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📅 20260608 推文存档
📊 共 44 条推文
@elonmusk
2026-06-08 23:47:35
RT by @elonmusk: zoomers will not remember this, but we used to hold elections in this country and learn the results of those elections in the evening — on election day. the overwhelming majority of people simply assumed these results were legitimate.
2026-06-08 23:11:44
RT by @elonmusk: The state of California
2026-06-08 23:05:03
RT by @elonmusk: BREAKING: 𝕏.com surpassed TikTok last month, registering 4.20 billion website visits. 🔥
2026-06-08 22:30:00
RT by @elonmusk: Javier Milei: “Elon Musk is helping the world wake up from the woke mind virus. That makes him a hero in the history of humanity.”
2026-06-08 20:19:17
RT by @elonmusk: 🚨WOW. Famous British DJ, Tom Zanetti, dedicates his performance to Henry Nowak in-front of thousands yesterday
The establishment has lost control.
2026-06-08 14:12:21
Straits of Hormuz are named after Ahura Mazda from Zoroastrianism
2026-06-08 13:49:32
Worthwhile exercise
2026-06-08 13:47:05
Good question
2026-06-08 11:29:43
RT by @elonmusk: @grok, what are the actual chances that a candidate who has received 30% of the general vote, gets 0 votes in a late night ballot drop in a mayoral election?
2026-06-08 11:10:56
RT by @elonmusk: This clip on YouTube is now at 2.3 million views.
2026-06-08 11:10:19
RT by @elonmusk: If we’ve learned anything from the California elections,
we MUST pass the SAVE America Act before November 2026.
2026-06-08 11:00:25
True
2026-06-08 09:57:18
RT by @elonmusk: Charlie Kirk in September 2020:
2026-06-08 09:35:14
🤔
2026-06-08 08:58:13
RT by @elonmusk: A Tesla is twice as likely to reach 250,000 miles as a Subaru “No engine, no oil changes, no timing chains, no fuel injectors, and far fewer moving parts overall” https://www.carscoops.com/2026/06/car-brand-durability-study/
2026-06-08 06:03:11
Maybe largest in this sector of the galaxy
2026-06-08 05:54:01
💯
2026-06-08 05:51:56
RT by @elonmusk: Indeed. It’s not that good ideas aren’t important, they’re just overrated relative to implementation.
The IDEA of going to the Moon is EASY, but GOING to the Moon is HARD.
2026-06-08 04:39:28
RT by @elonmusk: “Socialism needs propaganda because reality always ends up contradicting it.”
2026-06-08 01:46:05
RT by @elonmusk: It takes a conspiracy theorist
To believe California’s election is secure
2026-06-08 00:47:38
RT by @elonmusk: California Is Blocking a Federal Audit of Its Voter Rolls
California allows first-time voters to register using forms of ID that most Americans would find surprising, including:
-Gym membership card -Employer ID card -Credit or debit card -Prescription drug label -Insurance card (California provides free health coverage to undocumented immigrants)
Full list: https://www.sos.ca.gov/elections/hava-id-standards
This is permitted when a voter fails to provide a Social Security number or driver’s license at registration. Our office believes this policy deserves a closer look.
We also have serious concerns about how California maintains its voter rolls. There are open questions about whether the state is promptly removing deceased voters, people who have moved, and individuals convicted of disqualifying felonies.
On top of that, California allows third parties to collect and turn in ballots on voters’ behalf (a practice known as ballot harvesting) with few restrictions. This makes it difficult to track who actually received, completed, and submitted each ballot.
For over a year, the Department of Justice has been trying to audit California’s voter rolls. Federal law gives the Attorney General the authority to review state voter files and confirm that only eligible U.S. citizens are voting in federal elections.
@AAGDhillon sent California a letter explaining our legal authority. California refused to comply, claiming state privacy laws block the review, an argument that does not hold up because those laws don’t apply to the federal government in this context. We’ve sued California in federal court, and the case is before the Ninth Circuit Court of Appeals.
If California genuinely wants voters to trust its elections, it should open its records, not fight to keep them closed.
What are they afraid of?
