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ColorationさんのLIVEに行ってきました✨ みゆちゃんとチェキ撮ったの〜💗 アイドル衣装のみゆちゃん本当に可愛かった🥰 みゆりん覚えてくれてる子いるかなー♡♡ たまたまツインテール運命感じた⌒(´❛-❛`)⌒ このチェキ一生の宝物💎💎💎 #Coloration# #ねぇねぇ美結ちゃん#

Carrier Connect signs definitive agreement for its first U.S. data center platform, with Rochester Colo assets expected to add CAD $885,000 in ARR. Carrier Connect Data Solutions Inc (@CarrierCDS) (TSXV: CCDS | OTCQB: CCDSF) announced today that it has signed a definitive Asset Purchase Agreement, through its wholly owned subsidiary PureColo Inc., to acquire the principal data center assets of Rochester Colo, LLC, a carrier-neutral colocation provider in Rochester, New York. Carrier Connect Data Solutions is a New and Notable company in the B2i Digital (@b2idigital) network. To learn more, visit The proposed acquisition would give Carrier Connect its first U.S. operating platform and sixth data center overall. Rochester Colo serves customers across upstate New York, the broader Northeast, and beyond with secure colocation, power and cooling, network connectivity, physical security, and independently audited operational controls. Rochester Colo is currently generating approximately CAD $885,000 in annual recurring revenue, with more than 60% capacity still available. Upon successful closing, Carrier Connect expects the transaction to increase top-line revenue by approximately 15-17% immediately. Consideration includes USD $250,000 in cash at closing, of which USD $25,000 has already been paid as a deposit, plus 800,000 common shares of Carrier Connect. The shares will be escrowed and released in four equal tranches at 6, 12, 18, and 24 months following closing. The arm’s length transaction carries no finder’s fees and is subject to customary closing conditions, including acceptance by the TSX Venture Exchange. Closing is expected on August 15, 2026, or as otherwise agreed by the parties. Carrier Connect rolls up Tier II/III data centers internationally for AI companies, service providers, enterprises, and small businesses. As a carrier-neutral operator, its systems are fully independent and owned outright within leased space. Principal markets are Vancouver, Ottawa, Saint John, and Perth. The company is led by Mark Binns, CEO; Johan Arnet, CTO; and Mark Alexander, CRO. Full announcement: Discover more emerging growth Featured Companies, industry-leading Featured Experts, and upcoming Featured Conferences at B2i Digital is not a broker-dealer or investment adviser, and content shared here is for informational purposes only and is not investment advice.

财报解析：Cipher Digital (CIFR) Q1 2026——算力基建的价值重估 在近期对大量科技与能源企业的财报复盘中，Cipher Digital (CIFR) 的 2026 财年第一季度电话会议尤为值得关注。这份财报不仅确认了 CIFR 从传统比特币矿商向垂直整合超大规模（Hyperscale）数据中心开发商的彻底转型，也为 AI 基础设施价值链的演进提供了一个极具参考价值的样品： CIFR 目前正处于一个典型的“基本面错位”阶段---短期营收缩水与长期合同爆发并存。 一、 营收倒退的表象与百亿订单的底牌 单看当季利润表，CIFR 的数据似乎在衰退：Q1 营收从上一季度的 6000 万美元降至 3500 万美元。但这属于战略转型期的主动“阵痛”。 营收下降的直接原因是关闭了 Black Pearl 站点的比特币挖矿业务，以为大规模的 HPC 改造腾出空间。真正决定其长期估值锚点的是其**已签约待实现收入（Contracted Revenue）**的跳跃式增长： 极速扩张的合同规模： 短短一个季度内，已签约总收入从约 93 亿美元飙升至 114 亿美元，增幅近 23%。 高确定性的长期现金流： 新签订单主要来自 AWS、Google 等超大规模科技巨头，租约期限普遍长达 10-15 年。 利润兑现时间表： 预计从 2026 年 10 月起，核心园区的年化净运营收益（NOI）将达到 7.87 亿美元。 这表明，市场的核心博弈点已不再是比特币的周期波动，而是如何对这 114 亿的长期基建合同进行定价。 二、 核心护城河：4.2 GW 电力资产与交付能力 在当前的 AI 军备竞赛中，能源容量是硬通货。CIFR 手中握有约 4.2 GW 的电网容量管线，且在交付进度上展现出先发优势： Barber Lake (207 MW)： 结构已封顶，99% 设备就位，进入冲刺交付阶段。 Black Pearl： 挖矿设施清退完毕，全面转入 HPC 建设。 Stingray (100 MW)： 顺利签署第三份租约，预计 2026 年 Q4 即可通电。 跨电网布局： 突破了单一德州（ERCOT）市场的局限，向俄亥俄州（PJM电网）的 Ulysses 站点扩张，以满足科技巨头的多区域算力部署需求。 三、 财务结构优化与“表后发电”的想象空间 基础设施项目的成败高度依赖融资能力与成本控制。CIFR 在本季度的操作为其转型提供了坚实的资本底座： 风险隔离的债务结构： 约 52 亿美元的债务属于非追索权债务，与特定资产强绑定，有效隔离了母公司层面的施工与运营风险。 充裕的流动性： 账面拥有 7.15 亿美元不受限现金。通过发行 20 亿美元高收益债券（且获超额认购）以及设立 2 亿美元循环信贷，证明了主流金融机构对其基建信用背书的认可。 表后发电（Behind the Meter）的破局潜力： 管理层透露正在德州探索现场燃气发电。在电网接入审批日益严格的背景下，直接利用西德州廉价且丰富的天然气进行表后发电，不仅能绕开并网瓶颈、加速投产，更能在极低成本下锁定更高的算力溢价。 四、 关键风险提示 在乐观的转型预期之外，该标的仍面临不容忽视的结构性挑战： 政策与并网风险： 对于 2028 年之后的远期项目（如 McLennan），需面对德州电网（ERCOT）全新的批处理（Batch Process）审批流程。即便公司自评估处于最高优先级，监管变动仍可能拖延交付。 商业模式的摇摆： 目前公司主打低风险的托管（Colocation）模式，但在 Reveille 项目中也在尝试涉足计算设备（Compute）的直接持有与运营。重资产运营 GPU 集群可能带来更高回报，但同时也会大幅抬升技术折旧与市场风险。 结语 CIFR 的 Q1 财报展示了一个教科书级别的资产重组案例：用低廉的电力获取成本，去套利超大规模 AI 算力中心的高额溢价。对于量化分析与深度行研而言，这种从“周期性加密资产”向“公共事业级基建资产”的属性跃迁，正是市场定价容易出现滞后、从而产生有效 Alpha 信号的绝佳温床。 免责声明：本人持有文章中提及资产，观点充满偏见，非投资建议，dyor

