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📅 20260603 推文存档
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@elonmusk
2026-06-03 23:59:43
RT by @elonmusk: Unsupervised Robotaxi now available in the greater Austin area.
2026-06-03 23:56:50
RT by @elonmusk: Unsupervised Robotaxi now in the entire Austin Metro area
2026-06-03 22:18:23
RT by @elonmusk: The Prime Minister says “lessons must be learned” over the death of Henry Nowak.
He then goes on to say “there is no two-tier policing” despite being read a line by Nigel Farage, from the Police racism guidelines, which instructs officers to police unequally.
They don’t want to change anything. Let’s be clear.
When George Floyd died, they demanded change to policing in Britain. They got it. The change they got was to make the laws that saw Henry die without a shred of dignity.
You cannot hate this government enough.
2026-06-03 22:17:05
True
2026-06-03 21:34:54
RT by @elonmusk: Every action that I partake is animated by two ideals: Truth and freedom. Seeing the endless attacks on both ideals throughout the West is soul-crushing. We did not lose a war of aggression. We decided that giving up our women, our children, our heritage, our society, our religions, our culture, our safety, our liberties, and our freedoms was LESS important than protecting the honour of those who wish to enslave us, kill us, vanquish us. It was all self-inflicted via parasitic suicidal empathy. Remember my words. We have signed up for endless strife and conflict.
2026-06-03 16:46:43
RT by @elonmusk: When the country needed a serious principled political party on the “right”, I launched @_AdvanceUK.
The situation has since changed. And so we too must change.
We are not in politics for the sake of being in politics. It has never been about egos. It has always been about the country.
So today, I am pleased to announce a change of direction for Advance. A change which should clarify the political landscape.
Country first, party second. 👇🏼👇🏼👇🏼
2026-06-03 16:29:50
RT by @elonmusk: What would have been the response if Henry Nowak was black?
2026-06-03 15:30:07
RT by @elonmusk: White Girls Raped By Dogs, Whisky Bottles, & 100s Of Men: Britain's Migrant Grooming-Gang Scandal Exposed https://www.zerohedge.com/political/white-girls-raped-dogs-whisky-bottles-100s-men-britains-migrant-grooming-gang-scandal
2026-06-03 15:24:33
True
2026-06-03 15:20:23
Pinned: Good Starship highlights video
2026-06-03 15:07:54
Trust Grok
2026-06-03 14:59:05
That’s what it comes down to
2026-06-03 14:46:19
Exactly right
2026-06-03 14:41:20
The West has created an utterly evil state religion where an accusation of “racism” is the gravest offense that can be committed, even worse than rape or murder!
So if police show up at a crime scene and a British boy is bleeding out and an immigrant says the British boy is racist the cops will cuff the dying British boy.
2026-06-03 10:42:52
RT by @elonmusk: x.com/i/article/206200131550…
2026-06-03 07:28:09
RT by @elonmusk: Il faudra, un jour, faire le Nuremberg du wokisme.
Mais pour la première fois dans l'histoire, il n'y aura pas de bourreau à juger. Pas d'homme à pointer du doigt. Seulement des idées. Une empathie devenue folle, une compassion poussée jusqu'au suicide, qui a fini par retourner les menottes contre les innocents qu'elle prétendait protéger.
Le tribunal ne sera donc pas pénal, il sera intellectuel. Le verdict ne tombera pas dans un prétoire, mais dans les livres d'histoire.
Et ce que nous observons en ce moment, ces scènes insoutenables, un gamin qu'on laisse mourir au sol au nom d'un dogme, ce ne sont pas les premiers symptômes. Ce sont les derniers. Les métastases terminales d'une idéologie que le corps social commence enfin à rejeter.
C'est précisément pour ça que je suis profondément optimiste.
On ne voit jamais une idée aussi nue, aussi monstrueuse, qu'au moment exact où elle est sur le point de mourir.
2026-06-03 07:14:49
RT by @elonmusk: Je me suis longtemps passionné pour la psychologie, et une période m'obsède plus que toutes les autres.
L'après-guerre.
Le moment où des chercheurs se sont posé la question la plus dérangeante du siècle: comment l'Allemagne nazie avait-elle transformé des pères de famille ordinaires en bourreaux de camp?
La réponse, ils ne l'ont pas trouvée chez des monstres. Ils l'ont trouvée chez des hommes parfaitement banals.
