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「10月16日は葉月 珪くんの誕生日。 　……あっ、葉月くんから電話！」 【葉月 珪】 ……あ。起きてたか。俺。 ああ、誕生日だ、今日は俺の。サンキュ。 おまえと一緒にいるようになってから忘れないようになったよ。 だから、これからもずっと……よろしくな。 #girlsside# #GS男子誕生日#

Ex-TikTok star opens up about living in the streets & reveals that she spends all $600 she makes daily from selling herself on dr*gs 😮💔 “I don’t sleep, I don’t eat. I get up, I go [sell] myself for money and then I come back & cop [dr*gs], and repeat.”

$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 fab-lite, so are they a bottleneck? Yes, $SIVE sits in the laser bottleneck since control output supply of CW lasers from Win Semi and other fabs from allocation way early on (CEO stated they working with more capacity from other players as well). Perfect example is Kioxia/Sandisk. $SNDK controls NAND output, so they’re a bottleneck because they control final pricing. Demand exceeding supply from Ayar, Jabil, other pluggable vendors + Nvidia NVLink CPO ecosystem… final laser supply owned by $SIVE makes Sivers a bottleneck. $SIVE is also likely primary/sole source for Jabil, Gen-1 Ayar, $MRVL Celestial, and other hyperscaler asic/merchant CPO routes. So no way to get around it (can’t hot-swap single channel cw lasers with Sivers) 2. $SIVE is a chokepoint over CPO. $NVDA use $COHR, $LITE (which likely sources external cw capacity from Japanese competitors) $AVGO is likely vertically integrated as well. However: the entire ecosystem around it from ASIC programs (Marvell, AlChip, etc) and merchant programs (Ayar, Lightmatter, Lightelligence) Are all likely designed around $SIVE. Ayar for example, likely tried to multi-source with $MTSI / $LITE back in 2022 but their lasers probably couldn’t match the level of Sivers specification with arrays (removed Lumentum / Macom from their supply chain site recently) If there’s no alternative at least for the initial generations (obviously they’re working to multi-source). That makes $SIVE a structural chokepoint to go through for lasers. Even if you look at the 1.6T LRO $JBL designed, they achieved a “drastic moat” with performance built around $SIVE likely sole source. $SIVE is also the foundry level reference laser design for $GFS, which your hyperscalers use like $AMD (likely using Sivers + maybe Ayar for gen1): If every major player, who hasn’t achieved vertical integration (Nvidia/Broadcom) is using Sivers for CPO… That makes them a chokepoint. Just look at the entire CPO $NVDA NVLink ecosystem partners: every single one are all likely using Sivers. And they all use $GFS as well (where Sivers is default reference). So $SIVE is both a chokepoint and bottleneck when CPO really scales up H2 2027, over one of the biggest architectural shifts of all time (near $0 -> $81B or $91B TAM in the next 1 1/2 years from GS research note) This is why I say $SIVE looks like it could be the next $75B $LITE over the next couple years. All of this should play out next year. And it’s still trading less than a company with $50M in purchase agreements that buys Sivers lasers to repackage them.

Some LC-36 updates. Now that we’ve had access to the pad and integration facility we can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower is also good. The big support tower is damaged, but it can be repaired in place rather than torn down and replaced. The booster “Never Tell Me The Odds” and the three GS-2s that were onsite in the integration facility also look good. I’ve seen some speculation that we might move directly to the 9x4 configuration, but we won’t do that. Rate manufacturing of 7x2 is going well, and we’re going to continue that at pace as planned and store the stages for use. In addition, we had already been working for some time on eliminating our transporter-erector in favor of an alternative vertical conop, and we’ll now go directly to that; so we don’t need a new transporter-erector. We will fly again before the end of this year. Gradatim Ferociter.