@xiaomustock
2026-06-08 22:53:03
活过来了兄弟们，一堆大佬加持存储。 今天马斯克也在摩根大通全球总部的采访中唱多美光科技。他表示，“真正的瓶颈在于芯片制造能力”，目前美光的产能还远不及芯片实际需求。
2026-06-08 18:14:52
老黄在韩国新闻发布会说暴跌应该兴奋。 坚信存储， $DRAM #2x海力士 尤其是韩国其实没多少利空，最近利空都是美国市场的。
2026-06-08 13:47:05
今天还得装死了，我的持仓全跌， 全方位亏钱。
2026-06-08 11:16:52
搭配了养成情感大模型，本地存储记忆， 外观与规格：分男款和女款。 男款：身高 183 厘米，重量 42 千克。 女款：身高 168 厘米，重量 35.2 千克。 均配备 88 个自由度，旨在实现更自然的肢体动作。
2026-06-08 11:02:25
You must argue and remember that everyone who disrespects you is gambling that you cannot succeed. You need personally take yourself to everyplace that captures your heart.
2026-06-08 10:26:20
假如马斯克的擎天柱机器人量产，@elonmusk 马斯克需要海量的记忆体。
机器人是通过摄像头拍视频存储作为记忆，每天工作24小时就要拍24小时的视频，365天工作，这个容量需求大到离谱。 我们用手机随便拍几下就要几个gb， 那一个能支持长期工作，有记忆能力的机器人需要多大容量的存储。 这种肯定要优先ssd作为主要存储单元，但依然是一个天量。
@aleabitoreddit
2026-06-08 22:01:34
Still think this US list from $MRVL to $ARM to $INTC was goated.
Just as a recap if new followers were wondering what US equities I like.
Especially because I've been talking about international companies recently.
2026-06-08 19:48:25
I think the implications of JP Morgan's disclosure of buying 5.25%+ of $SIVE is a lot greater than people think.
> $135M is pennies to US institutions. They can easily acquire 25% with their capital.
They're just constrained by the amount of float that's available from retail to buy.
> Signals to other institutions that other large institutions are buying up the float.
Which triggers more institutional interest.
> Given float is heavily shorted by Swedish Hedge Funds and random algorithmic ones.
If large US institutions like JP Morgan are starting to buying the float, it's a blaring signal to start and cover.
Of course, most of all, this is validating thesis of giving ideas to retail first to frontrun the institutions + the next CPO supercycle.
2026-06-08 18:39:40
All the outlets in China are just as confused as I am about 300376.
Just an FYI, these are all follower recommended stock ideas, not mine.
I’m just compiling all the shoutouts into a list of 30+ names related/adjacent to 800v DC exposure.
2026-06-08 15:31:50
Surprised $SIVE is only up 3.36% off the news JP Morgan (institutional) bought 5%+ ownership of Sivers.
Just in the last month alone.
First major signal of major institutional buying of the float for Sivers.
2026-06-08 14:51:10
????
大家都知道这只是个众包名单吧？
300376怎么涨了20%啊哈哈
2026-06-08 14:22:58
Okay chat, here's your compiled list chat of your favorite 800V DC related ideas.
- $IFNNY - $115.8B
- $ON - $46.2B
- Lite-On (2301) - $16.03B
- 6504.T - $14.1B
- $VICR - $12.8B
- $LFUS - $11.57B
- http://2577.HK - $8.34B
- $VSH - $7.86B
- $ENPH - $7.36B
- $NVTS - $5.77B
- $POWI - $4.30B
- $BDC - $4.18B
- $EOSE - $3.86B
- $SEDG - $3.82B
- $AEHR - $3.1B
- 6890.T - $2.66B
- $WOLF - $2.16B
- $CWR.L - $1.75B
- $AMSC - $1.68B
- http://300376.SZ - $1.68B
- $XFAB - $1.54B
- $AOSL - $1.25B
- $HYLN - $1.23B
- $FCEL - $835M
- $IQE.L - $780M
- $ASYS - $276M
- $RELL - $239M
- 6844.T - $222M
- 4973.T - $207M
- $PAY.BR - $189M
- 6616.T - $186M
- 6882.T - $124M
- $IPWR - $96m
Also included some adjacent ones you all mentioned like $FCEL or $EOSE anyway, tho idk it's great exposure. Ignored the clearer irrelevant stuff like $POET that people mentioned tho.
