Python · ★ 9,980 · 🍴 659 · 📈 3,530 stars today
Compress tool outputs, logs, files, and RAG chunks before they reach the LLM. 60-95% fewer tokens, same answers. Library, proxy, MCP server.
中文介绍 用于在内容进入大模型前压缩工具输出、日志、文件和检索片段，降低令牌消耗并尽量保持回答质量。提供库、代理和协议服务器，适合智能体、检索增强生成和长日志分析场景。
JavaScript · ★ 205,853 · 🍴 31,607 · 📈 2,141 stars today
The agent harness performance optimization system. Skills, instincts, memory, security, and research-first development for Claude Code, Codex, Opencode, Cursor and beyond.
中文介绍 面向智能体运行框架的性能优化系统，围绕技能、记忆、安全和研究优先流程提升开发效率。适合使用克劳德代码、编码助手、开放编码器或光标的团队构建更稳定的智能体工作流。
Go · ★ 35,433 · 🍴 417 · 📈 24 stars today
Find vulnerabilities, misconfigurations, secrets, SBOM in containers, Kubernetes, code repositories, clouds and more
中文介绍 用于扫描容器、库伯内特斯、代码仓库和云环境中的漏洞、错误配置、密钥与软件物料清单问题。安全团队和开发运维可在持续集成、镜像发布和云资产审计中使用。
Python · ★ 179,267 · 🍴 30,704 · 📈 1,735 stars today
The agent that grows with you
中文介绍 一个会随用户使用逐步成长的智能体项目，重点在持续适应个人任务和工作习惯。适合需要长期辅助编程、研究、资料整理或自动化执行的个人与小团队。
Python · ★ 142,974 · 🍴 9,771 · 📈 1,984 stars today
Python tool for converting files and office documents to Markdown.
中文介绍 用蟒蛇编写的文件转换工具，可将办公文档和多种文件内容转为标记文档格式。适合知识库整理、检索增强生成、文档归档和把企业资料接入大模型流程。
Python · ★ 13,130 · 🍴 1,596 · 📈 719 stars today
Hermes WebUI: The best way to use Hermes Agent from the web or from your phone!
中文介绍 为赫尔墨斯智能体提供网页和手机端使用界面，让用户无需命令行也能访问智能体能力。适合移动办公、远程控制任务、查看会话和管理个人智能体工作流。
Python · ★ 60,340 · 🍴 5,818 · 📈 1,067 stars today
🕷️ An adaptive Web Scraping framework that handles everything from a single request to a full-scale crawl!
中文介绍 自适应网页抓取框架，可覆盖单次请求到大规模爬取任务，减少针对不同站点手写抓取逻辑的成本。适合数据工程、竞品监测、内容采集和研究型网页数据收集。
Java · ★ 23,344 · 🍴 2,185 · 📈 570 stars today
PDF Parser for AI-ready data. Automate PDF accessibility. Open-source.
中文介绍 面向人工智能就绪数据的开源文档解析器，可自动化处理文档可访问性和结构化提取。适合把论文、报告、合同等文档接入检索、训练数据准备或知识库流水线。
@w1nklerr · 44.2K 粉丝 · 17.7M 阅 · 1.4K 赞 · 161 转
Nobody told me about this for months. I'm telling you now so you don't lose the year I lost. Let me start with the number that made me angry. Last quarter my cloud GPU spend was sitting at $1,900 a
中文介绍 围绕本地 NVIDIA 设备替代云 GPU 的成本账展开：作者称一台 2999 美元的盒子，一年帮他省下或赚到 2.2 万美元，对比的是每月约 1900 美元云 GPU 支出。
@elpresidank · 116 粉丝 · 2.9M 阅 · 543 赞 · 35 转
Most AI agent memory is built on embeddings. And there's now a proof that this entire class of system is going to forget what you stored in it — and confidently make up things you never stored at all.
中文介绍 讨论 AI agent 记忆为何会失真：传统 embedding 记忆可能遗忘已存内容，甚至自信编造未存信息。角度从「向量检索」转向「结构化拓扑」，偏底层架构反思。
@1salman · 363 粉丝 · 2.0M 阅 · 682 赞 · 45 转
Everyone keeps asking whether AI favors specialists or generalists. I think that is the wrong question. AI does not pick a side. It changes the tradeoff. The old world forced a choice. You could go
中文介绍 重新讨论 AI 时代专家与通才之争：作者认为关键不是二选一，而是 AI 改变了广度与深度的取舍，让人可以按需扩展知识范围或钻入专业细节。
@zodchiii · 20.0K 粉丝 · 743.3K 阅 · 509 赞 · 55 转
Four AI agents can ship a feature while you sleep. Most people never wire them up. They fire a reviewer here, a test generator there, by hand, one at a time, each forgetting what the last one did.
