[机场日记]机场翻墙真相：AnyTLS 自签名证书的“甜蜜陷阱”，翻墙圈大瓜：机场老板为啥集体爱上AnyTLS 自签名证书？这波“省钱大法”到底是福是祸？安全隐患笑死人，你中招了吗？REALITY才是真爱 热点来了：2026年，GFW升级，Reality部分地区被针对，Hysteria2 UDP游戏党欢呼，机场却大规模推AnyTLS 自签名。 为啥？说透了：1. 免费方便，几秒搞定；2. 死保Surge高价用户；3. 运维成本低，大批量节点随便开。不用域名、不愁证书过期，机场老板笑醒了。 但被喷“容易被MITM”不是没道理。自签名 allowInsecure，本质降低TLS验证。攻击者伪造证书拦截连接，敏感数据（银行、隐私）可能裸奔。 REALITY高明之处：零证书，直接模仿真实大站握手，伪装更自然，抗探测强多了。AnyTLS解决嵌套TLS指纹初衷好，但自签名版成了“纸糊的安全”。Project X里网友直呼“纯送菜”。 干货时间： AnyTLS适合新手快速上手，支持mihomo/sing-box搭建，速度初期亮眼。但别全信“抗封顶级”，部分反馈被精准识别。 搭建Tips：anytls-go简单自签，生产建议sing-box/mihomo配正规域证。客户端：Shadowrocket、Clash Meta、Nekobox需allowInsecure。 推荐组合：VLESS Reality/XHTTP，或AnyTLS 正规证书（非自签）。自建节点更稳，但机场省心（多节点切换）。 市场现状：Many机场转AnyTLS留Surge用户，但Reality仍稳（少被封反馈）。Hysteria2高速UDP适合游戏，Tuic备选。选机场看：IEPL专线、解锁能力、多协议支持。 个人观点：技术进步快，贪图方便就落后。翻墙如人生，短期省力长期吃亏。老板笑用户哭，聪明人多备方案、关注内核更新。翻墙世界，省小钱吃大亏。老板运维轻松，用户隐私买单——这不就是现实版“便宜没好货”吗？笑中带泪。 多测试节点，开启uTLS指纹伪装，结合CDN中转更保险。2026别当韭菜，选对协议才是王道！你机场最近稳吗？分享你的血泪史！ 下次选机场，别只看速度，看协议安全！多备几个方案，稳如老狗。你们最近用哪个协议翻墙？评论区battle起来！ 加入我的社区，一起成长，带你跨境/出海，用资本的视角看世界。如果需要更多海外生活、跨境出海、资产配置，可参考教程，Y/X@vivimoneya #AnyTLS自签名 #机场推荐 #2026翻墙 #MITM风险 #Surge #ProjectX #翻墙安全 #干货分享

Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April. Which listed: 1. Figure AI 2. Agility Robotics $CCXI 3. Apptronik 4. $TSLA 5. Boston Dynamics 6. Physical Intelligence 7. 1X Technologies 8. $AMZN Robotics 9. Covariant 10. Skild AI As the National Champions of the United States robotics program. "The United States leads the world in where robotics is heading: Fundation models, OpenAI-style scaling laws applied to action, autonomous vehicles. While losing the race on where robotics is shipping today." Then it frames: 1. Rare Earths Exposure: from Neodymium for motors to samarium-cobalt for high-temp applications as a critical vulnerability. 2. Actuator dependency. Series elastic actuators, quasi-direct-drive motors, and precision reducers overwhelmingly sourced from Japan, Germany, and China As one of the main vulnerabilities alongside Manufacturing velocity/data collection cost/regulations. Then their take was: "With at least six well-funded US humanoid companies competing for a market still in early formation, we expect at least two significant consolidation events (acquisition or merger) in 2027". With Logistics / E-commerce (like $AMZN / $FDX) and Automotive from $GM to $FORD as being the immediate top use cases for deployment. I think it's just interesting to see a lot of my points I've been talking about reiterated by research firms. Regardless, I do think it's going to be a major frontier race between the US and China. Agility Robotics (which I own), Tesla, Figure, and Apptronik as leaders representing the USA. Competing against Unitree, AGIbot, Ubtech, and others in China.

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.

