Serenity, known in online communities as the "white-haired stock guru," has singled out Taiwan-listed ESMT as a company that could follow the kind of share-price move SanDisk previously saw during a memory upcycle. The thesis centers on operating leverage in older, low-cost memory products: a price increase of a few dollars may have little effect on the end product, but can materially lift margins for the chip supplier. Serenity used DDR2 as an example, noting that legacy chips priced around $0.96, or roughly $2.5 depending on specifications, could still leave end-device costs manageable even if average selling prices were to triple. TrendForce data cited in the report points to tighter supply in mature-node DRAM after large manufacturers shifted capacity to HBM and server DRAM. It estimated DDR2 contract prices rose about 55% to 60% in the second quarter of 2026 and could climb another 35% to 40% in the third quarter. The report also highlighted sharp expected gains in SLC NAND and continued strength in NOR Flash, while MoneyDJ said ESMT has already started prioritizing higher-priced orders and can meet only about 60% to 70% of customer demand with its current wafer capacity.

Odaily columnist CryptoLeo argues that the latest League of Legends patch has made Polymarket’s LOL markets harder to trade because early gold leads are no longer as reliable a signal of a final result. Drawing on recent reversals in leagues including the LPL and LCK, he says match outcomes now hinge more on draft timing, resource conversion, teamfight execution and whether a team can actually close a game, rather than on raw early-game economy alone. The article breaks the problem into two parts. First, it explains why games have become more volatile: comeback-friendly bounty mechanics, compensation tied to major objectives, lower direct impact from Baron rewards, and bot-lane mage picks that can reduce late-fight margin for error. Second, it lays out a trading framework for Polymarket users, covering league selection, pre-match analysis, order placement, profit-taking and bankroll control. CryptoLeo says he prefers major leagues such as the LPL, LCK, LEC and LCS, while warning against several smaller or more erratic competitions. On execution, he favors buying below market rather than chasing live prices, sometimes placing orders on both sides in volatile matches, and taking profits early once a favored team builds an in-game edge. He also stresses position sizing, suggesting each match be capped at 5% to 10% of total capital.

MrBeast said he wants to buy a League of Legends LCS team by around 2027, with a Riot Games co-founder responding that the two sides could talk. The plan revives memories of FTX’s failed esports push.

Shenzhen Weizhao Semiconductor Co., Ltd., a power semiconductor device supplier and a national-level "little giant" enterprise, has filed a fresh application for a main-board listing in Hong Kong, with GF Securities serving as sole sponsor. The move comes after its first filing, submitted on Jan. 12, 2026, lapsed six months later. The renewed application arrives as the company’s operating picture weakens. According to its prospectus, Weizhao posted a net loss of 510,000 yuan in the first five months of 2026, compared with a profit of 26.529 million yuan a year earlier. Gross margin fell to 17.9% from 22.4%, while the revenue share of its higher-margin WLCSP products dropped from 46.3% to 27.4%. Regulatory scrutiny has also intensified. In June 2026, the China Securities Regulatory Commission asked the company six questions in supplemental filing materials for overseas listing registration, focusing on whether recent share placements were fairly priced, whether differing entry prices among new shareholders were reasonable, and whether two equity incentive grants involved unusually large pricing gaps or related-party ties. The prospectus also shows a sharp reshaping of the company’s channel structure, with distributor numbers falling from 658 to 103 over three years, alongside rising customer and supplier concentration.