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📅 20260612 推文存档
📊 共 62 条推文
@aleabitoreddit
2026-06-12 23:55:15
$SPCX is now trading!
And it’s now over $2.15T+ MC.
2026-06-12 22:00:28
All the $SNDK short sellers went extinct.
Can’t believe it’s almost $2000 now?
That aside feels like everyone is just waiting for the $SPCX IPO in a few hours.
2026-06-12 19:39:53
Price action now is probably just large US institutions positioning with $SIVE.
JP Morgan went from .4% to 5.3% ownership, and are likely increasing.
Fidelity Research and other active investors have now appeared on the cap table.
And wouldn’t be surprised if they ended up filing an ownership disclosure like JPM.
Then there’s Blackrock and others for passive inflow…
Regardless, glad the large US institutions validated my thesis if they’re taking active stakes.
2026-06-12 16:31:08
Bro I still can't believe Japan's WF6 supply chain got shut down from China export controls.
Which affects $TSM, Samsung, and SK Hynix.
Are we really playing global supply chain warfare and game theory over AI supremacy?
Japan probably has the most amount of obscure monopolies, but they haven't fully been weaponizing it back yet.
So I wonder if this is the start of a slippery slope?
2026-06-12 15:22:33
VPEC new price hikes on Epiwafers today.
Positive bottleneck read through on companies like $IQE and Landmark (3081) in terms of pricing power/demand for epiwafers.
This follows $MTSI investment into IQE to secure capacity, and shows how important some of these chokepoints are.
(disclosure: have positions in IQE)
2026-06-12 12:26:43
Just some reflection, my core high conviction ideas from 2025 aged super well!
From $ALAB: $97-> $372 $LITE: $330 -> $904 $AAOI: $30 -> $175
And others like $NBIS, $RKLB, and $TSM!
This was back when I had close to no followers!
I got some nuances slightly off before more information was made public. Lost conviction on ALAB along the way with optical transitions.
But this was back when AAOI and others were small $3B companies (~$14B now).
So maybe some others in the same range today like $SIVE should get some more attention?
But I’m happy a lot of them aged super well.
And I think a large part of my recent following growth is just other seeing my ideas like $AXTI get validated over time.
2026-06-12 10:39:57
Woah, $NBIS, $ALAB, and $RKLB got added to Nasdaq 100!
Fun to see both Astera, Rocketlab and Weebius grow up from being small companies…
Into the largest ones on Nasdaq
2026-06-12 02:19:06
Just in case you’re wondering why indexes + individual names like $SNDK to $MRVL to $LITE are green now.
Trump just cancelled attacks on Iran.
This market is so volatile…
2026-06-12 01:54:35
New Anthropic news looks like a potential tailwind for the Neocloud colo sector.
Such as $WULF, $CIFR, $WYFI, $HUT and others (not named yet).
As Anthropic is pursuing its first DC leases.
"The AI company has signed more than a dozen letters of intent with U.S. developers" per The Information.
2026-06-12 00:49:50
If you haven’t noticed too with my other investment themes with 800V DC and CPO recently.
It’s investing in $NVDA, America’s national champion in AI, and securing their supply chains.
Many things feel technologically difficult with yields to substrate supply.
People can always bear post laser capacity or export control bottlenecks and tell people to short Nvidia’s supply chains due to difficulties.
But by investing in the critical companies to give them more capex spend for FAU capacity / yields.
Or funding upstream red phosphorus/InP substrate capacity or SiC/GaN capacity.
It builds up Western supply chains to make what’s technologically challenging, possible.
Also I believe in Jensen.
2026-06-12 00:13:28
Markets should be cheering on domestic champions like $AAOI.
Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear.
Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand...
With $INTC, $IQE, $XFAB, $MU, $WOLF, $SOI, $SIVE, and others...
If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains.
Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones.
As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid.
I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today.
Especially if $AAOI hits their $471m/month projections after reshoring their production to America.
Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later.
US/EU don't just hand out subsidies or CHIPS act grants to anyone.
@elonmusk
2026-06-12 23:47:22
RT by @elonmusk: $SPCX. Now trading on Nasdaq.
2026-06-12 23:46:59
RT by @elonmusk: Today is a good day
2026-06-12 23:34:22
RT @GoldmanSachs: Go for Launch 🚀 https://t.co/F4gOY6pdDK
2026-06-12 23:32:55
RT by @elonmusk: Go for Launch 🚀
2026-06-12 23:30:45
R to @elonmusk: 🔥😂
2026-06-12 23:10:31
RT by @elonmusk: Very inspiring words from Elon Musk today:
"I always think about this. There are always problems on earth. There’s always things that we wish to be better, that we want to solve on Earth, and we should solve them. But there there also has to be things that get you excited about the future — that make you glad to wake up in the morning, because you can’t wait to see what happens next.
That’s the future @SpaceX wants to bring to you."
