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📅 20260602 推文存档
📊 共 49 条推文
@elonmusk
2026-06-02 22:20:35
Yes, they did
2026-06-02 22:16:53
Exactly
2026-06-02 22:01:45
It is this or death
2026-06-02 22:00:30
Yes
2026-06-02 21:58:28
Legacy medias lies both by promoting false stories and by ignoring true ones
2026-06-02 21:57:14
Send the video to everyone you know showing how heinously Nowak was treated by the police in his dying moments and how the police cravenly kowtowed to his murderer.
Legacy mainstream media, same ones who wrote about George Floyd millions of times, are dead silent about Nowak.
2026-06-02 21:51:54
It’s over
2026-06-02 21:39:54
RT by @elonmusk: Iryna could have been your daughter.
Henry could have been your son.
2026-06-02 21:38:53
True
2026-06-02 20:53:33
RT by @elonmusk: This is why mass immigration must be ended.
2026-06-02 18:55:25
RT by @elonmusk: When they said saying “All Lives Matter” was racist it was their moment of truth.
There is systemic racism in 2026.
It’s against White People.
2026-06-02 18:48:38
RT by @elonmusk: What happened to Henry Nowak was not a tragedy.
A tragedy is when someone noble makes a mistake with inevitably dire consequences.
The murderer was not noble. He (and his family) are evil.
The police response was not inevitable. It was evil.
2026-06-02 16:52:59
RT by @elonmusk: What bothers me the most about the Nowak case is how he had no chance. He was stabbed, and in other cases maybe he would have received assistance, maybe the perpetrator would have run away and then people would have helped, an ambulance would have come.
But he wasn't just stabbed. Then a systematic process began. The knife was hidden by a family member. A second family member made the call to police and lied. This set in motion the police response which judged Nowak the perpetrator without interviewing him or anyone. He was cuffed and couldn't even speak as he was cautioned that he was arrested.
It wasn't just the police response, it was that he lay wounded and dying and those around him were all a family, involved in hiding the weapon, lying to police and telling police when they arrived that Nowak wasn't stabbed.
The whole system was against him, in his own country he was completely alone, surrounded, with no chance to survive. From the moment the perpetrator decided to stab him, he had no chance. The entire system worked against him.
And when you see the video of the perpetrator and family, they act like this is a completely normal day...like they would just walk away and it was fine. No sense of shock, no sense of shame.
2026-06-02 16:45:25
RT by @elonmusk: Henry was murdered by racist police policy’s, that target white people. 6pm tonight Southampton police station. See you there.
2026-06-02 15:08:28
RT by @elonmusk: The execution across Elon Musk’s companies right now is operating at an unprecedented scale
• SpaceX — The largest IPO in history expected around June 12 • xAI — Grok V9 (1.5T parameters) launching mid-month to push the frontier • Tesla — Unsupervised FSD Robotaxis actively scaling across Texas • Optimus — Production lines spinning up this year • Neuralink & Starship — Blindsight implants and full orbital reuse both incoming
This is civilizational-level progress. We are living in the most interesting time in human history. This is a literal turnaround
2026-06-02 14:45:34
RT by @elonmusk: Grok Build is genuinely amazing right now.
It is not just another coding assistant. It is a full agentic system that can plan, write, refactor, debug, and build complete projects autonomously from a simple prompt. You give it a goal and it handles the entire workflow in the terminal: creating files, running code, iterating on feedback, and even generating images or videos when needed.
This level of real autonomy in a practical tool is a significant step closer to AGI. We are moving from models that answer questions to systems that can actually execute complex, multi-step tasks in the real world without constant human guidance.
SpaceXAI built something that already feels like a genuine collaborator for developers. The gap between today’s AI and true general intelligence is shrinking fast with tools like this.
If you have not tried it yet, go to https://x.ai/cli and see for yourself.
It’s incredibly good, and the SpaceXAI team is constantly improving it daily.
2026-06-02 12:39:59
RT by @elonmusk: This is disaster from Meta AI.
Imagine being able to hack high profile accounts like White House, the U.S. Space Force, and Sephora simply by chatting with a support bot.
why would an AI chatbot be allowed to perform critical actions like changing the email address of an account in the first place?
Password resets, email changes, and account recovery are some of the most sensitive security operations. Handing that authority to a chatbot without robust verification seems like a disaster waiting to happen.
This is exactly why AI agents should have guardrails before they get access to real systems.
Source : 404
2026-06-02 08:50:28
RT by @elonmusk: Grok Build + Composer 2.5 so I had an issue with a Swift app on macOS that I was trying to fix with Claude. After about 45 min of going in circles, I decided to give Composer 2.5 with Grok Build a try and the problem was solved in just three rounds!