中文介绍 介绍一个 4 个 AI agent 协作交付功能的自动化设置，重点不是单独调用评审或测试生成器，而是把多个 agent 串成连续工作流，减少上下文断裂。
@eng_khairallah1 · 61.9K 粉丝 · 693.5K 阅 · 511 赞 · 71 转
Obsidian has 2,700+ community plugins. Over 100 of them are AI-related. Save this :) And the CEO of Obsidian personally published official Claude Skills for the platform - 12,900+ GitHub stars in
中文介绍 整理 Obsidian 的 30 个工作流、插件和配置，背景是其拥有 2700 多个社区插件、100 多个 AI 相关插件，并提到官方 Claude Skills 已获 1.29 万 GitHub 星。
@prukalpa · 23.1K 粉丝 · 583.2K 阅 · 506 赞 · 80 转
A field guide to what it is, what it is not, and where it fits in your AI architecture. I have had some version of the same conversation with a CIO almost every day this year. Their team has read
中文介绍 面向企业 AI 架构解释「企业上下文层」到底是什么、不是什么、放在系统哪里。内容来自作者与 CIO 的高频交流，重点在把热门概念落到架构边界。
@polydao · 18.1K 粉丝 · 559.5K 阅 · 505 赞 · 55 转
Most people are still using Claude like a smarter chatbot That is not the game anymore You’re competing against people who treat Claude like an operating system > While you’re typing one-off
中文介绍 筛选 Claude Skills 生态中真正有用的项目，并附 GitHub 链接。核心观点是别再把 Claude 当聊天机器人，而要把它当可扩展的操作系统来组织能力。
@theonejvo · 22.1K 粉丝 · 504.3K 阅 · 861 赞 · 1 转
Over the past year, @pewdiepie, has been turning into one of the most visible champions of private, self-hosted computing, and it has been a genuine pleasure to watch. What began in late 2025 as an
中文介绍 讲述作者如何通过恶意网站测试 PewDiePie 的 AI agent harness 安全性，并随后协助防护。背景是 PewDiePie 近年转向私有化、自托管计算的实践。
桌面、电脑、手机，三端打通
渲染、模拟、规划，三大功能的边界正在消融
Verified Generation and Compounding Intelligence
中文介绍 Latent Space采访Axiom Math的Carina Hong，聚焦“可验证生成”和复合智能，讨论AI在数学与形式化推理中的扩展路径。
The legendary Microsoft CEO makes his first Latent Space appearance!
中文介绍 Microsoft首席执行官Satya Nadella首次做客Latent Space，与No Priors进行Build特别跨界访谈，讨论微软与AI相关议题。
GPT-Rosalind advances life sciences research with enhanced biological reasoning, medicinal chemistry expertise, genomics analysis, and experimental workflow capabilities.
中文介绍 OpenAI介绍GPT-Rosalind新增能力，涵盖生物推理、药物化学、基因组分析和实验流程支持，面向生命科学研究。
在潜在空间中完成信息传导
See how Wasmer used Codex with GPT-5.5 to build a Node.js runtime for the edge, accelerating development 10x to 20x and shipping in weeks instead of months.
中文介绍 OpenAI称Wasmer使用搭载GPT-5.5的Codex开发边缘Node.js运行时，将开发速度提升10至20倍，并在数周内完成交付。
OpenAI outlines a blueprint for U.S. governance of frontier AI, proposing a federal framework for safety, resilience, and national security.
中文介绍 OpenAI概述美国前沿AI治理蓝图，建议建立联邦框架，覆盖安全、韧性与国家安全，以应对前沿AI风险。
OpenAI outlines its public policy agenda for AI, including safety, youth protection, workforce transition, and global standards to ensure AI benefits society.
中文介绍 OpenAI阐述其AI公共政策议程，重点包括安全、青少年保护、劳动力转型和全球标准，目标是推动AI惠及社会。
Microsoft Build recap, and new MAI model technical details
中文介绍 Latent Space的AINews回顾Microsoft Build，介绍MAI-Thinking-1和MAI系列模型，并梳理相关技术细节。
最快Q4上市
GitHub最新火爆仓库：OpenSquilla。
中文介绍 TLDR AI本期聚焦Codex Sites、Microsoft新模型以及Anthropic成本反弹等AI行业动态，汇总6月3日要闻。
GitHub pioneered the modern AI coding era with Copilot, and the resulting explosion in agentic coding has led to notable strains on the most popular developer platform in the world. Here's the plan.
中文介绍 GitHub的Kyle Daigle做客Latent Space，讨论Copilot推动AI编码兴起后，Agent式开发给开发者平台带来的压力与应对计划。
PCSEL / nanophotonics / CWT-FEM-FDTD modeling first; AI for photonics, research agents, and inverse design second.
