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@elonmusk
2026-06-07 22:52:11
RT by @elonmusk: More of these types of stories should be written about SpaceX’s IPO.
Thousands of folks who would traditionally not had access to ownership in a company are about to have an awesome outcome.
I had the good fortune to be able to a few hundred welders and technicians. Most will make 6 and 7 figures.
Capitalism is awesome 🚀
2026-06-07 21:09:09
Why is it only pushed in the West?
2026-06-07 20:57:24
They are disappearing
2026-06-07 20:56:16
The reason ID is banned in California (and New York) elections is to enable large-scale fraud.
When you combine no ID and mail-in voting, fraud is de facto legalized.
2026-06-07 20:50:24
Fate hates hypocrisy.
2026-06-07 20:47:24
RT by @elonmusk: Historic moment in Australia 🇦🇺
For the first time ever, an EV has become the #1 best-selling vehicle in the country across all categories
The Tesla Model Y just outsold the Ford Ranger, the Toyota HiLux, every SUV, and every family car on the market
Top 3 for May 2026: 🥇 Tesla Model Y: 5,605 🥈 Ford Ranger: 4,474 🥉 Toyota HiLux: 4,005
Even bigger picture is EVs just captured a record ~20% of the entire Australian auto market and Tesla is leading the charge
2026-06-07 20:46:45
Who is making them do this?
2026-06-07 20:37:30
RT by @elonmusk: Voyager 1 is 24 billion kilometers from Earth.
It communicates with us using a 23-watt transmitter. Less than a refrigerator light bulb.
The signal takes 22 hours to reach us, traveling at the speed of light.
By the time it arrives, it's 20 billion times weaker than the power of a digital watch battery.
NASA's Deep Space Network picks it up using 70-meter dish antennas cooled to near absolute zero to reduce electronic noise.
The engineering required to hear a 23-watt signal from 24 billion km away is arguably more impressive than the spacecraft itself.
Launched 1977. Still transmitting. Still being heard.
We built something that works perfectly, 47 years later, in conditions no one has ever tested in.
That's what engineering for the long term looks like.
2026-06-07 20:34:54
RT by @elonmusk: Wow! This is beautiful and impressive. @TeslaClubAT 🇦🇹🥰🥰
2026-06-07 20:32:29
Restore justice to Britain
2026-06-07 18:56:26
RT by @elonmusk: A woke word you need to learn:
“malinformation”
Information that is factually correct but politically damaging.
It perfectly sums up where we’re at.
2026-06-07 16:24:54
RT by @elonmusk: The utter hypocrisy of German media.
2026-06-07 15:05:44
RT by @elonmusk: Saw some Grok Build feedback about a crash/panic occurring during web_fetch.
This should be fixed in the latest stable 0.2.32. Thanks for the reports and I’m terribly sorry for any inconvenience🙇♂️
Also, lmk what you think about /find and definitely check out composer 2.5 if you haven’t gotten the chance yet 👀
2026-06-07 14:42:48
RT by @elonmusk: Elon Musk’s ultimate goal for the future of humanity:
• Humanity as a thriving, multi-planetary species • An economy of total abundance powered by AI & robotics • Uninterrupted global connectivity • Maximum personal freedom with zero government oppression • A growing population to sustain the light of consciousness
A world where anything you can imagine, you can have it
2026-06-07 14:05:15
RT by @elonmusk: Falcon 9 launches 21 @Starlink satellites and two Starshield satellites from California
2026-06-07 10:30:50
RT by @elonmusk: Election night batches in Los Angeles: 🔵 Karen Bass: 38% 🔴 Spencer Pratt: 28% 🔵 Nithya Raman: 20%
New batch (5 days after the election): 🔵 Nithya Raman: 40% 🔵 Karen Bass: 33% 🔴 Spencer Pratt: 18%
Keep in mind only the top 2 advance to the next round, which is why the third place candidate suddenly surged
Not even hiding it
2026-06-07 08:05:39
Grep timeout issue fixed in latest Grok Build
2026-06-07 07:44:19
RT by @elonmusk: Elon Musk: "I just think that a usefulness optimization is really a good thing. If you've done something that's useful to your fellow human beings, you've done a really good thing."
2026-06-07 07:27:17
RT by @elonmusk: It is so wild that the Yookay government is simultaneously trying to lower the voting age to 16, and ban the Internet until age 16.
