florenceOwO

hello world🗡️

[florenceOwO @florenceOuO]

最喜歡吃的食物是巧克力香蕉可麗餅 🍫🍌
她的斗篷下總是會掉出巧克力碎片🐾
#guildiesona #guildiesonas

[florenceOwO @florenceOuO]

Try my best to draw guildiesona
因為最近最喜歡吃的食物是巧克力香蕉可麗餅 🍫🍌
她的斗篷下總是會掉出巧克力碎片🐾
#guildiesona #guildiesonas #Guildies

[ℬ• @takvimdenbahar]

Anne baban senin nasıl yaşlandığını göremeyecek.Partnerin seni çocukluğundan beri tanımıyor. Çocukların genç halini çok az hatırlayacak. En yakın arkadaşların bile geçmişinin tamamını bilmiyor. Hayatının ilk gününden sonuna kadar seninle olacak tek kişi sensin

Kendine iyi davran

[H. Melisa Acar @hmelisaacar]

Unutmamanız gereken ilke: mutlu insanlar size güzel bir dille konuşur, çekici insanlar size cömertçe iltifat eder, başarılı insanlar sizi ve emeklerinizi takdir eder. Bir insan hevesinizi kırmak istiyorsa, bu üçüne de sahip değildir; dolayısıyla ciddiye alınmayı da hak etmez.

[LEI @TheMarketMemo]

我給年輕人的第一條投資建議：不要學習投資。

好好工作，在你的職場上能夠賺到足夠多的錢，在滿足你自己生活的條件下，拿出一部分閑錢，持續投入美國的股市，不要買股票，投資大盤指數 ETF，就夠了。

你的重心不要放在投資上，你的重心還是要放在你的事業上：去創業也好、走職場也好，把這條路先走通，讓這條路走通帶來的錢，放到資本市場裡去放大，讓複利幫你積累財富。

股市其實不一個是「賺錢」的地方，它是財富的放大器，你越有錢就越容易賺到錢。但是，你想在股市裡用一點小錢賺很多錢（想用1萬賺到100萬），那是很難的，絕大多數人不僅賺不���錢，反而會虧錢。

所以，���給年輕人的第一條投資建議就是：不要學習投資。換句話說，你完全不懂投資，也可以通過簡單的定投指數ETF的方式積累財富。

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. Palantir $PLTR named Nebius $NBIS its preferred sovereign AI infrastructure partner, announcing a strategic partnership to integrate Nebius compute and inference endpoints directly inside Palantir’s enterprise perimeter. The integration will allow eligible Palantir commercial customers to run open AI models on Nebius infrastructure, continuously adapt them using proprietary company data, and maintain control over their compute, models, and data. The companies also plan to bring new AI compute capacity online faster, including modular data-center deployments in locations where power is already available. Palantir CEO Alex Karp said, “Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control. Our ontology and their infrastructure will undergird the sovereignty our partners are demanding.” Nebius CEO Arkady Volozh added that the partnership will help commercial clients run optimized open models on trusted infrastructure while maintaining control over their data and models.

2. The EU and Canada are reportedly set to announce a major “all-encompassing” partnership spanning trade and security after President Trump’s latest tariffs, according to Bloomberg. The goal is to build a new alliance that helps offset global power politics dominated by the U.S. and China. The partnership is expected to be announced on September 16, with Canada and the EU reportedly aiming to get “as close as legally possible” short of EU membership. Canada has also become the first country outside the EU to join the bloc’s $175B military procurement fund, underscoring how quickly trade tensions are pushing allies toward deeper economic and defense cooperation.

3. BlackRock’s Bitcoin ETF $IBIT has attracted $3.7B of inflows so far this quarter, putting it on pace for its largest quarterly intake since Q3 2025. The fund has already added $459.8M in September inflows, following $3.0B in August, its biggest monthly inflow since October 2025. As a result, $IBIT AUM has climbed to $62.6B, near its highest level since mid-May. Since the start of July, the fund’s AUM has increased by $19.6B, or 46%, showing renewed institutional and retail demand for Bitcoin exposure through ETFs.

4. OpenAI CFO said at the Goldman Sachs conference that the consumer business is accelerating, with July revenue up 20% MoM. The enterprise business grew even faster, with July revenue up 32% MoM. OpenAI’s revenue mix is now roughly 50/50 between enterprise and consumer, showing that growth is broadening beyond ChatGPT subscriptions and into business adoption.

