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📊 共 55 条推文
@elonmusk
2026-06-04 23:45:24
Well said
2026-06-04 23:15:05
RT by @elonmusk: 🚨 New York Democrats just voted to erase "Mother" and "Father”.
Governor Kathy Hochul will be replacing "mother" with "gestating parent" and "father" with "non-gestating parent."
This isn't inclusion, it's insanity.
While New Yorkers battle sky-high taxes, crime, and failing schools, The state is obsessed with rewriting biology and the English language. Real parents don't need woke bureaucrats redefining them.
Reject this nonsense.
2026-06-04 23:03:24
RT by @elonmusk: SpaceX’s literally destroyed the cost to orbit so much even you can afford the ticket to ride on it in the future
For decades, launch cost to low Earth orbit was roughly $18,500 per kg
Falcon 9 brought that down to around $2,700 per kg
Falcon Heavy pushed it closer to $1,400 per kg
➝ Now Starship is targeting a 99%+ cost reduction
When the cost of reaching orbit falls by orders of magnitude, space stops being a rare government program and starts becoming industrial infrastructure
Starlink, orbital manufacturing, lunar cargo, AI compute, and Mars all depend on one thing:
getting cost to orbit as close to zero as possible
That is why Starship matters so much....It is not just a bigger rocket
It is the cost reset that opens the next economic frontier
2026-06-04 22:54:06
Video
2026-06-04 21:59:37
RT by @elonmusk: Fidelity has announced that it is making the SpaceX IPO available to any customer with a retail brokerage account with $2,000 or more in the account (down from up to $500k before).
"SpaceX has decided to reserve a much higher percentage of the offering (up to 30%), which means there should be more shares available to retail clients, which is why we have decided to reduce IPO eligibility for this offering."
2026-06-04 20:53:01
RT by @elonmusk: 🚨BREAKING: SPECIALIST DOCTOR SAYS HENRY NOWAK COULD HAVE LIVED IF NOT FOR POLICE
In summary:
- Henry was alive when they arrived and likely clotted
- Aggressive police intervention likely tore clot
- Major Trauma department was minutes away from scene
- Judge and Pathologist were FAR TOO LENIENT on Police
- Henry Nowak had 50% CHANCE to survive
- Absolutely convinced that if he arrived in hospital alive he would have survived
This is disgusting, the family deserve justice
Full breakdown below:
Dr Krzysztof Magier [@DrMagier] based in the Isle of Wight is a qualified Paediatric Care Lead and part of the 'Critical Care Network' with experience in combat medicine training and a specialized course in treating severe injuries (including gunshot and stab wounds) has analysed the footage and claimed the AGGRESSIVE Police intervention may have contributed towards Henry's death.
Dr Magier DISAGREES with the pathologist's and judge's opinion that Henry Nowak had ZERO chance of SURVIVAL.
As well as the claim that handcuffing him essentially changed NOTHING.
In fact he claims the REVERSE IS TRUE, there is a high likelihood that the police intervention CONTRIBUTED TO HENRY'S DEATH.
He analysed the autopsy report, which points to DAMAGE to the subclavian vein as the main source of BLEEDING.
In a healthy person, venous bleeding occurs under low pressure and often self-limits thanks to the NATURALLY FORMING CLOT, while simply approximating the wound edges and compressing the surrounding tissues closes the vein enough to slow or even stop the bleeding.
The body camera footage shows that when police arrived on the scene (likely 5-10 minutes after the injury), Henry was CONCIOUS ENOUGH to speak LOUDLY.
He was therefore NOT YET in a terminal state.
After his arms were twisted behind his back and handcuffed, the vein was most likely STRETCHED, the clot TORN, and BLEEDING DRAMATICALLY INTENSIFIED.
Within just about three minutes, he lost consciousness and DIED.
People with suspected internal injuries should NEVER be moved or yanked abruptly, such actions can destroy the natural clot and lead to massive internal hemorrhage.
Instead of immediately calling a medical rescue team and handing the patient over to paramedics, the police ARRESTED HIM.
If paramedics had arrived first on the scene, Henry’s chances of survival would have been MUCH HIGHER.
AS HIGH AS "50%"—writes Dr. Magier.
