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$IQE up 18.4% today after reporting "H1 performance ahead of expectations." This is why sticking to a thesis is so important... IQE have also upgraded their 2026 revenue growth guidance from 20% -> over 30%. Driven by InP demand for AI and data centre applications. - H1'26 revenue: £64m vs. £45m H1'25 - Strengthened balance sheet via $MTSI investment leading to debt-free position + bolstered cash position at £42m. I personally think their new ~30% rev growth target is slightly on the lower end - probably conservative estimates on purpose after some recent history of over-estimating growth too soon. But I do believe that we're in the midst of their financial inflection point with IQE forecasting "low-teens £m adjusted EBITDA." Hope they can continue growing sustainably. Looks like they're doing everything right currently, rather than going all guns blazing and absolutely trashing the balance sheet.

大家high了，中国AI模型超越美国。 你看Dean Ball，OpenAI战略负责人都说了Kimi K3真强。 真动机为何？为何free是最贵的？ 帮帮忙好吧，不是挂个OpenAI就以为学历史的是AI专家。 这都是假阳澄湖大闸蟹。他学历史搞政治的懂毛线啊。用过几次Python编个小程序就敢测评？ 他这么说动机很清楚，不是鼓吹中国 他推文说Kimi K3开放中国大模型很强比肩美国顶级，为何中国不担心安全，然后建议美国政府要监管这种开放大模型的安全和后门风险。 他只是一贯的树立个中国敌人的靶子，推进美国政府主导监管的套路，维护OpenAI竞争力的屁股占位。 当然中国这种一路蒸馏美国大模型然后开源刷榜上市的套路，美国也不能让它白嫖。 为何免费反而是最贵的？ 至于真干活，码农不是说便宜不要钱就是好东西，花费时间在看起来free的东西上做积累，就是对自己工作价值最大的侮辱。

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