2026-06-07 07:23:53
Helpful tool for improvement. It’s just physics thinking in the limit.
2026-06-07 06:33:20
Time for change in Germany
2026-06-07 06:26:38
This is the only way to save democracy in America
2026-06-07 06:20:45
Such injustice!
2026-06-07 06:14:49
Join Tesla if you want to solve real-world AI
2026-06-07 05:43:56
RT by @elonmusk: 🚨BREAKING: Miguel Bosé, the biggest Spanish-language pop star of the last few decades, has just released a video taking a knee and putting his hand over his heart in honour of Henry Nowak
This has now spread like a wildfire. Europe has never been more UNITED! 🇪🇸🇬🇧
2026-06-07 05:39:11
RT by @elonmusk: High-speed internet for seamless live streaming from even the most remote locations 🛰️❤️
2026-06-07 04:24:17
RT by @elonmusk: 🚨🇬🇧 La policía ignoró a los inmigrantes que acosaban a una mujer en su casa y luego la amenazó con arrestarla por "odio racial" si denunciaba los hechos. Ahora, el hombre que lo expuso está esposado.
Una mujer fue acosada en su casa por inmigrantes. Acudió a la policía, pero no hicieron nada.
Cuando dijo que acudiría a la prensa, la amenazaron con arrestarla por "incitar al odio racial".
Un periodista ciudadano @ActivePatriotUK publicó información al respecto y fue arrestado por "comunicación maliciosa".
Lo retuvieron hasta las 11 de la noche, le confiscaron el teléfono y lo pusieron en libertad bajo fianza durante 3 meses con condiciones estrictas que no puede mencionar.
Esta es la realidad del Reino Unido hoy.
2026-06-07 02:53:34
Humanity is disappearing 😔 https://www.wsj.com/health/wellness/us-fertility-rate-impact-f8024b33?st=j9Tbii
2026-06-07 02:28:42
RT by @elonmusk: I organized an intervention to stop Elon from starting SpaceX. Here is the story...
Twenty five years ago, Elon and I sat in a car on a dark stretch of Long Island highway, two neurodiverse geeks staring at the night sky and wondering what came next. We had both experienced substantial exits and felt the weight of possibility ahead of us.
When I joked about 'space' while gazing upward, neither of us imagined we were planting the seed for what would become the largest IPO in history. We spent the next two hours debating why space was so hard. In the end, rockets are fuel and metal. We also debated where to go, and it was crystal clear that Mars was the only real destination.
Upon returning to NYC, we embarked on a global tour of space, meeting space agencies and luminaries worldwide. This opened our eyes to an industry stuck in bureaucratic thinking. If things continued at that pace, it was clear that we would never explore space in our lifetime.
So, we launched Life to Mars to show the world that two ambitious young men (29 and 30 years old), could send life to Mars without any government backing or support. We planned to send and grow plants on Mars, though some were pushing us to send mice.
We had a $50 MM budget that rested on our purchase of two Russian ICBMs for $7 MM each. We assumed one ICBM would fail, and we would learn and fix everything before launching again. When Elon went back to actually buy the ICBMs, the Russians tripled the price, bringing out launch costs from a total of $14 MM to $42 MM.
Our ambitious Life to Mars plan was no longer viable.
As you might imagine, Elon was not pleased. So, he decided to start SpaceX and create his own Mars rockets. Now, this is a crazy idea, both now and at the time, so I organized a large panel of top space experts, and we ambushed him at the Georgian Hotel one morning. It was set up like an intervention for an alcoholic, but for space.
Elon looked me in the eye when leaving the room and said, "I am going to do this." The intervention failed. Elon was committed. The rest is history.
I am excited to see this IPO after 25 years of hard work. What SpaceX has done is a testament to human will and overcoming insurmountable obstacles. It's nothing short of amazing.
Congratulations, E. Amazing.
2026-06-07 02:27:27
RT by @elonmusk: A super useful feature I like that we have in Grok Build: we load your .envrc and pass it straight into the agent’s shell environment.
Same API keys, PATH, sccache, remote caches, .etc — everything your shell has. Tests and builds just work. No secret pasting, no “command not found”, no env drift.
Tip: Use scoped/read-only/rate-limited keys only. The agent gets exactly what you give it.
2026-06-07 01:16:49
RT by @elonmusk: Starlink launches now substantially outnumber all other satellite launch sources.
