しょう

[しょう @Wendell925]

なーちゃん ありがとう😭
#乃木坂46上海ライブ #乃木坂46 #乃木坂46上海公演

[Large🐇🌈 @Large_Railways]

みなとみら��駅の改札機🚉
カートをタッチするとシナモンくんが「そばにいるよ♪」って言ってくれました🐕️💞
ちなみに他にはクロミちゃんが「アタイについてきな！😈」とか、キティちゃんが「みんななかよく♪」って言ってました🐱🎀

[Watcher.Guru @WatcherGuru]

JUST IN: Elon Musk's SpaceX $SPCX to acquire AI coding startup Cursor for $60,000,000,000.

[Omar Shahine @OmarShahine]

Add this shortcut to your iOS Home Screen so you can search for Codex. And use this icon https://t.co/0KYbHfKr6u

https://t.co/XkhsZ0Rs52

[オリコンニュース @oricon]

🏆MUSIC AWARDS JAPAN 2026
レッドカーペット
⠀
櫻坂46「オールブラックでみんなでそろえて」🖤　

藤吉夏鈴は私物メガネ姿👓️
https://t.co/KoG1I0r6sB

#MAJ2026 #MUSICAWARDSJAPAN

[Yuuki @48_Yuuki_46]

レッドカーペットのインタビュー
澤部さんが珍しく塩対応じゃない
#MAJ2026 #MUSICAWARDSJAPAN #櫻坂46

[Donald J. Trump Posts from Truth Social @DonaldTrumpNat]

Stocks should go higher next Monday!

[TrendForce @trendforce]

TSMC's #CoPoS is moving fast, and the opportunities for Taiwan suppliers are taking shape. CoPoS replaces traditional round glass carrier with a square panel format, pushing utilization rates above 75%.
More on glass material development: https://t.co/Na9XtpNK8Q 🔗

[ClaudeDevs @ClaudeDevs]

We've reset 5-hour and weekly rate limits for all users.

[Elon Musk @elonmusk]

🚀 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

[櫻坂46 @sakurazaka46]

／
15th Single BACKS LIVE!!
増本綺良 卒業セレモニー
＼

🗓 09.29 Tue - 09.30 Wed
📍 TOYOTA ARENA TOKYO

https://t.co/lLyJCF7Bb7

#櫻坂46_BACKSLIVE
#増本綺良卒業セレモニー

[シナモン【公式】 @cinnamon_sanrio]

キミといっしょに遊ぶの、たのしみだな～♪
#サンリオパーティランド #SanrioGames

https://t.co/tEN0cGp17Q

[OpenAI Newsroom @OpenAINewsroom]

We recently submitted a confidential S-1. We expect it to leak so we’re just announcing it. We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it’s a complicated set of tradeoffs and this gives us the option to go public sooner if that ends up being best.

This announcement is being made pursuant to Rule 135 under the Securities Act of 1933, as amended, and does not constitute an offer to sell or the solicitation of an offer to buy any securities. Any offers, solicitations of offers to buy, or any sales of securities will be made in accordance with the registration requirements of the Securities Act.

[NVIDIA @nvidia]

Proud to collaborate on the next frontier of private AI. 🔒

Apple is expanding Private Cloud Compute to @GoogleCloud using NVIDIA GPUs.

https://t.co/6R6MP1SkVm

[郭明錤｜Ming-Chi Kuo @mingchikuo]

WWDC26 won't change Apple's positive 2H26 share-price trend, but it will test the staying power of the bull narrative
‒‒

1. Apple's core bull narrative right now is an almost intuitive market consensus that few people push back on: "Even if Apple is temporarily behind on AI, it will ultimately catch up and come out ahead."

2. Based on my latest supply-chain checks, I believe Apple's business momentum will remain strong through year-end, which should further reinforce the narrative into something like: "If Apple is doing this well without AI, just imagine once it has AI."

3. So regardless of what Apple says at WWDC26, as long as this core bull narrative stays intact, Apple's positive 2H26 share-price trend is unlikely to change.

4. That core bull narrative has its weak spots, but I think it has a good chance of holding at least through end-2026. How much longer it can last is what makes WWDC26 genuinely worth watching.

5. The key takeaway from WWDC26 will not be the short-term share-price reaction after the event. It will be whether Apple, using the same Gemini, can deliver better AI applications, agentic workflows, and on-device & cloud hybrid experiences than Google.

6. If the answer is yes, it would help extend Apple's core bull narrative. If the answer is no, it would suggest that Gemini sets the ceiling for Apple's AI experience. The stock may not necessarily turn bearish, but the "Apple will ultimately come out ahead" narrative would start to face growing scrutiny.

[郭明錤｜Ming-Chi Kuo @mingchikuo]

WWDC26 不影響 Apple 2H26 股價正向趨勢，但將揭露多頭敘事的續航力
‒‒

1. Apple 目前的多頭核心敘事，是一個近乎直覺、沒什麼人反駁的市場共識：「即使 Apple 在 AI 進度上暫時落後，最終仍能後來居上」。

2. 根據最新的供應鏈調查，我認為 Apple 的業績將會好到今年底，而這會進一步強化多頭核心敘事成為：「Apple 沒有 AI 都這麼好，有了 AI 還得了！」

3. 因此，無論 Apple 在 WWDC26 上講什麼，只要這個多頭核心敘事沒有被破壞，Apple 2H26 的股價正向趨勢就不易改變。

4. 上述多頭核心敘事並非沒有破綻，但我認為至少有機會維持到 2026 年底。至於能維持多久，就是這次 WWDC26 真正值得觀察的地方。

5. 這次 WWDC26 的重點，不在於發表會結束後的短線股價反應，而是：同樣使用 Gemini，Apple 能否做出比 Google 更好的 AI 應用、agentic workflow、裝置端與雲端混合體驗。

6. 如果答案是肯定的，將有利於延長 Apple 的多頭核心敘事；如果答案是否定的，意味著「Gemini 決定了 Apple AI 體驗的上限」，則股價雖未必會轉空，但「Apple 終究會後來居上」的多頭核心敘事，將開始被更多人重新檢視。

[Crypto Doggy 叫我狗总 @CryptoDoggyCN]

黄仁勋在韩综爆料，说喜欢华莎

你要说喜欢blackpink我可以说是套话，但喜欢华莎说明老黄真的看！我和刘在石都惊了

老黄说她舞跳的好

华莎在韩国是一���但不是顶流，纯直男审美，下面带来一段她的热辣舞蹈

[Nous Research @NousResearch]

Hermes Desktop 现已支持简体中文——聊天界面完整适配简体中文。

桌面应用现在已在所有 UI 界面全面提供简体中文（Simplified Chinese / 简体中文）翻译：包括聊天窗口本身、侧边栏、设置、命令中心、cron、消息、个人资料、技能、智能体等全部内容。

英语仍为默认语言；你可以在“外观”设置中切换语言，选择后会自动保存到配置项 display.language。

[Teknium 🪽 @Teknium]

Hermes v 0.16.0 is out now!

This release includes all the updates you've heard about this week and more!

- The Desktop GUI App
- The Overhaul to the Dashboard
- Leaner Built-In Skillset
- New Security Layers for Remote Dashboard & GUI Access
- and much more!

[ポムポムプリン【公式】 @purin_sanrio]

う～ん・・・もう少ししたら起きてみようかな・・・
https://t.co/Jpk8aU0zjT

[Claude @claudeai]

We've doubled usage limits in Claude Cowork for the next month.

Delegate bigger, more complex tasks to Claude.