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Tower is a decentralized exchange on the Babylon Genesis network, secured by Babylon Bitcoin staking protocol. It facilitates trading of Bitcoin LSTs, LRTs, and native assets, integrating with Cosmos wallets and bridge providers for cross-chain liquidity.
Bybit today listed 6 US stock perpetual contracts, supporting up to 20x leverage
Odaily Odaily Bybit today announced the listing of six new US stock perpetual contracts: MARAUSDT, IONQUSDT, TSEMUSDT, BXUSDT, ZMUSDT, and APLDUSDT, supporting up to 20x leverage. To celebrate the launch, limited-time fee discounts are available: 0% maker fees and 50% discount on taker fees.Among them, MARA (Marathon Digital) is a leading Bitcoin mining company, IONQ (IonQ) is a publicly traded quantum computing firm, TSEM (Tower Semiconductor) is a specialty wafer foundry, BX (Blackstone) is the world's largest alternative asset manager, ZM (Zoom) is a video communications platform, and APLD (Applied Digital) is an AI computing and data center infrastructure company.
“White-Haired Stock God” Serenity: Continuous-Wave Lasers Could Become Core Bottleneck for AI Optical Interconnects; Related Assets Hold Strategic Value
“White-Haired Stock God” Serenity stated on X platform that he believes the "photonics theme + continuous-wave (CW) laser bottleneck" is one of the most important investment directions in the current AI infrastructure field.Serenity pointed out that the market seems to have overlooked Lumentum's (LITE) market cap growth from about $30 billion in 2024 to over $65 billion, with the core reason being the EML laser supply bottleneck driven by NVIDIA and changes in the optical network architecture.He believes the market is currently experiencing a similar logic, where continuous-wave lasers, 1.6T optical modules, and CPO (Co-Packaged Optics) architecture have become the focus of a new round of industrial upgrades. As NVIDIA continues to sign long-term supply agreements, AMD and other cloud service providers are competing for supply chain resources for continuous-wave lasers and optical components.Serenity cited Goldman Sachs research, stating that the total addressable market (TAM) for the optical communications market could grow to $154 billion by 2028, while the CPO market size is expected to surge from nearly zero to $91 billion within the next two and a half years.He stated that companies including Applied Optoelectronics (AAOI), SIVE, and other continuous-wave laser-related enterprises all hold strategic value, and believes the market may once again replicate the investment opportunities brought by the EML laser supply crunch. He is currently focusing on related assets in the continuous-wave laser supply chain, such as SOI, Tower Semiconductor (TSEM), and SIVE.
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Bybit today listed 6 US stock perpetual contracts, supporting up to 20x leverage
Odaily Odaily Bybit today announced the listing of six new US stock perpetual contracts: MARAUSDT, IONQUSDT, TSEMUSDT, BXUSDT, ZMUSDT, and APLDUSDT, supporting up to 20x leverage. To celebrate the launch, limited-time fee discounts are available: 0% maker fees and 50% discount on taker fees.Among them, MARA (Marathon Digital) is a leading Bitcoin mining company, IONQ (IonQ) is a publicly traded quantum computing firm, TSEM (Tower Semiconductor) is a specialty wafer foundry, BX (Blackstone) is the world's largest alternative asset manager, ZM (Zoom) is a video communications platform, and APLD (Applied Digital) is an AI computing and data center infrastructure company.
Chip manufacturer Tower Semiconductor will invest $3 billion in Japan
chip manufacturer Tower Semiconductor announced on July 14 local time that it will invest $3 billion to strengthen chip manufacturing in Japan, which includes a $1 billion subsidy from the Japanese government. The statement noted that the first phase will significantly increase production capacity for 300mm silicon photonics devices, with full production expected by the fourth quarter of 2027. This phase includes retrofitting the former Fab 6 facility to equip it with 300mm silicon photonics device production capacity and advanced packaging capabilities. The second phase will begin simultaneously with the first phase and includes the construction of a new 300mm lithography manufacturing plant next to the Fab 7 facility.
Japanese Prime Minister Takaichi Sanae Confirmed to Attend WebX2026 via Video
the 105th Prime Minister of Japan, Takaichi Sanae, will deliver a video address at the WebX 2026 conference. According to the organizers, the event is scheduled to take place on July 13-14, 2026, at The Prince Park Tower Tokyo.
日本首相高市早苗确定视频出席 WebX2026
第 105 代日本内阁总理大臣高市早苗，将通过视频方式出席 2026年 WebX 大会并发表致辞。据主办方消息，本次活动定于 2026年 7月 13 日至 14 日在东京王子公园塔酒店（The Prince Park Tower Tokyo）举行。
“White-Haired Stock God” Serenity: Continuous-Wave Lasers Could Become Core Bottleneck for AI Optical Interconnects; Related Assets Hold Strategic Value
“White-Haired Stock God” Serenity stated on X platform that he believes the "photonics theme + continuous-wave (CW) laser bottleneck" is one of the most important investment directions in the current AI infrastructure field.Serenity pointed out that the market seems to have overlooked Lumentum's (LITE) market cap growth from about $30 billion in 2024 to over $65 billion, with the core reason being the EML laser supply bottleneck driven by NVIDIA and changes in the optical network architecture.He believes the market is currently experiencing a similar logic, where continuous-wave lasers, 1.6T optical modules, and CPO (Co-Packaged Optics) architecture have become the focus of a new round of industrial upgrades. As NVIDIA continues to sign long-term supply agreements, AMD and other cloud service providers are competing for supply chain resources for continuous-wave lasers and optical components.Serenity cited Goldman Sachs research, stating that the total addressable market (TAM) for the optical communications market could grow to $154 billion by 2028, while the CPO market size is expected to surge from nearly zero to $91 billion within the next two and a half years.He stated that companies including Applied Optoelectronics (AAOI), SIVE, and other continuous-wave laser-related enterprises all hold strategic value, and believes the market may once again replicate the investment opportunities brought by the EML laser supply crunch. He is currently focusing on related assets in the continuous-wave laser supply chain, such as SOI, Tower Semiconductor (TSEM), and SIVE.
“New Stock God” Serenity: Multiple Mid-to-Large Cap AI Companies Still Have Upside Potential
“New Stock God” Serenity posted on platform X, stating that compared to AI concept stocks like ARM and Marvell that have already seen significant gains, they are more focused on companies within the AI supply chain with market capitalizations between $10 billion and $100 billion.The targets they listed include ASE Technology (ASX), Sumitomo Electric Industries, Jabil (JBL), Vicor (VICR), GlobalFoundries (GFS), Applied Optoelectronics (AAOI), Alchip, Tower Semiconductor (TSEM), Fabrinet (FN), Furukawa Electric, Celestica (CLS), Nebius (NBIS), Nokia (NOK), Amkor (AMKR), Lumentum (LITE), and Coherent (COHR), among others.Serenity noted that some of the small-cap investment ideas they proposed are primarily aimed at seeking excess returns. However, overall, they still believe that many of the aforementioned AI supply chain companies have room for further upside. Serenity also disclosed that they currently hold positions only in NBIS, TSEM, and AAOI.