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📅 20260617 推文存档
📊 共 54 条推文
@aleabitoreddit
2026-06-17 23:46:21
Jim Cramer gave $SPCX his blessing.
2026-06-17 23:24:06
$AEHR receives follow up production order from major Silicon Photonics Customer for wafer level burn in systems.
Now up 11.29% today to $116.
Only 2 months ago it was in the $30's, good times.
2026-06-17 22:57:10
And 7 months later... $NBIS is all time highs.
While $IREN bagholders are still funding the $6,000,000,000 ATM and stuck at the same price back in November.
Guess this settles the debate?
2026-06-17 21:18:06
Don’t think there’s any new news from $XFAB.
Their company needs to do a better job with marketing materials though.
Since nobody thinks they’re optical ai dc or power semi adjacent exposure apparently.
However, I would have thought that since they’re leading Europe’s silicon photonics value chain efforts with PhotonixFab.
And apparently everyone + EU are discussing sovereign AI supply chains after Fable’s export controls.
One might think they’re a major beneficiary alongside IMEC, ligentec and others in the sovereign AI push?
Anyway, markets can always disagree or maybe they didn’t link things together.
Regardless, I’m just curious how this plays out. (Disclosure, own positions)
2026-06-17 20:01:32
I mean... if i had to guess, $LPK did claim "80% of customers among major global players have selected LPKF equipment".
Kinda clear glass substrates is the next packaging shift!
From est. timelines, major players like Absolics is ramping H2 2026, Samsung Electro Mechanics 2027 + their partners.
Then there's major shifts like TSM CoPoS 2028 (seems possible $LPK upstream exposure, unconfirmed).
Just that claim of 80% is staggering and my personal expectation was markets might price it in eventually as they volume ramp (disclosure, own LPK).
Don't think there needs to be any major news, probably just getting closer to HVM timelines.
2026-06-17 19:24:26
Trendforce reports that $AMD is actively trying to secure CW laser supply with multiple major procurement orders...
Is probably just the start of the bottleneck?
There's not much independent capacity in Western supply chains left other than $SIVE or $AAOI and maybe Macom.
Especially after Lumentum/Coherent got locked up with multi-year agreements with Nvidia. (disclosure, own Sive and aaoi)
Lumentum is already CW laser constrained and is likely buying off Japanese companies like Sumitomo/Furukawa if I had to guess per ER, and those are probably running at max capacity.
From the Trendforce report, this is:
"to ensure that its future capacity will not be constrained by NVIDIA and other major Cloud Service Providers (CSPs)."
I wouldn't be surprised if other hyperscalers like Amazon, Microsoft, and others saw Nvidia / AMD signing LTAs, and are trying to secure capacity next.
A lot of it is game theory on not getting choked out by competitors, and looks like AMD is tipping the first domino after Nvidia.
But my opinion is that this just goes and show how invaluable this CW laser chokepoint is and the companies are inside it.
2026-06-17 14:40:09
European Media HATES this one trick:
The same ideas, just behind $2000 paywalls.
2026-06-17 13:31:46
Bernstein is legit the dumbest analyst firm I’ve seen calling for a 50% crash in Kioxia.
They gave $INTC a $36 PT back in Jan and now it’s $118.
Good lesson to ignore institutional reports that get published for retail consumption.
They’re not here to help retail investors.
2026-06-17 10:26:55
I’m not sure why many folks are super bearish on my high conviction $AAOI long…
Ever since $30, then on the way up to $170. (Yes I do think every bear is wrong, we’ll see who’s right).
They have scarce laser capacity that $AMD and other hyperscalers are looking for.
While the entire industry is bottlenecked by $NVDA.
Along with a US transceiver supply chain for mass production of 800g/1.6T (management - largest in America).
While demand far exceeds supply and while assembly gets outsourced to Asia.
Then they’re quoting $471M monthly revenue in H1 entering H2 of 2027. Which is $5.6B ARR, off a $13.5B MC…
While a lot of major inflection volume hits even later in 2028.
As for fluctuations, there might be active $600M ATMs that get tapped into at random times.
And random bear posts + macro from time to time that cause more volatility (eg. Analyst notes saying bear on $LITE due to false CPO delay rumors, then that brings down others in the sector).
Also we’re a year out so timelines are still a little early.
I haven’t seen such fast revenue ramp since $NBIS.
2026-06-17 07:57:48
Mizuho Research: No delays on CPO or 800v dc.
Revised up optical engine projections from $NVDA demand ramp.
Next phase in CPO for long term, believes InP DFB lasers remains the focus (hello $SIVE). VSCEL and microLED remain "unproven" in short distance in rack + chip to chip for 1.6T+
HVDC deployment on track, 800VDC incremental volume 2027, with higher penetration in 2028.
What a stupid CPO related selloff recently.
