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Only thing to look at with $SIVE earnings is forward growth. Nobody cares about pre-development contract earnings from 2025 or last quarter, especially for qualification cycle optical players. Having 77% growth of opportunity pipelines (revenue volume ramp projections), to $799m In a quarter is absolutely incredible growth. And, I’d expect to see that continue compounding. “The company continues to anticipate several volume production starts within AI data centers” (photonics/lasers). Is also very positive and validates the thesis about volume ramp for photonics. Now next thing to look at is earnings call transcript, once they’re indexed, which is the most important signal of what’s to come. Overall, very positive.
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2026. 05. 22. Play X4 이터널 리턴 - 레니 Eternal Return - Leni 👤 : @miuu4u #cosplay# #EternalReturn#
怎么低成本搭建自己的AI助手? deepseek R1模型发布以来,各种AI应有又有了一波大的爆发,但是数据保密成了一个不容忽视的问题。如果想较低成本地搭建一个私人应用的AI助手,可以自己调试生成限制,调试输出文本内容,数据不外传,成本尽可能低,不知道是不是可行。 本文详细介绍如何通过Dify和Chrome MCP的结合,在3分钟内搭建一个能操作网页的AI助手。文章提供了从环境准备、Dify部署、Chrome MCP安装到配置的完整步骤,展示了AI助手在自动网页搜索、表单填写、数据抓取等场景的应用,并解释了工作原理、问题排查及进阶技巧,让读者能够零代码实现网页自动化任务。 你是否想过让AI不仅能回答问题,还能直接操作浏览器帮你做事?比如自动填写网页表单、抓取特定数据、或者点击按钮?现在,通过Dify和Chrome MCP的结合,你可以在3分钟内搭建一个能真正"动手"操作网页的AI助手。 本文将手把手教你如何在本地部署Dify并配置Chrome MCP服务器,打造你的私人网页自动化助手。 准备工作:确保你的环境就绪 在开始前,请确保你的系统已安装: •Docker 和 Docker Compose(用于快速部署Dify) •**Node.js 18+**(用于运行Chrome MCP服务器) •Git(用于克隆项目仓库) 第一步:快速部署Dify(仅需1分钟) Dify是一个强大的LLM应用开发平台,我们通过Docker快速部署: # 创建项目目录 mkdir dify-chrome-mcp && cd dify-chrome-mcp # 下载Docker部署配置 curl -o docker-compose.yml # 启动Dify服务 docker-compose up -d 等待1分钟左右,访问 http://localhost:80 就能看到Dify管理界面。首次使用需要创建账号并完成初始化设置。 第二步:安装Chrome MCP服务器(1分钟) 打开新的终端窗口,安装并启动Chrome MCP服务器: # 安装Chrome MCP服务器 npm install -g @modelcontextprotocol/server-chrome # 启动Chrome MCP服务(会自动打开Chrome浏览器) server-chrome 服务启动后,你会看到类似下面的输出,表示MCP服务器正在9999端口监听: Server running on http://localhost:9999 Chrome browser launched and connected successfully 第三步:在Dify中配置Chrome MCP(1分钟) 现在回到Dify管理界面,进行关键配置: 1.进入设置 > 模型供应商 > MCP服务器 2. 点击添加MCP服务器 3. 填写配置信息: •服务器名称: Chrome-Automation •服务器URL: http://localhost:9999 4. 点击验证并保存,看到绿色成功提示 效果验证:让AI帮你操作网页 配置完成后,你就可以在Dify的Playground中测试你的网页自动化AI助手了。 试试这些实用场景: 场景1:自动网页搜索 请打开百度首页,在搜索框中输入"最新AI技术发展",点击搜索按钮,然后告诉我第一页的搜索结果标题。 场景2:自动填写表单 请打开"张三",邮箱栏填写"zhangsan@email.com",在留言区填写"咨询产品信息",然后点击提交按钮。 场景3:数据抓取与分析 请打开 工作原理:为什么这很厉害? 这个组合的厉害之处在于分工明确: •Dify:负责与LLM对话,理解你的自然语言指令,并将其分解成具体的浏览器操作步骤 •Chrome MCP服务器:负责实际控制Chrome浏览器,执行具体的网页操作命令 •LLM(大语言模型):作为大脑,理解你的意图并规划操作流程 常见问题排查 server-chrome 2.连接失败:检查Dify和Chrome MCP服务器是否在同一个网络环境下,防火墙是否允许9999端口通信 3.操作超时:复杂网页加载需要时间,可以增加超时设置:server-chrome --timeout=60000 4.权限问题:在MacOS/Linux上可能需要权限:sudo npm install -g @modelcontextprotocol/server-chrome 进阶使用技巧 掌握了基础用法后,你还可以尝试这些高级功能: •多页面管理:同时控制多个浏览器标签页,完成更复杂的任务 •用户身份保存:让AI记住登录状态,下次直接操作无需重新登录 •定时任务:结合Dify的工作流功能,设置定时自动化任务 •异常处理:教会AI识别操作失败的情况并自动尝试替代方案 如何学习大模型 AI ? 由于新岗位的生产效率,要优于被取代岗位的生产效率,所以实际上整个社会的生产效率是提升的。 但是具体到个人,只能说是: 最先掌握AI的人,将会比较晚掌握AI的人有竞争优势。 这句话,放在计算机、互联网、移动互联网的开局时期,都是一样的道理。 #AI# #AIAgent# @grok @xai
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The Narrative Collapsed and Ethereum Is Cheap. Is ETH finally a buy? The Ethereum options market is seeing unusually large put buying activity, with the $1,800 and $1,900 strikes attracting flows running approximately five times above normal levels. Since issuing our high-conviction short on May 16, 2026, Ethereum has declined 10%. But our bearish thesis predates that call. On October 31, 2025, with ETH trading at $3,800, we identified Ethereum as the smarter hedge. Prices have since fallen 47% (see also our interview from November). The thesis was always fundamental. The market is simply catching up. In early April 2026, with Ethereum trading near $2,000, we revisited our fundamental view, examining whether the conditions for a buy had emerged and what the real structural issues were. Today, we return to that question. Ethereum is cheap. But cheap is not the same as a buying opportunity. Fundamentals ultimately determine price; marketing narratives can only sustain a divergence for so long before reality reasserts itself. We have seen that cycle play out once already. So what has changed? Let us approach Ethereum from a different angle entirely. See our full report below.
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This week, I used Grok Build to make a personal website and also to build a 3D space chess game. Where you can actually play against AI. It's TONS of fun! What should I make next? You can see the projects here:
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.@Solana is cementing its next phase of blockchain distribution by investing in verticalization and challenging traditional mobile players. With a decentralized app store and hardware designed to run on the Solana network, it’s positioned to reach users in ways that no other crypto network has before. FC partner @alemartcard interviewed @toly, co-founder and CEO of @Solana, at Accelerate 2026 a couple of weeks ago. Watch our full interview here to learn more about his journey as a founder, what went into building Solana, and what's next for the platform:
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wanna play a game with me? ~💕 #FemmeFA# #ファムFA#
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It's launch day and I'm obsessed with the Violet Collection! Can't help but add a few more prizes for you to take home. Adding 3 more Xiaomi Sound Play speakers to the giveaway pool! Repost for a chance to win.
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