誕生日イベントご来場いただきありがとうございました💫
サントリーさん全面協力により美味しいドリンク飲みながらワイワイと楽しめて最高の1日になりました🍻
ファンクラブも開設発表できたし、これからもよろしくねー!はるきゃんもMCありがとう😍💗
#
supportedbyサントリー#
显示更多
本日7月1日より新曲「Brilliant Queen」が
各音楽配信サイトより配信スタート🎉
TV番組【Dセレクション】 Supportedby ミセスマートNEOのエンディングテーマ曲に起用して頂いている
「NOPE」のラストにだけ突如現れるサビがあるんだけど、そのサビで念願のフルサイズを新たに作ったのが
この「Brilliant Queen」 👑
あのレアなサビを知ってる方も
知らない方も
楽しんで聞いてもらえると嬉しいです☺️
そして7月15日からのライブでは新曲の披露はもちろん✨
(チケットは私のHPから!)
CDも販売するよ💿
会場限定盤も登場!
詳しくは 次の投稿で😉
显示更多
おぐねーこと小椋ケンイチさんと✨中山エミリちゃん✨がMCをつとめる
【Dセレクション】SupportedbyミセスマートTV・NEO
5月27日 AM11:30~の放送に
出演させて頂きます!!
そして!とっても嬉しいことに‼️‼️
エンディングテーマ曲に
私の「NOPE」を起用してくださいました🙇♀️‼️
めちゃ嬉しすぎるー🥹‼️‼️‼️
テレビ埼玉
テレビ和歌山
岐阜放送
J:COM各社
CS スカイパーフェクトTV
Ch.529 ベターライフチャンネル
Ch.528 セレクトショッピング
で放送です‼️
#
dセレクション#
#
ミセスマートtv#
#
ミセスマートtvneo#
显示更多
Is the AI boom facing its first major credit market warning sign? ⚠️📉
NVIDIA’s 5-year Credit Default Swaps (CDS) surged to a record high of 82 basis points as market concerns mount over massive $750B+ AI infrastructure commitments and vendor financing loops.
The latest KuCoin blog breaks down what this credit risk spike means for tech equities and the crypto market:
📉 Credit Default Swaps Surge: Five-year CDS on NVIDIA debt hit a record high of 82 bps—its largest single-day jump—as credit markets aggressively reprice contingent liabilities.
💼 The $750B AI Web: Massive deals including a $500B+ partnership with SK Group and a potential $250B financing backstop for OpenAI are raising concerns over balance sheet complexity.
🔄 Circular Financing Fears: Credit markets are questioning vendor financing feedback loops, where chip demand is partially supported by the supplier's own capital commitments.
⚡ Crypto Market Spillover: As high-beta risk assets, digital assets continue to show tight correlation with technology risk sentiment, reacting directly to credit market signals from the AI complex.
Are we seeing the early warning signs of an AI capital bubble, or is this just near-term noise? Read the full analysis here:
显示更多
I welcome the decision, supported by an overwhelming majority of countries, to remove Karim Khan, the Prosecutor of the International Criminal Court.
This decision exposes the truth.
Karim Khan was accused of sexually harassing women who worked under him.
It was precisely as these allegations emerged that he canceled his planned visit to Israel, abandoned his previous commitment to thoroughly examine Israel’s independent judicial system, and suddenly moved to pursue arrest warrants against me and former Defense Minister Yoav Gallant.
He did so to divert attention from the allegations against him and to rally Israel’s enemies around him as a political shield.
That shield has now been torn away.
What has been exposed is not only Karim Khan’s true motivation, but also the profound injustice and corruption that have infected both the Office of the Prosecutor and the International Criminal Court itself.
Last night, I spoke with U.S. Secretary of State Marco Rubio.
He once again reaffirmed America’s determination to act forcefully against this institution—an institution that undermines justice, attacks democratic and sovereign nations, and seeks to subordinate their security to the decisions of unaccountable and corrupt officials in The Hague.
