打工补仓
1.2K posts
开心，Twitter 终于突破 4 万关注了。从 2025 年 6 月份不足 4000 关注，用了一年时间，终于达到了 4 万关注。
几个涨粉心得：
1、保持诚实。无论有多少顾虑，诚实表达的内容，往往就是最被点赞和转发的。过去一年，做得还不够，得继续从“现代诗歌体”，转向“大白话体”。
2、保持分享。发现越是无私心的分享，毫无私欲的分享，不为了热点的分享，越能持久获取流量。有段时间，喜欢蹭大厂的热点，罪过。创业两年，离开大厂也很久了，真不应该去蹭过往的流量。虽然我依旧很讨厌无招。同时很羡慕张一鸣，但不敬佩张一鸣。
3、保持开心。开心最重要。后续发帖，只关注自己开不开心。尝试逐步去做到：随心所欲不逾矩。这块的榜样是 @turingou、@dotey、@vista8、@oran_ge、@op7418 等人。发就好了，开心就行，考虑那么多干嘛呢。@Fenng 也是榜样。
人呀。保持人样就好。
中文
Mizuho Research: No delays on CPO or 800v dc.
Revised up optical engine projections from $NVDA demand ramp.
- Next phase in CPO for long term, believes InP DFB lasers remains the focus (hello $SIVE). VSCEL and microLED remain "unproven" in short distance in rack + chip to chip for 1.6T+
- HVDC deployment on track, 800VDC incremental volume 2027, with higher penetration in 2028.
What a stupid CPO related selloff recently.
Serenity@aleabitoreddit
$NVDA Networking Senior Vice President refuting recent analyst reports on delays: - “ the most exciting stuff is co-packaged optics.” - There is no delay in H2 CPO product delivery schedule. - CPO switch will enter mass production and begin ramping up customer deliveries as planned in the second half of 2026 This was a media article, original interview source credit should have been credited to Tae Kim / Computex. Something fun to note too was this quote “Gilad was VERY enthusiastic about the CPO ramp from Nvidia.” Both near term and long term. Yeah… I’m extremely bullish on CPO alongside Nvidia.
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