@elonmusk
2026-06-17 23:44:21
RT by @elonmusk: "My favorite enterprise AI service is Cursor. It is an AI coder & every one of our engineers, 100% is now assisted by AI coders & our productivity has gone up incredibly. These companies are some of the fastest-growing companies in world & they address enterprise"
— Jensen Huang
2026-06-17 23:43:00
RT by @elonmusk: Grok Build just got new update with new improvements, features, and bug fixes
Release Notes: v0.2.55
Features: • Added option to fully disable the hunk tracker via --hunk-tracker-mode, GROK_HUNK_TRACKER, or config.
Bug Fixes: • Windows install scripts now run cleanly via irm | iex without spurious BOM errors. • Tables & wide content no longer leave stray characters next to timestamps in the scrollback. • Mermaid diagrams now render node labels cleanly without HTML tags or raw markdown syntax. • MCP servers using HTTP now recover automatically after temporary connection drops! • Very long sessions can now scroll all the way to the bottom of the conversation history
2026-06-17 23:13:01
RT by @elonmusk: I created a website for the Rape Gang Inquiry testimonies with Grok.
You can now read and share the quotes from survivors:
250,000 girls were subjected to humanity’s darkest horrors.
We must Restore Britain. 🇬🇧
2026-06-17 20:38:47
RT by @elonmusk: BREAKING: Iraq has approved Starlink’s operating license, clearing the way for its satellite internet service to enter the country.
Iraqi Prime Minister Ali al-Zaidi and U.S. Special Presidential Envoy for Iraq Tom Barrack welcomed the approval of Starlink’s operating license.
2026-06-17 19:30:35
RT by @elonmusk: We are the first generation that can credibly plan to become a multi-planetary species, and possibly the last that gets to decide whether we will. No pressure.
2026-06-17 19:26:43
Full movies by the end of this year
2026-06-17 16:12:04
RT by @elonmusk: Falcon 9 launches from pad 40 in Florida
2026-06-17 15:43:55
RT by @elonmusk: This entire scene was made using @Grok
Grok Imagine 1.5 is on another level. 🔥
2026-06-17 14:49:44
RT by @elonmusk: Falcon 9’s first stage has landed on the A Shortfall of Gravitas droneship
2026-06-17 14:46:41
RT by @elonmusk: Video
2026-06-17 14:14:56
RT by @elonmusk: A legion of Optimi combined with solar panels will constitute the first Von Neumann probe
2026-06-17 13:58:39
Just follow SpaceX if you want news about our company
2026-06-17 13:03:17
RT by @elonmusk: Grok Voice just ranked #1 on Vapi’s Humanness Index and it's scary good
That is a huge deal
This benchmark is simple: Listeners hear blind same-voice battles and pick which voice sounds more human
Grok TTS scored 100 in humanness matching the human baseline
That means Grok is reaching human-level voice quality on one of the most important benchmarks for real AI agents
And Grok is doing this at $15 per 1M characters, while major competitors listed on the leaderboard are charging $60–$100
xAI is building world's best voice layers for real AI agents
2026-06-17 12:16:51
RT by @elonmusk: All these videos were created using Grok Imagine 1.5
Big upgrade. Huge jump in quality. 🚀
2026-06-17 11:55:09
Grok Imagine 1.5 is now in wide release
2026-06-17 11:52:06
RT by @elonmusk: Grok Imagine Video 1.5 is here
Our new image-to-video model with sharper realism, better physics and faster generations 🧵
2026-06-17 11:37:20
Nashville getting drilled
2026-06-17 11:20:45
Video
2026-06-17 11:20:18
Grok on Bedrock
2026-06-17 09:09:34
RT by @elonmusk: Most popular new baby boy names in the UK:
2015: Oliver 2016: Oliver 2017: Oliver 2018: Oliver 2019: Oliver 2020: Oliver 2021: Noah 2022: Noah 2023: Muhammad 2024: Muhammad 2025: Muhammad
Invaded. All planned.
The West must be saved.
2026-06-17 07:33:19
Video
2026-06-17 06:22:42
RT by @elonmusk: Grok is now inside PowerPoint, Word, and Excel. Each gets an agent in the sidebar that builds the deck, sheet, or doc from a prompt, pulling real-time data from the web and X and generating images and diagrams. It connects to your own apps and MCP servers too.
Live on SuperGrok, Heavy, Business, and Enterprise.
2026-06-17 06:09:20
RT by @elonmusk: A Model Y driver started experiencing a medical emergency with chest pain mid-drive & called his son.
His son then remotely rerouted the car – which had FSD Supervised enabled – to the nearest hospital & let them know the vehicle was en route. ER staff were standing by on arrival.
Doctors later confirmed the quick reroute likely saved his life.
2026-06-17 06:05:50
RT by @elonmusk: It is hard to overstate how pervasive the SPLC’s control was in the tech industry, and in fact still is in many companies.
