Python · ★ 12,419 · 🍴 807 · 📈 3,142 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 用于在大模型接收前压缩工具输出、日志、文件和检索片段，显著减少令牌消耗并尽量保持答案质量。适合构建智能体、检索增强生成系统和接口代理的开发者。
Python · ★ 180,940 · 🍴 31,034 · 📈 1,913 stars today
The agent that grows with you
中文介绍 面向个人长期使用的智能体项目，强调随用户需求逐步成长和适配。可用于自动化任务、辅助研究、日常工作流编排等需要持续记忆与个性化能力的场景。
JavaScript · ★ 207,197 · 🍴 31,809 · 📈 1,750 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 用于优化智能体运行框架性能的系统，覆盖技能、记忆、安全、研究优先开发和行为策略。适合使用代码助手或智能体工具的开发者提升复杂任务执行质量。
Python · ★ 79,840 · 🍴 10,598 · 📈 141 stars today
Turn any PDF or image document into structured data for your AI. A powerful, lightweight OCR toolkit that bridges the gap between images/PDFs and LLMs. Supports 100+ languages.
中文介绍 将图片和文档中的文字转换为结构化数据的轻量级光学字符识别工具包，支持百余种语言。适合文档解析、票据识别、知识库构建和大模型输入预处理。
Python · ★ 108,559 · 🍴 9,597 · 📈 321 stars today
💫 Toolkit to help you get started with Spec-Driven Development
中文介绍 帮助团队启动规格驱动开发的工具包，用规范先行的方式组织需求、设计与实现。适合软件团队在开发前统一目标、减少返工，并让代码生成流程更可控。
Jupyter Notebook · ★ 8,986 · 🍴 579 · 📈 133 stars today
NVIDIA Cosmos is an open platform of world models, datasets, and tools that enables developers to build Physical AI for robots, autonomous vehicles, smart infrastructure, and more.
中文介绍 英伟达推出的物理人工智能开放平台，提供世界模型、数据集和开发工具。面向机器人、自动驾驶和智能基础设施开发者，用于训练与评估现实环境中的智能系统。
TypeScript · ★ 24,989 · 🍴 2,911 · 📈 212 stars today
An Open Source implementation of Notebook LM with more flexibility and features
中文介绍 开源实现类似笔记本语言模型的知识整理工具，并提供更灵活的功能扩展。适合研究人员、学生和内容工作者围绕文档资料进行问答、摘要与笔记管理。
Python · ★ 9,570 · 🍴 1,148 · 📈 581 stars today
Talk to any LLM with hands-free voice interaction, voice interruption, and Live2D taking face running locally across platforms
中文介绍 让用户通过免手持语音与本地跨平台大模型虚拟主播互动，支持语音打断和二维动态形象。适合虚拟角色聊天、直播陪伴和本地语音助手场景。
@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 讨论智能体记忆为何会遗忘：传统向量嵌入式记忆可能无法可靠保存上下文，甚至会自信编造未存储内容。重点转向用结构化拓扑组织记忆，属于对智能体长期记忆架构的反思。
@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 重新审视人工智能时代“通才还是专家”的问题：核心不是二选一，而是技术改变了广度与深度的取舍。观点偏方法论，强调按需扩展能力边界，而非固守旧职业分类。
@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 介绍一套四智能体协作开发配置，让功能在无人值守时推进。重点不是单独调用评审或测试生成器，而是把多个智能体串成持续协作流程，避免上下文割裂和重复劳动。
@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 整理三十个鲜为人知的黑曜石工作流、插件和配置。提到社区插件超过二千七百个，其中一百多个与人工智能相关，并关注官方克劳德技能带来的知识管理新玩法。
@0xCodez · 3.3K 粉丝 · 637.2K 阅 · 510 赞 · 59 转
Most Claude Code users still write their workflows by hand. They chain prompts, copy outputs, paste them into the next prompt, fix what went wrong, repeat. 9 out of 10 builders haven’t tried Dynamic
中文介绍 讲解克劳德代码中的动态工作流，声称多数用户仍在手工串提示词。内容围绕六种模式和十四个步骤，目标是减少复制粘贴式开发，让工作流由系统自动编排。
@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 面向企业架构解释“企业上下文层”到底是什么、不是何物，以及它在人工智能系统中的位置。角度来自与首席信息官的反复讨论，偏企业落地中的概念澄清。
@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 梳理克劳德技能生态中真正值得关注的项目，并附完整代码仓库链接。核心观点是不要把克劳德只当聊天机器人，而要当作可扩展操作系统来组织工具和流程。
@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 讲述通过恶意儿童视频网站测试某知名创作者的本地自托管智能体框架，并随后协助加固安全。内容偏真实攻防案例，关注私有计算、智能体浏览与网页注入风险。
We talk with the VendingBench authors on evaling Claudes from Haiku to Mythos, and how they build leading, and lasting, frontier evals from scratch.