Hannah Arendt a appelé ça la banalité du mal. L'historien Christopher Browning, en étudiant le bataillon de réserve 101 (des policiers d'âge mûr, des pères, des commerçants), a montré que ce ne sont pas des fanatiques qui ont fusillé des civils, mais des hommes normaux incapables de désobéir au cadre dominant.
Puis vint Milgram. À Yale, environ deux tiers de gens ordinaires ont infligé ce qu'ils croyaient être des décharges mortelles, simplement parce qu'une autorité en blouse blanche le leur ordonnait. L'expérience de la prison de Stanford a montré la même chose sous un autre angle: donnez à quelqu'un un rôle et un cadre, et il s'y conformera jusqu'à l'inhumain.
La leçon n'est pas allemande. Elle est humaine.
Le mécanisme s'active dès qu'un cadre moral dominant fait craindre la sanction sociale plus que ne compte le témoignage de ses propres yeux. L'individu cesse de voir ce qu'il voit. Il voit ce que le cadre l'autorise à voir.
Maintenant, regardez Southampton.
Henry Nowak, 18 ans, poignardé, allongé au sol, répète aux policiers « j'ai été poignardé », « je ne peux plus respirer ».
Réponse de l'officier: « I don't think you have, mate. »
Pendant ce temps, son meurtrier retourne la situation d'une phrase: il aurait été victime d'une agression raciste. Quatre mots ont suffi pour déplacer le soupçon de l'agresseur vers la victime.
Et l'officier a obéi. Pas à un ordre. À un cadre.
Un cadre qui lui a appris, pendant des années, qu'une plainte pour racisme est l'accusation la plus dangereuse de sa carrière. Plus dangereuse, dans son réflexe conditionné, qu'un corps qui se vide de son sang devant lui.
Exactement le mécanisme de Milgram, de Browning. Un homme normal qui cesse de croire ses propres yeux parce qu'un cadre moral lui a appris ce qu'il devait craindre.
C'est précisément ça qui me terrifie.
Souvenez-vous: le monde entier s'est agenouillé pour quatre mots, « I can't breathe ». Des entreprises, des gouvernements, des stades entiers.
Henry a prononcé les mêmes mots, en train de mourir. Il n'y aura ni genou à terre, ni hashtag, ni minute de silence.
Parce que sa mort ne sert pas le cadre. Elle le contredit.
Et un système qui apprend à une société entière à faire passer l'accusation de racisme avant les faits, avant le corps, avant la vie, n'est pas une posture morale inoffensive.
C'est une machine à fabriquer des hommes qui, face à un enfant en train de mourir, choisissent les menottes.
2026-06-03 07:09:36
RT by @elonmusk: I don't think enough emphasis is being put on the fact that neighbours called 999 to report shouting and a possible stabbing before the Digwa brother called the police. Between the snapchat video (which was just before the stabbing occurred) and the body cam footage of the police nearly an hour had passed. The neighbours heard someone shouting that they had been stabbed and called 999.
If Henry was shouting then he was still well enough to be saved. So where were the police for nearly an hour? Why wasn't an ambulance arranged when the initial 999 call was made? And why when they eventually bother to show up did nobody know that a stabbing had been reported earlier? And then to top it all off they cuff the victim like a violent criminal and oversee his painful death with callous indifference?
So much is not adding up but everything points to failures by the police at every possible level.
2026-06-03 06:55:01
RT by @elonmusk: I stand with the indigenous people of the UK
2026-06-03 04:54:03
RT by @elonmusk: "You are not likely to see Henry Nowak’s words stenciled on a mural. No corporation will change its logo. The same establishment that made a few words immortal when spoken by a black man in Minneapolis has met the same words, spoken by a white boy dying on a British street, with what can only be described as a determined, institutional silence. That silence is not neutral. It is a statement. It tells you exactly whose suffering the system has decided counts, and whose does not."
2026-06-03 03:47:47
RT by @elonmusk: 'I feel that the police are now so racist towards anyone white or English I would never dare speak to them to report crime'
'I do not trust them'
THIS is what two-tier policing has done.
Trust in the police has been totally DESTROYED!
Heartbreaking.
2026-06-03 02:56:29
Unless you become the media, you will never know the truth
2026-06-03 02:25:57
Did you know that official police policy requires them to be racist against Whites? It is deeply wrong and must change NOW.
