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📅 20260619 推文存档
📊 共 46 条推文
@elonmusk
2026-06-19 23:33:59
Fauci committed so many evil crimes
2026-06-19 23:28:49
Q1 tonnage to orbit by launch provider.
Once Starship is flying hourly, SpaceX’s mass to orbit will be about 100 times more than everyone else combined, even if they triple their current launch rate.
2026-06-19 22:57:55
RT by @elonmusk: Generate videos with Grok Imagine.
2026-06-19 21:04:17
RT by @elonmusk: Falcon 9 launches NROL-179 to orbit from pad 4E in California
2026-06-19 17:10:45
RT by @elonmusk: You want me to be mad that 250,000 British girls were raped by brown invaders. But I want to know why the same outrage wasn’t seen when it was just 25 British girls.
And I’ll tell you this - You, the men of Britain, will even tolerate 2.5 million of your women being raped and trafficked by the brown invaders, or more!
Why?
Because you are waiting for permission from someone to do what needs to be done and that permission will never come.
The problem isn’t so much the invader (don’t get me wrong, they are a problem), the problem is there is something faulty with our psychology. We have become the dumb, obedient golden retriever of the races of man. This mindset has to be erased from us, forever, or we will be wiped out.
2026-06-19 16:59:05
RT by @elonmusk: Falcon 9’s first stage lands on LZ-4
2026-06-19 16:35:43
RT by @elonmusk: 🚨Important Announcement: Puberty Blockers Judicial Review🚨
Following months of radio silence, I’m saddened to report that the government has announced that it is pushing forward with the puberty blockers trial, regardless of the significant ethical concerns raised that led to the temporary pause.
Most troubling of all is that they are now refusing to halt recruitment of children until the end of the Judicial Review that we are bringing.
As such, we have no choice but to seek an emergency injunction to block a single child being recruited and given this poison. There will be a hearing at the end of July to determine this.
Please rest assured that I and the entire team will be pursuing this Judicial Review all the way.
@jamesmurray_ldn - Just as with your predecessor, Wes Streeting, we implore you to do the right thing and pull the plug on this monstrosity of a trial. If you don’t, we will see you in Court.
2026-06-19 13:18:41
RT by @elonmusk: True
2026-06-19 11:39:30
RT by @elonmusk: Here’s everything you need to know about Grok Build’s changelog since release
Grok Build is moving fast from a coding CLI into a full terminal-native agent workspace
Since launch, it has added or improved plan/review/approve workflows, clean diffs, project-aware context through AGENTS.md, skills, hooks, plugins, MCP servers, parallel subagents, headless mode, ACP support, web/X search, image and video tools, compaction, memory handling, and long-running sessions
The biggest upgrade people should not miss is the rendering layer
Grok Build can now keep more technical output directly inside the terminal: math, formulas, LaTeX, Mermaid diagrams, ER diagrams, UML/class diagrams, state diagrams, sequence diagrams, tables, media outputs, and richer terminal views
That matters a lot for research, ML, simulations, algorithms, database design, infra diagrams, paper implementation, and serious code review
The terminal is no longer just where you run commands. It is becoming the place where you understand the work, inspect the logic, review diagrams, and keep moving without constantly copying output into another app
The workspace layer is also got much more serious upgrades
Agent Dashboard lets you manage multiple coding sessions from one screen, see what is working, idle, blocked, or waiting for input, peek at the latest output, reply inline, and dispatch new work without jumping between sessions
The Plugin Marketplace turns Grok Build into an extensible developer environment
Plugins can bundle skills, slash commands, agents, hooks, MCP servers, and LSPs. Launch partners include MongoDB, Vercel, Sentry, Chrome DevTools, Cloudflare, and Superpowers. Plugin installs can now resolve directly from registered marketplaces instead of only local paths
The latest releases are mostly about making all of this reliable during real work
Long responses can resume after network blips. MCP servers recover better after drops or noisy output. Compaction no longer hangs forever. Notifications only fire when user attention is actually needed. Linux clipboard support is stronger. Windows and iTerm rendering are cleaner. Very long sessions can scroll, resume, and quit without falling apart
Grok Build is becoming a full terminal-native agent workspace: multi-session, plugin-driven, MCP-connected, diagram-aware, math-capable, media-capable, long-context, and built for developers who actually live in the terminal
2026-06-19 09:33:46
RT by @elonmusk: Gary the snail 🐌 and the beginning. @boringcompany
2026-06-19 09:00:17
Tunnels are under-appreciated
2026-06-19 07:42:30
RT by @elonmusk: “It’s an astonishing story”
They’re feeding your children to the crocodiles and the Government won’t say who did it because it would be ‘racist’ to do so…
2026-06-19 07:41:05
RT by @elonmusk: This French woman, who was raped by a migrant, has been convicted and will be sentenced, for saying publicly that migrants are a danger to women.
Her rapist has not been caught.
Follow: @AFpost
2026-06-19 06:32:55
2026-06-19 06:10:11
RT by @elonmusk: BREAKING: Paraguay receives Starlink kits to connect remote schools, health centers and communities. 🇵🇾
• 50,000+ students and teachers will benefit.
• Goal: connect 1,600 locations nationwide.
• Prioritizing rural, and isolated communities.
• Also connecting remote healthcare centers.
• 100 kits already installed in rural Chaco.
• Builds on an initial plan to connect 500 strategic sites.
• Expanding access to online education, digital libraries and global opportunities.
This partnership between Paraguay Government and Starlink will help bring internet access and more opportunities to people across the country.
2026-06-19 05:27:21
RT by @elonmusk: Some moments stay with you. A look back at the extraordinary team behind a milestone achievement.
Morgan Stanley was honored to support @SpaceX team through its IPO, serving as joint lead bookrunner and hosting the opening of trading in our offices last week as sole stabilization agent.