Paramedics could have quickly started an IV, administered fluids to increase circulating blood volume, and tranexamic acid to stabilize the clot, and if needed, performed needle decompression (inserting a large, long needle into the lung), because the issue wasn’t so much lack of lung function, but compression of the blood-filled lung on the heart and mediastinum, which blocks circulation.
Worse still, the incident took place just a few minutes' drive by car (2–3 minutes by ambulance with sirens) from Southampton University Hospital—a regional MAJOR TRAUMA CENTRE equipped with a full team of specialists, procedures, and equipment.
"I AM CONVINCED THAT IF HENRY HAD ARRIVED THERE ALIVE THE DOCTORS WOULD HAVE NOT LET HIM DIE"—writes Dr. Magier.
The aggressive police intervention, instead of saving a life, led to death through improper handling of a severely injured person, even though world-class care was just minutes away. "I fear the Judge and pathologist were too lenient toward the police"
2026-06-04 19:32:05
RT by @elonmusk: How are Democrats cheating in L.A.?
Let me show you…
There are 26 registered voters at this toilet in Los Angeles.
I’m not kidding. I have the voter records. See for yourself. The only thing here is a stinky port-a john inside an empty parking lot.
No homes. No mailboxes. No businesses. Yet TWENTY SIX ‘people’ are casting ballots here.
Straight-up voter fraud out in the open. This just a glimpse of what’s happening under Gavin Newsom.
This is why California desperately needs Voter ID — and we must pass the Save Act NOW.
https://x.com/bennyjohnson/status/2012251508654354850/video/1
2026-06-04 17:02:00
RT by @elonmusk: MARC ANDREESSEN: "We had meetings with the Biden admin where they told us to not even start AI companies because there's no way they'll let them succeed."
JOE ROGAN: "What do you do after a meeting like that?"
MARC ANDREESSEN: "You go endorse Donald Trump."
LMAO
2026-06-04 14:40:20
Video
2026-06-04 14:38:54
Hadamard thought in image space
2026-06-04 13:07:16
Video
2026-06-04 12:34:52
Grok Imagine 1.5 at rank 1
2026-06-04 12:30:14
💯
2026-06-04 12:28:37
Yes
2026-06-04 12:21:19
Southern Poverty Law Center is a criminal organization
2026-06-04 12:05:32
RT by @elonmusk: Reading this again, I thought you meant for making like a full length movie or a 30 min episode.
For this 40 sec trailer it was actually just a few days of iterating and playing with the edit and/finding the right music track etc etc. Not anything too crazy at all.
Very doable over the course of a few days to a week max with the Grok Heavy subscription especially with the current discounted rate.
2026-06-04 10:59:53
SpaceX
2026-06-04 10:40:28
Yup
2026-06-04 10:35:54
Try Grok Voice
2026-06-04 10:19:32
RT by @elonmusk: xAI has released a blog on Partnering with Vapi for Voice
2026-06-04 09:30:47
Grok on Cloudflare
2026-06-04 09:14:44
RT by @elonmusk: There is literally nothing California could do to make their elections less secure.
Mail in ballots and No ID.
Weeks of counting with no real chain of custody.
The fraud is staggering.
It’s an insult to America. It’s an insult to Americans.
2026-06-04 08:54:09
Iliad (Troy) trailer made by Grok Imagine 1.5, which was just released
2026-06-04 08:36:35
Grok Imagine on Vercel
2026-06-04 07:20:53
RT by @elonmusk: Grok Build just created a game called Grok Racer for me. The great thing is that I told Grok to use Grok Imagine for the images in the game and it did! That’s fantastic and proves that Grok Imagine can also be used for active game coding. It works well and looks so cool.
2026-06-04 03:45:54
RT by @elonmusk: 🚨BREAKING: Hampshire police claim they felt controlled and manipulated to "think a certain way" after mandatory DEI training, the Times have exposed
It's confirmed: they're brainwashing the police to discriminate against natives.
2026-06-04 03:31:26
Built with Grok
2026-06-04 02:56:11
RT by @elonmusk: Fact: he died of 11ng/ml Fentanyl.