5. Schwab retail activity in August shows investors selling the software rip and buying the semiconductor dip. The top retail buys were $SPCX, $MU, $NVDA, $INTC, and $GOOGL, while the top sells were $NOW, $ADBE, $MSFT, $PLTR, and $ORCL. The shift points to more active portfolio management from retail investors, with money rotating out of crowded software winners and into AI, chips, and compute-related names after pullbacks.

6. Copper prices on the LME have surged to a record $14,533/ton, now up 47% over the last 12 months. The move is being driven by tight supply and rising demand from data centers, renewable energy, and power grids. Expectations that President Trump could expand tariffs to refined copper imports have also pushed U.S. Comex prices above global prices, creating an incentive for traders to ship hundreds of thousands of tons of copper into the U.S. to capture the price spread. As a result, global stockpiles are becoming increasingly concentrated in the U.S., draining LME inventories to critically low levels and leaving less readily available copper for buyers elsewhere.

7. Meta $META launched Muse, a personal AI agent that can take actions across apps and the web, including sending emails, booking travel, filling out forms, and making purchases with user approval. Muse runs on Meta’s new Muse Secure VM, giving each user a dedicated cloud environment with a separate Sentinel agent that reviews actions before they reach the internet. The agent can continue working after the app is closed, remember user preferences, and proactively move longer-term tasks forward. Meta is also integrating Stripe Link for checkout, with Shop Pay and 1Password support coming later.

8. IREN $IREN said its 2 GW Sweetwater Hub has been conditionally included as base load in ERCOT Batch Zero. Sweetwater 1 accounts for 1.4 GW and Sweetwater 2 for 600 MW, both part of IREN’s broader 5 GW+ global data-center development pipeline. At Sweetwater 1, the high-voltage substation is already energized, with 300 MW of gross data-center capacity under construction and targeted for delivery in Q4 2027. IREN also said additional large-scale projects across its development pipeline have been included in Batch Zero, though ERCOT classifications remain conditional and subject to further approvals.

9. The top 10 most active options today by contracts traded were $TSLA with 2.4M contracts, $NVDA with 2.2M contracts, $INTC with 1.3M contracts, $SPCX with 847K contracts, $AAPL with 689K contracts, $MU with 673K contracts, $AMD with 615K contracts, $META with 568K contracts, $AMZN with 524K contracts, and $CRWV with 477K contracts.

10. The U.S. government is backing Rigetti $RGTI and D-Wave $QBTS with up to $200M for quantum computing R&D. Rigetti signed a definitive $100M agreement with the U.S. Department of Commerce to address key scaling bottlenecks in superconducting quantum systems, including cryogenics, readout electronics, and high-connectivity chip fabrication. D-Wave separately finalized access to up to $100M to advance its annealing and gate-model platforms, including work on a 100,000-qubit annealing system and a 10,000-qubit gate-model system targeting 100 logical qubits. As part of the funding, the Commerce Department will receive minority, non-controlling equity stakes in both companies.

11. Uber $UBER President and COO Andrew Macdonald purchased 70,000 shares for roughly $5.3M. Macdonald is one of Uber’s longest-tenured executives, making the insider buy notable given his deep knowledge of the business, operations, and long-term strategy.

12. U.S. data center construction spending surged 57% YoY in July to a record annualized rate of $75B, following a 46% YoY increase in June and marking the fastest growth since mid-2025. Since the start of 2021, data center construction spending has soared by $66B, or 717%. Since the end of 2023 alone, spending has risen by $51B. Over that same period, all other private construction spending — including housing, shopping centers, and offices — has declined by $120B, showing how dramatically AI infrastructure is diverging from the rest of the construction market.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[小雨 @muuiIllchan]

人気順

[Mark Minervini @markminervini]

Prove it to me. That's how I'm approaching the market right now. I'm long a few select names and still short the $IWM. I actually added to the short this morning. But I'm holding off on aggressive commitment one way or the other until the market proves itself. I'm still long $DE.

The market remains under pressure, with weakening breadth and deteriorating momentum arguing for increased caution and consideration of hedges. The calendar also carries some event risk.

Today’s Treasury auction and buyback announcement are followed by PPI on September 10, CPI on September 11, the FOMC on September 16, and triple witching on September 18. With several potentially market-moving catalysts packed into a short window, this remains an environment where selectivity and risk control should take precedence over aggressive exposure.