広瀬彩海 3rd Live 〜colouration〜 本当にありがとうございました！！ たくさんの方に来ていただいて本当に嬉しかったです！！！！ また会える日を楽しみに頑張ります！！！ ちょーーーーーーー楽しかった😭😭😭いい疲労。 バチくそ寝ます♡みんなも沢山寝てね！！！ #彩colour#

SpaceX Starbase: Helping Lift Brownsville Out of Poverty and Bring Wealth to Local Families For many years, Brownsville and the Rio Grande Valley carried the difficult reputation of being among the poorest regions in the United States. High poverty rates shaped daily life for families across Cameron County for decades. In the 1990s, the area was even designated a federal Rural Empowerment Zone in recognition of these long-standing challenges. Today, the trajectory is changing. Poverty rates in Cameron County have been declining steadily. They fell from the mid-30s percent range around 2010 to 28.9% in the 2015–2019 period, and now stand at 24.8% according to the latest U.S. Census Bureau data (2020–2024 American Community Survey 5-year estimates). While the rate is still higher than state and national averages, the consistent downward trend reflects real, measurable progress. A New Wave of Investment and Job Creation Recent data from the Greater Brownsville Economic Development Corporation’s FY 2025 Annual Impact Report shows strong momentum. Between October 2024 and September 2025, the organization helped attract $183.7 million in new investment and supported the creation of 3,288 jobs. The report also shows 10,604 jobs retained during that period and 7,116 jobs already committed for 2026. *Greater Brownsville EDC FY 2025 Key Economic Highlights (see infographic below) These figures reflect broad economic activity across the region, with SpaceX’s Starbase playing a significant role as a major anchor project. Starbase has brought thousands of direct jobs to the area and has helped attract suppliers and related investment. This type of large-scale development is helping address long-standing needs for stable employment and skills development in Brownsville and surrounding communities. Local voices are also noticing the change. Former Brownsville City Councilwoman Jessica Tetreau, @JessicaTetreau at Starbase beach at sunset described the shift she has witnessed in her own community: “Before, in the past in Brownsville, people would talk about the brain drain, how all of our youth would have to leave to San Antonio, to Austin to find jobs… And now these young people that are from the community are finding these amazing jobs.” She shared that in her own neighborhood, parents are now working at SpaceX, and children are growing up excited about launches and rocket engineering, “just like their fathers.” “The kids that are graduating from UTRGV and local universities, they’re coming to work here. It’s really exciting. Engineering is now one of the hottest and exciting things to have in this area.” Direct Support for Education and Downtown Renewal In addition to job creation, there has been targeted investment in the community’s future. In 2021, Elon Musk and the Musk Foundation committed $30 million to the area. $20 million to schools across Cameron County and $10 million for the revitalization of downtown Brownsville. Brownsville Independent School District received more than $2.4 million of the school funding. The money has supported the expansion of Career and Technical Education programs, helping prepare young people for the skilled jobs now available locally. The downtown portion included a $1 million grant to the Brownsville Community Improvement Corporation to strengthen the historic core of the city. Below are a few photos I took while touring downtown Brownsville with Jessica Tetreau right after Starship Launch 12, showing the renewed energy through spots like Main Street Deli, a local bookstore, and Dodici Pizza & Wine. A Community Moving Forward Brownsville has always been a resilient place. In recent years, it has gained access to meaningful new employment opportunities, investment in education, and visible improvements in its downtown. These developments are helping lift families, create local wealth, and support the renewal of the community. Challenges remain, as they do in any place working to overcome long-term economic hardship. But the direction is positive. New jobs are being created, young people are gaining access to better training, and the heart of the city is showing signs of renewal. This is the quieter but very real story of progress happening in Brownsville today that legacy media will keep quiet about.

