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@elonmusk
2026-06-18 23:54:00
RT by @elonmusk: Elon warned about the AI energy bottleneck before most people even understood it was coming
“I can’t emphasize enough - we need more electricity. However much electricity you think you need, it’s more than that”
Now if look at what is happening. AI labs are raising billions, buying tons of GPUs, and announcing giant clusters
But then reality hits: Where do you plug them in?
This is why the AI race is really an energy race. Even the most sophisticated labs can have the money, the chips, and the models but none of it scales without the grid capacity to feed it
The bottleneck is not just GPUs anymore. It is electricity, substations, transmission, permitting, and the ability to actually plug these massive clusters into the real world
Elon saw this years ago and now everyone else is catching up
2026-06-18 23:39:54
RT by @elonmusk: 🚨 LMAO!! JD VANCE: "Joy Behar is way tougher than the Iranians — and she and I are best friends now!" "I've seen some progressive criticisms of me personally saying what experience does the VP have in hostile high stakes negotiations?" "I would point those progressive critics to the fact that just two days ago I spent over an HOUR on THE VIEW." "So I actually have a great experience in very hostile negotiations." 😭😭
2026-06-18 21:42:47
RT by @elonmusk: The problem w/ the left-wing that pushed for mass immigration is it largely relies on people’s empathy. The reality is the world is not a safe place & it’s the job of elected officials to keep their country safe. Meaning we must enforce laws. No exceptions.
2026-06-18 20:48:43
RT by @elonmusk: RILEY GAINES ON BIRTH CONTROL:
“So I was on birth control in college, but only because — as a swimmer — you can imagine it’s not exactly comfortable to bleed in a sport like that. The bathing suits are pretty revealing, and we’re in the water six hours a day.
“I got on it specifically to stop my period entirely. Looking back now at 26, if I could go back and tell 18- or 19-year-old me anything, I would absolutely tell her not to do that.
“I just had a pretty comprehensive health screening — blood work, cancer screenings, the works. One of the only things the doctors flagged was that I had super low bone density. I thought that was strange because I lift weights, which should promote bone growth. So I asked the doctor what could cause it.
“She asked if I had been on birth control that let me skip my periods. When I said yes, she told me that was likely the cause. She said it’s good that we caught it now — I’m young and healthy, so I can work to build it back up — but if I had stayed on it longer, it could have really hurt me in the long term.”
2026-06-18 20:44:52
RT by @elonmusk: Je viens d’être condamné à 6 mois de prison avec sursis et 10 000€ d’amende, sur le fondement de… la loi Samuel Paty !
Condamné comme journaliste car mon média Frontières a publié une grande enquête sur les avocats en droit des étrangers.
C’est un immense scandale !
2026-06-18 17:32:03
RT by @elonmusk: She got 6 months for talking about her rape by a migrant on French TV.
2026-06-18 16:02:59
RT by @elonmusk: "If civilization is not strong, if civilization doesn't grow, then nothing else matters. Profits don't matter if civilization collapses. We cannot exist absent civilization. You have to be pro civilization, because you cannot exist without civilization."
— Elon Musk
2026-06-18 14:01:21
RT by @elonmusk: 𝕏 is the #1 news app in the UK.
This is exactly why the BBC, The Telegraph and other UK legacy media keep pushing negative fake attacks on Elon Musk.
They are getting destroyed in the rankings. The British public has rejected them.
Legacy media is finished. They are lashing out in pure panic because they lost control.
𝕏 is winning because it gave people what they actually wanted - truth.
2026-06-18 11:16:37
RT by @elonmusk: BREAKING: California Birth Rate Falls Below Replacement Level
• California’s fertility rate hit a record low • It fell from 2.21 children per woman in 2007 to 1.48 in 2023 • That’s far below the 2.1 replacement level • By 2038, deaths could outnumber births in California • Public school enrollment could drop by about 630,000 students
2026-06-18 11:06:13
RT by @elonmusk: Grok Imagine 1.5 Grumpy cat talks
2026-06-18 10:47:18
Video
2026-06-18 10:21:51
Progress
2026-06-18 10:16:42
As it should.