Let’s goooooo🚀
2026-06-12 22:46:42
Thank you! 🚀🚀🚀
2026-06-12 22:40:54
Another 29 sats to orbit!
2026-06-12 22:36:31
🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
2026-06-12 22:30:13
RT by @elonmusk: “It is certainly hard to believe that a little company (@SpaceX) that started in a warehouse in El Segundo is now going public with the largest IPO ever.” @elonmusk
2026-06-12 22:27:56
2026-06-12 22:25:36
RT by @elonmusk: “It is certainly hard to believe that a little company that started in a warehouse in El Segundo is now going public with the largest IPO ever.”
Only in America. Congratulations to @elonmusk @SpaceX. This is the American Dream 🇺🇸💪🚀 https://t.co/YFytt6Ajtk
2026-06-12 22:23:56
2026-06-12 22:22:19
🚀 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
2026-06-12 21:57:10
RT by @elonmusk: ELON MUSK: "It is certainly hard to believe that little company that started in a warehouse in El Segundo is now going public. It was the largest IPO ever, and let me tell you, if people had told me this was gonna happen, I was like, man, you must be smoking some really good crack, because I think this company is gonna fail. I gave SpaceX less than a 10% chance of succeeding at all. To be clear, in fact, I told people this. I said, look, we’re probably going to fail, but you know, should give it a try, because if we don’t, if there’s not a new company that enters space, we will never be a truly space-bearing civilization."
2026-06-12 21:50:28
RT by @elonmusk: elon at starbase ahead of the IPO - the goal, he said, is “to take the fiction out of the science fiction”
2026-06-12 21:39:22
RT by @elonmusk: Deployment of 29 @Starlink satellites confirmed
2026-06-12 20:46:14
RT by @elonmusk: Follow today’s $SPCX events → http://x.com/i/events/2062294933059334145
2026-06-12 19:55:15
RT by @elonmusk: CHARLES PAYNE: At some point, everyone should own @SpaceX. https://t.co/D4w9OTipaN
2026-06-12 14:56:48
RT by @elonmusk: Grok Build just got a major update with a ton of new features and improvements
Release Notes: v0.2.51
Breaking Changes: • grok mcp add now accepts positional arguments (e.g. grok mcp add filesystem -- npx ...), supports --scope project, and adds -e/-H flags for env/headers.
Features: • Mermaid flowcharts now render subgraph blocks as titled frames with correct internal and cross-boundary edges. • Class diagrams in Mermaid now render as proper UML boxes with attributes, methods and inheritance arrows instead of raw source. • Permission prompts now accept a double-click on an option to submit it, matching the existing Enter and number-key shortcuts. • New /code-review slash command now ships with the CLI and is always available
Bug Fixes: • Plan mode exit reminders no longer appear after the model has already started implementing the plan. • Expanded thinking blocks in scrollback now remain expanded when the agent finishes them. • grok update no longer downloads the same binary twice when multiple updaters or leader checks run concurrently. • Background task IDs after /compact are now shown verbatim so the model can reference them correctly in later tool calls. • Typing / while scrollback is focused now focuses the prompt and opens the slash-command dropdown.
2026-06-12 14:19:00
Good interview https://t.co/IoiIJPLnXG
2026-06-12 05:31:07
RT by @elonmusk: Building cars in America drives innovation and fuels domestic supply chains.
In Fremont, California, Ambassador Greer toured @Tesla’s manufacturing hub for Model 3, Model Y, and advanced robotics, which rolls out hundreds of thousands of American-made vehicles and supports tens of thousands of jobs.
2026-06-12 12:09:34
RT by @elonmusk: SpaceX is building the infrastructure of the future
2026-06-12 06:58:29
R to @elonmusk: Claude’s analysis of whether it knew this was just a game or not:
2026-06-12 06:57:56
RT by @elonmusk: SpaceX IPO will create 4,400 new Millionaires, from engineers to Cafeteria workers.
God bless Capitalism
2026-06-12 06:39:20
Tesla FSD 14.3.4 rolling out now
2026-06-12 06:33:46
Peter’s eternal optimism is cool
2026-06-12 06:33:05
Try it out
2026-06-12 06:29:01
RT by @elonmusk: Come hang out with @Tesla_Optimus at Tesla Diner today
This special vessel is only available when Optimus is working a shift on our Skypad 👀
2026-06-12 06:19:34
RT by @elonmusk: ELON MUSK: “We’re going to have universal high income. We’ll basically just issue money to people."
"AI and robots are going to make so much stuff and provide so many services that they’ll run out of things to do for humans."
"Money will stop being relevant at some point in the future."
"AI won’t use human currency. It will care about power and mass: wattage and tonnage.”
ME: “So just as you’re becoming a multi-trillionaire, money starts to have less value?”
ELON: “Yeah, pretty much.”