2026-06-07 01:12:10
RT by @elonmusk: But if you don’t easily release criminals how would anyone ever get Bingo?
2026-06-07 00:25:17
India’s birth rate has fallen below replacement.
Among those most educated, India’s birth rate fell below replacement many years ago.
2026-06-07 00:10:52
RT by @elonmusk: The product is the mission.
@dianzhuXS
2026-06-07 21:15:07
這篇說的韓國現狀，我認為大概屬實，情緒永遠是情緒，真相需要冷靜觀察👀
2026-06-07 21:08:17
貧道也略懂「捉鬼」🤭
2026-06-07 17:34:38
所有金融產品都大跌，原來是因為美聯儲不降息，美元又強勢了？可以這麼簡單粗暴的理解～
2026-06-07 08:33:08
有人留言問我韓國的事，我正在看韓國的媒體，包括自媒體和官媒，目前的情況跟簡中圈鋪天蓋地的那些「翻譯」和「引用」，還是有區別的。所以，我還需要繼續搜集資料。
有一點我可以明確，我討厭李在明，更對親中零容忍。但韓國到沒到目前中文圈鋪天蓋地傳的那個程度，我仍保持謹慎不跟風，這波流量我選擇觀望，你們先吃。
我目前的認知，中共的「忠誠不絕對，就是絕對不忠誠」同樣套用在國際關係上。且韓國的政治，一直都是「財閥搭台，政客唱戲」，這波操作真實目的是什麼，牠們想換上來的是誰，最終效果有待揭皮看瓤。
再順便沖個肺管子，不管怎樣，針對現任總統的公開遊行示威能在韓國進行，且能夠有媒體報導，這就比糞坑強一萬倍，就比牆國自由民主💪
2026-06-07 00:00:29
香港的朋友注意這一期，白色恐怖下的「聚財局」 https://youtu.be/yR2DqV8sOVA
@aleabitoreddit
2026-06-07 21:10:28
哇？我的粉丝数竟然突破70万了……而且在过去的短短3天里，我又额外收获了5000名订阅者。
真的非常感谢大家。
尤其要特别感谢最近给予我巨大支持的中文社区！
2026-06-07 20:45:57
On top: $NVDA CEO also called out Silicon Photonics (optical networking) with memory.
Stating that Nvidia would require “supply volumes beyond imagination”.
What a bullish read through on the SiPH supply chain from $SIVE (now upstream Nvidia ecosystem) to $SOI
2026-06-07 19:28:25
Oh look… $NVDA CEO warned memory shortage is expected to persist for many years, due to massive scaling demand of AI infrastructure.
With further announcements tomorrow.
$MU and $EWY (Samsung/SK Hynix) operating profit projections aren’t looking too crazy anymore?
2026-06-07 18:39:16
Sure, #1 thing is toxic financing structure/float dynamics.
Best example is current Neoclouds landscape:
$IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, likely selling into every rally (structural overhang)
While $NBIS is now YTD 153%+, from optimal structures (eg. $NVDA direct funding, mix of convertibles, etc.).
On the other hand, $CRWV has endless debt interest given they took out high interest rate loans to finance GPUs.
It's extremely nuanced, but you need to take a look at the float dynamics.
If they're legitimately a good company, then it might be a good idea to go long after all the existing holders get diluted to oblivion.
But if you care about your equity appreciation, it's a good idea to stay far away from toxic financing structures or toxic overhang (eg. debt interest, that eats away at a company FCF long term)
With smaller companies, they have this all the time, like $SLNH, where there's new $500m ATMs on a $250m MC.
Or like $BKKT where there's endless dilution to fund executive pay.
With these companies you're basically transferring your money over to the company while influencers talk about them. So those are red flags.
With many software names like $SNAP, they mask stock-based compensation with profitability. So while the company optically looks profitable, you'll likely see the value of your equity decrease due to dilution.
There's endless types of these share structures you need to look when screening ideas.
2026-06-07 16:23:59
Well, looks like it’s time to do some research on how to profit off of Cuba’s economic collapse.
Following US sanctions last month.
Anyone got ideas?
2026-06-07 11:37:40
I think my personal style of investing is a bit different, just some reflection:
It's inherently discretionary, based on stuff markets don't know yet. And a culmination of life experiences?
If you look at $AXTI, $RPI, $SIVE, $IQE and others.
Lot of it is guessing on unstructured relationships then seeing if it's right or not down the line.