2026-06-18 09:59:45
Essential reading
2026-06-18 09:59:17
And this report is just the tip of an enormous iceberg of evil
2026-06-18 09:56:48
Utterly irreconcilable with Western values
2026-06-18 09:49:23
No one can save you when they become the police
2026-06-18 09:41:33
Maybe WSJ isn’t that bad after all 😂
2026-06-18 09:39:38
RT by @elonmusk: Announcing a new division of Midjourney called "Midjourney Medical"
2026-06-18 07:20:55
RT by @elonmusk: Afghan Army commanders brought their child sex slaves onto US bases; Marines got PTSD from hearing them get raped at night
The governor of the district I deployed to had a basement rape dungeon
And these were our allies, the “good guys”
People have no idea how bad it is there
2026-06-18 07:00:00
RT by @elonmusk: Behind the scenes: many other cool shots from the 1.5 video launch.
Exploring styles in Grok Imagine.
2026-06-18 06:28:40
RT by @elonmusk: Starlink is connecting 100,000 students and 1,500 teachers in Malawi across 30 rural schools to online learning resources. For many, this is the first time students, teachers and families have access to reliable internet 🛰️❤️
2026-06-18 06:14:32
RT by @elonmusk: Doctors and hospitals used junk science from WPATH to justify selling gender transition procedures to kids and their parents. Huge props to Andrew and his team for taking an important step in our efforts to end this outrageous practice.
2026-06-18 05:58:40
RT by @elonmusk: It’s now easier to move local agents to the cloud so they can keep working with your laptop closed.
Prompt Cursor from your phone, run many agents in parallel, and get back PRs with demos of their work.
2026-06-18 04:37:32
RT by @elonmusk: Je vais être clair.
Ce qui a produit les viols de masse.
C’est le gauchisme / le wokisme / le socialisme et l’empathie suicidaire.
Les gens vont devoir choisir un camp.
Le premier camp, c’est le camp de la liberté, la responsabilité individuelle, du mérite et les villes qui ne sentent pas le pipi.
Le deuxième camp, c’est le camp dysfonctionnel, où tout se transforme en merde, le camp de l’étatisme socialo-communiste à outrance qui rend les gens malheureux et qui dans sa phase terminal, accepte que 250.000 gamines se fassent violer pour le “bien commun” et la peur de se faire traiter de “rascite”.
Partez. Et ne revenez jamais.
Ceux qui ont participé de près ou de loin aux grooming gangs, en conscience.
Vous méritez l’exil ou le bagne.
2026-06-18 03:24:44
RT by @elonmusk: The United Kingdom is going to announce additional restrictions in July on VPN usage. This is ON TOP OF the social media restrictions and mandated online identity verifications.
It's over, UK. You sold out your own society. Absolute tragedy. Very sad.
2026-06-18 02:32:01
RT by @elonmusk: I’m astonished more people aren’t raving about Tesla’s full self driving.
I no longer need to drive my car.
The only time I take control is to back into my garage because it’s down an awkward ramp.
2026-06-18 02:19:08
RT by @elonmusk: It has been so long since the hobbits faced real danger in the Shire that they have forgotten how to defend themselves
2026-06-18 01:03:03
Grok Imagine 1.5
2026-06-18 01:00:01
RT by @elonmusk: Elon Musk: ”I think there are great things in every culture. We don’t want the German culture to disappear. We don’t want French culture to disappear. We don’t want Korean culture to disappear, or Japan, or America, or anywhere.
I think we should be very cautious about having some sort of global mixing pot, because every place will be the same, and there won’t be any unique cultures in the world. Which I think would make the world worse.
So I think we need to preserve these country cultures, and that’s the future that I think is better. I think that most people would agree is better. We shouldn’t have cultures disappear.
And currently, based on the current birth rates and the sort of so-called multiculturalism and globalism, what we’re actually seeing is the dilution of individual cultures and the destruction and death of individual cultures, which I think is terrible for the future.”
2026-06-18 00:57:24
And improving rapidly with real-time access to 𝕏
2026-06-18 00:44:32
RT by @elonmusk: Since President Trump was sworn in, the @FTC has been aggressively protecting children and the rights of parents across every part of the economy. Today, the FTC took another huge step in defense of children and parents. We have filed an enforcement action against the World Professional Association for Transgender Health (WPATH) for making false and unsubstantiated claims about the safety and efficacy of medical transition procedures, and for providing to doctors the means to sell those procedures to children and parents.