中文介绍 Latent Space采访VendingBench作者Lukas Petersson和Axel Backlund，讨论从Haiku到Mythos的Claude评测，以及如何从零构建持久的前沿评测。
中文介绍 Hugging Face博客介绍Nemotron 3.5 Content Safety，主打面向全球企业AI的可定制多模态安全能力。
中文介绍 ServiceNow AI在Hugging Face博客介绍EVA-Bench Data 2.0，包含3个领域、121个工具和213个场景。
Learn how Endava is using AI agents, ChatGPT Enterprise, and Codex to accelerate software delivery, automate workflows, and build an AI-native culture across the enterprise.
中文介绍 OpenAI介绍Endava如何使用AI智能体、ChatGPT Enterprise和Codex加速软件交付、自动化工作流，并建设AI原生企业文化。
率先实现物理AI闭环飞轮
Most days in her chambers, Judge Maritza Braswell, a federal magistrate judge in Colorado, sifts through stacks of documents written by people without a lawyer. Many of them can’t afford to hire a lawyer, and others have cases too weak or too small to interest one. She reads each one carefully, mind
中文介绍 MIT Technology Review报道称，科罗拉多联邦法官Maritza Braswell等司法人员正处理大量无律师当事人提交的AI生成法律文件。
ChatGPT introduces a new memory system to better remember preferences, keeping context fresh and relevant across conversations.
中文介绍 OpenAI称ChatGPT引入新的记忆系统，以更好记住用户偏好，并在多轮对话中保持上下文新鲜和相关。
硅谷科技公司Q1裁员同比增长40%
Robotaxi双雄同日官宣
聚焦高校科研算力
”隐空间世界模型很难，但我们一定要做“
a quiet day.
中文介绍 Latent Space的AINews提到Reve 2和Ideogram 4在图像生成布局方面的进展，但原文摘要仅称当天较为平静。
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器技术，PCSELs 在平面腔中具有场限制，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。在本文中，我们展示了一种无源耦合 PCSEL 阵列设计的相干运行。我们在基于 GaAs 的量子阱异质结构上制备了目标波长为 1040 nm 的 PCSEL 阵列器件。实验结果表明，2×2 PCSEL 阵列的光谱线宽为 0.14–0.22 nm。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。我们通过无源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无源耦合 PCSEL 阵列的新型相干光束合成设计。我们制备的基于 GaAs 的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。该超表面被设计为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，也已成功实现了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股整体偏弱，样本平均-0.35%，上证指数-0.64%；创业板指-0.83%；板块上半导体最强（+2.00%），有色相对落后（-3.05%）；重点板块中3/7个收涨。 美股整体偏强，样本平均+0.77%，S&P 500 ETF+0.39%；Nasdaq 100 ETF-0.48%；大型科技股中Alphabet领涨（+3.72%），Broadcom承压（-12.56%）；VIX-4.55%。
昨日走势上，A股大盘样本平均-0.35%，重点板块样本平均-0.54%，市场结构偏向指数权重防守。板块内部强弱分化明显：半导体+2.00%居前，有色-3.05%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+0.77%，重点公司样本平均-0.54%，Alphabet+3.72%强于同组，Broadcom-12.56%拖累风险偏好。宏观风险代理方面，VIXY 波动率ETF-4.55%、美元指数-0.02%，这会影响后续科技成长和周期资源方向的弹性。