订阅学术更新 RSS 订阅学术更新 JSON 新论文: 0
英文原题Laterally coupled photonic crystal surface emitting laser arrays
中文摘要我们提出并研究了一种基于横向耦合光子晶体面发射激光器（PCSELs）的新型相干激光器阵列设计。作为一种新型半导体激光技术，PCSELs 在平面腔中具有光场限制，并在表面法线方向发射激光束。通过采用异质结构光子晶体设计来工程化 PCSELs 之间的横向耦合，我们可以实现 PCSELs 阵列的相干运行。本文中，我们展示了一种被动耦合 PCSEL 阵列设计的相干运行。我们在目标波长为 1040 nm 的 GaAs 基量子阱异质结构上制备了 PCSEL 阵列器件。实验结果表明，2×2 PCSEL 阵列具有 0.14–0.22 nm 的光谱线宽。通过自干涉实验表征了光束合成性能。观察到 PCSEL 阵列与单个 PCSEL 器件之间相似的相干性。我们通过被动横向耦合实现的紧凑型 PCSEL 阵列设计在片上光子计算、量子和信息处理领域具有潜在应用。
英文摘要We propose and investigate a novel coherent laser array design based on laterally coupled photonic crystal surface-emitting lasers (PCSELs). As a new type of semiconductor laser technology, PCSELs have field confinement in a planar cavity and laser beam emission in the surface normal direction. By engineering lateral couplings between PCSELs with heterostructure photonic crystal designs, we can achieve coherent operations from an array of PCSELs. In this paper, we demonstrate coherent operation from a passively coupled PCSEL array design. We fabricated PCSEL array devices on a GaAs-based quantum well heterostructure at a target wavelength of 1040 nm. Experimental results show that the 2-by-2 PCSEL arrays have spectral linewidth of 0.14–0.22 nm. Beam combining performance was characterized by self-interference experiments. Similar coherency between the PCSEL array and single PCSEL device was observed. Our compact PCSEL array designs by passive lateral coupling have potential applications in fields of on-chip photonic computing, quantum, and information processing.
为什么与你有关
为什么与你有关：
- 主线关联：直接服务 PCSEL 方向，优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索：先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容：适合沉淀成验证指标或参数先验，尤其是 quantum well。
今日必看：优先判断是否进入 PCSEL / CWT / 仿真建模文献库。
英文原题Compact Coherent Photonic Crystal Surface-Emitting Laser Arrays
中文摘要我们报道了一种采用被动耦合 PCSEL 阵列的新型相干光束合成设计。我们制备的 GaAs 基阵列的实验结果显示出高光束质量、线宽和相干性。
英文摘要We report a novel coherent beam combining design with passively coupled PCSEL array. Experimental results of our fabricated GaAs-based arrays show high beam quality, linewidth, and coherency.
为什么与你有关
为什么与你有关：
- 主线关联：直接服务 PCSEL 方向，优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索：先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容：先判断能否变成一个仿真 case、baseline、验证指标或参数先验。
今日必看：优先判断是否进入 PCSEL / CWT / 仿真建模文献库。
英文原题Monolithic Integration of Metasurface with Photonic-Crystal Surface-Emitting Laser (PCSEL) for Beam Manipulation in Free Space Optical Communication
中文摘要制备了一种与光子晶体面发射激光器（PCSEL）单片集成的超表面。该超表面被设计用于在特定衍射角产生左旋和右旋圆偏振。实验结果表明，实现了每个偏振信道 1.88 Gbit/s 的自由空间传输。
英文摘要A monolithically integrated metasurface with photonic-crystal-surface-emitting-laser (PCSEL) was fabricated. The metasurface was designed to generate left- and right-handed-circular-polarizations at specific diffraction angles. Experimental results show that 1.88-Gbit/s per polarization channel free-space transmission is achieved.
为什么与你有关
为什么与你有关：
- 主线关联：直接服务 PCSEL 方向，优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索：先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容：先判断能否变成一个仿真 case、baseline、验证指标或参数先验。
今日必看：优先判断是否进入 PCSEL / CWT / 仿真建模文献库。
英文原题29-W Continuous-Wave Operation of Photonic-Crystal Surface-Emitting Laser (PCSEL)
中文摘要我们展示了一种具有双晶格结构和 2 mm 圆形谐振器直径的光子晶体面发射激光器的 29 W 连续波运行。即使在 29 W 输出功率下，也已成功实现非常窄的发散角运行（<0.4°）。
英文摘要We demonstrate 29-W continuous-wave operation of a photonic-crystal surface-emitting laser with a double lattice structure and a circular resonator diameter of 2 mm. A very narrow divergence angle operation (<0.4°) has been successfully achieved even at 29 W of output power.