2026-06-04 02:47:55
RT by @elonmusk: Ordering lunch to the 𝕏 office using 𝕏 Money funded by my 𝕏 paycheck that was deposited to my 𝕏 account
2026-06-04 01:42:24
That’s what it comes down to
2026-06-04 00:39:56
RT by @elonmusk: Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. https://radar.cloudflare.com/traffic#bot-vs-human
2026-06-04 00:26:43
RT by @elonmusk: Try the most natural TTS and cost-effective STT APIs in @Vapi_AI
@aleabitoreddit
2026-06-04 23:08:52
$RDDT was driving me insane.
> massive earnings beat > just printing FCF since they’re too profitable > 69% Y/Y revenue growth. > biggest moat against AI vibe coding from network effect > 91.5% gross margin.
Was just flat for months. Glad to see it getting more attention.
2026-06-04 21:04:25
Found this news funny about a new Swedish Hedge fund:
Origo’s fund has lost substantial money shorting $SIVE.
“The loss is one of the biggest this year"
Many of these Swedish hedge funds are now heavily underwater.
Just as an accidental byproduct of $SIVE being a core part of the CPO supercycle.
Starting to make more sense why there’s a lot of false news being published.
Especially if they’re facing infinite losses?
2026-06-04 17:25:39
This timeline keeps getting more and more unreal…
$NVDA Jensen Huang to meet Faker (League of Legends)
I did talk with Jensen few years back about PUBG and GPU shortages for mining.
And he was enthusiastic about ideas for cross-platform gaming + getting enough allocation to gamers.
Fast forward to now, feels like Nvidia kinda ignored gamers… for AI, which is understandable.
So this is a nice symbolic message for a return to Nvidia’s roots.
2026-06-04 16:34:20
LOL. I’m honestly laughing there’s new media articles for each one of my X posts.
I appreciate any objective coverage though since it helps combat a lot of the disinformation online.
Am I that popular now?
2026-06-04 15:15:47
$SIVE looks like both a chokepoint and a bottleneck for CPO next year.
Keep seeing information published from nontechnical people who miss any nuances.
Here’s the reason why:
- CW lasers are bottlenecked signaled by $LITE earnings.
Laser fabs are heavily allocated to EML likely from former $NVDA contracts.
-> Sumitomo/Furukawa = bottleneck -> Win Semi = bottleneck
$SIVE does fab-lite, so are they a bottleneck?
Yes, $SIVE sits in the laser bottleneck since control output supply of CW lasers from Win Semi and other fabs from allocation way early on (CEO stated they working with more capacity from other players as well).
Perfect example is Kioxia/Sandisk. $SNDK controls NAND output, so they’re a bottleneck because they control final pricing.
Demand exceeding supply from Ayar, Jabil, other pluggable vendors + Nvidia NVLink CPO ecosystem… final laser supply owned by $SIVE makes Sivers a bottleneck.
$SIVE is also likely primary/sole source for Jabil, Gen-1 Ayar, $MRVL Celestial, and other hyperscaler asic/merchant CPO routes. So no way to get around it (can’t hot-swap single channel cw lasers with Sivers)
- $SIVE is a chokepoint over CPO.
$NVDA use $COHR, $LITE (which likely sources external cw capacity from Japanese competitors)
$AVGO is likely vertically integrated as well.
However: the entire ecosystem around it from ASIC programs (Marvell, AlChip, etc) and merchant programs (Ayar, Lightmatter, Lightelligence)
Are all likely designed around $SIVE.
Ayar for example, likely tried to multi-source with $MTSI / $LITE back in 2022 but their lasers probably couldn’t match the level of Sivers specification with arrays (removed Lumentum / Macom from their supply chain site recently)
If there’s no alternative at least for the initial generations (obviously they’re working to multi-source). That makes $SIVE a structural chokepoint to go through for lasers.
Even if you look at the 1.6T LRO $JBL designed, they achieved a “drastic moat” with performance built around $SIVE likely sole source.
$SIVE is also the foundry level reference laser design for $GFS, which your hyperscalers use like $AMD (likely using Sivers + maybe Ayar for gen1):
If every major player, who hasn’t achieved vertical integration (Nvidia/Broadcom) is using Sivers for CPO…
That makes them a chokepoint.
Just look at the entire CPO $NVDA NVLink ecosystem partners: every single one are all likely using Sivers. And they all use $GFS as well (where Sivers is default reference).
So $SIVE is both a chokepoint and bottleneck when CPO really scales up H2 2027, over one of the biggest architectural shifts of all time (near $0 -> $81B or $91B TAM in the next 1 1/2 years from GS research note)
This is why I say $SIVE looks like it could be the next $75B $LITE over the next couple years.
