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The Qatar Stock Exchange Index closed down by 0.29% at 10,480.95 points. The Kuwait Stock Exchange Premier Market Price Return Index closed down by 0.15% at 9,206.67 points.

Glonghui, June 21 — Wall Street legendary short seller and “Enron terminator” Jim Chanos stated at a seminar today that SpaceX's launch business continues to lose money, and space data centers face fatal constraints such as cooling, radiation, and maintenance costs, making it difficult to support a valuation of nearly 2 trillion. Chanos broke down SpaceX from a business logic perspective: the biggest costs in space are radiation shielding and cooling. Also, data center equipment frequently fails — on Earth, you just send a technician to replace parts, but in space, you have to launch a rocket. The total addressable market (TAM) in space is infinite, but so is space’s infinite entropy (random risk). He emphasized that currently SpaceX's launch business is still operating at a loss.

According to Odaily, "White-haired Stock God" Serenity published another article commenting on Sivers Semiconductors (SIVE), noting that the market still misunderstands SIVE. SIVE is not only serving CPO (Co-Packaged Optics) expansion, but is the core laser supplier in the next-generation optical interconnect architecture, covering various next-generation optical communication architectures including Pluggable, Scale-out CPO, Scale-up CPO, and NPO. SIVE may be becoming the “laser bottleneck node” in the next-generation optical interconnect architecture. As the new optical communication architectures gradually roll out from 2027, the market may be underestimating SIVE’s position in the future AI data center optical interconnect supply chain.