There's like 500 comments, but I guess X limits everything I can see.
We'll see how your highest conviction ideas do.
2026-06-08 13:11:38
I do think LeaderDrive (688017) is China's standout component leader in the robotics sector.
I've done a lot of research on other robotics picks / $TSLA Optimus suppliers, but LeaderDrive is extremely unique.
Compared to others doing lower margin assembly, or lower value components, with higher design out risk.
Western institutions like Goldman Sachs Research flags LeaderDrive many times:
-> As a company with high technology barriers (eg. harmonic reduction gear).
-> and likely capturing high component value costs like planetary roller screws of each humanoid produced.
In simpler terms with LeaderDrive, you cover:
- Many different components, with high barrier to entry
- High BOM of each humanoid made, if you combine them together
- Mass production capability at low cost.
For each humanoid made.
Please do your research on this topic before making your own decision; but long-term if you believe in humanoid sector growth: I think LeaderDrive (688017) is very compelling.
Risk is mainly coming from other emerging Chinese companies taking over market share of different individual components.
As well as mass-production margins decreasing over time; as seen with $VPG going from $750 (for early stage pre-production) -> $150 for sensors.
But in general, I don't believe companies outside China like Harmonic Drive (6324) can achieve the same costs for mass production, which is why $TSLA Optimus is creating extensive supply chains from China.
So we'll likely see supply chains be bifurcated with cheap mass production $15k-20K humanoids from Chinese supply chains. And higher cost humanoids from Western supply chains.
Again if you look at current P/E ratios and say it's high; a lot of it is misunderstanding comes from not looking at forward growth:
Nothing has been mass produced yet. AGIbot has recently achieved 10k units produced back in March.
But in the next 3-5 years, the TAM of the humanoid/robotics sector forecasted by Elon Musk and others very large, if he's expecting millions of humanoids to be produced a year.
So my expectation is the current $10.65B MC would look very tiny in hindsight of LeaderDrive's market capture of the overall robotics market.
So I don't believe thesis like this should be measured in short term timeframes (or that people should actively trade names like these).
Moreso a long term investment idea about how this company could capture a material part of the overall humanoid market that exponentially grows over the next few years.
2026-06-08 09:39:36
I appreciate the objective coverage from 中国证券报 (China Securities Journal) on my LeaderDrive (688017) analysis!
On the article:
“A single tweet ignites the leading robotics stock, who exactly is the "White-Haired God of Stocks" Serenity?”
Supply chains are global, and my research shows that Chinese companies like 688017 hold a dominant position over low-cost, mass production as humanoids scale up.
Just a heads up: I do believe Leaderdrive’s position is very undervalued long term (next few years), if you weigh component costs vs. current customers vs. robotics TAM.
But I don’t control any near term volatility, especially with macro climates.
I’m flattered regardless by the institutional coverage of my track record of picking longs like $MRVL and my investment framework.
As well as the recent support from the Chinese community.
