JP-bol♦️

凯恩斯主义者/社会自由主义/EE转CS/网络抽象🏄🏻‍♀️/自学日语/会看黄键政的典型郭楠🥵😭😰

[Fed @lord_fed]

Most people buying options are just paying for lottery tickets and wondering why they keep losing.

So I dropped a guide which isn’t full of jargon or emojis that I wish existed when I started.

https://t.co/zXujU7uKSb

[JP-bol♦️ @KSCB_F]

@diyas_1989 引流卖书的，paper account

[AB Kuai.Dong @_FORAB]

网传粉笔 CEO 自己解释，为什么会在大学，对计划考公的学生们讲这些话。

在他的视角，这些学生不知道前沿 AI 潮发生了什么，只想着考公，但上岸的几率又极低，于是说点心里话，结果被学生们无视或反感，导致破防了。

[JP-bol♦️ @KSCB_F]

@SleepNotPayTax @lygz012 长期签证行吗，还是必须工签学签

[JP-bol♦️ @KSCB_F]

@ShanghaoJin @stochasticBugs 🎈什么时候收过钱？

[贾洛德森pro_🦞💎 @two3pro]

我看到有人居然在X卖giffgaff电话卡
叫价￥218你怎么不去抢 中文区钱这么好骗吗

都™什么年代了
一台支持eSIM的手机 充值£10 保号15年
还不知道方法的直接抄作业

1. 应用市场搜索下载「giffgaff」
2. 打开应用注册并登录账号
3. 第一次开app反应会比较慢因为要检测手机的 eSIM 环境
4. 点击「eSIM」，划至底部「I don’t want a plan」
5. Continue→选10英镑（最便宜）→再次Continue进入订单界面
6. 点击Add a payment method填信用卡信息(国际VISA卡或者U卡)
7. 勾选协议点击Go to payment填账单地址 first name/last name要跟信用卡用户名相同 其他无所谓（网上找个英国地址生成器） 然后点击Add card details
8. eSIM 购买成功，会有结算画面，继续安装激活即可

[Serenity @aleabitoreddit]

Yeah… I think all your upstream semi supply chain companies are going much higher.

Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers $GOOGL / $META / MSFT / $AMZN from 2025 to 2030.

Revised up from $4.5T from Q1 earnings.

“Aggregate capex est. $7.6 trillion between 2026 and 2031.”

And it flows upward to these tiny chokepoints like $SIVE for CPO lasers/ $SOI for Silicon Photonics substrates. Leaderdrive/Harmonic for Humanoids components.

And so on…

Ai names don’t move in a straight line up,
but is just the beginning of the next Industrial Revolution as we move from R&D/compute buildout into commercialization from Agents -> Physical AI -> discovery.

[Crypto Doggy 叫我狗总 @CryptoDoggyCN]

桥水达利欧昨天说：

我一直在用AI做投资，AI太强大了，如果不用，你就会被后浪拍在沙滩上

达利欧甚至出了一款AI分身，以GPT为基础，77岁的老达亲自训练喂数据，目前官网开放内测

AI，特别是最近几个新agent给老一辈的震撼，不亚于李鸿章第一次去美国

[0xFun @0xFunX]

https://t.co/37QBaHnyON

[First Squawk @FirstSquawk]

Nvidia CEO: We expect to return 50% or more of this year’s free cash flow to shareholders.

[Nikunj Kothari @nikunj]

All you had to do to make life changing wealth was to invest in ~every public company along the 237

[泥伏雷闯关记 @Nicole_yang88]

https://t.co/mIRfkwUkyb

[ShortSeller @ShortSeller]

$LITE $AAOI $SIVE...Meanwhile my subs get plays like this (summed up via AI but all factual);
This heavily beaten-down semiconductor player is quietly transforming from a messy legacy hardware business into the absolute bedrock of next-generation optical networks. While the broader market fixates on front-end silicon and flashy AI accelerator chips, this company owns the foundational, high-performance photonic components that make ultra-high-speed data transmission possible. By aggressively executing a series of strategic divestitures—spinning off its non-optical businesses and CMOS image sensor units to industry heavyweights to sharpen its focus—its core engineering capabilities have been completely obscured, leaving the stock trading at an incredibly cheap valuation of less than 1x sales.

The true operational catalyst lies in its three-pronged attack on the physical limitations of copper routing, providing highly parallel microLED arrays for scale-up, scale-out, and eventual chip-to-chip communication. As AI clusters face crushing data demands, the company’s "slow and wide" optical interconnect architecture completely bypasses power-hungry serializers. They are scaling out short-distance rack-to-rack interconnects up to 50 meters, scaling up high-density connections within the server racks to replace copper, and engineering the eventual chip-to-chip interfaces between GPUs and high-bandwidth memory. This isn't theoretical hype; they recently locked in a definitive development agreement with a major AI data-center infrastructure partner to commercialize this exact suite.

Financially, this hyper-focused pivot has created a rare asymmetric anomaly. The company's lean profile recently posted strong quarterly revenues with a 16.5% adjusted EBITDA margin, shattering consensus expectations and proving that its core semiconductor portfolio is growing at a robust 9% year-on-year. Thanks to its asset-sale blitz, it has secured hundreds of millions in total proceeds to aggressively slash debt and map out a clear line to structurally positive free cash flow. With institutional backers executing massive double-upgrades on the stock, this deep-value, pure-play digital photonics engine is primed for a violent upward re-rating as the laws of physics force the AI ecosystem away from copper and straight into light.

WHY ARE YOU NOT AN #ANNUALIZETHIS SUB??? One play pays for a lifetime subscription!!...This is a 10X if it justs re-rates to 2X P/S ...now put a $LITE $COHR multiple on it and tell me what this return could be

[lifcc @mylifcc]

ChatGPT Pro 官方 200 刀，菲律宾区只要 149.55 刀，Pro100刀埃及区只要 88 刀左右。

更重要的是，不用开对应国家 IP，用浏览器控制台脚本就能直接跳转到低价支付页面。

目前能用到的两个低价方案如下，价格和操作步骤整理在下面。
**实测价格（2026 年 5 月数据）：**
- Pro 20x（菲律宾）：约 150 刀
- Pro 5x（埃及）：约 88 刀 / 603 元

[JP-bol♦️ @KSCB_F]

@himself65 不是，我以为眼花了

[JP-bol♦️ @KSCB_F]

@Balloon_Capital 不像演的