@aleabitoreddit
2026-06-18 23:06:08
Trump announced Intel + Apple partnership, sending $INTC up 8% today.
Intel execs were reportedly surprised by the $AAPL announcement by Donald Trump.
TBH, the President should lead Intel's marketing team at this point.
Feel's like he's hard carrying the stock.
2026-06-18 22:54:06
Just a reminder: 99% of X was bearish on memory 3 months ago...
Since then:
$MU $380 -> $1122 (+195.26%) $SNDK $565 -> $2155 (+281.42%) $EWY $132 -> $219 (+65.91%) SK Hynix 849K -> 2.685M KRW (+215.5%) Samsung 172K -> 362K KRW (+110.7%)
If you see a bunch of projections on memory names like Samsung becoming the most profitable company in the world in 2028.
Might be a good idea to think independently outside of the narratives at the time like "Oil, LNG, Helium, Iran, etc."
Probably same thing now with optical names and their projections into 2027, 2028.
I do think photonics and memory are the 2 top themes though, with optics being very early into the supercycle.
2026-06-18 21:45:08
I think Jim Cramer’s law needs to be studied in history books.
Even $SPCX can’t withstand his blessing.
2026-06-18 17:38:11
非常感谢中文社区对我最看好股票的投资思路进行的深度剖析！
总的来说，像 $AAOI 和 $SIVE 这样的激光公司是我个人的最爱，因为它们在拓展营收方面有着极大的想象空间。它们可以不仅仅局限于销售激光器，还能制造完整的光模块 以及各种光引擎或 ELS (外部光源) 组件。
又或者像 $COHR 那样，甚至可以向上游延伸进军衬底制造领域，从而实现垂直整合，并不断提升自身的毛利率和总潜在市场规模 TAM
这其中很大一部分的关键在于要率先精准踩中投资主线，毕竟去年很多人甚至都不觉得“光子学（photonics）”能成为一个真正的热门概念。
而且我认为最会让大多数人感到惊讶的是，我们目前仍处于极其早期的阶段。绝大多数的营收放量（爬坡）要到明年，也就是 2027 年的上半年乃至下半年才会真正开始！
不过，能看到中文社区大家持续不断的支持，真的让我感觉非常棒。我会尽我所能，不辜负大家给我起的 “白毛股神” 这个称号。
2026-06-18 15:43:15
$ALRIB general meeting notes came out today.
-2nd ROSIE System expected to be delivered shortly to a leading quantum computing player” in the US.
- They’re also intensifying BD for their products used for BTO/STO on photonics and recorded strong interest.
Just for background, they’re the MBE duopoly with Veeco, which got re-rated heavily recently (Disclosure own Riber), with exposure to Quantum.
Positive development overall.
2026-06-18 10:10:26
The 1st large scale X study on stock market net worth has finished!
From the 6000+ responses of those active on X finance, here's the results:
5.8% - $10M+ 15% - $1m - $10M 35.9% - $100k - $1M 43.3% - under $100k
This is probably more representative of active followers.
Where 20.8 out of every 100 people have over $1,000,000+.
And 5.8 out of 100 have over $10,000,000.
And 43.3% of the population are probably happier in life than the rest.
Was just curious, fascinating figures.
Definitely not representative of the total population, but just those active on Finance X.
2026-06-18 09:01:57
I agree with Palliser Capital here.
As a shareholder, it’s just so stupid how WUS (2316 TW) MC can be ~$1B MC.
While they own a 11.26% stake of WUS Kunshan, a $39.3B (¥282B CNY) company…
Which is worth $4.42B pre-tax. Just sell 1/4th or something?
And you get an extra ~$1.1B for PCB growth at the inflection point with AI demand.
Which is more than your current MC pre-tax, purely in cash.
And there’s still $3.3B in assets + markets might revalue your company because of willingness to trim locked up assets.
Nobody is asking you to trim everything, but the NAV disconnect is insanity.
WUS TW management should really reconsider.
