According to BlockBeats, on July 5th, Serenity stated that there appears to be a shortage of high-power cylindrical battery/BBU cells, which is becoming a potential bottleneck.

Samsung SDI supplies battery cells to Simplo, which then assembles them into battery pack units (BBUs) for companies like Meta and Amazon. With increasing demand from data centers, Samsung SDI's cylindrical battery production has also risen significantly. Citing industry sources, the report states that Panasonic and Samsung SDI are facing a shortage of BBU battery cells.

Serenity believes the main beneficiaries will likely include Samsung SDI, Panasonic Energy, Murata Manufacturing, and LG Energy Solution. Among them, Samsung SDI and Panasonic Energy are the most direct beneficiaries.

He also stated that there aren't many directly relevant targets in the US market, but companies like Vertiv (VRT) and Eaton (ETN) are worth watching. However, all shortages shouldn't be simply equated with having a huge TAM (Total Asset Management), although there may be opportunities within them.

According to BlockBeats, on July 5th, Citigroup Research stated in its weekly US economic report released on July 2nd that the significantly weaker-than-expected US non-farm payroll data in June strongly refuted the necessity of raising interest rates. Citigroup believes that many factors that previously supported a hawkish stance, including rising oil prices, accelerating wage growth, and core PCE exceeding the target, have faded, and "the rationale for raising interest rates has disappeared."

Data shows that US non-farm payrolls increased by only 57,000 in June, far below expectations, and the data for the previous two months were revised down by a combined 74,000. After the revision, the average monthly increase in non-farm payrolls over the past three months fell to approximately 111,000, a significant drop from the pre-revision level of over 180,000. The unemployment rate fell from 4.296% to 4.189% in June, but Citi believes this was mainly due to the labor force participation rate falling from 61.8% to 61.5%. If the participation rate had remained unchanged, the actual unemployment rate would have risen to over 4.5%.

Regarding inflation, Citigroup stated that multiple factors are collectively suppressing price pressures. Oil prices have fallen back to pre-conflict levels, and July CPI and PCE data are expected to show a month-on-month decline; further slowdown in housing rents will also drag down core CPI and core PCE. Furthermore, the revised core PCE methodology will adopt a more reasonable price adjustment method for AI-related goods. Citigroup estimates that the revised core PCE year-on-year growth rate may be lowered by 20 to 30 basis points, and will be officially reflected in September.

Citigroup maintains its baseline forecast that the Federal Reserve will hold rates steady at the July and September FOMC meetings, cut rates by 25 basis points for the first time at the October 28 meeting, and then cut rates by another 25 basis points in December, bringing the federal funds rate range down to 3.0% to 3.25% by the end of the year. Citigroup also expects the Fed to cut rates three more times in 2027, with a final rate range of 2.75% to 3.0%.

According to BlockBeats, on July 5th, based on GMGN market data, the market capitalization of BSC chain Meme coin TCC briefly exceeded $20 million within 7 hours of its listing, currently trading at $19.2 million, with a trading volume of $12.5 million.

BlockBeats Note: Meme coin trading is highly volatile, largely dependent on market sentiment and hype, and has no real value or use cases. Investors should be aware of the risks.

According to BlockBeats, on July 5th, Leto Bao, the protagonist of the "ByteDance stock trading 30 million yuan" story, recounted his US stock investment experience on Binance Square, stating that investments should begin as early as possible and funds should be allocated to relevant assets as early as possible.

Leto Bao believes that many jobs and positions will be affected by AI in the future. Therefore, if ordinary people want to hedge against the risk of being replaced by AI, they can consider investing in AI-related companies.

Leto Bao, a former employee of ByteDance, is known as "ByteDance Stock Investor." He reportedly made a substantial profit of approximately 30 million RMB through investments in the AI storage sector in the US stock market before resigning. The story began when he noticed an unusual price surge when buying hard drives on Pinduoduo, which prompted him to research data storage needs and heavily invest in related stocks.