X（推特）上的财经、科技与宏观账号
Starlink in India would enable high-speed, affordable Internet connectivity for those who can’t afford current prices or who don’t have a connection at all! 引用 @cb_doge：ELON MUSK: “We’d love to be operating Starlink in India. That would be great.” It’s been nearly four years since Starlink applied
今天Lite创了新高，上周末聊Cohr会有补涨、昨天聊AAOI的ATM增发完成也会有一波行情。光互连板块这一波引领半导体产业链的大逻辑还是八月这篇文推文聊的逻辑，核心是数据中心建设的滞后效应的体现： CapEx公告 → 土建/电力（2025）→ 服务器部署（2026）→ 引用 @qinbafrank：从数据中心建设节奏说说为什么光互联现在进入了业绩爆发期？最早是7月下旬提到光互联业绩兑现空间也很好。8月4号还详细写了一篇看好光互连的逻辑、一周过去多光好像成为了共识。除了之之前聊到的逻辑，再从数据中心建设节奏的角度聊聊： 1、云厂商CapEx节奏与数据中心建设时间线
The Apple + LG security cameras are completely separate from Apple's own privacy-centric home camera/sensor, coming next year. 引用 @markgurman：NEW: Apple - in an unusual partnership with LG - is readying a Doorbell, Deadbolt Lock, Thermostat, Indoor Camera, Outdoor Camera, Floodlight Camera and more
Apple and a Hacker's Future I was happy for years in Apple's walled garden; with AI, however, their protections feel like limitations. https://t.co/aoNmGjTjp0
$AAOI is... finally... done... With their $600m ATM program, turns out it's ~$105.36 average. I do think AOI outperforms $LITE, as long as they stop filing these ATM programs. Just due to their sheer magnitude of ramp with $471m/month transceiver revenue + 400K/month ELSFP https://t.co/uq4WwGAe
基于 Coherenr 专家访谈，文章估算 COHR 可插拔光模块业绩：800G 与 1.6T 产品合计销售额预计从 2025 年的 41.9 亿美元增至 2026E 的 62.6 亿美元。文中还引用观点称，Cohr 经营效率低于 Lite，但基本面并不差。
Since becoming CEO, he’s immersed himself in the industrial design and human interface teams. People familiar with the department say he works hands-on in the studio several times a week, sometimes visiting multiple times a day. Cook typically visited for about an hour monthly. 引用 @markgurman：Power
Amazing that these things only happen on Friday afternoons 引用 @business：Apple said “a small number” of AT&T customers who recently upgraded to the company’s iPhone 18 Pro Max will need to replace their devices after a bug caused them to lose cell service https://t.co/cVA4fYu0ps