后续A股的基准判断是弱修复或震荡整理。大盘指数整体偏弱，样本平均-0.35%，需要先观察上证/沪深300是否止跌，以及半导体、光通信的相对强势能否延续；若有色、大消费继续拖累，市场大概率仍以防守和轮动为主。
后续美股的基准判断是风险偏好仍在，但上行动能取决于大型科技股是否继续扩散。指数样本整体偏强，样本平均+0.77%，若Alphabet、TSMC、Nvidia保持强势且VIX不再上行，科技权重仍可能支撑指数；若收益率或美元重新抬升，估值较高的成长股会先承压。
半导体当前+2.00%，后续要看是否跟随美股AI硬件链修复。AI/算力当前-0.79%，如果Nvidia/AMD/AVGO保持强势，A股映射会更容易延续。银行当前-1.15%，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+1.83%，它仍是AI风险偏好的核心参照。若Alphabet、TSMC、Nvidia继续领涨，同时Broadcom、AMD、Tesla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-0.64%；创业板指-0.83%；板块上半导体最强（+2.00%），有色相对落后（-3.05%）；重点板块中3/7个收涨。
S&P 500 ETF+0.39%；Nasdaq 100 ETF-0.48%；大型科技股中Alphabet领涨（+3.72%），Broadcom承压（-12.56%）；VIX-4.55%。
Honeywell's Quantinuum valued at $17.6 billion as shares rise in Nasdaq debut Reuters
中文摘要 路透社称，霍尼韦尔旗下量子计算公司Quantinuum在纳斯达克上市首日股价上涨，公司估值达到176亿美元。
Hezbollah’s leader said the Iran-backed group, which was not included in U.S.-brokered talks, said a truce worked out between Israel and the Lebanese government amounted to surrender for his group.
中文摘要 真主党领导人称，该受伊朗支持的组织未被纳入美国斡旋谈判，黎巴嫩政府与以色列达成的停火对其等同投降。
What to know about the New World screwworm fly and its reappearance in the US AP News
中文摘要 美联社介绍新世界螺旋蝇及其在美国重新出现的情况。这种害虫曾对牲畜构成严重威胁，相关发现引发关注。
Gun battles erupted on Thursday, as armed groups loyal to rival politicians clashed. Residents said it was the worst fighting in years.
中文摘要 周四，效忠敌对政客的武装团体在摩加迪沙交火。当地居民称，这是该市多年来最严重的战斗。
Screwworm fly detected in Texas decades after cattle threat was largely eradicated in US AP News
中文摘要 美联社报道，曾长期威胁美国牛群的新世界螺旋蝇在德克萨斯州被发现，距离美国大体根除该害虫已过去数十年。
Her popular graphic novel series, published in the early 2000s, followed an Iranian girl through the Islamic Revolution and the Iran-Iraq War.
中文摘要 玛嘉·莎塔碧的畅销图像小说系列发表于2000年代初，讲述一名伊朗女孩经历伊斯兰革命和两伊战争的故事。
Israel’s Haredim have escalated their protests against military service in recent weeks, underscoring growing divisions ahead of national elections.
中文摘要 以色列哈雷迪群体近周升级反对服兵役的抗议，凸显全国选举前社会分歧加深。最新骚乱令许多以色列人震惊。
US Supreme Court backs FCC in clash with wireless carriers over fines Reuters
中文摘要 路透社报道，美国最高法院在与无线运营商有关罚款权限的冲突中支持联邦通信委员会FCC，相关裁决影响监管执法。
New Zealand’s foreign minister was “surprised” to hear about the one-year travel ban, a spokesperson said, given lawmakers have visited Taiwan for years without issues.