40 U 体验金 → 40 U 利润：一个 BTC 空单，和世界杯期间的隐秘撸毛窗口 上周 @BIYAPAYOFFICIAL 的体验金到账 40 U。 然后大饼在 63301 晃了一下。我脑子里闪过一个念头，这段时间资金全在世界杯盘口里，主流币流动性被抽得厉害，任何抛压都会被放大。挂了空单。63301 入场。设了个很保守的目标，62631 平仓。 40 U 体验金变成了 40 U 利润。 说实话，我以为体验金是个摆设。结果真金白银划到账户了。 --- 但这件事有意思的地方在后面。 所有人都在看世界杯。赔率、盘口、比分预测，全网注意力被抽干。 这是坏事吗？ 对于做 Biyapay 任务的人来说，这是好事。因为注意力真空 = 奖励没有被挤兑。 我是一个撸毛老韭菜。撸毛最怕的不是项目不好，是竞争太大。世界杯把撸毛大军引走了，留下一个奖励厚、参与少的窗口。上周最高有人拿到 800 U 的合约体验金。800 U 开 30 倍 = 2.4 万 U 的仓位。一个 BTC 波动 1%，240 U 到手。 我自己 40 U 体验金打出了 40 U --- 活动怎么玩，讲清楚： 1/ 邀请一个人注册 Biyapay，完成实名认证，入金 50 U 以上。 2/ 让 TA 体验任意一项产品功能——理财、现货交易、合约交易、美股港股、速捷卡，随便哪一个都行。做个理财申购就满足条件。 3/ 你拿到 50 U 合约体验金。奖励可以累计——拉的人越多，体验金越厚。不是一次性的，是叠加的。 逻辑很直白：Biyapay 在产品冷启动期，用体验金换真实用户行为数据。你拉来的用户体验了产品，你拿到了真能下单的体验金。双方都在赚。 --- 我的操作记录我写在这了。仓位迷你，利润也迷你。但至少证明了一件事，体验金能下实单，利润能提走。 @BiyaPay 没注册的可以走这个：biyapay.com/re/42918805 创作者合约体验金的问题可以私信我主页 TG 世界杯输了盘口别哭，这边还有肉。

英伟达产品推迟，CPO 又被打击，利好 $CRDO 和 $ALAB CPO 这条线又被砸。 导火索还是英伟达产品节奏的问题。 根据传出来的消息，英伟达机柜级产品 Kyber NVL144 因为 PCB midplane 制造难度，可能延后到后年。 这个消息一出来，光通信、硅光、CPO 链条立刻被杀。 那么 CPO 逻辑是不是又废了？ 不是。 CPO 的长期逻辑没有变。 AI 集群越做越大，GPU 之间、机柜之间的数据传输压力一定会越来越高。带宽、功耗、延迟、散热，最后都会逼着产业往更高阶的光互连走。 但问题在于市场之前把时间表挤得太满。 很多资金交易的是英伟达下一代机柜放量，CPO 很快大规模商用，相关公司业绩马上兑现。 现在现实给了它一巴掌。 机柜级架构没那么容易，PCB、midplane、连接器、良率、维护成本，每一环都可能卡节奏。CPO 不是概念不行，而是从小规模导入到大规模替代，中间还有很长一段产业磨合期。 这时候反而要看过渡路线。 如果 CPO 没那么快全面上量，那 AI 服务器和机柜之间的连接需求不会消失，市场还是要继续靠铜连接、AEC、Retimer、PCIe/CXL、LPO/NPO 这些方案撑住。 这就是为什么 CRDO 和 ALAB 是利好。 CRDO 的逻辑更直接。 它做高速 SerDes、AEC 主动电缆和光互连 DSP。CPO 推迟，等于给 AEC 铜连接多续了几年命。以前市场担心 CPO 一旦起来，铜连接窗口期被压缩；现在节奏放慢，CRDO 反而多了更长的业绩兑现时间。 但 CRDO 也不是完全站在铜这一边。 它收购 DustPhotonics 后，也在往硅光、NPO、CPO 方向补能力。短期吃铜连接的红利，中长期又不完全缺席光互连升级，这个生态位更好。 ALAB 的逻辑稍微绕一点，但更偏结构性。 它不是 AI 机柜复杂化的受益股。 AI 集群越大，服务器内部和机柜内部的高速连接就越难，PCIe/CXL Retimer、Smart Cable、Fabric Switch 的重要性就越高。 所以 ALAB 受益的是整个 AI 基础设施从单服务器走向 rack-scale 之后，连接架构变得越来越复杂。 简单说，CRDO 吃的是 CPO 推迟带来的预期差；ALAB 吃的是 AI 机柜化、集群化的长期趋势。 但这里也要冷静一点。 市场交易的是 CPO 延迟，铜连接续命，那 CRDO 和 ALAB 相对受益。 市场交易的是英伟达机柜级产品延期，AI 供应链兑现变慢，那它们短期也一起被杀估值。 这也是为什么最近盘面很拧巴，逻辑上有利好，股价上先跌。 因为现在市场对 AI 硬件链条的要求太高。 只要叙事节奏慢一点，高估值先砍一刀，至于谁真正受益，后面再重新定价。 CPO 被打击，不代表 AI 互连需求被打击。 真正被打击的是 CPO 很快全面替代的过热预期。 在这个时间差里，CRDO 这种 AEC 直接受益标的，短期弹性可能更强；ALAB 这种高速连接基础设施公司，中长期位置可能更稳。 不过这两个目前来说都不便宜。 这个阶段最怕的不是逻辑错误，而是逻辑对、估值已经提前透支。 AI 硬件链条接下来会越来越像一场筛选：谁只是吃概念，谁真的卡在英伟达下一代基础设施里，市场会慢慢分出来。

Shares of Asian printed circuit board makers slumped after a report that Nvidia’s next-generation AI server rack system has been delayed by more than a year due to manufacturing difficulties bloomberg.com/news/articles/…