为什么与你有关
为什么与你有关：
- 主线关联：直接服务 PCSEL 方向，优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索：先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容：先判断能否变成一个仿真 case、baseline、验证指标或参数先验。
今日必看：优先判断是否进入 PCSEL / CWT / 仿真建模文献库。
该组今日无数据。
昨日/最近交易日的金融分析显示，A股整体偏强，样本平均+1.04%，上证指数+0.22%；创业板指+1.65%；板块上光通信最强（+4.01%），大消费相对落后（-1.47%）；重点板块中5/7个收涨。 美股整体偏弱，样本平均-0.87%，S&P 500 ETF-0.71%；Nasdaq 100 ETF-0.25%；大型科技股中Meta领涨（+4.25%），Super Micro承压（-5.48%）；VIX+0.00%。
昨日走势上，A股大盘样本平均+1.04%，重点板块样本平均+1.42%，市场结构偏向题材/行业线索。板块内部强弱分化明显：光通信+4.01%居前，大消费-1.47%落后，说明资金并非全面扩散，而是在少数方向里做选择。美股大盘样本平均-0.87%，重点公司样本平均-0.85%，Meta+4.25%强于同组，Super Micro-5.48%拖累风险偏好。宏观风险代理方面，VIXY 波动率ETF+0.00%、美元指数-0.08%，这会影响后续科技成长和周期资源方向的弹性。
后续A股的基准判断是震荡偏强但需要成交和板块扩散确认。大盘指数已表现为整体偏强，样本平均+1.04%，如果强势板块能从光通信、AI / 算力扩散到消费、银行等低波动方向，反弹持续性会更好；如果仍只有少数题材上涨，则更像结构性轮动。
后续美股的基准判断是先看止跌和波动率回落。指数样本整体偏弱，样本平均-0.87%，如果Super Micro、Nvidia、Microsoft继续走弱，指数修复会受限；只有当龙头股重新企稳、VIX回落，风险偏好才更容易恢复。
半导体当前+3.37%，后续要看是否跟随美股AI硬件链修复。AI/算力当前+3.45%，如果Nvidia/AMD/AVGO保持强势，A股映射会更容易延续。银行当前-0.89%，它更像防守和指数稳定器；若银行强、科技弱，市场风格会偏保守。大消费、机器人、有色和光通信需要结合强弱排序看资金轮动，短期更关注能否从单日强势变成连续2-3日相对强势。
美股重点公司后续主要看三条线：AI硬件链、平台型科技和高波动个股。Nvidia当前-3.59%，它仍是AI风险偏好的核心参照。若Meta、AMD、ASML继续领涨，同时Super Micro、Nvidia、Microsoft跌幅收敛，指数更容易走出健康轮动；反过来，如果强者补跌，说明资金可能从高估值科技撤出。
上证指数+0.22%；创业板指+1.65%；板块上光通信最强（+4.01%），大消费相对落后（-1.47%）；重点板块中5/7个收涨。
S&P 500 ETF-0.71%；Nasdaq 100 ETF-0.25%；大型科技股中Meta领涨（+4.25%），Super Micro承压（-5.48%）；VIX+0.00%。
The U.S.-brokered agreement called for “a complete cessation” of fire from Hezbollah, an Iranian-backed militia that operates in southern Lebanon. A previous cease-fire has largely been ignored.
中文摘要 美国斡旋的协议要求伊朗支持的真主党在黎巴嫩南部“完全停止”开火，此前停火基本未获遵守。
Oil falls as Lebanon and Israel agree to implement ceasefire Reuters
中文摘要 路透称，黎巴嫩和以色列同意落实停火后，市场对地区冲突影响供应的担忧缓和，油价走低。
Flesh-eating parasite New World screwworm confirmed in Texas, USDA says Reuters
中文摘要 美国农业部表示，得克萨斯州确认发现可食肉的新大陆螺旋蝇蛆寄生虫，引发畜牧与边境防疫关注。
The Middle East is Japan’s main source of crude oil, from which naphtha is extracted and used to make items including printing ink and plastics Takeaways, supermarkets, and bakeries in Japan are running out of plastic bags, trays and food service gloves amid widening shortages of the key plastic ing
中文摘要 日本主要从中东进口原油并提炼石脑油。短缺扩大后，外卖、超市和面包店的塑料袋、托盘和手套供应受影响。
Five Eyes security alliance warns of Chinese espionage threat Reuters
中文摘要 路透报道，五眼安全联盟发布警告，称中国间谍活动构成威胁，凸显西方盟国对情报安全的担忧。
Dozens more were injured, the authorities said. The blaze appears to be the deadliest in the Indian capital in at least four years.
中文摘要 印度当局称，新德里酒店火灾造成至少21人死亡、数十人受伤，可能是该市至少四年来最严重火灾。
OpenAI's Altman to urge US lawmakers not to require AI model approvals Reuters
中文摘要 路透称，OpenAI首席执行官Altman将向美国国会议员表态，反对要求AI模型上线前必须获得审批。
Applied Aerospace & Defense valued at $3.5 billion as shares rise in debut Reuters
中文摘要 Applied Aerospace & Defense股票上市首日上涨，公司估值达到35亿美元，显示市场对航天与防务板块兴趣。
The president also acknowledged that he cursed at the Israeli leader in a heated phone call in which he told Benjamin Netanyahu not to bomb the Lebanese capital Beirut.