$RPI is the perfect example:
- Nobody really thought of Raspberry Pis for AI growth. Mainly people bought one or two just for class + education + hobbyist.
- After OpenClaw, just noticed all my friends and people just buying Apple Mac Minis / RPIs for AI applications.
- Found validation of that trend online with lot of people sharing video tutorials on AI orchestration with RPI.
- AI was their ideal perfect growth vector, did some modeling, and thought it was compelling.
Earnings comes out and I was right.
Everyone in media was calling it a meme stock because there's nothing online that shows revenue growth from AI (was 14% forecasted revenue growth, turned out to be 58%, my projection was around 55%).
So it was a mix of guessing next industry trend (AI using lightweight hardware instead of GPU clusters), real life trends, then revenue forecasting off my guess.
For stuff like $AXTI:
- Everyone called it a joke when I bought at ~$12. LLMs would hallucinate and say "hyperscalers/govs would have known about this by now and fixed this vulnerability with InP substrates"
- Or would conflate very nuanced parts of InP substrate stack, where there's multiple different chokepoints in upstream processing.
- So part of this was just discretionary based on what I've seen over InP substrate breakdowns, industry trends, etc.
- Then also guessing the major supercycle was photonics (this was before everyone caught onto $LITE, and others). Or before you saw the $141B TAM projections from GS.
- AXT owned 40% of InP supply chain, without them the supply chain just gets cripped).
- All the "analysts" were forecasting steady InP substrate growth, few hundred million TAM, etc. or export controls.
- Everyone kept trying to say $AXTI was overvalued based on TAM estimates. But if it's a few hundred million TAM you just think that's a joke and go into game theory over allocations.
- Then I just had to guess, how much would this be worth if it were a NAND style bottleneck, what MC could it reach based on control, how much would hyperscalers price it as, etc.
A lot of the current research outputs from Goldman Sachs, or earnings reports from the Epiwafer companies, were confirmed after I published my piece on AXT. If you did research back then, lot of the same material /framing wouldn't have come up.
With stuff like $XFAB as you're seeing now, a lot of it is just pure guessing:
- Not really any CPO materials, how much their MTP process makes in revenue, etc. Everyone online keeps saying they're not a photonics player.
- But if you go through ASE docs or Gov websites, they all kinda cite XFAB as a major emerging player here.
- $NVDA also evaluating them right now (maybe it's successful who knows).
- No clear revenue around this area because their main silicon photonics process is still precommercial, but if you guess it's trying to create a EU supply chain to compete with $TSEM, once pre-commercial shifts to commercial, maybe similar but less volume contracts?
- Then just seeing updates over the next few months to see if anything confirms this thesis guess.
_
I think a lot of information discovery still can be done with LLMs I'm seeing online. But it's also really hard to make a bunch of unstructured inferences based on unrelated material or even just trends you're seeing in real life.
So probably better to just do what's standard, eg. do valuation forecasting based on current numbers
Stuff like $AAOI, if they're projecting $471m/M h1 2027 and you see MC at $12B, probably undervalued might be a good idea to go long for next years.
Stuff like Samsung Electronics is easier, see what people are modeling for operating profits for 2027, 2028 then just seeing if it's undervalued or not at current levels.
Maybe something harder is $JBL. I haven't really seen any great volume numbers around 1.6T LRO, but you can just make a guess on how popular that might be then project how that might impact current MCs.
Or picking just good names everyone kinda agrees like $TSM, $INTC, $MRVL is also solid.
So a lot of things is just building up your life skills then applying that to markets. I don't think it's that can be taught with courses and stuff.
Of course, much of what I'm doing is just high conviction inference based on unconnected parts. Could always be wrong.
2026-06-07 10:07:23
Just very helpful timelines reiterated around glass substrate (source: Trendforce):
SKC Absolics (011790) H2 2026 (first mover x $AMAT) - $AMD customers
Samsung electromechanics h2 2027 (009150) x Sumitomo Chem (4005) - Apple / $AVGO / hyperscalers
Idk about $INTC 2030 reports, we’ll see.
$TSM CoPoS was 2-3Y was correct though from recent TSM chairman comments. Innolux was interesting beneficiary. $SHMD should be too off TSM but financials were pretty toxic.
Same players should appear multiple times, eg innolux + SKC.
Also applies to $LPK and upstream equipment seller around these ramps.
生成时间：2026-08-04T07:45:00.102Z