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@elonmusk
2026-06-15 23:45:03
UK is a police state
2026-06-15 23:44:16
🔥😂
2026-06-15 23:24:38
RT by @elonmusk: Watch Falcon 9 launch 24 @Starlink satellites to orbit from California https://x.com/i/broadcasts/1qKVmmnzPgmxB
2026-06-15 23:08:54
Pinned: Make our Sun sentient to understand the Universe and extend the light of consciousness to the stars
2026-06-15 22:48:41
RT by @elonmusk: The mission statement SpaceX adopted when it absorbed xAI in February reads: "scaling to make a sentient sun to understand the Universe and extend the light of consciousness to the stars."
This is, depending on how you read it, either the most ridiculous thing a serious company has ever put on its mission page or the most honest. We think it’s the latter.
If you squint at the org chart, SpaceX is a launch provider with an internet subsidiary and a recently-acquired AI lab.
If you squint at the technology roadmap, it’s the only company on Earth assembling the full prerequisite stack for the post-scarcity transition.
If you squint at the mission statement, it’s a serious attempt by one of the most operationally capable founders of our time to push humanity through the bottleneck that ends with us either as an interplanetary species sharing the cosmos with intelligent machines we built, or as a footnote on one rocky planet that didn’t make the leap.
SpaceX & the Sentient Sun, by @mikemcg0 and @pmarca: https://www.a16z.news/p/spacex-and-the-sentient-sun
2026-06-15 21:57:18
RT by @elonmusk: Starlink will deliver high-speed internet onboard @ELALUSA
Starlink is on contract to connect 40+ commercial airlines and counting around the world 🛰️✈️
2026-06-15 21:30:48
RT by @elonmusk: Unreal amount of investment to scam people into supporting mass migration
2026-06-15 21:02:08
RT by @elonmusk: Has anyone tried using the technology we have to build a genuinely trustworthy news source? X's Grok appears to be the only one working overtime.
The space is wide open and empty...
2026-06-15 20:27:52
RT by @elonmusk: Btw even China and Iran don’t do this.
Only North Korea does this.
2026-06-15 18:44:47
RT by @elonmusk: 🚨 BREAKING: Acting AG Blanche and FBI Director Patel announce a grand jury has INDICTED leftist NGO Southern Poverty Law Center on 11 COUNTS
This is MASSIVE!
SPLC said they were "fighting white supremacy," but they were "MANUFACTURING the extremism it purports to expose" by PAYING sources to "stoke racial hatred," per Acting AG Blanche
Best part? They've been charged in the Middle District of Alabama!
They're SCREWED! 🔥
SPLC has been hit with SIX counts of wirefraud, four counts of bank fraud, and one count of conspiracy to commit money laundering.
2026-06-15 11:06:45
2026-06-15 10:54:18
Time to get that volcano lair I’ve always wanted.
I think it’s in the “Beyond” section of BB&B.
2026-06-15 09:05:10
RT by @elonmusk: Starlink ad on the Octagon at today’s UFC Freedom 250 event at the White House.
2026-06-15 08:39:45
RT by @elonmusk: 🫡
2026-06-15 08:34:24
RT by @elonmusk: Was cool to be able to celebrate the @SpaceX IPO with a few folks from the amazing @Starlink team. Ultimately SpaceX is about building cool shit with your friends, now that’s something that will keep you going …
2026-06-15 06:01:31
RT by @elonmusk: The second you reach for the words “ban,” “stop,” or “eliminate” as your policy, you're on the wrong side of history.
Shape the technology toward the goal, don't try to outlaw the future.
2026-06-15 05:59:42
Starlink connecting schools on remote islands!
2026-06-15 05:54:31
Interesting analysis
2026-06-15 05:52:28
True
2026-06-15 05:37:09
Try the latest Grok Imagine!
2026-06-15 05:33:49
RT by @elonmusk: The article is totally false btw. You can add up every government incentive my companies have ever received and they amount to less than 2% of the value of SpaceX and Tesla!
And many of these incentives actually helped our competitors disproportionately to Tesla or SpaceX.
For example, when President Trump removed the $7500 tax credit for electric vehicles, Tesla sales actually INCREASED, because more buyers shifted from other EV makers to Tesla.
2026-06-15 05:27:09
As Andrew replies below, we appreciate any critical feedback in pursuit of product perfection for Grok Build!