All of this should play out next year.
And it’s still trading less than a company with $50M in purchase agreements that buys Sivers lasers to repackage them.
2026-06-04 12:24:55
Pinned: I now am the #1 most subscribed to account on the entire X platform!
After overtaking Elon Musk today.
Thank you everyone for helping me achieve my goal.
2026-06-04 11:39:54
Yeah… I think all your upstream semi supply chain companies are going much higher.
Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers $GOOGL / $META / MSFT / $AMZN from 2025 to 2030.
Revised up from $4.5T from Q1 earnings.
“Aggregate capex est. $7.6 trillion between 2026 and 2031.”
And it flows upward to these tiny chokepoints like $SIVE for CPO lasers/ $SOI for Silicon Photonics substrates. Leaderdrive/Harmonic for Humanoids components.
And so on…
Ai names don’t move in a straight line up, but is just the beginning of the next Industrial Revolution as we move from R&D/compute buildout into commercialization from Agents -> Physical AI -> discovery.
2026-06-04 10:00:04
Well, looks like it’s that time of the year again for $COIN, $HOOD, $CRCL and co.
So much for a “friendly administration” and “strategic reserve” if they’re trying to ram through Bank Lobbied Clarity Act bills…
To ban any form of innovation or competition against banks, with things like yields.
And nuking liquidity as they go (but strengthens the USD)
Valuations do seem compelling again if you’re swing trading.
2026-06-04 07:56:25
Just some random notes about $AVGO earnings transcript
- Revenue target reiterated ($100B+ 2027, pretty sure markets wanted that to be raised this earning, hence the drop)
Remember $NVDA Jensen comments about $MRVL $1T company around networking/connectivity/interconnects?
- “So as the TPUs continue to accelerate, there’ll be pressure overall on margins. But the connectivity side, the AI networking side of the business has very rich margins”
“Demand for … networking is simply insatiable”
Also very positive read through as well for the $LITE and the other players. But for TPU margins it goes down at scale, which is understandable.
- “they are placing orders in fairly huge demand, which basically gives us a lot more visibility.. runs all the way to 2028 right now”
positive read through on overall AI demand since it’s 2026 now… and orders are out in 2028
- The initial order for 1 gigawatt, which includes XPUs and our networking has been received and will start Delivery in the second half of 2027. for our other two customers, we expect shipments to begin late 2026 and accelerate into 2027.
$META custom AI program h2 2027 timelines
- “Our revenue, our content per gigawatt will increase. you start putting a lot, you start putting embedding CPU cores into the same XPUs and making those chips basically multi die with lots of hvm.”
Just for the GW modelers.
- “For OpenAI we have delivered silicon and we are on track for production late 2026”
OpenAI custom program timeline
- “If you ask about 27 or 28 that will continue to grow. We expect in fact 28 to be a substantial growth from what we are forecasting in 27.”
More about the demand ramp, go brrr
- “Google, that we expect a diversity of sources from them”
Mediatek (2454) primary beneficary, maybe $MRVL. Already expected though Google doesn’t sole source so they don’t get bottlenecked.
There’s quite a lot of AI demand visibility way until 2028, which is bullish on the AI sector as a whole. Regardless, Broadcom ends the week +0% lol.
TLDR: Strongly bullish AI demand, especially networking. Stocks don’t move in a straight line up, but demand curves 2026-> 2027 -> 2028.