中文摘要 新西兰外长发言人称，对一年旅行禁令感到意外，因为议员多年来访问台湾未曾出现类似问题。
Beluga whales, which Marineland threatened to euthanize in 2025, will be moved to sanctuaries in Spain or across US Canada and an embattled marine park have reached a tentative deal on the future of 30 beluga whales, ending a saga that has captivated the public and angered animal rights groups. The
中文摘要 加拿大与陷入争议的Marineland就30头白鲸未来达成初步协议。这些白鲸将被迁往西班牙或美国的庇护设施。
Blackstone private credit fund caps withdrawals as redemption requests jump Reuters
中文摘要 路透社称，随着赎回请求上升，Blackstone旗下私人信贷基金对投资者提款设置上限，凸显市场资金流动压力。
Country is shaken by the brutal murders of two girls, aged 14 and 17, whose bodies were discovered just days apart Argentina has reacted with fury after the bodies of two murdered teenage girls were found just two days apart. The latest killings underscore the South American country’s enduring femic
中文摘要 阿根廷两名14岁和17岁少女的遗体相隔数日被发现，引发全国愤怒。案件凸显该南美国家持续的女性被杀危机。
Andrew Wilson appears in court over killing of Latoya Bulgin at protest over a police shooting days earlier Authorities in Jamaica have taken the rare step of charging a police officer with murder after he was accused of shooting a 45-year-old woman in a case that prompted violent protests. Accordin
中文摘要 牙买加当局罕见地以谋杀罪起诉警员Andrew Wilson，指控其在抗议中枪杀45岁女子Latoya Bulgin。
State media photos on the place showed it is likely a plant to produce weapons-grade uranium.
中文摘要 NPR报道，朝鲜公布的新设施照片显示，该地点很可能是用于生产武器级铀的工厂，涉及其核武燃料能力。
Nauran government says its citizens are ‘friendly’ after MP spoke of serious threats allegedly made against former detainees Follow our Australia news live blog for latest updates Get our breaking news email, free app or daily news podcast The Nauruan government has issued a rare statement insisting
中文摘要 瑙鲁政府罕见发表声明，称本国公民“友好”。此前有议员称，前拘留人员据称面临严重威胁。
Asian Stocks Poised to Edge Lower, Oil Steadies: Markets Wrap Bloomberg.com
中文摘要 彭博市场综述称，亚洲股市开盘前走势偏弱，投资者关注油价企稳及全球市场情绪变化。
Chip company notches one of the biggest valuation wipeouts on record as shares drop 12% on Thursday
中文摘要 Broadcom周四股价下跌12%，因收入前景令市场失望，造成芯片公司史上罕见的巨额估值缩水。
Arrangement comes as AI lab is locked in legal battle with Pentagon over Claude model
中文摘要 英国《金融时报》称，美国国家安全局正使用Anthropic的Mythos；该AI实验室同时与五角大楼就Claude模型陷入法律纠纷。
Cryptocurrency is heading for biggest weekly loss since November 2022
中文摘要 Strategy出售消息令加密交易员不安，比特币承压下挫，正迈向自2022年11月以来最大单周跌幅。
Some UPFs are benign, while others are unhealthy because of their contents, according to a study published in Science
中文摘要 发表于《Science》的研究综述称，部分超加工食品并无明显危害，健康风险主要取决于其具体成分。
French prosecutors bring preliminary charges against bank’s Swiss unit over allegations linked to former governor Riad Salameh
中文摘要 法国检方对HSBC瑞士部门提出初步指控，调查涉及黎巴嫩前央行行长Riad Salameh相关指控。
Elevated convertible bond issuance is, at heart, a response to the market being twitchier than usual
中文摘要 英国《金融时报》称，可转债发行升温，本质上反映科技公司利用AI热潮和市场更高波动性融资。
Redemption requests surged to $4.5bn in second quarter
中文摘要 Blackstone旗舰私人信贷基金第二季度赎回请求激增至45亿美元，公司因此对投资者提款设限。
How exactly the company plans to support its gargantuan valuation is not obvious
中文摘要 评论称，SpaceX推动IPO显示Musk擅长塑造市场叙事，但公司如何支撑庞大估值仍不清晰。
Revelation draws international chief into scandal that has prompted resignation of top executives in the country
中文摘要 KPMG全球管理层被曝拒绝调查澳大利亚举报人指控，使国际负责人卷入已导致当地高管辞职的丑闻。
Mega IPOs and share offerings challenge the appetite for AI stocks
中文摘要 大型IPO和股票发行即将涌现，可能检验投资者对AI股票的需求，并挑战美国股市牛市韧性。
Projections by Wall Street bank underpin the $1.78tn valuation group is pitching in IPO
中文摘要 Goldman Sachs预测SpaceX人工智能收入到2030年将增长100倍，这一假设支撑其IPO所推销的1.78万亿美元估值。
