抽象画を描きました。モーニングルーティンが全部途切れちゃった話！ ゼリーの森｜コニシユカ / nonai sound note.com/yuconishi/n/n4eff67…

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🧐only nonai version rip

🚨 JABIL $JBL – Q3 FY2026 Earnings Strong beat raised fullyear outlook on robust AI demand 👀 📊 KEY METRICS (Q3 FY2026) 🔹 Net Revenue: $8.8B (strong performance) 🟢 🔹 Core Operating Income: $504M 🟢 🔹 Core Diluted EPS: $3.16 🟢 🔹 U.S. GAAP Operating Income: $445M 🔹 U.S. GAAP Diluted EPS: $2.59 👉 Core takeaway: Results exceeded expectations across revenue, margins, EPS, and free cash flow 📈 GROWTH ENGINE (CORE STORY) 🟢 Surging AI infrastructure demand 🟢 Diversified electronics manufacturing services 🟢 Strength in previously challenged areas (Automotive & Connected Living) 👉 This is: A leading global electronics manufacturing services (EMS) play with heavy AI exposure 🚀 STRATEGIC MOVE 🟢 Raised fullyear FY2026 guidance meaningfully higher 🟢 AIrelated revenue outlook increased 🟢 Continued focus on operational efficiency and capital returns 👉 This is: Confidence in sustained AIdriven momentum ⚡ WHAT’S HAPPENING? Jabil is capitalizing on explosive AI infrastructure demand while leveraging its diversified model to deliver profitable growth and strong cash generation. 📉 PROFITABILITY Strong core margins and improved free cash flow performance, with continued execution on cost discipline. 📅 FY2026 GUIDANCE (RAISED) 🔹 Net Revenue: $35B 🟢 🔹 Core Operating Margin: 5.8% 🟢 🔹 Core Diluted EPS: $12.70 🟢 🔹 Adjusted Free Cash Flow: $1.4B 🟢 👉 Important: Clear upward revision reflecting AI strength 🧠 WHAT’S ACTUALLY WORKING 🟢 Explosive AI infrastructure tailwinds 🟢 Diversified business model providing resilience 🟢 Strong margin performance and free cash flow 🟢 Betterthanexpected results in challenged segments ⚠️ WEAK SPOTS 🔻 Potential cyclical slowdown in nonAI segments 🔻 Execution risk in scaling AI capacity 🔻 Macro sensitivities (tariffs, supply chain) 🔻 Valuation carries premium for growth expectations 🧠 MARKET SIGNAL 👉 $JBL is a highquality play on the AI buildout with a diversified, resilient business model. 🔥 BULL vs BEAR 🟢 Bull Case • Explosive AI infrastructure tailwinds continue • Diversified model provides stability • Margin expansion and strong free cash flow • Raised outlook signals continued strength into FY2027 🔴 Bear Case • Cyclical slowdown in nonAI segments • Execution risk scaling AIrelated capacity • Macro sensitivities (tariffs, supply chain) • Valuation premium for growth expectations 💭 CONCLUSION Jabil delivered a very strong third quarter with results ahead of expectations and raised its fullyear fiscal 2026 guidance. AI demand is a clear standout driver, positioning the company well for continued growth. 👀 KEY QUESTION Can Jabil sustain its strong AI momentum while delivering consistent performance across the rest of its diversified portfolio through the remainder of FY2026 and into FY2027?

