s investment strategies and background, please read "US Stock Calling King Serenity: Building Positions at Low Valuations Ahead of Institutions, Annual Return of 3,840%".
Robin Markets Secures $475,000 in Seed Funding, Led by Fabric VC
Robin Markets announced on Twitter that it has completed a $475,000 seed funding round led by Fabric VC, with co-leads including Animoca Brands, ATKA Incubator, John Lilic, and Stefan D. George. Additional participants include Hilbert Capital, Layer Zero, Gnosis, and other institutional and angel investors. Robin Markets has also launched its V1 staking product to the public. Robin Markets is a DeFi platform focused on yield generation from Polymarket positions, with its core product enabling users to earn yield on their Polymarket holdings.
Tether Launches Open-Source Local AI Toolkit QVAC SDK
According to Decrypt, stablecoin issuer Tether has announced the launch of its open-source software development kit (SDK), the QVAC SDK, enabling AI applications to run directly on-device without relying on cloud servers. The SDK supports iOS, Android, Windows, macOS, and Linux platforms. Built on the llama.cpp fork QVAC Fabric, it enables text generation, speech processing, visual recognition, and translation. It leverages the Holepunch protocol stack to facilitate peer-to-peer model distribution and delegated inference. Tether plans to integrate decentralized training and fine-tuning capabilities in future updates, and will release specialized toolkits for robotics and brain-computer interfaces.