中文摘要 特朗普承认在一次激烈通话中咒骂以色列总理内塔尼亚胡，并要求其不要轰炸黎巴嫩首都贝鲁特。
Meta enters enterprise AI race with new business agent Reuters
中文摘要 Meta发布新的企业级AI商业智能体，进入企业AI市场竞争，与其他科技公司争夺商业应用场景。
Eleven officers were wounded in clashes with demonstrators after right-wing politicians and commentators accused the police of anti-white bias.
中文摘要 英国Henry Nowak谋杀案引发抗议并升级为冲突，11名警员受伤；右翼人士指责警方存在反白人偏见。
North Carolina judge said Levi Mendez-Maldonado failed to show up in court – even after being told he had died in 2024 An immigration judge in Charlotte, North Carolina, recently ordered the deportation of a young man who was killed in 2024, citing his failure to appear in court. Judge Amy Lee order
中文摘要 北卡罗来纳州夏洛特一名移民法官称Levi Mendez-Maldonado未出庭，在获知其已于2024年死亡后仍签署驱逐令。
Tedros Adhanom Ghebreyesus says the virus ‘had a big head start’ but that the response was catching up The Ebola outbreak in the Democratic Republic of the Congo could have begun as early as January, the head of the World Health Organization said, giving the virus “a big head start”. Dr Tedros Adhan
中文摘要 世卫组织总干事谭德塞表示，刚果（金）埃博拉疫情可能早在1月就已出现，病毒已“抢跑”，但应对正在追赶。
Flesh-eating screwworm confirmed in Texas calf as parasite crosses border from Mexico Reuters
中文摘要 路透称，美国得州一头小牛体内确认发现食肉螺旋蝇蛆，该寄生虫已从墨西哥越境，引发防疫警戒。
As an annual economic conference was set to begin, President Volodymyr Zelensky said Ukraine had targeted a navy base and an oil terminal in the region that includes Russia’s second-largest city.
中文摘要 年度经济会议开幕之际，泽连斯基称乌克兰打击了俄罗斯第二大城市所在地区的海军基地和石油码头。
Shares in chip company fall as much as 15% in after-hours trading
中文摘要 芯片公司博通发布的营收预测令市场失望，盘后股价一度下跌15%，市值损失超过3000亿美元。
The more than $90bn hedge fund tells investors it will take longer to retrieve their money from two flagship funds
中文摘要 管理规模逾900亿美元的DE Shaw告知投资者，两只旗舰基金赎回资金所需时间将变得更长。
Rocket and AI group is seeking to raise up to $86bn in biggest Wall Street debut of all time
中文摘要 SpaceX正向投资者推介1.8万亿美元估值，并寻求募资最高860亿美元，或成华尔街史上最大IPO。
Asian Stocks Set to Fall on Fresh US-Iran Clashes: Markets Wrap Bloomberg.com
中文摘要 彭博市场综述称，受美国与伊朗新一轮冲突影响，亚洲股市预计走低，投资者关注地缘政治风险。
The current surge plays to the country’s industrial strengths
中文摘要 日本硬件类股票近期再度受到市场关注，本轮上涨被认为契合该国在工业制造领域的传统优势。
Elon Musk’s Terafab plant sparks fierce opposition and threat of legal action from residents of Texas county
中文摘要 Elon Musk旗下Terafab工厂在得克萨斯县引发居民强烈反对和法律威胁，但仍获得550亿美元AI芯片厂税收豁免。
Executives hold talks with far-right party, which leads German polls and supports restarting gas flows through Nord Stream
中文摘要 德国极右翼政党AfD高级官员与克里姆林宫相关高层会谈；该党民调领先，并支持重启北溪天然气输送。
Public Investment Fund focuses on domestic investments ahead of country hosting 2034 World Cup
中文摘要 沙特公共投资基金正以本土高管替换外籍CEO，并在2034年世界杯前更加聚焦国内投资。
Move comes as Keir Starmer prepares to announce £15bn increase in military expenditure
中文摘要 在Keir Starmer准备宣布增加150亿英镑军费之际，英国财政部拟接管战斗机相关支出管理。
Mark Zuckerberg expands group’s push into the technology as it seeks to turn messaging app into a bigger business
中文摘要 Mark Zuckerberg扩大Meta在AI智能体领域的布局，希望把WhatsApp从通讯应用发展为更大的商业业务。
Tech giant’s first stock offering in more than two decades gets strong demand as investors shrug off huge investment plans
中文摘要 Google二十多年来首次股票发行需求强劲，公司将融资规模扩大至850亿美元，用于支持大规模AI投资计划。
Additional funding controls by Office of Management and Budget will make new discoveries less likely, say critics
中文摘要 批评者称，Office of Management and Budget新增资金控制可能降低新发现出现的可能性，冲击美国科研。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Well, looks like it’s that time of the year again for $COIN, $HOOD, $CRCL and co. So much for a “friendly administration” and “strategic reserve” if they’re trying to ram through Bank Lobbied Clarity Act bills… To ban any form of innovation or competition against banks, with things like yields. And nuking liquidity as they go (but strengthens the USD) Valuations do seem compell
中文摘要 Serenity称，若美国推进受银行游说影响的Clarity Act法案，$COIN、$HOOD、$CRCL等加密相关公司或再度面临监管压力。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Just some random notes about $AVGO earnings transcript - Revenue target reiterated ($100B+ 2027, pretty sure markets wanted that to be raised this earning, hence the drop) Remember $NVDA Jensen comments about $MRVL $1T company around networking/connectivity/interconnects? - “So as the TPUs continue to accelerate, there’ll be pressure overall on margins. But the connectivity sid