I’ve been bouncing back and forth between Claude and Composer 2.5 all day, but Composer 2.5 really made my day.
I'm not picking winners I think we need to use all of them and keep on learning.
2026-06-02 06:02:18
RT by @elonmusk: A local to the police as soon as they arrive: "He has a mouth full of blood"
Henry, in and out of consciousness : "I can't breathe, I've been stabbed"
…WHAT was "complex" about that Hampshire police? You have lied. You didn't expect footage to come out.
2026-06-02 04:37:06
RT by @elonmusk: Neuralink is planning its first Blindsight implant later this year, aiming to restore limited vision even for people who have lost both eyes, their optic nerve, or were born blind
Over time, it could potentially go beyond that and offer enhanced or even superhuman vision
@aleabitoreddit
2026-06-02 22:19:41
$LITE rode the first optical wave from $3B to $75B in 2 years time with EML and pluggables.
My thesis is $SIVE can do the same from $3B, with CPO/Pluggables and CW.
Sivers + GFS SiPH reference laser news, alongside the +54% increase today.
Is just one step of the way.
2026-06-02 21:17:12
Tbh $XFAB lowkey reminds me of early $TSEM.
Just sub <$2B MC.
You basically never find a company with $NVDA and $NOK actively validating your pre-commercial silicon photonics foundry… (photonixFAB)
While getting CHIPS act/Gov grants to subsidize capex.
While leading the Europe’s effort to build a photonics supply chain.
Feels like that alone would justify valuations… but you get the power semi SiC/GaN operations for free too and all its assets.
CHIPS act 2 is coming out tomorrow, and $XFAB is listed in the photonics blueprints.
Did I miss something?
Or did markets miss something?
2026-06-02 15:55:22
DID YOU LISTEN ANON?
Reuters: New Sivers x GFS strategic collaboration.
$SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform.
For pluggable optical transcivers, CPO, and SiPH.
This is fundamentally the most groundbreaking news for Sivers in history.
As Broadcom, Nvidia, Marvell, AMD, and anyone who goes through GFS silicon photonics has Sivers embedded as a default laser route.
I personally think this news alone should easily 2x or 3x Sivers market cap over the medium term, given how fundamental this is to their revenue.
To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.
2026-06-02 15:00:32
The most consequential event of an entire company’s history.
Got released today with a photonics player.
Making them the functional standard laser for CPO, Pluggables, and SiPH.
For companies like $NVDA, $AVGO, $AMD, to $MRVL using the foundry.
Does anyone know the name?
2026-06-02 12:50:41
$NVDA Jensen Huang:
“ $MRVL the next $1T company ladies and gentlemen “.
Marvell is currently trading at $191B.
I have positions in Marvell… but how much faith do we have in Jensen for the 5x?
2026-06-02 09:41:08
Just a heads up, I've uncovered a bot farm with dozens of accounts used to spread disinformation about $SIVE in the past few days.
This illegal campaign likely stems geographically from Asia.
As these accounts were used to do marketing for the same Asian projects like Alchemy Pay. Or bought brand new bought X accounts.
All of which have no activity, but have an abrupt shift in timeline to repeating false claims about selling $SIVE positions and telling others to sell.
With some getting caught using AI prompts to create a negative reply.
This will be passed along to the SEC for investigation given there's certain traceability logs available.
While the regulators investigate, maybe not a good idea follow along false bot farm advice.
2026-06-02 07:51:46
I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex…
Then Warren Buffet’s $BRK.A is funding the hyperscaler AI buildout.
- $40B ATM, $30B offerings, Berkshire $10B
Upstream ecosystem from $LITE to $AVGO to Mediatek to $TSM to $MU should go brrr.
Not sure if the Google holders are though, given this massive capex scale isn’t as funded by FCF.
2026-06-02 04:27:55
Macron announces that $NBIS invests €8B to build out AI Cloud Infrastructure in France.
This was my favorite comment:
“What about the Water”
2026-06-02 04:01:50
-> IP acquisition -> Just waiting for CPO to take off
$SIVE is a laser chokepoint for photonics and are publicly validated by:
$GFS (1 of 2 public laser suppliers with $LITE for CPO per presentation)
$JBL (“Relatively dramatic moat” for pluggables built with Sivers)
CHIPS ACT for the overall company
For highest visibility:
-> Ayar is the largest CPO player that primary sources $SIVE and are expected to ramp in 2027.
-> $POET is another near term CPO volume player that’s heavily visible with Sivers.
For OSINT mapping:
$MRVL Celestial (direct, not through Poet), Lightmatter, Lightelligence, were all high confidence customers of Sivers.