Say what you will about fairness, thresholds, etc., but read the room, read the base - it feels like Donalds is being forced upon us by everything Big. - big media - big corporations - big tech Then add all the establishment politicians endorsing/crowning him left and right. This isn't healthy for a state like Florida. In fact, I'll go as far as saying that this is dangerous as it pertains to maintaining Florida the beacon of on-the-offense Constitutional Conservatism. Donalds is, at best, a BASIC politician. At worst, a big government, corporatist Republican, i.e., a politician that can and WILL/HAS be(en) bought. @TheFLGOP will be wise to let the grassroots base feel ignored. Endorsements from OTHER POLITICIANS and huge DONORS FROM SILICON VALLEY are drowning out the base here in FL. Am I wrong here?

Brazil and China are moving forward to deepen their partnership in space-related matters by progressing with the construction of the Joint Radio Astronomy Technology Laboratory. The project involves the participation of a state-owned defense company known as the China Electronics Technology Group Corporation. The two nations are also advancing the construction of South America’s largest radio telescope, known as “BINGO.” But China is not an innocent space explorer, but rather a dangerous adversary seeking to improve military capabilities in the U.S. area of influence.

America built a house on a broken foundation. When folks noticed the cracks, leaders painted the walls instead of fixing the concrete. First, laws allowed white men to own Black humans. When that stopped, the state wrote the Black Codes. Mississippi made it a crime for a Black man to lack a job, forcing men into unpaid convict labor. When those rules failed, the state wrote quiet rules. In 1933, the Home Owners Loan Corporation drew red lines across federal maps. Banks labeled Black neighborhoods hazardous, ensuring lenders would not approve home loans for Black residents. Next, towns used local real estate taxes to fund public schools. Rich white suburbs kept cash inside their own borders, while redlined Black neighborhoods had zero wealth to tax. The hate never left. It just learned to hide in plain sight.

Corporation: "We made $4B but spent $3.9B so we only owe taxes on $100M." Government: "Totally reasonable." You: "I made $60K but spent $58K on survival." Government: "You owe taxes on $60K." You: "That's not—" Government: "File by May 15."

美股入门｜新手小白第一次买美股指南 1. 美股是什么？ 简单理解： A股是买中国公司的股票。 美股是买美国公司的股票。 比如： Apple Inc.（苹果） NVIDIA Corporation（英伟达） Tesla, Inc.（特斯拉） Inc.（亚马逊） 当你买入这些公司的股票，本质上就是成为它们的小股东。 2. 为什么很多人选择投资美股？ 因为全球最赚钱、最有影响力的公司，大多数都在美股。 过去十几年： 苹果涨了很多倍； 英伟达涨了几十倍； 很多科技巨头都诞生在美国市场。 所以美股长期被称为： “分享世界科技发展的红利”。 3. 小白最适合怎么买？ 不要一上来研究K线 不要一上来玩期权 更不要想着一夜暴富 最简单的方法： 直接买指数ETF 比如： SPY（跟踪标普500） VOO（跟踪标普500） QQQ（跟踪纳斯达克100） 相当于一次买入美国最优秀的一篮子公司 4. 美股交易时间 正常交易： 北京时间 晚上9:30 - 凌晨4:00 （夏令时会有调整） 所以很多美股投资者都有熬夜看盘的经历 5. 新手最容易踩的坑 ❌ 听群消息买股票 ❌ All in一只股票 ❌ 借钱炒股 ❌ 高频交易 ❌ 追涨杀跌 记住一句话： 投资最重要的不是赚得快。 而是活得久。 我的建议 如果你是纯小白： 第一步：学习基础知识 第二步：少量资金实操 第三步：坚持长期投资 先学会赚钱。 再学会赚快钱。 顺序不要反。 很多人输在第三天。 真正赚到钱的人，往往坚持了十年。