@xiaomustock
2026-06-04 22:47:07
熊短牛长，跌的时候得克服恐惧抄。
2026-06-04 21:24:20
$AVGO 最后的低价促销6分钟
2026-06-04 17:57:19
今天市场的关键点就是博通 $AVGO 全都是被博通暴跌十几个点吓得， 但实际博通财报非常好，q3的指引也非常好
只要博通能开盘拉回去大半， 市场又当啥事没发生， 太几把敏感了现在都。
2026-06-04 16:50:20
对做投资的人健康特别重要， 假如梭哈的是纳指100，qqq， 多活一年收益增加15%。 多活5年资产翻倍。 巴菲特之所以能成股神，除了他稳健的投资风格和生在美股，就是活的比别人长。 美股里面比巴菲特牛的人也非常多， 都被巴菲特熬死了， 谁他娘的能活过巴菲特， 他搭档查理都没活过他， 所以自然他是股神。
2026-06-04 16:46:00
在资本市场活的久不久， 有时候不在于看的准不准， 而是自己的仓位管理。 今年三月份我差点跌没了， 极度看好存储， 带杠杆梭哈了ewy和2x海力士。 当时跌的账户我都不敢看了， 天天打游戏麻痹自己。 如果那会海力士再多十几个点可能我账户都得没了。 如果没杠杆的话，那会应该很轻松，没那么痛苦。 😂不过好在熬过来了。 以后绝不这样干了。
2026-06-04 16:39:21
炒美股最好别带杠杆，也别折腾小票。 有多少钱干多大的事情， 大市值的正股觉得慢，顶多买个2x做多etf。 熊短牛长， 跌的时候克服恐惧加点自己看好的， 涨的时候再把加的仓位去掉， 涨跌都开心， 不影响睡眠， 搞的自己睡不着的股票和操作别搞， 赚钱不能影响身体健康。
2026-06-04 14:46:36
现在我 $MRVL 和 $AVGX 各占一半。 不管谁抢订单抢份额，只要市场规模在变大，那就整体肯定赚钱😂
2026-06-04 14:44:50
今天A股里的仓位就这些，巨亏了好几百， 几乎所有持仓都是 #港美 ，其他啥玩意没有。 计划是给港美半年时间像中韩半导体一样， 拿到12月底的时候， 如果港美不行，我就都换成纳指100， 如果港美很行，我也计划换成一半的纳指100。 不想在个股里面折腾废脑子。 继续装死了。
2026-06-04 12:40:36
博通 $AVGO 的财报和指引都非常牛逼， 市场暴跌纯粹是鸡蛋里挑骨头， 60抄底了 $AVGX 俩倍做多博通，这完全是杀期权，把整个美股都带下来了。 市盈率都跑到20了，按照年底q4利润算年50%增长，每年市盈率就剩下10了。
2026-06-04 02:50:00
这阶段市场里的人都惊弓之鸟， 稍有风吹草动，全作鸟兽散。 发现啥事没有又都飞回来。 spacx上市节点越来越近剩一周时间， 持仓千万别带杠杆这段时间。
@dianzhuXS
2026-06-04 19:09:22
如圖 「後世星命，皆以虛中為祖」 而李虛中祖師以鬼谷子王禪老祖為大宗師
「鬼谷子以此十二音，五行，分輕重之用，以推通變之炒者，尚恐人執寧方隅，故言稱顯隱，可測造化之說也」。又在「發揚妙旨，神鬼何誅」句下注道「疑誅為殊，乃鬼谷自謂臨於神鬼之妙，豈鬼神之所見誅也」
沒有信仰的牆人無神論者 不管想研修哪一門數術 怎麼能讓你們踏入這個門檻呢？
「有神論」是「不自大」的分水嶺，承認自己的渺小「敬神」是了解宇宙真相的第一步。沒有這個1，後面你偷了多少個0，都是瞎扯。
2026-06-04 10:43:32
為什麼說 六四時候的人文環境 比現在強一萬倍呢？ 因為那時的人至少還知道抗爭 再看看現在，不提別的 就最近發生的 不讓炒美股，不讓錢出國 再看看稍微遠點的 疫情四年，都是奴 然後呢？就沒有然後了！ 實話難聽，不聽就滾 遠離牆人，為了他們不值得☝️
2026-06-04 07:21:12
又是一年的六四了 是個必須紀念的日子 致敬那一代人的青春 我們需要記住的 是那時的年輕人曾經抗爭過 這才是青春應有的樣子 那時人文環境的正常程度 粗略估算也比現在強一萬倍 現在～呵呵呵呵
@JonathanDi3614
2026-06-04 11:53:55
吹牛逼了，怎么判断一只票里有没有聪明资金？
你一买它就不涨了甚至跌，一卖它就涨——里面全是聪明资金。 你一买它就涨，一卖它大涨——里面也是聪明资金。 你一买它就跌，卖了继续跌——里面没聪明资金。 你一买就涨，一卖就跌——你就是聪明资金。
四种情况，对号入座。前两种认命，后两种努力。
生成时间：2026-08-04T07:45:00.103Z