$SIVE is also developing/qualifying with multiple more optical transceiver players following Jabil.
It feels like they’re going to end up everywhere.
I’m not sure people realize how special that many qualifications is coming from a <$2B MC laser company is… right before 2027 volume ramp.
Especially while all the other laser companies trade at $15B-$70B valuations.
Just need pluggables to bridge revenue gap into H2 2027 (CPO Scale up)
Then making every laser they sell more valuable following the $LITE playbook, to capture more TAM of both markets.
In the overarching optical $141B TAM (10x) in the next 1 1/2 years. (Goldman Sachs)
and CPO TAM going from 0 to $81B in the next 1 1/2 years.
So, easily multiply revenue opportunity overnight doing IP acquisition downstream.
It’s more of just a waiting game, I think $SIVE is very undervalued relative to forward revenue potential.
If it were a private Silicon Valley startup it would probably be worth $4-6B today.
Just needs to get listed on NASDAQ for premiums to bridge that gap.
2026-06-02 01:22:45
I did say $AAOI was my favorite US optical long...
+20.1% today.
If you want the next $SNDK, you're looking at it.
I think H1 entering H2 2027 will likely be that massive inflection point for photonics players.
We're just a tad early entering H2 2026 while everyone is building up capacity.
Just a general rule of thumb in general if your name isnt space or quantum, markets are forward looking round 8 months.
That revenue ramp inflection point is coming, more of a matter of when, waiting for it, and embracing volatility in the meantime.
2026-06-02 00:34:42
$ARM is just ridiculous.
$134 straight to $413 in just 2 1/2 months.
Should have went options, would have been up thousands of percent instead of only 3x.
@dianzhuXS
2026-06-02 20:05:49
好久沒提了，都沒忘吧 大盧金句【傷官見官，殺盡百官】 噢耶👏👏👏
2026-06-02 16:17:07
強迫症又犯了 我覺得顛倒一下 男大號深色（卡其） 女中號淺色（奶白）好看 大家覺得呢？ 再說一次 不賣，不賣，不賣 只送🤗🤗🤗
2026-06-02 10:14:14
又到了上火的季節了 昨晚的直播錄音 今晚刪除 要聽抓緊聽
@xiaomustock
2026-06-02 17:09:16
很多人好奇为啥都能买美股为啥还在大a之前买 #中韩半导体 ， 现在又在大a买 #港美互联网 有几个好处， 1.在大a买etf或者lof 我不仅可以吃到美股韩股涨幅， 我还能吃到在大a几十个点的溢价。 一鱼俩吃。 2.大a买境外qdii 的etf和lof 零税费，全球难找。 3.资金分区管理，防范单一集中风险。
2026-06-02 16:31:05
能买到300刀以下 $MRVL 的日子真没几天了😂这他娘的老黄威力太大，已经271美金。
2026-06-02 16:18:31
我的持仓很稳定，今天还是这几个，没有变化。捏的越久涨的越猛， 好股票不需要天天瞎折腾。
2026-06-02 14:19:53
