ZJF

独立开发者 | 崇尚简单至上，拒绝多余的抽象。
厌倦了满天飞的数据窃取，我正在构建纯本地隐私应用矩阵：
Ghostcore：完全不联网、0上传的极简隐私保险库App。
Ghostark：纯本地的极密数据遗产安全方舟APP。
你的数据只属于你的设备。
欢迎免费下载体验：
iOS：Ghost Core；Ghost Ark

[ZJF @robamcd2006]

@elonmusk As the most daring man in the world, you are the superman in my heart. Looking forward to the world's first mass space power generation to be realised one day.

[ZJF @robamcd2006]

@ChrisY01110684 @HKIStrategies In fact, there is some reason for your analysis. Yesterday, there was a good chance to fall below 130 easily. I also think the bottom is in the range of 120-130.

[ZJF @robamcd2006]

@ChrisY01110684 @HKIStrategies I don't judge the stock price, but I believe that Ellison is an excellent CEO. Any decline is noise.

[ZJF @robamcd2006]

@enrichtrades It's too strong.. BE

[Bluke Wu @Bluke520]

土耳其税号：免费、在线、3 分钟下号

先说这号是干嘛的：Vergi Kimlik Numarası，10 位数字，土耳其的"万能钥匙"。开银行账户、买房、办居留、交居留卡费，全都要它。没有这串数字，你在土耳其寸步难行。

最离谱的是：全程免费，不用去土耳其，3 分钟官网直出，还带官方 PDF 证明。

准备工作

一样东西：护照。没了。

开号四步

第一步，打开土耳其税务局官网 https://t.co/8TJhvpD703，页面往下拉找到 Hızlı Ödemeler（快速服务），点 "Potential Tax Identification Number Application"（外国人通道）。

第二步，填表。姓名必须和护照完全一致，建议直接大写。要填的：护照号、签发/到期日、出生国家和城市、父母姓名、手机号、在土耳其的地址（有行程就填酒店）。

第三步，日期格式选 DD/MM/YYYY，提交前检查浏览器允许弹窗——税号是当场生成一个 PDF 官方信函，弹窗被拦了你就看不到。

第四步，提交，10 位税号秒出。把 PDF 存好，这就是你的官方凭证。丢了也能回同一页面查回来。

三个坑，别踩

① 名字大小写：有人填小写被系统静默拒绝，死活不知道为啥——照护照大写填；
② 土耳其语字符：字母 "İ" 和英文 "I" 是两个东西，键盘老老实实打护照上的拼写，别手滑；
③ 这是"潜在税号"（Potential），身份是游客/非居民完全够用；拿到居留后它会自动转成正式税号，不用重新办。

拿到号之后能干嘛？
下一步就是开土耳其银行账户（Ziraat、Garanti BBVA 对外国人最友好），或者直接去看房。税号是第一步，银行是第二步，居留是第三步——"土耳其三件套"就差你行动了。

[HKI Strategies @HKIStrategies]

@QualCompounders $ORCL is a buy!

[Melvin @MelvinInvests]

Continuous wave laser capacity is expected to increase from 83 million units in 2025 to 427 million in 2029, representing more than fivefold growth.

Continuous wave lasers produce the steady light used by silicon photonics systems to transmit data through fiber optic cables and they are very important because large AI clusters must move enormous amounts of data among thousands of GPUs, servers and networking switches.

Copper connections become less efficient as bandwidth and distance increase, so data centers are shifting toward optical connections that can transmit more data with lower signal loss.

Continuous wave lasers provide the light source for silicon photonics transceivers and emerging co packaged optics systems.

Demand will increase as AI networks move from 400G to 800G, 1.6T and eventually 3.2T connections and as larger AI clusters also require more optical links, which means laser demand can grow faster than the number of GPUs installed.

Now here are some of the stocks that will benefit from this.

Lumentum is the most direct US listed beneficiary because the company supplies continuous wave lasers, electro absorption modulated lasers, transceivers and optical switching products for AI data centers.