Leadership is undergoing another rotation, with semiconductors attempting to reassert themselves from oversold levels after sizable corrections.

SOXX rallied into the 537/50-day resistance area. MU similarly reclaimed its 50-day area, while strength broadened across the data-center and semiconductor ecosystem, including BE, VRT, INTC, AMD, SNDK, LITE and COHR. Higher-beta participation also expanded into CRWV, NBIS and WULF. At the same time, IGV, IBB and XLV have retreated toward support rather than suffering decisive technical breakdowns, leaving open the possibility that their pullbacks are constructive rotations rather than the end of their leadership

The most obvious weakness remains concentrated in Consumer, Financials and Housing. HD, LOW, LEN, TJX, CASY and BURL reflect the deterioration in consumer-related areas. Regional banks are also weakening. MA and V are threatening more significant deterioration, and housing remains particularly poor as ITB and XHB make lower lows into downside gaps. These groups currently represent some of the clearest areas to avoid.

Meanwhile, agriculture and energy-related commodities are emerging. DE, CTVA, ADM and MOO provide equity-market vehicles for the agricultural theme. This is another indication of a highly rotational tape: leadership isn't disappearing altogether, but capital is moving rapidly between themes.

Bottom line: The market is still producing some opportunities (mostly short term trades), but the internal picture has weakened enough to warrant respect and patience.

Semiconductor/data-center names are attempting to re-emerge, while Health Care, Biotech and Software are pulling toward support and could potentially reset. At the same time, Consumer, Housing and Financials are deteriorating, while agriculture, selected energy exposures and Latin America are gaining sponsorship.

With breadth weakening and several major catalysts immediately ahead, this is a market for targeted exposure rather than broad aggression—stay with relative strength, watch the semiconductor re-rotation closely, explore hedges against the weakest groups, and avoid forcing trades ahead of the coming inflation and Fed events. https://t.co/JXzFFTmMtn

[断浪 WaveKing @waveking1314]

一些旺自己的小玄学

1.克制自己的反驳欲，学会倾听和赞美。
2.永远提前15分钟。
3.不谈论不在场的人。
4.我有力量渡过任何难关。
5.凡所发生皆有利于我。
6.没有什么是比现在更好的时刻了。
7.允许一切发生。
8.问题不大。
9.正因我有能力跨越，这个考验才会降临。
10.失败即反馈，问题即机会。
11.靠近大自然。
12.相信相信的力量。

[Morris @Morris_LT]

很多事情真正想明白以后，其实没那么可怕。人最容易高估眼前的困境，却低估时间改变一切的能力。今天觉得过不去的坎，几年以后再回头看，往往只是人生里很小的一段。所以我越来越不愿意把精力消耗在焦虑、后悔、面子和别人的评价上。生命本来就是一段有限的体验，真正重要的是你有没有按照自己的意愿活过，有没有认真感受这个世界，有没有在还能选择的时候勇敢选择。遇到低谷也一样。暂时没有结果，不代��方向一定错了；很多事情只是还没有积累到发生变化的临界点。人生不是每一���都会立刻给你反馈，有些阶段甚至会长时间沉默。这个时候最重要的不是反复怀疑自己，而是继续把该做的事情做好，保持耐心，给时间一点时间。所以后来我面对很多问题，都会提醒自己：不要因为一段暂时不顺利的过程，就提前给自己的人生下结论。能做的就去做，想体验的就去体验，该放下的就放下。世界不会因为你焦虑而变得更好，但你可以因为不再内耗，重新拿回对自己生活的控制权。

[나봄씨 @nabumc0]

말투는 그 사람이 살아온 인생이다.

1. 상처 많은 사람은 말이 거칠다
2. 긴장 속에 사는 사람은 욕이 많다
3. 불안한 사람은 부정적인 말을 한다
4. 자존감 낮은 사람은 비난이 잦다
5. 여유 있는 사람은 칭찬이 자연스럽다
6. 정서가 안정된 사람은 따뜻한 말을 한다
7. 말 습관은 결국 인생을 만든다
8. 삶의 태도는 말투에 드러난다
9. 내면은 결국 언���로 표현된다
10. 말은 곧 운명을 결정짓는다

[Morris @Morris_LT]

人没有什么，就最容易被什么欺骗。缺爱的人，容易被承诺欺骗；缺钱的人，容易被暴富欺骗；缺认可的人，容易被赞美欺骗；缺安全感的人，容易被确定���欺骗。骗局真正利用的，从来不是人的愚蠢，而是人的匮乏。

[Shay Boloor @StockSavvyShay]

TOP 5 HIGHEST CONVICTION POSITIONS IN MY GROWTH PORTFOLIO

1. $RKLB building vertically integrated space logistics platform across launch, satellites and components with backlog up 137% to $2.36B and Iridium adding 66 satellites plus ~$900M of recurring revenue.

