lucky

Seeking a free soul

[Crypto Doggy 叫我狗总 @CryptoDoggyCN]

黄仁勋参加韩综，节目给他找的算命师，说他的大鼻子是独一无二永不枯竭帝国之相

中式面相学看，老黄的鼻子，是悬胆鼻中的王者：贯顶鼻

主富贵、财运稳、事业顺、中年发、顾家有担当、晚年享子女福

成龙、张学友也是这种，但没老黄的肉厚，现在，照镜子看看自己的鼻子

[lucky @yipcros]

@Menghuanlangqi2 过好自己的生活，不要在乎任何人的看法

[lucky @yipcros]

@zhuahua1 @aleabitoreddit 与Vishay相似的中国公司

[Serenity @aleabitoreddit]

Apparently my Chinese name is “白毛股神”

Which translates to “White Hair Stock God” in English.

I’ll gladly accept it.

[lucky @yipcros]

@SydneyDaddy1 太贱了，人家不喜欢😄

[lucky @yipcros]

这世间唯美食与美色不可辜负

[lucky @yipcros]

@AirdropAlchemis 功德无量🙏感恩小火箭让我等得见天日

[霧亭 @wutingzy]

好感人 真摯的演講就會打動聽眾
他是個眼裡有光的年輕人

[lucky @yipcros]

@puzhiqiang 屎上雕花，老而不死为贼

[郭明錤｜Ming-Chi Kuo @mingchikuo]

▌The latest supply chain checks indicate that Sunny Optical is seeing several new positive trends:
1. Leveraging its existing optical technology strengths, the company is preparing to enter AI server CPO / silicon photonics coupling components.
2. Securing orders for optical components in OpenAI's devices.
3. Two positive Apple order trends: 1) becoming a new Apple CCM supplier, with iPhone CCM orders expected in 2028; 2) winning the high-ASP variable aperture lens for the 2H26 new iPhones, with a order share approaching 50%.

▌Preparing to enter AI server CPO / silicon photonics coupling components:
1. Has already planned and is preparing to ship samples of CPO / silicon photonics coupling components, including collimating lenses, microlens arrays, and optical path redirection elements (micro-prisms, metalenses, etc.).
2. The company has decided to actively pursue its AI server business through strategic investments and M&A.

▌OpenAI device optical components order:
Sunny has secured NPI projects for optical components used in OpenAI’s smartphone and another pocket / mobile device.

▌Positive Apple order trends:
1. Sunny has become a new Apple CCM supplier, producing the MacBook Neo CCM. MacBook Neo shipments have come in better than expected, with the 2026 shipment forecast raised from 5 million to 10 million units.
2. The 2028 iPhone's ultra-wide CCM is expected to drop flip-chip in favor of an improved COB version, and Sunny Optical is well positioned to become a supplier.
3. For the 2H26 new iPhone 18 Pro/Pro Max, the variable aperture lens carries a 50% higher ASP (vs. the high-end 7P lens), with Sunny's supply share reaching 40–50%.

[lucky @yipcros]

@yifaer_chen 有人疼真好！

[lucky @yipcros]

算力集群，#英伟达#黄仁勋#苹果mini#库克看了都傻眼😄

[lucky @yipcros]

@yifaer_chen 缅A亏，美股赚，你等于在转移资产😄

[lucky @yipcros]

@wangzhian8848 华为承认先进制程受限，转而通过“韬”技术重新设计芯片。计划到2031年，将7nm制程提升至等效1.4nm的性能与密度。
核心是其提出的韬，本质上与Apple UltraFusion、NVIDIA NVLink-C2C、AMD Chiplet、TSMC CoWoS思路一致，均依赖先进封装、芯片互联和系统级架构创新。华为只是给出了自己的命名和理论包装

[lucky @yipcros]

@bboczeng 华而不实为所欲为，忽悠韭菜而已

[lucky @yipcros]

@_FORAB 忽悠不懂的外行人而已，实际上是模仿与英伟达的CPO技术是一个思路。华为不实为所欲为！

[lucky @yipcros]

@dyw1968316 像当年的5G，谁信谁傻B

[lucky @yipcros]

@LucyBuilding 接下来是光互联的赛道，这行业会出现很多大牛，不以人的意志为转移！

[沈彤 @jessyshen]

中国没有经济问题， 一切问题都是政治导致的分配问题

人均GDP14000美金， 快10万人民币了

如果每人收入能达到60%， 也就是6万块， 什么概念？两个老人+父母+孩子， 5口人， 家庭年收入30万人民币

还会有人不花钱吗？现在农村和三线城市的消费力， 年收入30万，大家还有后顾之忧吗？

可是层层扒皮， 公务员和编制内不创造价值吃干饷， 干部福利是普通人的十倍， 这可是9000万人的庞大群体

几十个马云， 中国能承受， 9000万老爷可就难了

[lucky @yipcros]

@takaichi_sanae @Kleefia_tw 感谢高市早苗首相！