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Tweet from @aleabitoreddit (opinion/NFA): $RDDT was driving me insane. > massive earnings beat > just printing FCF since they’re too profitable > 69% Y/Y revenue growth. > biggest moat against AI vibe coding from network effect > 91.5% gross margin. Was just flat for months. Glad to see it getting more attention.Serenity (@aleabitoreddit) $RDDT is getting ridiculous. Looks completely mispriced. Now down 40% over the pa
中文摘要 Serenity称RDDT业绩大幅超预期，自由现金流充沛，收入同比增长69%，毛利率达91.5%，但股价数月表现平淡。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Found this news funny about a new Swedish Hedge fund: Origo’s fund has lost substantial money shorting $SIVE. “The loss is one of the biggest this year" Many of these Swedish hedge funds are now heavily underwater. Just as an accidental byproduct of $SIVE being a core part of the CPO supercycle. Starting to make more sense why there’s a lot of false news being published. Especi
中文摘要 Serenity转述消息称，瑞典新对冲基金Origo因做空SIVE损失惨重，被称为今年较大亏损之一，多家瑞典基金承压。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): This timeline keeps getting more and more unreal… $NVDA Jensen Huang to meet Faker (League of Legends) I did talk with Jensen few years back about PUBG and GPU shortages for mining. And he was enthusiastic about ideas for cross-platform gaming + getting enough allocation to gamers. Fast forward to now, feels like Nvidia kinda ignored gamers… for AI, which is understandable. So
中文摘要 Serenity称英伟达CEO黄仁勋将与《英雄联盟》选手Faker会面，并回忆曾与黄仁勋谈及PUBG和挖矿导致的GPU短缺。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): LOL. I’m honestly laughing there’s new media articles for each one of my X posts. I appreciate any objective coverage though since it helps combat a lot of the disinformation online. Am I that popular now?Serenity (@aleabitoreddit) $SIVE looks like both a chokepoint and a bottleneck for CPO next year. Keep seeing information published from nontechnical people who miss any nuanc
中文摘要 Serenity表示，近期媒体为其每条X帖子撰写报道令其意外，并称客观报道有助于对抗网络上的不实信息。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): $SIVE looks like both a chokepoint and a bottleneck for CPO next year. Keep seeing information published from nontechnical people who miss any nuances. Here’s the reason why: 1. CW lasers are bottlenecked signaled by $LITE earnings. Laser fabs are heavily allocated to EML likely from former $NVDA contracts. -> Sumitomo/Furukawa = bottleneck -> Win Semi = bottleneck $SIVE does f
中文摘要 Serenity认为SIVE明年可能成为CPO领域的关键卡点和瓶颈，并称非技术人士发布的信息常忽略CW激光器等细节。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): I now am the #1 most subscribed to account on the entire X platform! After overtaking Elon Musk today. Thank you everyone for helping me achieve my goal.Jbam (@Jbamn)congrats on becoming #1 most subscribed X account!— https://x.com/Jbamn/status/2062335737454907626 — Serenity (@aleabitoreddit) Jun 4, 2026
中文摘要 Serenity称自己当天超过Elon Musk，成为整个X平台订阅数最高账号，并感谢用户帮助其实现这一目标。
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Tweet from @aleabitoreddit (opinion/NFA): Yeah… I think all your upstream semi supply chain companies are going much higher. Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers $GOOGL / $META / MSFT / $AMZN from 2025 to 2030. Revised up from $4.5T from Q1 earnings. “Aggregate capex est. $7.6 trillion between 2026 and 2031.” And it flows upward to these tiny chokepoints like
中文摘要 Serenity称上游半导体供应链公司仍有上行空间，并提到高盛预计GOOGL、META、MSFT和AMZN资本开支合计达5.3万亿美元。
