Kapu

检查了一下账号健康度，完全没问题啊！为什么推特还是不给流量？ Test results for billy119941 🟢 No Search Suggestion Ban 🟢 No Search Ban 🟢 No Ghost Ban 🟢 No Reply Deboosting Twitter Shadowban Test (by HiSubway) hisubway.online/shadowban/

@XiaopengKing 买IP的费用。一个月都不是小数字

听说现在一人自媒体都是这样搞的！ 如果这样搞 X 那一个月不得好几万啊😱！

@Theofliplife 不要怀疑自己 现在你的人皇旗还比较小。

我充分认识到了自己的无能！ 新人都没有朋友，和谁滴，找谁滴？？ 自嗨弄了个水滴法则，每天滴400滴谁能坚持？ 从今天起---互磕 #互磕 #蓝v互磕 给路过的蓝v朋友磕一个 #水滴法则 #滴滴大法

@AirdropAlchemis 我想等你抽奖

目前关注了3400位朋友 争取在七月前关注5000位 如果你需要叔关注，请留言❤️

@xiaomustock 活那么久，钱不花完也没啥意思

对做投资的人健康特别重要， 假如梭哈的是纳指100，qqq， 多活一年收益增加15%。 多活5年资产翻倍。 巴菲特之所以能成股神，除了他稳健的投资风格和生在美股，就是活的比别人长。 美股里面比巴菲特牛的人也非常多， 都被巴菲特熬死了， 谁他娘的能活过巴菲特， 他搭档查理都没活过他， 所以自然他是股神。

@XiaoyiNote 啥用呢？可以搜X的工资吗？

居然今天是最后一天！ 来X前就注册好的safepal，拖延症一直没有写这个注册笔记 Fiat24万事达U卡，新用户还给一个冷钱包 感兴趣移步评论区看我写的图文教程，来不及发文章了😂

@teo8933 什么叫专业，这就叫专业。

同样500万浏览量，互动率差8%到底差多少钱 ？？ Engagement Rate（ER，互动率） = （点赞+回复+转发等）÷ 浏览量 × 100% 假设两个人流量都是 5M impressions（500万浏览）： • 第1人：ER 3% → 15万互动 • 第2人：ER 11% → 55万互动（多了3.67倍！） 收益差距大概在 3~5倍以上： 单帖估算收益： • 3% ER → $20–60 • 11% ER → $80–250+ 月入参考： • 3% ER → 几百刀 • 11% ER → 几千刀 核心结论： 纯刷屏走过场（低ER）就算流量再高也没用。 高质量内容 + 真互动 才能把流量变成真金白银。 你平时发帖更在意流量还是在意ER呢？ 欢迎讨论～ ER 3% vs 11%：同样流量，巨大差距

@imwsl90 蜗牛King的教程有用吗

我现在每天公众号赚 3.7 哈哈哈 感觉积累到一万粉丝 可以做到 37 一个月就能赚 1000 了

@two3pro @aleabitoreddit ai回复的吧

$SIVE 这分析直接把激光瓶颈+ CPO chokepoint 讲透了！Win Semi/Sumitomo 分配紧张 + Sivers fab-lite 卡位，NVDA NVLink 生态里几乎所有非垂直整合玩家都绕不开，2027 H2 真要 scale up 这就是结构性 moat 啊 下一个 $LITE 潜力拉满， hyperscaler ASIC 都默认 reference Sivers，TAM 从0到80B+ 这波太香了！

$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.

@xiaomustock 大川抛弃诺基亚了吗？

现在我 $MRVL 和 $AVGX 各占一半。 不管谁抢订单抢份额，只要市场规模在变大，那就整体肯定赚钱😂

@icecreamnong 赠送的也是土耳其的，哪个区给你赠送哪个，你就是哪个区。

@billy119941 赠送也是土耳其区的吗？土耳其区只需要两美金

关于我蓝v一直审核中... 有以下原因 1以前天天看黄，没有认真发养号 2土耳其区➕身份证照片模糊❓ 3经常切换vpn 4发帖和回复频道像机器人 5期间试过几次换头像和名字 ..... 我希望明天蓝v可以审核通过 不然有人关注我又取关我 我真的没有骗你们😭😭

@XiaoyiNote @GTAZion 每次都是信用卡付款被ban

@GTAZion 确定不看看小义写的Oracle吗？ x.com/i/status/20592…

哦嚯，看来自建vpn势在必行了，除了搬瓦工还有什么性价比高的服务器吗？

@ICSRTECH 老师吗

今天第一个出现在时间线的甜妹 有能量了～ 开工～

@crazyox 听说每个千亿富豪都有一张跟电脑的合影

每天一张自拍就大v有望？Day20 粉丝数能先上8000吗

@teo8933 @ChujiaAI @UserRIVAL116 姐，你像个机器人一样，随时随地都在。

@ChujiaAI @UserRIVAL116 继续互动，完全停不了，哈哈哈

涨粉瓶颈期了兄弟们 我应该多发内容呢还是去多评论呢

@OuO_QwQg 还好

明天大家的vpn大概会炸掉吧…！

@quzhizhanghuzp 你这个样子不像被Ghost ban了。

我的流量又被gost Ban了！借酒消愁吧！

@unkonfined No, I don't.

Why don’t you have a million followers yet?

@paoxiaog @weiyux2021 3600都没有。有100多个休息日

@weiyux2021 一天十块一年3600块翻个鸡巴毛的身

从现在起每天定投10块，还有机会咸鱼翻身吗

@lawvinx 贾修文

目前暂无信源证实：国家互联网信息办公室建议禁止网上讨论美股。