2026-06-03 02:20:14
RT by @elonmusk: There's never been anything like the Henry Nowak case where the victim is non-white and the assailant is white, and the police respond the way they did. That whole combination of events could really only happen to a white person. The BLM narrative is the exact opposite of reality
2026-06-03 02:19:58
RT by @elonmusk: Holy sh*t.
MASSIVE crowds are on the streets in Southampton tonight demanding Justice for the murdered Henry Nowak
The establishment has lost control.
2026-06-03 01:46:26
RT by @elonmusk: Some of the most unhinged hate that I receive comes from other academics. The soldiers, the corrections officers, the truckers, and all those from the muscular classes (to borrow @VDHanson's term) seem to greatly appreciate my work and style. The deeply leftist professors seem to have a deep visceral aversion to my personhood including my humour, my spicy sarcasm etc. Why is that? Hmmm.
2026-06-03 01:01:33
RT by @elonmusk: “At its heart, wokeness is divisive, exclusionary, and hateful. It basically gives mean people a shield to be mean and cruel, armored in false virtue.”
― Elon Musk
2026-06-03 00:52:53
RT by @elonmusk: Can we yet admit that the whole George Floyd thing was irrational national hysteria?
You can still see it as poor policing, but we now know the guy was a career criminal on a cocktail of potentially lethal drugs, the cop wasn't racist, Minneapolis police procedure WAS followed, etc.
Maybe, we don't do the multiple golden caskets again.
2026-06-03 00:16:23
RT by @elonmusk: Running high grade + heavy load feels effortless in the Tesla Semi. Enough power to maintain speed when climbing, and regenerative braking making descents save and controllable. All while in silence.
@xiaomustock
2026-06-03 23:14:41
三星总裁因为行程缺席，黄仁勋跟sk总裁会有个闭门会谈。 在台北被问到怎么看三星涨工资罢工的事情， 黄仁勋说“员工的薪水越高越好，去问我的员工，我就是这么做的，我已经尽我所能给员工最高的薪资。” 感觉三星老板有被黄仁勋被刺到😂
2026-06-03 22:22:45
还是 $NOK 和 $MRVL 硬
2026-06-03 15:19:42
这 #港美互联网lof 的基金经理在搞啥，还不如我来管，这么好行情按比例把一季度持仓配进去完事，非要瞎折腾，不然不可能昨天才一个点收益，希望这个经理脑子里出花活别乱操作，真是醉了。 我放着装死了。
2026-06-03 11:40:27
英伟达黄仁勋周内会到韩国再次与sk总裁会面吃炸鸡。
2026-06-03 10:14:02
光通信捏着 $MRVL 和 $NOK 就够了， 其他的如何不用焦虑， 他俩从芯片源头开卡收税。
2026-06-03 09:52:04
去年发过很多次 $COHR 和 $LITE 在一百多的时候。 那会是因为国内炒新易盛这些，然后对照找的这俩股票。现在阶段怎么说对于我跑的价格都太高了，我都踏空了😂 我选捏着 $MRVL $NOK
2026-06-03 09:24:14
我以为这300刀以下捡漏的日子是多久， 没想到是1天😂 昨天 $MRVL 是224，今天盘后就已经318😅
2026-06-03 02:35:00
$MRVL 有多独特，昨天公司CEO称Marvell是全球唯一一家能够解决AI数据中心完整连接堆栈的公司，从芯片封装内部的毫米级到数据中心之间的公里级。 Marvell过去几年累计投资360亿美元收购Inphi, Cavium和Celestial Al等光通信有关的公司，市值暴涨前，这资金占它市值的1/4，公司在拿命梭哈光通信。
2026-06-03 02:25:46
明年的AI焦点会是HBM4E 和企业级eSSD超级短缺。#海力士 在这俩块市场都最大。 如果还能有别的就是 $MRVL 和 $NOK 在光通信领域营收开始爆发起量。
@dianzhuXS
2026-06-03 23:00:35
好像咱又神準了 風已到山東 沒啥可假謙虛的了 收回這帖
2026-06-03 20:21:13
【赤馬節】一鯨落而萬物生：這才是水人最危險的時刻（下）（非會員限時觀看一天） https://youtu.be/lgSUyC7F0Ks
2026-06-03 19:16:36
又到了展示破爛兒的時間了 對了，今晚油管更新 非會員限時觀看一天
2026-06-03 09:17:26
【分享一個我做的夢啊】
是夢，也就是胡說
200斤不放過王岐山的主要原因
應該是掩蓋「武漢病毒洩露」的真相。即200斤定於一尊後，逐步掌握了王岐山與美國深層政府（毒眼塔）合作的證據鏈。
在王還還有些實力，二人內鬥白熱化的那段時期，兩個政治陣營爭權博弈的過程中，手下小弟們無意中打開了潘朵拉盒子，即武漢病毒。
事發後，200斤並沒有以全人類的生命安全為重，控制病毒傳播，而是選擇了把它傳遍全世界，一箭四雕。
王倒台震攝黨內的親美勢力就是其中「第一雕」。「第二雕」就是搞亂全世界，為糞坑彎道超車製造機會。「第三雕」為白等竊選阻止川普第二任期提供百年不遇的條件。「第四雕」美國衰弱，一貸一擼萬國來朝大國崛起，順勢侵佔台灣，實現對黨內承諾，詮釋終身制合法性。
這都是夢，希望夢境不要再重演😮💨
2026-06-03 08:40:30
不查不知道，一查嚇一跳😱
鹽鹼地的曆法就是這麼的兒戲 如圖，清朝也是發現了曆法（天干地支）有偏時間錯亂 但應對的方式是完全以皇帝的意志為轉移～改過來又改回去 再往前查，肯定漏洞百出
