开心果

这个币安广场，也是太性压抑了 你们炒币的都太性压抑了，我看个人名字取的什么 “主人” 和 “小狗” 的，我一看就感觉背后大概率是男的，来钓鱼的，结果一翻她主页，还真有人给她转钱。 你们这还不如在 𝕏 上给福利姬转钱呢！𝕏 这里至少 50% 是抠脚大汉，另外 50% 是真妹子，你们真觉得在币安广场这个地方会有软萌的妹子每天在上面对你嘤嘤嘤吗哈哈哈，笑死我了简直是。

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今晚Misa版预测来啦～ Misa喊你补水啦✌🏻 越往后面越难呀 呜呜呜 世界杯看一场少一场了 大家珍惜机会珍惜奖励 先看奖励！ 7月7日 凌晨3点 葡萄牙 🇵🇹VS 西班牙🇪🇸｜达拉斯赛区 专属奖池：50000 USDT，AIW3独家赞助 7月7日 早8点 美国 🇺🇸VS 比利时🇧🇪｜西雅图赛区 独立奖池：50000 USDT，Nesa独家赞助 总奖池16.66个BTC 独立奖池福利加倍，精彩连场～ 预测： 先是葡萄牙对阵西班牙，葡萄牙上轮一波三折的拿下了克罗地亚，C罗在最后时刻只能在替补席等待着命运的判罚，Misa认为其实目前c罗更适合接受超级替补的定位，在七十五分钟前后带着满满的能量上场，来帮助球队杀死比赛，这比他首发碌碌无为，在场上无所事事，要更具传奇英雄感。 本轮面对状态复苏的西班牙，葡萄牙的中后场可能会面对极大的防守压力，很难再像过去几场一样，在进攻端给球队大的帮助。他们更需要锋线有一个自主突破终结比赛的球员，而这正是葡萄牙用c罗时最缺少的一个特质。 西班牙三比零奥地利打出了冲冠的状态，除了亚马尔的高水准，两个边后卫库库雷利亚与波罗在进攻端的频繁前插，也给了西班牙更多的进攻选择，葡萄牙难有突破。 我的预测是：西班牙晋级八强。 第二场美国对阵比利时。另外两支东道主加拿大和墨西哥都已经出局了，就剩美国啦，我之前说美国是美加墨三支球队中整体最好，个体优势最突出的一支。 现在面对比利时，红牌停赛的头牌射手普利希奇可以自如出场，这对于美国来说是巨大的加持，意味着他们在冲击八强的比赛中可以有更强的终结能力！ 看了这么多天的世界杯后，我们已经慢慢的不再相信纸面实力，身价越低的球队就应该有越强的技术和越好的精神属性，想要被世人记住，就是要拼了命的冲。 我的预测是：美国晋级八强。 有没有和Misa同车的？

今晚Misa版预测来啦～ Misa喊你补水啦✌🏻 越往后面越难呀 呜呜呜 世界杯看一场少一场了 大家珍惜机会珍惜奖励 先看奖励！ 7月7日 凌晨3点 葡萄牙 🇵🇹VS 西班牙🇪🇸｜达拉斯赛区 专属奖池：50000 USDT，AIW3独家赞助 7月7日 早8点 美国 🇺🇸VS 比利时🇧🇪｜西雅图赛区 独立奖池：50000 USDT，Nesa独家赞助 总奖池16.66个BTC 独立奖池福利加倍，精彩连场～ 预测： 先是葡萄牙对阵西班牙，葡萄牙上轮一波三折的拿下了克罗地亚，C罗在最后时刻只能在替补席等待着命运的判罚，Misa认为其实目前c罗更适合接受超级替补的定位，在七十五分钟前后带着满满的能量上场，来帮助球队杀死比赛，这比他首发碌碌无为，在场上无所事事，要更具传奇英雄感。 本轮面对状态复苏的西班牙，葡萄牙的中后场可能会面对极大的防守压力，很难再像过去几场一样，在进攻端给球队大的帮助。他们更需要锋线有一个自主突破终结比赛的球员，而这正是葡萄牙用c罗时最缺少的一个特质。 西班牙三比零奥地利打出了冲冠的状态，除了亚马尔的高水准，两个边后卫库库雷利亚与波罗在进攻端的频繁前插，也给了西班牙更多的进攻选择，葡萄牙难有突破。 我的预测是：西班牙晋级八强。 第二场美国对阵比利时。另外两支东道主加拿大和墨西哥都已经出局了，就剩美国啦，我之前说美国是美加墨三支球队中整体最好，个体优势最突出的一支。 现在面对比利时，红牌停赛的头牌射手普利希奇可以自如出场，这对于美国来说是巨大的加持，意味着他们在冲击八强的比赛中可以有更强的终结能力！ 看了这么多天的世界杯后，我们已经慢慢的不再相信纸面实力，身价越低的球队就应该有越强的技术和越好的精神属性，想要被世人记住，就是要拼了命的冲。 我的预测是：美国晋级八强。 有没有和Misa同车的？