@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提到COIN、HOOD、CRCL等公司，批评所谓友好政府背景下仍推动受银行游说影响的Clarity Act法案。
@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称AVGO重申2027年1000亿美元以上收入目标，市场或原本期待上调，因此股价下跌，并提及NVDA黄仁勋对MRVL的评论。
@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提案已发布，光子学确认成为欧盟政策新增结构性组成，对欧洲光子产业构成主题利好。
@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称POET市值24亿美元，封装Sivers激光器并获5000万美元预生产合约；XFAB市值17亿美元，具SiC、GaN、MEMS和硅光子代工背景。
@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称其X订阅数约4.6万，Elon Musk约4.7万，只差1000人即可成为平台订阅数最高账号。
@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表示其去年提出Neocloud板块将成主线，并将NBIS列为高信念标的，称Nebius表现领先IREN、CRWV等同类公司。
@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可能成为英伟达NVLink CPO供应链生态伙伴的激光来源。
@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称当天发布的重大消息，使某光子公司成为NVDA NVLink Fusion CPO生态的有效上游激光瓶颈。
@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6月3日发布技术主权方案，其中CHIPS Act 2.0预计优先支持光子学，XFAB和SIVE被行业政策蓝图提及。
@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讨论下一代面临的压力，包括错过AI基础设施和算力所有权、岗位被AI取代、住房更贵以及通胀推高生活成本。
@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多头仓位当天启动，Shunsin、Foci和Xintec均上涨10%，并等待Win Semi、Msscorp和Nextronics跟进。
@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表现良好，市值约35亿美元，近期较少提及是因暂无太多新进展，仍等待LPK等企业的批量订单。
@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称应更相信黄仁勋对MRVL的判断，并表示黄仁勋给出1万亿美元目标后，Marvell因一句评论上涨35%。
@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曾凭EML和可插拔光模块两年从30亿美元涨至750亿美元，并认为SIVE或凭CPO、可插拔和CW复制类似路径。
@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，称其硅光子代工业务获NVDA和NOK验证，并可受CHIPS Act和政府补助支持。
@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Reuters报道Sivers与GFS建立战略合作，SIVE激光器将被整合进GlobalFoundries硅光子平台参考设计。
@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称一家光子企业当天发布重大事件，使其成为CPO、可插拔和SiPH的功能性标准激光器，服务NVDA、AVGO、AMD和MRVL等公司。
@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转述称NVDA黄仁勋称MRVL是下一个1万亿美元公司；Marvell当前市值约1910亿美元，Serenity披露持有相关仓位。
The Securities and Exchange Commission today announced five new members of the Small Business Capital Formation Advisory Committee. The new members were appointed to four-year terms and will join the 15 current …
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
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41 points · 5 comments
中文介绍 这篇论文围绕Transformer中的Q、K、V三类投影展开系统研究，比较不同QKV变体的必要性与效果。
5 points · 0 comments
中文介绍 论文介绍Latent Agents后训练流程，旨在让模型内部形成多智能体辩论机制，以提升推理与决策表现。
54 points · 40 comments
中文介绍 作者讨论URL中使用IPv6 zone标识带来的问题，认为这一机制在实现、解析和安全语义上容易造成混乱。
26 points · 0 comments
中文介绍 报道聚焦蜂王发育所处的特殊蜡质巢室，介绍其材料特性及其在蜂群生物结构中的作用。
Hey HN I've been using ECS for a while now and found it annoying having to log into the console everytimeI use Lens for Kubernetes but couldnt find an equivalent for ECS so i built one!The project is open source as well https://github.com/utibeabasi6/mercek
中文介绍 Mercek是一个开源桌面工具，面向AWS ECS管理场景，旨在减少频繁登录控制台的操作负担。
Built a browser-based FFmpeg editor that runs entirely client-side via WebAssembly. Your files never leave your device -- all processing happens in a Web Worker. Works offline as an installable PWA after first load.
中文介绍 该项目通过WebAssembly在浏览器本地运行FFmpeg，文件不上传服务器，并可作为离线PWA安装使用。
220 points · 74 comments
中文介绍 Anthropic发布开源框架，用于支持AI辅助漏洞发现相关研究与评测，在Hacker News引发较多讨论。
40 points · 15 comments
中文介绍 Castor是CERN的Advanced STORage Manager，用于大规模科研数据存储管理，相关页面介绍其系统定位。
200 points · 183 comments
中文介绍 文章称Meta智能眼镜出现人脸识别相关能力，引发关于隐私、可穿戴设备和现实场景识别的讨论。
19 points · 4 comments
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