2. $ASTS building a carrier aligned direct to smartphone network with AT&T, Verizon, Vodafone and 50+ operators while 13 satellites are already in orbit on way to the 45 needed for commercial service.

3. $SITM becoming precision timing layer for faster AI networks as quartz hits its limits with CED revenue up 181% and timing content scaling with every optical module rather than every rack.

4. $CRDO building connectivity layer across AECs, optical DSPs and retimers with revenue up 115% as shift to 224G lanes and 1.6T optics drives more content into every AI port.

5. $AEHR providing burn in infrastructure needed for increasingly power dense AI silicon with a $50M+ backlog and recurring WaferPak consumables layered onto a growing installed base.

[みたく@8/2雨宮天Room Theory @mitaku_115]

良いですね…

[萌朧動漫情報網 @moeyukisaru]

《劇場版魔法少女小圓〈瓦爾普吉斯的迴天〉》於今天正式在台上映，我們也來到台北京站威秀影城的快閃店拍攝實景。
https://t.co/pIqjQFu3x4
#まどかマギカ

[神崎中尉 @kanzaki21]

台湾の第一週入場特典もらえました〜
これ、Ａ３ポスターじゃなくてＡ３カード(硬い)
持ってきた筒が完全に役立たずｗ
どうしよう。。。

と、事前情報と違うのか１限になってました。
#海外案件

[叛逆のほむ語 @madohomuTTN]

私はそれでも純粋なまどほむを推す

純愛だよ

[Morris @Morris_LT]

出去旅行，一定要带上那个”没见过世面“的人。看到山会惊叹，看到海会兴奋，吃到好吃的会开心，遇到新鲜事会拉着你一起体验。旅行最珍贵的从来不是去了多少地方，而是有人愿意和你一起对这个世界保持好奇。最扫兴的旅伴，不是没见过世面，而是什么都见怪不怪，什么都觉得“就这”。见过世面不稀奇，见过世面之后还对世界保持热情，才是稀缺。

[Joshi Josh @Josh69326651]

La sirena hace alucion a Sayaka. La referencia es La sirenita de Andersen: cambia su cuerpo por un amor que no la elige, pierde la voz, y el final no es el de Disney. Cede su cuerpo, no obtiene al príncipe, se queda sin voz útil, se hunde. Por esto mismo la forma Bruja de Sayaka es una sirena. Hitomi es la otra princesa y el enamorado de ambas, el príncipe.

El Unicornio representa a Kyoko. El unicornio medieval no es un animal tierno. Es una bestia. Solo se deja acercar por una doncella. El cuerno limpia el veneno y corta las ilusiones. Si asociación Anticipa el sacrificio de Kyoko para salvar a Sayaka, purificando su alma, aliviando su dolor y eliminando el "veneno" que corroe su corazón para salvar a la doncella.

[LEI @TheMarketMemo]

市場總以一種奇特的方式獎賞成熟：

起初，你學會該買什麼（What to buy）。
然後，學會何時買（When to buy）。
再來，學會該買多少（How much to buy）。
接著，學會何時賣（When to sell）。

最終，你會學會終極要領——何時什麼都不做（When to do nothing）。

[Mark Minervini @markminervini]

If you want to succeed in life, you need to learn to think and act independently of the good opinion of others.
No one cares about your future as much as you do. No one is coming to make you successful. No one is going to make you rich. That’s your responsibility.
You have to make decisions based on your own passions, your own dreams, your own goals, and your own tolerance for risk—not based on what someone else thinks you should do.
And yes, that includes your parents, your kids, your spouse, your friends—and society.
Listen to advice. Consider opinions. Learn from people you respect. But ultimately, you have to live your life—not the life other people have chosen for you.
If you want uncommon results, you have to be willing to make decisions that other people may not understand, approve of, or agree with.
Your life. Your decisions. Your consequences. Your future.