六月蓝V互关走起✨ 互关互助，你来关注我，我立马回关 漏关的朋友评论留言，统一补齐 一起互动涨活跃度，评论区蹲一波～ #蓝V互关

I personally think $SIVE can be the next $LITE. In the past few months alone, we've seen: 1. Partnerships with O-Net pushing ELS into mass production 2. $JBL 1.6T LRO mass production signals with "relatively dramatic moats" for pluggables using Sivers. 3. $GFS SCALE reference level laser for hyperscalers with pluggable, NPO, CPO. -> -> where $AMD and others went to GFS for CPO. 4. Ayar, which joined $NVDA NVLink for CPO -> -> which removed Lumentum/Macom from their website and likely made Sivers their primary laser supplier. -> -> AlChip likely Trainium win from Amazon price placement (Ayar's customer) -> -> GUC rack level design in with Ayar. -> -> Raised $500m for mass production by AMD, Alchip, Mediatek, and NVIDIA 5. ~ $AEVA starting HVM H2 2026. 6. $POET starting HVM H2 2026 with hyperscaler suppliers like Lumilens ("top 3 hyperscaler initial customer") 7. TFLN + $SIVE CW Lasers with Lightium 8. Likely direct relationships with $MRVL Celestial and CPO players like Lightelligence/Lightmatter. 9. Multiple new undisclosed relationships for pluggables following Jabil in their quarterly transcripts With new Trendforce reports that $AMD and other hyperscalers are trying to source LTAs for CW laser sources, serving as a direct catalyst for independent CW sources. So when hyperscaler suppliers from Jabil to O-Net are incentivized to mass produce as many as they can: That's very material for revenue for Sivers relative to current valuations, and it looks like just a waiting game. Even in the past week: - $SIVE raised an oversubscribed institutional round for volume ramp... This is very nuanced since Sivers is fab-lite so it's not going to in-house foundry capex to scale. Likely toward Win Semi and others (they mentioned other partners too), for laser scaling + foundry allocations. So this is likely signaling material for revenue ramp is coming. - Sivers also mentioned NASDAQ listing completion targeted in the next few quarters (probably H2 2026 or Q1 2027 is my est. timeframe). This would fund M&A efforts, since it's impossible with the fundraising environments in local Swedish markets. As for becoming the next $LITE: M&A makes their lasers more valuable, so downstream IP acqusition -> into contract manufacturing like $FN, and others to make the full 1.6T pluggable or optical engines. Is how they get there, since laser array ASP scaling that people are modeling off of, wouldn't command a $60B+ valuations. There's going to be a lot of bridge architectures like NPO/pluggables, etc and noise around certain architectural delays in the meantime. But markets misunderstand laser companies like $LITE, $SIVE, $AAOI and others are used across different architectures compared to if you just look at certain passive optical components. So markets see "CPO delay headlines" algos sell off laser companies that benefit from other architectures. Being included in the pluggable 1.6T ramp to CPO scale out (Which Sivers is included in), helps bridge revenue waiting gaps until scale up inflection point H2 2027. I'm personally holding long term, since I haven't seen a ~$1.4B company mapping to this many hyperscalers before. TLDR: - Waiting on volume ramps from different architectures to play out across their hyperscaler supplier mapping -> 1.6T LRO/CPO scale out late H2 2026 start into high volume ramp 2027 -> H2 2027 CPO scale up volume ramp - Waiting on NASDAQ listing likely H2 2026/Q1 2027 for M&A efforts to fully take off, unless Sivers get more creative with equity financing in the meantime.

还有人在等3万的BTC吗? BTC周线RSI底背离了，6月的底部低于2月的，但6月的RSI高于2月。 卖盘在减弱。 上一次周线底背离是在2022年6→11月。 日线级别RSI也是底背离，6月初到7月初，BTC价格在下跌，但RSI更高。

I'm bearish on humans. Hard to see people still having a job if humanoids come out at <$15K mass production. No insurance, no JP Morgan HR cannon scandals. And can do everything a person can, but better + 24/7.