🚨 JABIL $JBL – Q3 FY2026 Earnings Strong beat raised fullyear outlook on robust AI demand 👀 📊 KEY METRICS (Q3 FY2026) Net Revenue: $8.8B (strong performance) 🟢 U.S. GAAP Operating Income: $445M U.S. GAAP Diluted EPS: $2.59 Core Operating Income (NonGAAP): $504M Core Diluted EPS (NonGAAP): $3.16 FY2026 Outlook Raised Net Revenue: $35B Core Operating Margin: 5.8% Core Diluted EPS: $12.70 Adjusted Free Cash Flow: $1.4B ✅ MAJOR POSITIVES Results exceeded expectations across revenue, margins, EPS, and free cash flow AI infrastructure demand remains extremely strong — fullyear AI revenue outlook meaningfully higher Betterthanexpected performance in previously challenged areas (Automotive and Connected Living) Diversified model delivering profitable growth and strong cash generation Continued execution on operational efficiency 🧠 WHAT’S HAPPENING? Jabil is benefiting from surging AIrelated demand while maintaining strength across its diversified electronics manufacturing services portfolio. The company is raising guidance, reflecting confidence in both nearterm momentum and FY2027 setup. 🔥 BULL vs BEAR 🟢 Bull Case • Explosive AI infrastructure tailwinds • Diversified business model providing resilience • Margin expansion and strong free cash flow • Raised outlook signals continued strength into FY2027 🔴 Bear Case • Potential cyclical slowdown in nonAI segments • Execution risk in scaling AIrelated capacity • Macro sensitivities (tariffs, supply chain) • Valuation premium for growth expectations 💭 CONCLUSION Jabil delivered a very strong third quarter with results ahead of expectations and raised its fullyear fiscal 2026 guidance. AI demand is a clear standout driver, positioning the company well for continued growth. 👀 KEY QUESTION Can Jabil sustain its strong AI momentum while delivering consistent performance across the rest of its diversified portfolio through the remainder of FY2026 and into FY2027?

Dafür hat er seinen vollmechanischen NonAi Agent "Noir"

Will be interesting the to see "The Cathedral and the Bazaar" author @esrtweet 's take on this. Found the article interesting, but I am not convinced that AI was fundamental to achieved this. The improvement in nonAI data efficiency is not inconsequential.

The ai is basing on a real event that happend. The og video (nonai one) the mother gives the child the flag and waves it around being all happy.

komida para ellos nonai

Makima chainsaw man i did a couple days ago Commission always open #makima #chainsawman #makimachainsawman #csm #japan #anime #manga #commissionworks #commission #art #artist #digitalart #digitalartist #highlight #handdraw #manualdrawing #nonaiart #nonai

@MyIndusIndBank Deeply disappointed by premium pinnacle credit card. Its been two months and still awaiting the welcome vouchers amounting ₹15k since 2 months and despite repeated emails. The toll free help line is so beautifully designed that one can never reach a nonAI person.

ニトレモはさ、nonai soundさんのシトログラフがほんとに好きなんですよね…。一生聴いてたい。

#Repost #mj #michaeljackson ##michaelmovie #art #wholesome #nonai

Does anyone know a good nonAI way to filter or make a voice sound robotic? I'm trying to set up some redeems and all I see are AI voice changers

雰囲気が分かれば詳しくお伝えできそうですがこの中に刺さるものがあれば…！！ Tak_mfk 様youtube.com/@tak_mfk?si=037J… コニシユカ/nonai sound 様youtube.com/@yuconishi?si=-o… エルム凪 様youtube.com/@erumunagi?si=7o… 名無しのゴシック！ 様youtube.com/@nanashinogothic… ぽて子の時間 様 share.google/CcbfJnTHN5mGzzm…

#TRPGマーケット shivue Loungeとnonai sound参加します🐟 新作と会場特典考えてますので 是非チェックしていってください🫧

8月末開催の #TRPGマーケット nonai soundとshivue Loungeで参加します！　なんらかの新作も出すよ〜！ たくさんお話できると嬉しいです🫶🎲

Woofey: Miss me? 😗 #furry #furryart #furries #anthro #muscle #hunky #wolf #woofey #artwork #drawing #nonai

環球晶 2026/06/08 1. 內容： 環球晶公告5月營收48.42億元，月增2%、年減3%，累計4~5月營收達成我們預估2Q26營收季增3%估值約66%，符合或有機會略優於預期。 2. 評論： 5月營收MoM 2%、YoY-3%，累計4~5月營收達成我們預估2Q26季增3%預估約66%，符合或略優於預期。根據過往營收pattern，約3~4成營收集中在季底認列，推估2Q26營收季增幅落在3~5%，有機會略優於先前預期季增3%，除了AI續強、non AI需求逐漸復甦，營收逐季走高，惟營收YoY轉折點落在3Q26。2026年矽晶圓產業復甦態勢不變，目前不僅來自AI成長，nonAI需求也開始回溫，復甦趨勢明確。價格趨勢，先進製程相關/LTA價格持穩，有機會反映能源、物流、關稅、折舊等營運成本上升的壓力，隨晶圓廠UTR回升，有助於矽晶圓供過於求收斂及價格好轉，正向看待2026年營運轉機、美國製造政策帶來中長期成長動能。