2026-06-12 04:55:58
RT by @elonmusk: Starlink will deliver high-speed, reliable internet to @YeswayStores and @allsupsstores across the US, enabling connectivity for point of sale payments and retail operations 🛰️❤️
2026-06-12 03:30:35
RT by @elonmusk: Teams are go for launch with a $135 price per share for the SpaceX IPO → http://spacexipo.com/#priceannouncement
2026-06-12 02:58:39
RT by @elonmusk: Building with the best @SpaceX @xai @grok
Download Gopuff to try Go. Link in bio.
2026-06-12 02:46:26
RT by @elonmusk: Use the @vercel plugin to deploy to production, spin up sandboxes, or build apps with Shadcn.
2026-06-12 01:44:35
RT by @elonmusk: The Best of TED 2026 IMHO Community Notes is one of X's greatest advances, a breakthrough in social engineering with a distributed, scalable truth-seeking algorithm. My photo from the front row here (showing a peek into what's to come), and full video: https://www.ted.com/talks/keith_coleman_jay_baxter_how_community_notes_reduce_viral_misinformation
2026-06-12 01:35:54
RT by @elonmusk: Belgium is the 5th European country to approve FSD Supervised
2026-06-12 01:34:47
RT by @elonmusk: - Netherlands
- Lithuania
- Estonia
- Denmark
- Belgium
2026-06-12 01:30:06
RT by @elonmusk: .@elonmusk says he was literally “all in” betting everything he owned on Tesla and SpaceX when his third rocket failed and Peter Thiel stepped in to save SpaceX:
“My buddies from PayPal saved my butt.”
“Peter Thiel’s been a big supporter. He invested in SpaceX at an important time in 2008. Before orbit. After our 3rd failure but before success:”
“Big credit to Peter and @LukeNosek and the other guys at @foundersfund. Basically my buddies from PayPal.”
2026-06-12 01:24:28
RT by @elonmusk: Falcon 9 launches 24 @Starlink satellites from California
2026-06-12 01:17:31
Great interview about how @CommunityNotes works!
Super helpful for truth-seeking.
2026-06-12 00:42:12
Grok is maximally truthful
2026-06-12 00:00:56
RT by @elonmusk: Britain doesn't have a racism problem, it has an immigration problem.
2026-06-12 00:00:17
RT by @elonmusk: Gave the Terafab website a makeover. Designed and built entirely with Grok Build → http://terafab.ai
@xiaomustock
2026-06-12 22:52:41
spcx还是破发吧，让这些机构都亏钱， 有钱赚的时候散户1毛钱额度都没有， 只配下水道接盘， 这个社会是真不公平。
2026-06-12 21:08:52
spcx接下来不管涨跌都会是这几周最火热的明星股，其他股票都得暗淡无光。
2026-06-12 20:28:54
唯一区别是spcx是人类有史以来最伟大最有想象力的的公司，facebook不是。
2026-06-12 20:27:12
这张图可以今晚做个参考， 当年facebook上市，美股总规模占比0.086% 今天spcx上市，美股总规模占比0.11% 比较接近。
2026-06-12 03:39:04
美股今晚大涨了没？ 艹，一帮菜逼反驳个锤子， 屁玩意不懂。
2026-06-12 00:20:40
存储三巨头27年的产能也已经都卖给云厂商了，已经开始卖28年。 历史上前所未有没比存储这波更稳的生意了。这些云厂哪怕借贷融资都买存储搞AI基建。 $DRAM $MU $KORU #2X海力士
@JonathanDi3614
2026-06-12 15:39:43
周线四连阴后，放量普反终于来了。但这个止跌信号，有点怪。
带队的不是科技主线，而是低位超跌方向。跌最狠的，恰恰是前期最硬的半导体材料。一天走势说明不了什么，但有一点很清晰：科技被吸血了。
轮动是常态。只是科技这条线，号召力确实强。上头的意思也明白——抱团可以，别抱死。偶尔给被吸干的方向输点血，否则大家都玩不下去。
止跌形态有了，下周按理该走新上升波段。但市场的不确定太多，即便反弹，也是一波三折，别指望顺顺利利。
节奏自己把控。如果下周科技还在调整周期，资金放不出来，反弹随时可能夭折。
做可以，选择性做：只买恐慌，缩量就用短平快。行情难度不小，风险不大，但想轻松赚钱？难。
观望也行，少动也行。别纠结过去一周的踏空或卖飞。行情如人生，不如意十之八九。
整理心情，下周再战。记住：反弹不是普天同庆，是刀口舔血。手慢的，继续等。
2026-06-12 11:35:05
成飞集成强势涨停，稳则快 这波下跌，多少人割在了地板上。 今天这根阳线，拉得人心吗？不过是在捡带血的筹码罢了。
这个市场，哪有什么价值投资。只有资金博弈，只有筹码交换，只有零和游戏。资本眼里，散户就是桌上那盘菜——现在已经吃得满嘴流油。
韭菜割得差不多了，面子上实在挂不住，就倒一点残羹冷炙出来，利润回吐一丁点，喂狗罢了。
生成时间：2026-08-04T07:45:00.099Z