我不玩小股票，追求大道至简， 为什么大票安全，这些大市值的公司前五大股东基本上是贝莱德，道富，先锋领航，富达，这些资管巨头作为大股东，他们会严控公司的增发，分红，财务审计等等，他们合起来相当于实际控制着整个公司，对公司管理人员相当于一个局外强有力的监督者，不可能瞎搞增发啥的，资管公司的钱都是发的一些基金来的，影响他们未来募资和股价下跌的事情他们不可能任由公司管理层干。
而小公司则不是，股权层面的控制人还是管理人员，增发对他们极其有利，直接收割散户，他们的市值之所以小就是过往极其恶劣的增发收割的流氓行为导致的，没有资管公司敢进入，也就没人能对管理层进行局外强监管。股价的风险会很大。
虽然小股会带来可观的倍数收益，但是长期玩早晚都会被这些小公司的低劣增发手段坑进去。
这也是美股大公司能稳定运营持续几十年增长的根本原因，很多人只觉得美股牛是科技牛，其实也是这种资本层面的牛，他们控制的公司股权，对公司的运营进行着法律层面的二次监管，保证了公司能持续对股东负责，只追求公司更进一步的发展。
2026-06-02 13:57:32
$NOK 诺基亚也珍惜吧，没几刀就买不到20以下的了。 芯片外的光通信业务，英伟达只会跟 $NOK 合作，不信拭目以待，目前的几个传统通信运营商，在英伟达的技术路线里的只有 $NOK ，国内这些不可能合作，国外就剩下 #爱立信 和 #诺基亚 ，只有诺基亚是基于GPU做基站，而爱立信则选 CPU做，跟英伟达不是一路人。同时英伟达还投资了 $NOK 诺基亚。
2026-06-02 13:48:10
这俩月说过好几次 $MRVL 值万亿美金😂 兄弟们捏住他娘的， 这次又来自全球最顶级的AI话事人的首肯， $mrvl 还有十倍空间。 老黄说的光通信是未来， 其实只需要买俩个股票就够了， 一个 $MRVL 一个 $NOK 诺基亚。 $MRVL 负责芯片内部光通信互连， $NOK 诺基亚负责芯片外部远距离光通信互连。
2026-06-02 13:25:50
兄弟们牛逼不牛逼😀 $MRVL 本身足够优秀，所以才会有特别多的人也都看好，甚至老黄也公开喊单 $MRVL 非常值得万亿美金市值。
2026-06-02 13:19:56
英雄所见略同呐😂 黄仁勋也来吹 $MRVL 会是下一家万亿美金公司，非常值得2万亿美金，在光通信普及的时候。
2026-06-02 02:16:31
$MRVL 专为AI而设计的102.4Tbps 的交换机芯片T100将在本季度交付，最低功耗最低延迟。 如果本季度指的是财报季度，那么会极大提高下个财报季度预期。 未来等着 $MRVL 的利好太多了。它还有谷歌的利好。 能买到300刀以下的 $MRVL 的日子不多了。
2026-06-02 01:40:51
$arm 好归好，英伟达cpu芯片最大受益者。 市盈率下不去手，我不想买我睡不着影响我睡眠的资产，所以小市值股票和超高市盈率股票我几乎都不买。 以前吃过亏了，所以一些机会我只能无奈错过。
2026-06-02 01:35:22
仓位最近调整成了这样 美区： $DRAM $MRVL $NOK $IBM （主仓位dram 60%，1/20仓ibm，其他没变） 港区：#2x做多海力士 a区：#港美互联网 （ #中韩半导体 已经清仓换了港美） 支付宝基金：#富国全球科技 #建信新兴市场 全方位无死角的存储持仓，光通信，附加一点 $IBM 作为未来量子仓。
2026-06-02 01:00:41
$IBM 真是最近各种buff叠加，政府出资建量子芯片工厂，特朗普之前吹b的ibm视频助攻，英伟达在台北发表COMPUTEX主题演讲Vera Rubin 存储与系统层订单的厂商也包含 $IBM 单凭借量子芯片工厂，未来万亿美金市值必有 $IBM 的位置
2026-06-02 00:02:12
$NOK 诺基亚管理层上上下下这一俩个月一直在买买买自家股票。 是不是有啥没有发布的内幕利好？ 欧盟学特朗普入资？ 还是欧盟或者英伟达给了诺基亚大单？
@JonathanDi3614
2026-06-02 15:34:44
超跌反弹的难度还是大，不过账户要稳稳上涨，那么策略野合理，今日猛抓涨停。 不知不觉，入驻平台已经一年多了。
回头翻看主页数据，满满原创内容。心里满是感慨。
这里有每日大盘的深度拆解，有方格论技术下的点位与支撑压力；有逐条回复粉丝的个股疑问、操作困惑——小到选股细节，大到仓位规划。从清晨盯盘随笔，到深夜复盘撰稿，没有凭空而来，全是日复一日的坚持。
说实话，长期高频输出并不容易。思路瓶颈、疲惫懈怠，都曾有过。是屏幕前十万余名粉丝的陪伴，成了我坚持走下去最大的底气。一条条暖心留言，一次次点赞收藏，还有不少老朋友一路追随、信任托付——大家的认可，抚平了创作路上的疲惫。
结缘于此，以文会友。往后，我依旧坚守初心，继续用好方格论技术做实盘分享，耐心答疑解惑。感恩相逢，承蒙厚爱。未来我们继续并肩，在股市里一同摸索成长。
2026-06-02 00:23:09
市场一九分化，科技硬件连涨后通杀，超跌的软件全线反弹。没有只跌不涨的股票，风口上猪都能飞，不在风口猪也免不了被踩两脚。 今日入手友发集团，我的风格主要是超跌稳
资金永远朝着阻力最小的方向——也就是散户最少的方向运行。应用端被骂了两周，今天反弹了；食品商超被喷得一无是处，今天也反弹了。算力这段时间被称为“弱智”，那它明后天会怎么走？答案不言自明。
当前市场的核心逻辑就是超跌。食品百货连续走出两天行情，应用端今天也是超跌逻辑，明天仍有预期，关键看晚间如何发酵。
电力还有反复机会，但高低切换的过程极其考验选股能力。
此一时，彼一时。行情有好有坏，振作起来。感谢还在的每一位，一起加油。
生成时间：2026-08-04T08:16:02.345Z