@dianzhuXS
2026-06-08 20:51:30
x.com/i/spaces/1RKZzzkEgVVKB
2026-06-08 17:27:04
韓國這場事，一開始是說李在明親中，選舉有中共攪渾水，這都是事實，無可厚非。
但現在升級到了「拿下李在明」，就有點基本邏輯錯亂了，這次不過就是個韓國的地方選舉，根本不涉及總統之位。因為不是總統大選！
還有「釋放尹錫悅」目前根本就是不可能的，「戒嚴令」相當於動了韓國人的逆鱗。這是他出的昏招，雖然惋惜，但沒辦法，成年人要為自己的行為負責。別跟我抬槓，這就是韓國的民意，因為經歷過全斗煥，有陰影。
然後就是各種詆譭韓國。韓國人有缺點，但還不至於整個韓國集體投共。請尊重事實，別為了點流量瞎扯！
2026-06-08 17:04:11
不管你們最近有多亢奮，有多慷慨激昂，我這裡都不接受情緒宣洩，因為我不是家長，沒有義務哄孩子。成年人應該尊重事實，靠情緒解決不了任何事情，對嗎？
2026-06-08 10:25:31
一個真相希望大家清晰 民意不等於意識形態 這個地球80億人 完全講意識形態的沒多少 所謂民意就是「能過好日子」
韓國也好，日本也罷 甚至美國總統想得到「民意」 就得帶領大家過上好日子 川普讓美國人富了 所以得民心 習近平讓牆人反貧 所以失民心
情緒是情緒 不代表真相 我們在這裡講 共產獨裁和民主憲政的區別 很多老百姓是不care的 他們關心的是「生活質量」 很無奈但這就是現實
所以一個國家領導人 口號喊得震天響 是沒用的 最終還是看經濟好壞
中國的經濟不好了 不代表配合習近平 把全世界都搞亂 你們就能舒服 這一點牆人不懂 所以必反貧
「風來了」 能穩住嗎？ 呵呵
2026-06-08 09:12:00
跟所有「恨韓」的群體說一句
我生活在韓國 我應該還算了解韓國 簡單點 我的觀點 美國不會割捨韓國 韓國的國情和民意 最多就是騎牆磨蛋 不會完全倒向中共
如果我錯了 我公開道歉 如果你錯了 你對著鏡子 給你自己道個歉 可以嗎？
2026-06-08 08:44:16
也別光報喜不報憂 來，給對立面提供點情緒價值 不過，我投的是韓國科技基金 🤫🤫🤫 黃仁勳剛給韓國拋出了「AI同盟」的橄欖枝🤭
2026-06-08 08:17:03
韓國的選舉，主要是「換誰上來」的問題，李在明屬於「忠誠不絕對」的那一個，這次韓國地方選舉中共攪渾水也有「換個絕對忠誠」上來的苗頭。另外，目前為止從選民的個人利益來看，李在明上任後，只有首爾炒房團受損，其他群體都在忙著數錢。人之初性本私，普通老百姓沒有什麼「意識形態之爭」，這就是韓國的現狀。
2026-06-08 07:10:25
今晚直播「叨逼叨」劇透 甲午月的一切都像「煙花」 看到的也僅僅是能看到的 最終落到實處的不足萬一 注意身體遠離喜、怒、憂、思、悲、恐、驚⋯⋯ 想參加的請舉手✋ https://x.com/i/spaces/1RKZzzkEgVVKB
@JonathanDi3614
2026-06-08 12:08:10
早盘探底回升，机器人逆势狂飙 提前轻仓成功躲开股灾 受美股暴跌及中东局势冲击，A股大幅低开。但随后权重护盘，跌幅收窄。截至午盘，沪指跌1.26%报3976点，创业板跌2.83%。超4500只个股下跌，约900只上涨——指数抗跌，个股普跌，资金正在坚决高低切换。
大盘思路：情绪杀跌，4000点支撑仍在
外围恐慌引发低开，一度失守4000点。但银行等权重迅速拉升，跌幅收窄。说明长线资金托底意愿充足，4000点支撑极强。别慌，这是正常的洗盘和筹码交换。
板块分化：机器人与油气走强，高位科技被砸
· 机器人概念逆势爆发：丰光精密30cm涨停，绿的谐波涨超11%，宁波东力封板。资金青睐低位硬核制造。 · 油气服低开高走：地缘冲突推高油价，科力股份涨超14%，通源石油涨超6%，成为防御核心。 · 高位科技重挫：CPO、半导体、MLCC集体大跌，鸿远电子跌停，资金出逃明显。
下午策略：管住手，不盲目抄底
情绪处于冰点修复期，重点盯住主线承接力度。机器人零部件、油气设服逆势走强，但别追高，等分歧回踩再考虑。银行、保险等高股息可做短线避险。CPO、高位半导体别去博反弹，风险极大。
风险提示
4000点是下午最大看点，若放量跌破，调整加深。高位科技股获利盘压力仍在。操作上：不追高，不盲目抄底，聚焦逆势核心标的，逢高减仓杂毛股，把子弹留给真正的机会。
生成时间：2026-08-04T08:16:02.341Z