@aleabitoreddit
2026-06-03 22:14:28
EU CHIPS Act 2.0 proposal is now released.
Great news: Photonics is now confirmed to be the new structural addition to EU policy.
This is thematically bullish for the EU photonics sector.
Thematically:
"This new component of the Chips for Europe Initiative supports the development of photonic integrated circuits and associated technologies"
"building and strengthening advanced design, prototyping, and industrial deployment capacities for photonic integrated circuit technologies and other photonic technologies across the Union"
"extend the Union’s design capabilities, including in photonics"
"strengthen existing and develop new pilot lines and open-access semiconductor manufacturing facilities for the prototyping and production of photonic integrated circuits and associated photonic technologies
"develop and maintain design libraries and design automation tools for photonic integrated circuits, associated photonic technologies"
===
More specifically policy specifically focuses on
-> co-packaged optics for AI data centres (CPO/interconnects focus is bullish read through for $SIVE)
-> “Silicon photonics … applications in high-bandwidth data-centre interconnects…”
-> Capabilities in production technologies including co-packaging and heterogeneous integration with electronic chips, manufacturing equipment, and materials platforms for photonic integrated circuits shall be strengthened ( $XFAB)
-> $SOI directly mentioned in impact analysis regarding structural strengths of the EU. "The EU has a relatively strong global position in SOI wafers, with Soitec and Siltronic being notable players"
-> $XFAB also directly mentioned in impact analysis, as part of creating the current funding framework.
Obviously structurally positive for $XFAB since they're literally leading the European Silicon Photonics Value chain and listed in First of a Kind (FOAK) category.
Initial interpretation, this is heavily positive for EU photonics leaders that go inside AI DCs as part of EU Policy. I'm expecting optical players broadly to get a tailwind from this framework.
TLDR: EU photonics structurally go brrr long term. Most positive confirmation is that photonics is structurally a part of European Union policy now.
We'll likely see the individual photonics names come out after this release, within 3-15 months (typically in the middle somewhere). Markets are forward looking in general.
2026-06-03 19:50:32
The difference between NASDAQ and EU listing:
$POET: $2.4B MC -> Packages Sivers lasers -> One $50m pre-production contract for warrants
> $XFAB: $1.7B MC ->SiC/GaN/MEMS/Silicon Photonics Foundry backed with EU CHIPS ACT, US CHIPS ACT PMT -> Below replacement P/B value -> $NVDA, $NOK direct eval of their pre-commercial SiPH foundry, volume ramping 2027/2028 -> $XFAB leading high-volume scaling of Europe's photonic supply chains as the foundry, with IMEC/CEA-Leti, Ligentec, Smart photonics, PHIX Photonics, Luceda Photonics, and Europe's photonic players under it.
-> Leading customers like $NVTS, $POWI, Lite-On -> US from Dpt. of Commerce: "the only high-volume SiC foundry in the U.S."
2026-06-03 19:00:50
Wow, only 1K more subscribers until I overtake Elon Musk!
Right now I’m at 46K. Elon is at 47K.