This is a very positive development.
The truth must now be heard throughout the world.
显示更多
Hims & Hers Health shares fell over 11% after an FDA advisory panel voted 7 to 6 against adding Emideltide to the compounding 503A Bulks List.
THE IMPACT: The narrow rejection raises near-term regulatory hurdles for compounding pharmacy operators looking to offer customized peptide therapies.
FUNDAMENTALS: Core operations remain strong, supported by $2.37B in total revenue and a high 72.92% gross margin.
THE RATING: Regulatory uncertainty keeps the Seeking Alpha Quant score at a neutral HOLD.
Will $HIMS overcome these regulatory hurdles with its expanded pharmacy compounding strategy?
显示更多
ELON MUSK: "Zero people died because of DOGE"
“USAID was a political organization. USAID funding was not stopped; it was moved to the State Department. There were claims that healthcare programs were shut down, but these claims are false. When funding is stopped for fraudulent organizations, do you think they’re going to say, ‘Please keep funding the fraud,’ or come up with a sympathetic story to get the funding restored? Obviously, it will be the latter. The amount of funding we’re talking about is far less than what could be supported by private foundations like the Gates Foundation or MacKenzie Bezos’s foundation. They have tens of billions of dollars and are capable of acting very quickly. If they didn’t, I would say they’re equally responsible. Zero people died because of DOGE. Zero.”
显示更多
The U.S. Senate is investigating Amazon $AMZN over allegations of Chinese influence within its online marketplace.
THE EXPOSURE: Third-party sellers account for 60% of all Amazon sales, placing marketplace oversight back in the spotlight.
WALL STREET SENTIMENT: Analysts remain overwhelmingly bullish, posting 50 upward revisions vs. just 1 downward revision.
THE RATING: Supported by core growth metrics and operational strength, the Seeking Alpha Quant system maintains a STRONG BUY on $AMZN.
Will regulatory scrutiny in Washington impact $AMZN's marketplace growth trajectory?
显示更多
AMD $AMD has teamed up with Anthropic on a massive multi-billion dollar AI chip and investment deal!
THE DEAL: AMD is investing $5B in Anthropic while locking in a huge 2GW order for its next-gen MI450 AI accelerators.
AI-DESIGNED CHIPS: AMD will also integrate Anthropic's Claude models to optimize future silicon architecture.
THE RATING: Supported by $37.45B in total revenue, a 53.06% gross margin, and superior growth prospects, the Seeking Alpha Quant score rates AMD as a STRONG BUY.
Will the Anthropic deal give $AMD the ultimate edge to challenge current AI chip dominance?
显示更多
Q2 Shareholder Update →
Highlights
– Cybercab began production at Gigafactory Texas
– Tesla Semi remains on track for volume production this year at our new factory in Nevada
– Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase)
– Megafactory Texas is nearing completion (start of production planned for this year)
– More customers are now opting to subscribe to FSD at the time of vehicle purchase!
– Robotaxi rollout continued in the US. Now live in 7 major metros
– Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year
From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation.
We’ve never been more optimistic about the future.
Automotive
– Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania
– We launched the Model YL in the US in July and have seen a positive response from customers
Energy generation and storage
– Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production
– On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas
– Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit
Robotics
– Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon
– The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development
– Additionally, we continued site development at Gigafactory Texas with building construction now in full swing
AI Training Compute
– More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026
– Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year
Battery
– Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products
– Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y
Other Supporting Infrastructure
– Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year
AI Software
– Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware
This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness
AI Inference Compute
– Making progress on construction & equipment procurement for our semiconductor fab in Austin
Automotive and Other Software
– Rolled out Summer Release:
Self-Driving stats are now available in the mobile app
Grok can make phone calls, search & play music, and adjust climate controls, among other things
Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule
Robotaxi
– Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet
– Began offering employee rides in Cybercabs on our GFTX campus in July
– Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training
– Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July
FSD Supervised
– Record net new subscriptions in Q2
– Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions
– Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July
显示更多