中文摘要 Serenity摘录$AVGO业绩会要点称，公司重申2027年收入目标超过1000亿美元，但市场或期待上调，因此股价承压。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): EU CHIPS Act 2.0 proposal is now released. Great news: Photonics is now confirmed to be the new structural addition to EU policy. This is thematically bullish for the EU photonics sector. Thematically: - "This new component of the Chips for Europe Initiative supports the development of photonic integrated circuits and associated technologies" - "building and strengthening advan
中文摘要 Serenity称，欧盟CHIPS Act 2.0提案确认将光子学作为结构性新增方向，对欧洲光子产业主题形成利好。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): The difference between NASDAQ and EU listing: $POET: $2.4B MC -> Packages Sivers lasers -> One $50m pre-production contract for warrants > $XFAB: $1.7B MC ->SiC/GaN/MEMS/Silicon Photonics Foundry backed with EU CHIPS ACT, US CHIPS ACT PMT -> Below replacement P/B value -> $NVDA, $NOK direct eval of their pre-commercial SiPH foundry, volume ramping 2027/2028 -> $XFAB leading hig
中文摘要 Serenity比较$POET与$XFAB称，前者市值约24亿美元，后者约17亿美元，涉及SiC、GaN、MEMS和硅光代工等业务。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Wow, only 1K more subscribers until I overtake Elon Musk! Right now I’m at 46K. Elon is at 47K. Then I’ll hold the crown of the #1 most subscribed to person on the entire X platform? What a fun timeline. — Serenity (@aleabitoreddit) Jun 3, 2026
中文摘要 Serenity发文称其X订阅数达到4.6万，距Elon Musk的4.7万仅差约1000人，并调侃或将成为平台订阅最多个人。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Fun to see my highest conviction Neocloud pick in $NBIS age well. I wrote a thesis last year on the Neocloud sector becoming a major theme. And then picked the King. -> Nebius is #1 out of the entire sector from $IREN to $CRWV. $84 -> $260. Thesis validated by markets.Serenity (@aleabitoreddit)Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left. This i
中文摘要 Serenity表示去年提出Neocloud行业主题并看好$NBIS，称Nebius在$IREN、$CRWV等同类标的中表现领先。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): GUESS WHAT ANON? After today’s new news with Ayar joining Nvidia NVLink fusion. $SIVE is now the laser source for likely: The entire Nvidia’s NVLink CPO listed supply chain ecosystem partners. From Marvell Celestial, Lightmatter, and now Ayar today (the three listed in NVLink CPO). This is why I call $SIVE a structural photonics laser chokepoint over CPO and now Nvidia ecosyste
中文摘要 Serenity称，Ayar加入Nvidia NVLink Fusion后，$SIVE或成为Nvidia NVLink CPO生态多家伙伴的激光来源。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Wow… new extremely transformative news got released today. Making a certain photonics company: The effective upstream laser chokepoint for $NVDA NVLink fusion CPO ecosystem. With their lasers now in Nvidia’s optical infrastructure supply chains. Can anyone guess the name? — Serenity (@aleabitoreddit) Jun 3, 2026
中文摘要 Serenity表示，当日发布的消息可能使一家光子公司成为$NVDA NVLink Fusion CPO生态上游激光关键环节。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Europe is releasing its Tech Sovereignty Package, today June 3rd. This includes, CHIPS ACT 2.0, which is expected to prioritize photonics. Both $XFAB and $SIVE are highlighted in the Industry Policy Blueprints, which guides EU legislation. This proposes sovereign backing with €30–500 million financing facilities per company and revenue demand incentivizes. To bridge early Europ
中文摘要 Serenity称，欧洲技术主权方案包括CHIPS Act 2.0，预计优先支持光子学，$XFAB和$SIVE出现在产业政策蓝图中。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Is majority of the next generation stuck in the permanent underclass? > Missed out on gaining control of AI through ownership of infra/compute today > Majority of jobs getting replaced by AI > Housing more expensive > Inflation makes cost of living go brrr. Gg? — Serenity (@aleabitoreddit) Jun 3, 2026
中文摘要 Serenity提出疑问称，下一代多数人或因错过AI基础设施所有权、岗位被AI替代、住房昂贵和通胀而陷入长期底层。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): There we go. My CPO longs in Taiwan are finally starting to take off today. Shunsin +10% Foci +10% Xintec +10% Just waiting on Win Semi, Msscorp, and Nextronics to catch up. — Serenity (@aleabitoreddit) Jun 3, 2026
中文摘要 Serenity称其台湾CPO多头开始启动，Shunsin、Foci、Xintec当日均上涨10%，并关注Win Semi等后续表现。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Good times with $AEHR, it’s now ~$3.5B MC. Haven’t mentioned it as much since there’s nothing too new. Just waiting on volume orders for these types of players like $LPK, and others.Serenity (@aleabitoreddit) $AEHR looks extremely promising at ~$1.1B MC. Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI. If we look at the timeline and speculated cust