@xiaomustock
2026-06-18 22:38:12
存储这波不仅卡住了AI的脖子， 也卡了传统电子产品的脖子。 存储涨完什么涨？ 当然还是存储涨！ 现在的存储不仅赚走了AI绝大部分的利润， 还赚走了所有科技电子产品的利润。 存储是正儿八经王者中的王者行业， 海力士则是其中存储中的王者。 捏死就对了， 现在消费端的需求到了不得不买的时候。 不采购，那么传统电子产品就关门， 采购，那就继续捏着鼻子高价买存储商的存储造自己的电子产品。 采购不到货的消费电子则会直接倒闭失去市场， 亏损采购的现金流不够给存储商上贡的也会倒闭。
2026-06-18 22:24:10
最近存储的ssd板块暴涨 明天海力士继续收米，
2026-06-18 15:09:56
$spcx 要实现2030年1万亿美金营收，必须搭配星舰的发射频率来测算它太空算力部署的速度和规模。问ai给算了一下，如果搭配星链收入和xai可能有一丝机会够得到1万亿美金营收。虽然不是完全不可能但还是非常非常困难。 真正关键点就是云厂以及英伟达跟spcx签署正式的太空算力部署合同。 那时候才值得开始重点买。
2026-06-18 14:00:19
我想进步，我想学外语
2026-06-18 13:46:43
拿着 #SK海力士 属实无聊呐， 我想学习，太想进步了，这样啥也学不到，光赚钱有几把用。
2026-06-18 11:50:11
再打个标记 人类历史上唯一一家单季度利润达到1000亿美金现金的公司就是海力士， 下个月就能看见这样标题的新闻了， 拭目以待。
2026-06-18 10:23:29
拿着一个股票不动的时候最无聊， 也不需要天天研究这研究那， 只能被无穷无尽的上涨暴击幼小的心灵， 学不到任何东西。
2026-06-18 00:37:16
美光和海力士都是1.1万亿美金。 一旦海力士adr，双倍于 $MU 利润的海力士绝对会被市场疯抢，而资金都会打提前量。我绝大部分仓位都是 #SK海力士 和 #2x海力士
2026-06-18 00:03:22
市值上万亿的公司不管在哪个市场，就算再利空都不会跌太多的，他们都是要做各个指数的核心持仓的，不会有太大波动。 所以别看说 $spcx 市值太大了太虚就觉得可能跌特别多，其实不然，市值不仅仅代表市值，也代表着一个公司的融资能力和信用额度。 它市值到这个位置，会有源源不断的钱流向他，他也能从市场源源不断的拿到钱。 其他万亿公司也一样，不要瞎恐慌， 涨了看涨跌了看跌。 另外，#sk海力士 也是一样，现在它是韩国指数和全韩国人的希望，韩国人端午节不得集体凑钱梭哈海力士。接下来的45天是海力士绝对的强势期。
@dianzhuXS
2026-06-18 18:35:05
還記得咱4月份發過的一帖嗎？ 從無形的角度說 現在很多人都是防禦力「小白」 萬事俱備，就等明天下雨了 大家預測一下 明天我能接到「午時水」嗎？
2026-06-18 12:14:46
稍知命理發展史，就聽說過「」李虛中祖師，然『李虛中命書』卻並非祖師手稿，乃是宋代後人附名之作。甚之😮💨
若要研習真傳祿命之法，為今之計只有從民間現存古籍中，窺得未被刪除的「隻言片語」，結合道門五行大義，反覆實踐驗證，才能去偽存真。
諸位，想跟我一起，走一走這條路嗎？
2026-06-18 10:17:10
毫無疑問，會！而且我還會繼續付費充會員。因為我是藉助這個平台，表達我的思想和價值觀，並不是為了那三瓜倆棗。平台為我服務，付費應該💪
2026-06-18 07:13:16
【與川普總統約一場高爾夫球】
事實證明，韓國是不可能完全倒向中共的，所有「恨韓」博流量的都歇歇吧。
李在明版的「小球轉動大球」，這廝騎牆磨蛋的功力，已超越印度的莫老六，這才是現實情況。
在全球美中兩大陣營冷戰的夾縫中求生存，這個「小人」選擇了苟且。但客觀的說，不站隊保持中立也確實是一些韓國人的「民意」。
目前韓國的經濟尚可，人民生活尚可，「踩鋼絲」這條路能不能走的通，韓國會不會像很多韓國人設想的，最終成為「亞洲比利時」，一切都需要等待，需要時間去驗證⋯⋯
生成时间：2026-08-04T07:45:00.097Z