川普今日访华，随行名单17个公司已经涨了15个了 😂 随团CEO概念股完整列表 ： 1. 蒂姆·库克（Tim Cook）— 苹果 $AAPL 苹果高度依赖中国制造与中国消费市场。 2. 马斯克（Elon Musk）— 特斯拉 $TSLA 全球新能源车龙头，中美关系缓和，对销量、供应链、自动驾驶合作预期都有巨大想象空间。 3. Larry Fink — 贝莱德 $BLK 中国资本市场开放、资金流动恢复，对贝莱德长期布局亚洲资产意义重大。 4. 迪娜·鲍威尔·麦考密克— Meta $META Meta虽然目前在中国业务有限，但AI广告、电商、XR硬件未来仍存在巨大潜在合作空间。 5. David Solomon — 高盛 $GS 全球顶级投行之一。 6. Larry Culp — 通用电气航空航天 $GE 波音订单恢复，GE航空发动机业务通常同步受益。 7. 克里斯蒂亚诺·阿蒙 — 高通 $QCOM 安卓手机芯片龙头，中国手机厂商长期是高通最大客户群。消费电子复苏+关系缓和，属于直接受益方向。 8. Stephen Schwarzman — 黑石集团 $BX 全球私募巨头，在房地产、基建、私募投资领域布局广泛。 9. Kelly Ortberg — 波音 $BA 若重新开启大规模飞机采购，市场可能重新交易波音长期订单逻辑。 10. 桑贾伊·梅洛特拉 — 美光科技 $MU AI时代最缺资源之一就是存储。 11. Ryan McInerney — Visa $V 全球支付网络龙头。 12. 孟轲 — Mastercard $MA 与Visa逻辑类似，国际支付与消费复苏核心受益。 13. Jane Fraser — 花旗集团 $C 美国国际化程度最高的大型银行之一。 14. Chuck Robbins — 思科 $CSCO AI数据中心、企业网络升级、云计算基础设施扩张，都可能带动思科需求恢复。 15. Jim Anderson — Coherent $COHR 光通信与激光设备核心公司。 16. Jacob Thaysen — Illumina $ILMN 全球基因测序龙头。 17. Brian Sikes — 嘉吉 全球农业与大宗商品巨头。农业贸易一直是中美关系的重要方向之一。

【予告】 本日19時配信の動画は... 元GS 河村真木子さん × タレント 菊地亜美さん × トモイク代表 竹村由賀子さんによる本音ママトーク！ テーマは「AI 時代の子育て・教育論」 AIネイティブ世代の子供たちへの教育のあり方や、理想的な付き合い方を考えます✨ #テレ東AIアカデミー#

ネムメルさん素敵な衣装ありがとうございます🫶🏻🎀ずっとやりたかった婦長のドスケベ礼装だ〜〜！！！早く撮影するのが楽しみです💉💕ハロウィンまでにたくさん撮影しちゃいます📸ありがとうございます🫶🏻🎀 @marchen_gs

ランブルローズのプロデューサーであり、ときメモGSのお義父さんこと、内田明理さんと、ランブルローズＸＸの衣装デザインやラブプラスのキャラクターデザインや企画で有名な箕星太朗さんとお会いする機会がありまして、お話しさせていただきました🥰豪華すぎてトークがまるでフルコースでした…♥️

／ お正月も🎍 🕐13時からは #ダレハナ# ❗️ ＼ 今年もコタツから２時間生放送❗️ #遠山大輔# さん(@tohyamagrunge) アンジェリーナ1/3さん(@Angelina__gs) #ダウ90000# #蓮見翔# さん(@Show0408S) が登場❗️ お楽しみに❗️ #アンジェリーナサンブンノイチ# #山崎怜奈# #れなち# #TOKYOFM# #radiko#

Honored to visit the HQ of the League of Arab States @arableague_gs on its 80th anniversary & hold friendly talks with Deputy Secretary-General Amb. Hossam Zaki and Spokesperson Mr. Jamal Rushdi. China-Arab relations are at an all-time high. We’re ready to work with the LAS to make the 2nd China-Arab Summit a great success and take our partnership to new heights.