中文摘要 Serenity表示$AEHR当前市值约35亿美元，近期新消息不多，仍在等待$LPK等相关公司出现批量订单。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Okay yeah should have trusted Jensen more on $MRVL after what he did with $NBIS. He actually gave a $1T price target this time with Marvell. Marvell up 35% with one remark…Serenity (@aleabitoreddit) $NVDA Jensen Huang: “ $MRVL the next $1T company ladies and gentlemen “. Marvell is currently trading at $191B. I have positions in Marvell… but how much faith do we have in Jensen
中文摘要 Serenity称，黄仁勋将Marvell称为潜在万亿美元公司后，$MRVL上涨35%，并联想到其此前对$NBIS的影响。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): $LITE rode the first optical wave from $3B to $75B in 2 years time with EML and pluggables. My thesis is $SIVE can do the same from $3B, with CPO/Pluggables and CW. Sivers + GFS SiPH reference laser news, alongside the +54% increase today. Is just one step of the way. — Serenity (@aleabitoreddit) Jun 2, 2026
中文摘要 Serenity称，$LITE曾借EML和可插拔模块在两年内从30亿升至750亿美元，认为$SIVE可凭CPO、可插拔和CW复制路径。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Tbh $XFAB lowkey reminds me of early $TSEM. Just sub You basically never find a company with $NVDA and $NOK actively validating your pre-commercial silicon photonics foundry… (photonixFAB) While getting CHIPS act/Gov grants to subsidize capex. While leading the Europe’s effort to build a photonics supply chain. Feels like that alone would justify valuations… but you get the pow
中文摘要 Serenity认为$XFAB像早期$TSEM，并提到其硅光代工获得$NVDA、$NOK验证，同时有CHIPS Act和政府补贴支持。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): DID YOU LISTEN ANON? Reuters: New Sivers x GFS strategic collaboration. $SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform. For pluggable optical transcivers, CPO, and SiPH. This is fundamentally the most groundbreaking news for Sivers in history. As Broadcom, Nvidia, Marvell, AMD, and anyone who goes
中文摘要 Serenity称，Sivers宣布其激光将整合进GlobalFoundries硅光平台参考设计，面向可插拔光收发器等应用。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): The most consequential event of an entire company’s history. Got released today with a photonics player. Making them the functional standard laser for CPO, Pluggables, and SiPH. For companies like $NVDA, $AVGO, $AMD, to $MRVL using the foundry. Does anyone know the name? — Serenity (@aleabitoreddit) Jun 2, 2026
中文摘要 Serenity称，一家光子公司当日发布的重要消息可能使其成为CPO、可插拔和SiPH领域的功能性标准激光供应商。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): $NVDA Jensen Huang: “ $MRVL the next $1T company ladies and gentlemen “. Marvell is currently trading at $191B. I have positions in Marvell… but how much faith do we have in Jensen for the 5x? — Serenity (@aleabitoreddit) Jun 2, 2026
中文摘要 Serenity引用$NVDA黄仁勋称$MRVL可能成为下一家万亿美元公司，并指出Marvell当前市值约1910亿美元。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Just a heads up, I've uncovered a bot farm with dozens of accounts used to spread disinformation about $SIVE in the past few days. This illegal campaign likely stems geographically from Asia. As these accounts were used to do marketing for the same Asian projects like Alchemy Pay. Or bought brand new bought X accounts. All of which have no activity, but have an abrupt shift in
中文摘要 Serenity称过去数日发现数十个账号散布关于$SIVE的虚假信息，并称该非法活动可能在地理上源自亚洲。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex… Then Warren Buffet’s $BRK.A is funding the hyperscaler AI buildout. - $40B ATM, $30B offerings, Berkshire $10B Upstream ecosystem from $LITE to $AVGO to Mediatek to $TSM to $MU should go brrr. Not sure if the Google holders are though, given this massive capex scale isn’t as funded by FCF. — Serenity
中文摘要 Serenity称$GOOGL需为AI资本开支筹集800亿美元，包括400亿美元ATM、300亿美元发行和Berkshire 100亿美元资金。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Macron announces that $NBIS invests €8B to build out AI Cloud Infrastructure in France. This was my favorite comment: “What about the Water”Emmanuel Macron (@EmmanuelMacron)Nebius choisit la France. L’acteur du Cloud IA dévoile un projet de plus de 8 milliards d’euros d’investissement pour déployer des infrastructures et des services de cloud, avec une capacité cible de 240 MW,