2026-06-15 05:25:03
𝕏 is the group chat of humanity
2026-06-15 04:50:26
RT by @elonmusk: Here’s what happens when you hit an FSD streak milestone on @Tesla V14.3.4
2026-06-15 03:50:51
RT by @elonmusk: Grok Build just got a serious update. It can now natively render math, formulas, and LaTeX directly in the terminal
For anyone doing research, ML, simulations, algorithm work, or implementing papers......this removes a real friction point. The terminal just became a proper environment for technical work https://x.com/grok/status/2064849791591620646/video/1
2026-06-15 03:45:36
RT by @elonmusk: We are at 0.0115% of our mission before Type I Civilization is completed.
On an astronomical scale, the bar chart barely registers against the Stone Age.
The mission continues. [░░░░░░░░░░░░░░░░░░░░░░]
2026-06-15 02:41:13
RT by @elonmusk: Alex Soros is interesting because he’s a billionaire heir who dedicates his life to making cities less safe. He’s like a Reverse Batman.
2026-06-15 01:58:14
RT by @elonmusk: SpaceX is solving the biggest bottleneck in spaceflight
The COST
For decades, the average launch cost to low Earth orbit was around $18,500 per kg
Falcon 9 cut that to about $2,700 per kg - roughly an 85% reduction
Falcon Heavy pushed it closer to $1,400 per kg - roughly a 92% reduction
Now Starship is targeting a 99%+ cost reduction through full and rapid reusability
That is the real breakthrough
Every booster landing, every reflown rocket, every faster turnaround is directly attacking the economics of space
Lower cost per kg means more satellites, bigger payloads, orbital manufacturing, Moon missions, Mars missions, space stations, and eventually space-based industry
SpaceX is not just building rockets It is making space usable at scale
2026-06-15 01:52:00
2026-06-15 00:01:58
RT by @elonmusk: The SpaceX worker who once hugged Elon Musk and said “we are going to make it” at Starbase is probably a millionaire now.
@aleabitoreddit
2026-06-15 22:56:05
Just as a recap, these were all my core European longs:
- $SIVE
- $LPK
- $SOI
- $RPI
- $IQE
- $ALRIB
- $XFAB
Sivers: As you know by now, core laser chokepoint over next generation photonics, from 1.6T pluggables to CPO.
Embedded in many hyperscaler suppliers from Jabil to Ayar. Should go brrr 2027 but markets are forward looking, so ramps + qualifications should get priced in now.
LPK Laser - Glass core substrate "monopoly" with LIDE.
"More than 80% of major global players have selected our equipment for process validation, learning and scaling to mass production"
Soitec - Silicon photonics SoI substrate pure monopoly while coming out of legacy drag segments.
Raspberry Pi - Was my fun idea around Raspberry Pis being used for AI hardware deployments.
Previously this thing was mainly educational or hobby boards, but now used for edge/local AI. Just thought revenue increase would be extremely material and it played out well.
IQE - Critical epiwafer player for your Western photonics like Macom, Tower, Lumentum, and others.
Was kinda going under, but thought their latent capacity relative to Landmark was undervalued.
Also given how important it was, I thought that your downstream players + Govs wouldn't let it go under, so it was more of a moonshot idea earlier in the year.
Lot more derisked now, very important.
Riber - Kinda monopoly in the MBE space, exposure to Quantum / quantum dot + silicon photonics.
Found out from OSINT help from a friend latentvalue that Microsoft Quantum was buying their machines, so this was direct hyperscaler validation + kinda de-risked at current MCs.
XFab - SiC foundry backed by EU/US CHIPS Act with power semi upside. (152% Y/Y growth for their sic vertical).
Main growth was their silicon photonics foundry past 2027 that's getting evaled by nvidia. And that they're leading Europe's value chain efforts in photonics, kinda like an early tower semi.
We'll see how this plays out, thought power semi exposure + low P/B would derisk the company until they scale their photbunchonics efforts.
From my own personal thoughts:
Out of the maybe $SOI has already been re-rated the most? But I'm holding anyway.
$LPK and $ALRIB I think are still undervalued despite their monopolies.
$RPI is just kinda seeing how things go at this point, would be hilarious if they ended up like a mini nvidia for low end edge ai.
$IQE probably has a long way to go given new tower long term agreement, alongside macom. And if they convert latent capacity, I still think it has a chance of rerating like landmark.
$XFAB idk if im missing something or are markets missing something. you have nvidia as a direct eval of their silicon photonics foundry, and it's trading below replacement P/B. i think im right though.
$SIVE I see has the highest upside out of all of them given laser company ability to vertically integrate, acquire companies downstream to make their lasers more valuable, etc. Just like coherent/lumentum.
There's like 1-2 more random ones that aren't really material, but just in general.
These are the ones I've liked the most.
2026-06-15 22:02:20
I’ve written a thesis on these 3 themes early on:
Neoclouds, Photonics, and Memory.