Lumentum says demand is substantially exceeding supply and expects shortages to continue through 2027 and potentially into 2028.

Coherent is another major beneficiary because it manufactures high power continuous wave lasers, photodiodes, transceivers and complete optical systems.

Coherent is ramping a 400 milliwatt continuous wave laser for silicon photonics transceivers and co-packaged optics while expanding its six-inch indium-phosphide manufacturing capacity.

Applied Optoelectronics will benefit from this transition because company designs and manufactures lasers, optical components and complete transceiver modules used by large internet data center operators.

AAOI offers more direct exposure to the adoption of 800G and 1.6T transceivers than to the standalone continuous-wave laser capacity shown in the chart and its 800G revenue more than doubled sequentially during the second quarter of 2026, and management expected it to grow nearly fivefold in the following quarter while beginning initial 1.6T shipments.

The company is expanding US manufacturing capacity for high power lasers, transceivers and products designed for co packaged optics systems.

AAOI may have greater upside than larger competitors because it is a smaller company and its business is highly exposed to AI optical demand.

Broadcom also benefits through its lasers, networking switches, custom AI accelerators and silicon-photonics products but Broadcom is less dependent on laser sales than Lumentum, Coherent or AAOI, but it offers broader exposure to the entire AI networking stack.

Sumitomo Electric, traded in Japan as 5802, supplies continuous wave lasers, EMLs, fiber and optical connectors and it offers a more diversified investment because it also operates large automotive, electrical and energy-infrastructure businesses.

This is why I still think photonics is one of the most underrated parts of the AI infrastructure trade, make sure to follow @MelvinInvests for more AI and photonics insights.

And if you want to see exactly what stocks I'm buying to play this buildout, you can join Milk Road Pro for just $1 using the link below.

https://t.co/Hkywss4Ugh

[ZJF @robamcd2006]

@Stonefoxcapital I believe that CEO will not be stupid enough to joke with his real money. All favourable news is noise.

[ZJF @robamcd2006]

@stockswithtom I will. I believe that CEO will not be stupid enough to joke with his real money. All favourable news is noise.

[ZJF @robamcd2006]

@wave3trades nvo

[ZJF @robamcd2006]

@v3wanu 长桥也发了

[ZJF @robamcd2006]

@zynqorw 谢谢兄弟～

[ZJF @robamcd2006]

@sxdwzz 建亚网上申请，直接去香港办理需要存多少米？

[ZJF @robamcd2006]

@LeifInvests UBER,NVO,ORCL

[ZJF @robamcd2006]

@EchoAnalysis 这个价格守住将获得回报

[朱无忌无忌 @Wujizhuzhu]

恭喜AMD，万亿美元俱乐部的公司又多了一家。

截至目前，美股共有15家公司市值超过1万亿美元。分别是：

1、英伟达 5.48万亿美元

2、苹果 4.95万亿美元

3、谷歌 4.32万亿美元

4、微软 3.72万亿美元

5、亚马逊 2.79万亿美元

6、台积电 2.31万亿美元

7、SpaceX 2万亿美元

8、Meta 1.89万亿美元

9、博通 1.73万亿美元

10、特斯拉 1.48万亿美元

11、SK海力士 1.35万亿美元

12、美光科技 1.18万亿美元

13、礼来 1.1万亿美元

14、伯克希尔 1.07万亿美元

15、AMD 1万亿美元

[ZJF @robamcd2006]

@SGB_ZH ibkr到sgb是出usd还是hkd或者eur都可以吗？

[Patient Investor @patientinvestor]

Quality stocks trading near their 52-week lows:

Waste Management $WM: -15%
Costco $COST: -19%
Brookfield $BN: -20%
McDonald's $MCD: -27%
Uber $UBER: -25%
Home Depot $HD: -32%
Wynn Resorts $WYNN: -32%
LVMH $LVMH $LVMUY: -39%
Hermes $HESAY: -43%
AppLovin $APP: -55%