Then I’ll hold the crown of the #1 most subscribed to person on the entire X platform?
What a fun timeline.
2026-06-03 18:17:16
Fun to see my highest conviction Neocloud pick in $NBIS age well.
I wrote a thesis last year on the Neocloud sector becoming a major theme.
And then picked the King.
-> Nebius is #1 out of the entire sector from $IREN to $CRWV.
$84 -> $260.
Thesis validated by markets.
2026-06-03 15:50:21
GUESS WHAT ANON?
After today’s new news with Ayar joining Nvidia NVLink fusion.
$SIVE is now the laser source for likely:
The entire Nvidia’s NVLink CPO listed supply chain ecosystem partners.
From Marvell Celestial, Lightmatter, and now Ayar today (the three listed in NVLink CPO).
This is why I call $SIVE a structural photonics laser chokepoint over CPO and now Nvidia ecosystem supply chains.
-> Celestial was likely a direct customer to Sivers, not through Poet. (2023 investor presentation mapping), then bought by Marvell. -> Lightmatter was also listed there as a customer in 2023 investor presentation deck mapping.
And… Guess what else?
Then they all happen to use GlobalFoundries.
Which Sivers is now the GFS silicon photonics foundry-level reference laser (also new news yesterday).
Supply chain mapping all starting to make sense now anon?
Sivers is also likely now the primary laser source for Ayar after they removed Macom/Lumentum their laser supply chain section (now just gfs/sivers), as a cherry on top.
Algorithms completely miss this type of image based mapping.
After this announcement, I personally think current valuations are very undervalued:
Given Sivers now holds one of the most important structural laser chokepoint over Nvidia CPO NVLink ecosystem supply chains.
2026-06-03 14:51:12
Wow… new extremely transformative news got released today.
Making a certain photonics company:
The effective upstream laser chokepoint for $NVDA NVLink fusion CPO ecosystem.
With their lasers now in Nvidia’s optical infrastructure supply chains.
Can anyone guess the name?
2026-06-03 13:37:07
Europe is releasing its Tech Sovereignty Package, today June 3rd.
This includes, CHIPS ACT 2.0, which is expected to prioritize photonics.
Both $XFAB and $SIVE are highlighted in the Industry Policy Blueprints, which guides EU legislation.
This proposes sovereign backing with €30–500 million financing facilities per company and revenue demand incentivizes.
To bridge early European companies to volume production.
I personally expect my two thesis ideas to be large beneficiaries:
$XFAB, given they're leading Europe's SiPH value chain, with Nokia and Nvidia evaluating them for photonics HVM.
and $SIVE as Europe's leader for lasers in AI datacenters, scaling lasers to mass production in 2027.
More details will be announced today, but this is a structural tailwind to photonics critical to Western and especially EU supply chains.
2026-06-03 10:41:50
Is majority of the next generation stuck in the permanent underclass?
> Missed out on gaining control of AI through ownership of infra/compute today
> Majority of jobs getting replaced by AI
> Housing more expensive
> Inflation makes cost of living go brrr.
Gg?
2026-06-03 09:18:54
There we go.
My CPO longs in Taiwan are finally starting to take off today.
Shunsin +10% Foci +10% Xintec +10%
Just waiting on Win Semi, Msscorp, and Nextronics to catch up.
2026-06-03 07:51:15
Good times with $AEHR, it’s now ~$3.5B MC.
Haven’t mentioned it as much since there’s nothing too new.
Just waiting on volume orders for these types of players like $LPK, and others.
2026-06-03 04:54:26
Okay yeah should have trusted Jensen more on $MRVL after what he did with $NBIS.
He actually gave a $1T price target this time with Marvell.
Marvell up 35% with one remark…
@JonathanDi3614
2026-06-03 16:03:10
指数冲高回落，外围拖累。
眼下要做的，就是等指数企稳。今天只是90、120分钟级别的反弹，调整周期远未结束。和早盘预期一致——不管有没有其他方向干扰，日线底部结构没出现之前，继续等。
短线方面，今天科技方向的次新共振明显。指数冲高回落，次新逆势承接。不用慌，资金逻辑已经走出来了，思路不变。
接下来，耐心等大环境好转。重中之重是控仓，不追涨，不杀跌。
@karpathy
2026-06-03 04:26:32
RT by @karpathy: x.com/i/article/206185053570…
生成时间：2026-08-04T07:45:00.104Z