2026-06-17 04:01:26
RT by @elonmusk: Starlink Mobile is now providing data in Ukraine with @TwiyKyivstar @VeonGroup, enabling millions of people to stay connected using voice and video notes, navigation and more over apps 🛰️📱
2026-06-17 03:34:43
RT by @elonmusk: Asmongold gives his BASED opinion, says: "You're not being oppressed by the top 2% of society. You're being oppressed by the bottom 2% of society instead 👀
"People ain't gunna like this one: the bottom 2% of society have caused all of the manifest problems in your lives”
2026-06-17 02:44:30
RT by @elonmusk: (1) What
2026-06-17 02:21:12
RT by @elonmusk: The “white supremacist KKK” who burned a cross in Chicago is a Leftist anti-Trump Asian dude
Another hoax.
Every. Single. Time.
2026-06-17 01:41:17
RT by @elonmusk: O’KEEFE INFILTRATES NJ ANTIFA: Inside “NJ BURN” — Rutgers University Director, T-Mobile AI Leaders, OpenAI /ChatGPT Engineer, Reverend From Princeton Theological Seminary, and ACLU Board Member Discuss Port Newark–Elizabeth Blockade Riot, Road Spikes, Tire-Slashing of New Jersey Police Vehicles, “Ukrainian-Style” Protest Tactics, and Celebrating Charlie Kirk’s Murder.
NJ ANTIFA INDIVIDUALS IDENTIFIED: • Alexyss P. - New Jersey Coalition Against Sexual Assault Community Council Member @NJ_CASA • Jim Keady @JWKeady - Former New Jersey Democratic Candidate • Woojin Ko - OpenAI Research Engineer @OpenAI • Beleckecom Moffouk - T-Mobile AI Automation Expert @TMobile • Zainab Tanvir - Imaging Director at Rutgers University @RutgersU • Amanda Marie Dominguez - Rutgers University PHD Student in Education @RutgersU • Aditi Rao @aditilrao - Princeton University Classics @Princeton • Shannon Smythe - Princeton Theological Seminary Field Education Director @Princeton • Cres Vellucci @CresVellucci - National Lawyers Guild Co-Founder/Co-Member & ACLU Board Of Directors @NLGnews @ACLU • Celine Semaan @celinecelines - Co-Founder Slow Factory Labs @theslowfactory
2026-06-17 01:27:48
RT by @elonmusk: At least 250,000 white British girls have been groomed, raped, and brutalized.
Out of 4.2 million white British girls under 18, that’s more than 6 percent (!!!!)
This is industrialized rape on a scale that should shame a nation.
The politicians who opened the borders and looked the other way belong in prison.
The cops, social workers, and officials who knew exactly what was happening and stayed silent to protect their careers belong in prison.
The ones who covered it up and protected the rapists belong in prison.
Anyone still shielding these monsters today belongs in prison.
And the rapists themselves should hang.
2026-06-17 00:49:24
The politicians imprison people to hide their crimes
2026-06-17 00:48:23
Those who knew must go to prison for a long time
2026-06-17 00:47:27
This actually happened and still happens
2026-06-17 00:46:42
Censorship always comes with a “protect the children” lie
2026-06-17 00:46:06
The politicians who turned a blind eye to the Rape of Britain must go to prison
2026-06-17 00:28:08
RT by @elonmusk: Separation confirmed! Dragon is performing four departure burns to move away from the @Space_Station. Splashdown in ~20 hours off the coast of California
2026-06-17 00:05:42
RT by @elonmusk: Starlink’s reliable high-speed internet is onboard 30+ Goldenport vessels, enabling the maritime operator to run data intensive applications, modernize its operations, and provide crew with seamless connectivity while out at sea → http://starlink.com/goldenport
@xiaomustock
2026-06-17 21:09:19
R to @xiaomustock: 里面美光的财报日期记错了，624号
2026-06-17 20:20:51
这些人早喊1500美金 ，我也不至于拿不住 120的 $MU 存储依然是这轮AI革命的终极答案，刚刚开始。不过我现阶段更偏向海力士，下个月海力士adr美股上线，肯定有非常多人美光换海力士。
2026-06-17 15:38:56
$MU 美光618财报利润*2+740亿美金=海力士q2利润
2026-06-17 15:30:28
打个标记， 海力士q2利润保守预估1100亿美金纯现金， 今日海力士市值11200亿美金。 接下来45天是海力士的强势期， 到时候q2的利润绝对吓死绝大多数人。
2026-06-17 12:52:22
海力士这一段是目前市面上确定性非常高的机会，45天内这些利好都要发生。 准备大仓位捏45天。
2026-06-17 12:40:58
摘抄个大佬的语录记录一下。 炒股只做牛市 牛市只追高 但是追高的时候。选第一热门概念的， 第二护城河最强的 ， 第三盈利最好的
2026-06-17 12:04:29
今天把大部分仓位换到了
有几个原因 1.下个月海力士美股adr 2.下个月hbm4e送样 3.下个月23号海力士q2财报 4.美光6.18号财报对于美光自己涨跌都有可能，但对于海力士就是可预测的提振刺激。 5.adr后的海力士分红计划和回购计划。 6.怕其他股票因为涨幅波动，变相在海力士里面防守。
生成时间：2026-08-04T08:16:02.337Z