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📅 20260613 推文存档
📊 共 12 条推文
@aleabitoreddit
2026-06-13 20:53:13
It’s been officially 3 months since I posted my $SIVE long thesis back at 4 SEK.
This idea is now up ~1900%…
With many US institutions from JPM to Fidelity only recently entering positions.
Probably my 2nd greatest thesis of all time after $AXTI.
Did you listen anon?
2026-06-13 19:27:47
한국 어머니들은 원래 이렇게 사기캐인가요? 어머님이 WF6의 3차 파급 효과(third-order effect)에 따른 공급망 차질을 파악하셨다니 정말 놀랍습니다.
중국의 대(對)일본 텅스텐 수출 통제로 인해, 전구체 부족 및 원가 상승이 발생하여 글로벌 공급망의 25~35%가 타격을 입게 된다는 사실을 말이죠.
게다가 후성(093370)이 SK하이닉스 같은 메모리 반도체 제조사들에게 얼마나 중요한 기업인지 짚어내시고,
이 공급망에 얽힌 수많은 기업들 중에서도 시가총액 12억 달러(약 1조 6천억 원) 규모의 이 한국 기업을, 해당 병목 현상에 투자할 수 있는 가장 최적의 저평가된 투자처(exposure)로 정확히 발굴해 내시다니요?
진심으로 감탄했습니다.
2026-06-13 18:03:47
Okay my fellow Koreans, it's been awhile.
Foosung (093370, ~$1.2B MC) looks like a massive beneficiary soon.
Basically China export controlled Japan, causing their WF₆ supply chain to go down.
Meaning 25% of the world's supply required for SK Hynix, Samsung, $TSM go bye bye.
If you remember the Straight of Homuz with Oil, that's a lot.
Foosung's importance just shot through the roof given from some est. they're 10% of the supply chain?
So that number goes up, massive bottleneck for demand. Then this looks like the best pure play beneficiary outside of China (even if precursors pricing are rough).
Don't have positions, just wanted to publish an idea.
2026-06-13 12:20:16
The AI supremacy Wars begins.
Think a lot of the upstream supply chain bottlenecks caused by each Country export controlling each other (eg. $AXTI)
Should present some interesting opportunities in the near future.
That being said, Anthropic was getting distilled left and right in Singapore -> China and others.
Hot take, but steps like this do help preserve American dominance in AI, keeping the most advanced model at home.
I don’t think Superintelligence should be global access, since we’re starting to get into uncharted territories.
@elonmusk
2026-06-13 19:56:00
RT by @elonmusk: Elon Musk's companies employ roughly 170,000 people.
AOC drove Amazon out of New York, killing 40,000 jobs.
One creates. The other destroys.
They are not the same.
2026-06-13 13:27:06
RT by @elonmusk: You know what I’ve been thinking about? There are far more racist people in this country than I ever realized.
I have been blown away watching people celebrate the death of a White teenage boy simply because the person who killed him was Black.
This teenager was not on drugs. He was not a troublemaker.
He had never committed a crime.
He played sports, made good grades, respected his parents, and was loved by so many people.
Yet some people have found joy in his death because they care more about race than right and wrong.
That is not justice. That is racism, hatred, and pure evil.
A teenage boy lost his life. Anyone celebrating that should be ashamed.
2026-06-13 05:30:49
Looking forward to taking our exciting partnership with Nvidia to the next-level
2026-06-13 01:26:43
I love the incredible people of SpaceX beyond words
2026-06-13 00:42:02
RT by @elonmusk: A man working as a welder at SpaceX for $28 an hour has just become a millionaire.
Juan Hernandez, who came from Mexico, welded rockets for SpaceX at $28 an hour.
SpaceX gave him $10,000 in stock when he went full time in 2015, and he bought more with every paycheck for 10 years.
$SPCX is now trading at $167, making his shares worth over $1 million.
2026-06-13 00:06:43
RT by @elonmusk: ANTONIO GRACIAS on @SpaceX: “We have 20,000 people here. They're some of the best engineers in the world.
“And what we're building is the entire stack from, energy to compute, to launch to orbital compute.
“What an investor is buying today, we've been buying for really 20 years — is the ability to help make the future is being part of this extraordinary company.”
@xiaomustock
2026-06-13 02:50:58
马斯克的 $SPCX 梦想离不开诺基亚 $NOK 先别反驳，听我讲完。 马斯克说在27年底实现每年1吉瓦的太空算力部署，那么太空算力向地面的传输，就必须用到基站，而不是星链。 因为数据量非常庞大，星链数据是给手机或者地面接收器传输，数据内容简单，但是太空数据中心就就必须要通过专门的基站来做回传，到达基站再通过光纤快速传递给每个用户。 这也是为啥英伟达要跟康宁合作扩产光纤，现阶段应该是用不了太多，真正需求应该是27年年底。 老美，欧盟，或者其他地区都有通信运营商，为什么 马斯克的 $SPCX 最终会选择 $NOK 诺基亚合作？因为基站能跟英伟达的算力系统紧密合作gpu配合的就诺基亚一家，诺基亚把命都交给 $NVDA 了，紧密融入CUDA生态，而其他选择比如爱立信则不是，它还是以cpu为主，可以兼容，但不完全依赖英伟达。
以后地上都是特斯拉机器人连接诺基亚的基站 诺基亚的基站连接spcx的算力卫星。 $SPCX 会带着诺基亚 $NOK 把边缘计算的基站建满整个地球，月球，甚至火星。 老马下一步棋如果想要扩展完成它的太空算力计划，那么百分之百要跟诺基亚 $NOK 紧密合作，甚至是入股投资或者收购，收购难度应该是最大的，大概率是大额资金入股。
@karpathy
2026-06-13 01:45:54
In awe of SpaceX and its story - past, present and the future. You can think about it in 10+ different ways and continue re-blowing your mind in circles. Huge congrats to the team! 🚀
生成时间：2026-08-04T08:16:02.338Z