中文摘要 Serenity转述Macron消息称，Nebius选择法国，计划投入80亿欧元建设AI云基础设施，并提到关于用水的评论。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): -> IP acquisition -> Just waiting for CPO to take off $SIVE is a laser chokepoint for photonics and are publicly validated by: - $GFS (1 of 2 public laser suppliers with $LITE for CPO per presentation) - $JBL (“Relatively dramatic moat” for pluggables built with Sivers) - CHIPS ACT for the overall company For highest visibility: -> Ayar is the largest CPO player that primary so
中文摘要 Serenity称$SIVE是光子领域激光关键节点，并列举$GFS、$JBL等公开验证，表示仍等待CPO市场起飞。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): I did say $AAOI was my favorite US optical long... +20.1% today. If you want the next $SNDK, you're looking at it. I think H1 entering H2 2027 will likely be that massive inflection point for photonics players. We're just a tad early entering H2 2026 while everyone is building up capacity. Just a general rule of thumb in general if your name isnt space or quantum, markets are f
中文摘要 Serenity表示$AAOI当日上涨20.1%，称其是最喜欢的美国光通信多头，并认为2027年上半年到下半年或现光子拐点。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): $ARM is just ridiculous. $134 straight to $413 in just 2 1/2 months. Should have went options, would have been up thousands of percent instead of only 3x.Serenity (@aleabitoreddit) $ARM expects $15B in annual revenue from the the AGI CPU: "The company projects that the new chip business will generate over $15 billion in annual revenue" within the next 5 years. 5 times current r
中文摘要 Serenity称$ARM股价在两个半月内从134美元升至413美元，并提到公司预计AGI CPU年收入可达150亿美元。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Holy sht, plot armor confirmed with $NBISSerenity (@aleabitoreddit) $NBIS has anime plot armor! Happy to hear Weebius has been outperforming the market and Neocloud basket ( $IREN / $CIFR ). Last year post MSFT earnings, I gave a prediction after Q4 earnings, Nebius would reach a $100B MC. We’re currently sitting at $60B MC, getting close!— https://x.com/aleabitoreddit/status/2
中文摘要 Serenity称$NBIS表现强于市场及Neocloud篮子中的$IREN、$CIFR，并提到其去年在MSFT财报后作出的预测。
Agencies remove additional references to reputation risk
The Securities and Exchange Commission today published a Draft Strategic Plan that focuses on returning the agency to the core mission set by Congress more than 90 years ago: protecting investors; maintaining fair, orderly, and efficient…
The Securities and Exchange Commission today announced four new members to fill vacancies on its Investor Advisory Committee. Three of the four new members will serve four-year terms, while the fourth new member will serve as the…
The Securities and Exchange Commission today proposed the rescission of overly burdensome and costly rules that require companies to provide certain climate-related information in their registration statements and annual reports. The Commission’s…
Federal Reserve Board issues enforcement actions with former employee of Atlantic Union Bank and former employee of Frost Bank
Real gross domestic product (GDP) increased at an annual rate of 1.6 percent in the first quarter of 2026 (January, February, and March), according to the second estimate released today by the U.S. Bureau of Economic Analysis. In the fourth quarter of 2025, real GDP increased 0.5 percent. The contri
Personal income decreased less than $0.1 billion (less than 0.1 percent at a monthly rate) in April, according to estimates released today by the U.S. Bureau of Economic Analysis (BEA). Disposable personal income (DPI)-personal income less personal current taxes-decreased $19.9 billion (0.1 percent)
The Securities and Exchange Commission’s Investor Advisory Committee will hold a public meeting at the SEC Headquarters in Washington D.C. on June 4 at 10 a.m. ET to discuss private markets, passive index funds, and recommendations regarding fund…
Minutes of the Board's discount rate meeting on April 20 and 29, 2026
Minutes of the Board's discount rate meeting on April 20 and 29, 2026
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52 points · 21 comments
中文介绍 文章称作者构建了一个存在漏洞的应用，并投入1500美元测试大型语言模型的攻击能力，引发Hacker News讨论。
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40 points · 22 comments
中文介绍 Google开源博客称，开源实验塑造了JPEG XL和未来图像编码的发展路径，文章讨论相关技术演进。
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中文介绍 Paul Lockhart 2002年的《一位数学家的哀叹》PDF被分享至Hacker News，围绕数学教育与数学观念引发讨论。
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51 points · 11 comments
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