Now, it’s fun to sit back and watch all my thesis ideas play out from $AAOI to $EWY to $NBIS.
Even got my warnings right too, $IREN is still stagnant due to the $6B of constant selling pressure from the ATM, while $NBIS reaches ATHs.
But the bagholders still don’t want to admit it.
Think a core part is knowing what theme comes next with markets, then comes picking the winner + heavy concentration in them.
If you went long on software and chose the ideal stock, you’d probably end up not as happy?
Photonics is still probably the earliest out of the three.
But I can see Nebius end up like AWS one day.
And $MU / SK Hynix / Samsung potentially end up like a mini $NVDA if memory demand is structural.
2026-06-15 20:31:08
$SIVE is the next SIVE.
Don’t think you’ll find another company.
That’s qualified and likely primary/sole source with:
- $JBL and other pluggable hyperscaler suppliers
- Ayar and the $NVDA NVLink CPO ecosystems
While being the foundational reference laser for $GFS and pluggable/CPO/NPO deployments.
That hyperscalers like $AMD and others use, at current valuations.
Even $POET buys $SIVE lasers and Poet is about the same valuation just off having one $50m purchase agreement.
Amount of hyperscaler suppliers for 2027 into 2028 is just ridiculous.
From the general meeting today in a few hours, we’ll hopefully see NASDAQ listing timelines confirmed.
So they can have room for M&A to TAM expansion and to make each laser they sell more valuable.
Following what $LITE did to grow into a $75B company.
2026-06-15 16:18:22
Ur welcome with $IQE
2026-06-15 15:25:28
Wow, $IQE and $TSEM sign a multi year InP epiwafer deal.
Remember I told you all IQE was important to Western optical supply chains back at $12?
$MTSI had to go out of their way to secure their supply with IQE.
Now there’s another critical deal with Tower Semi.
2026-06-15 14:15:51
I did say Foosung (093370) was going to be a major winner from the bottleneck created by Chinese export controls on Japan…
Most people chase 7.5% index returns, yet random bottlenecks spotted might be 21% in a day lol
2026-06-15 11:21:12
Yep, very stupid to be a bear.
When Trump is doing everything to boost markets before Midterms.
On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration.
$LITE optical basket should go brrr from InP easing.
$SPCX successful IPO gives more appetite to risk on themes/IPOs (eg. Space sector).
And overall macro go brr from War/Strait peace deals.
It’s already kind of showing, since 2026 rate hike odds also crashed from 65% -> 35% following the news. Along with crude futures dropping.
I've actually found Europe to be the most price sensitive to Iran tensions, so EU markets would probably be the most bullish overall…
(South Korea/TW was originally with Sk Hynix moving directly in correlation to crude oil futures, but stopped caring after awhile).
But basically: Murica go brrrr.
2026-06-15 10:02:59
Today, there's a new report that China eased InP substrate exports.
Which is expected to relieve mass production bottlenecks in the photonics market (source: Digitimes)
My optical positions are very happy to hear this:
From $AXTI (substrates), $IQE (epiwafers) to $AAOI (lasers) / $LITE / $SIVE, and others.
Taiwanese optical players like VPEC, Landmark, and others should go brrr as well.
Just to recap: the photonics market, especially for laser companies is moreso "how much can you make" rather than how much demand is there.
InP substrates was one of the main bottlenecks affecting upstream capacity.
So if you're able to make more = more revenue.
2026-06-15 09:24:47
$NVDA and $GOOGL lead 800V DC ahead of schedule.
"Ahead of schedule", pulled up to Q3 2026 with small volume shipments starting .
- Delta Electronics (2308), $VRT
- Song Chuan Precision (7788)
- Schneider Electric, Eaton, Siemens.
All flagged as beneficiaries.
"Market sources indicate that Nvidia’s Vera Rubin platform and Google’s next-generation AI data centers will be the first to adopt the technology"
Source: Commercial Times
The power semi trade should be happy to hear this.
@JonathanDi3614
2026-06-15 15:10:29
今日止盈调仓
@xiaomustock
2026-06-15 13:09:28
R to @xiaomustock: 好像是美女发的@Ru7Longcrypto
2026-06-15 13:07:11
一定要去正规市场玩，今天看到有人朋友圈分享的一段话。 东北每到冬天，白雪皑皑，非常冷，要熬到春暖花开才暖和。 但你实际不需要熬，直接买个机票到三亚一直暖和。
dram，smh，qqq，海力士全是好东西，数不过来。
2026-06-15 12:22:40
美国建国以来签了第一份丧权辱国条约， 美国和盟友给伊朗赔款3000亿美金。
生成时间：2026-08-04T08:16:02.337Z