News linked to both this project and an event.
a16z co-founder Marc Andreessen published a highly satirical long-form post on platform X, centered around the topic of "AI regulation." Through two extreme narratives, he presented the conflicting positions on this issue.In the narrative "against AI regulation," Marc Andreessen portrays regulation as a force that stifles innovation, potentially killing garage startups, weakening the Silicon Valley ecosystem, increasing compliance burdens, and limiting the development of AI and computing infrastructure. He sarcastically notes, "If US AI regulators had policed our grandfathers, they would have banned the use of horse-drawn carriages."In the narrative "supporting AI regulation," Marc Andreessen uses irony to describe the order, safety, and expansion of the industrialized compliance system that regulation could bring. This includes a massive compliance industry, strengthened government regulatory frameworks, and social redistribution mechanisms.However, Andreessen does not offer a single conclusion in the article. Instead, through highly exaggerated language, he highlights the long-term structural conflict and rift within AI regulation between "innovation freedom" and "safety governance."In previous news, Anthropic issued a statement saying that the US government issued an export control directive under the guise of national security authority, requiring the suspension of all foreign entities' access to AI models Fable 5 and Mythos 5, regardless of whether the personnel are within the United States, including Anthropic employees who are foreign nationals.
: “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 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%".