2026-06-19 05:16:51
RT by @elonmusk: Falcon 9 is vertical at pad 4E in California ahead of tomorrow’s launch of the @NRO_gov’s NROL-179 mission → http://spacex.com/launches/nrol179
2026-06-19 04:31:30
RT by @elonmusk: SpaceX has just officially received an investment grade credit rating of Baa1 from Moody's, slightly higher than @Tesla's Baa3 rating.
Their reasoning: "SpaceX's Baa1 issuer rating reflects the company's exceptional franchise strength as the world's leading orbital launch provider and operator of the largest low earth orbit satellite broadband network, Starlink. The company benefits from robust and expanding recurring revenue from Starlink, which has become the primary cash flow generator and underpins improving scale, margin expansion, and diversification away from more cyclical launch revenues.
Additionally, SpaceX's vertical integration across manufacturing, launch, satellite deployment, and end-customer delivery drives superior cost efficiency and operational velocity that competitors have been unable to replicate. Strategic relevance to the U.S. government, as the primary launch provider for NASA and the Department of Defense, adds demand visibility and long-cycle contract support, while the company's ability to monetize AI compute capacity through third-party arrangements provides additional revenue diversification and downside optionality. The AI segment addresses a large total addressable market across AI infrastructure, consumer and enterprise applications, and digital advertising, and represents significant long-term revenue and earnings upside as the company scales its compute infrastructure, develops its frontier models, and expands enterprise and consumer monetization channels.
The company maintains conservative financial policies, alongside strong liquidity and financial flexibility, supported by substantial cash balances and continued access to both equity and debt capital markets."
2026-06-19 03:52:25
RT by @elonmusk: History listed on @Nasdaq.
@SpaceX ($SPCX) raised a record $85.7B in capital, hit a $2.1T market cap, and traded 500M+ shares on its first day as a public company.
Read more about how the capital injection will directly fund SpaceX’s infrastructure for the future: http://spr.ly/6014BDOfL8
2026-06-19 02:32:23
RT by @elonmusk: Women make up the overwhelming majority of converts to Islam in the West.
Leftism drives this through suicidal empathy for foreign cultures and rigid conformity to anti-Western dogma promoted by academia, the media, and dominant institutions.
As more women have shifted further left in recent years, they increasingly turn away from the freedoms of Western society toward a vacuum filled by the structure of Islam.
Orwell identified the pattern in 1984: “It was always the women, and above all the young ones, who were the most bigoted adherents of the Party, the swallowers of slogans, the amateur spies and nosers-out of unorthodoxy.”
The most zealous supporters of strict ideological systems have long been women.
These conversions highlight how leftism has created a cultural opening that Islam effectively fills.
2026-06-19 02:32:06
RT by @elonmusk: BREAKING: Starlink airline partnerships are growing rapidly.
• 2 airlines in 2022 → 41 airlines in Q2 2026
• More than 20× growth in just four years
• Contracts now cover 7,000+ aircraft worldwide
• Major carriers including United, American, Lufthansa, Air France, Qatar Airways, Emirates, and British Airways are adopting Starlink
Starlink is quickly becoming the new standard for inflight connectivity.
2026-06-19 02:26:48
Starlink provides backup connectivity to cell towers, ensuring that your phone works when you most need it
2026-06-19 02:22:45
…
2026-06-19 02:19:44
They have imported voters to win
2026-06-19 01:58:19
RT by @elonmusk: I sometimes wonder if part of the reason late-stage Rome was sacked was because they couldn’t get a permit in time to marshal the legions
2026-06-19 01:19:03
RT by @elonmusk: Grok TTS is already sounding insanely human
In Vapi’s blind voting Humaneness Index, Grok TTS ranked as the top AI voice model in the chart with a humaneness score of 96.....just 4 points below the real human benchmark
• Top AI voice model shown • 96/100 humaneness score • Only 4 points behind the human benchmark
What makes this even more impressive is that Grok TTS is combining natural-sounding speech with low latency and aggressive pricing
The gap between AI-generated speech and real human voices is disappearing faster than most people realize
Grok is starting to speak like a real person
2026-06-19 00:30:39
Grok now on Databricks
@aleabitoreddit
2026-06-19 21:11:12
Wow, I completely missed this with $LPK meeting notes.
And I think markets did too. My biggest takeaway:
- NASDAQ listing is actively on their radar and are in discussions.
- 70% market share targeted, unholy target.
- TAM greatly exceeds former projections.
- See a 4-5 base case of players this year with orders.
- Industry is ready for high volume ramps.
I do think LPK is very undervalued based on these discussions (disclosure: own positions).
2026-06-19 20:55:10
Remind me whenever I call out a bottleneck, I should go long myself.
Just floated this idea out around MLCC bottlenecks awhile back.
Taiyo Yuden up 211.38% $VSH up 146.15% Murata up 155.43%
Within the last 2 months...
Feels bad.
2026-06-19 20:19:38
I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I'm glad I chose the literal top performers for each segment from $NBIS to $EWY leaps to $SIVE.
However, I still have pretty large losses following the false analyst report on CPO delays that $NVDA refuted:
That nuked 3 of my TW CPO longs from Foci, Msscorp, Xintec and others. (which are heavily red). Shunsin / Win Semi are holding up much better though.
Some of the other ones in Japan that I've mentioned like Towa, Harmonic Drive, NCI, etc. are performing much better following short-term volatility.
As for Korea yes I have PTSD for from Auros and now Foosung that are both both red (I didn't own 093370 though, just got PTSD watching price action).
Idk if I'll touch Korea again, just way too volatile. But I still think those will end up green eventually following Sk hynix/samsung qualifications + HVM, and the future japanese supply chain shutdown.
I also did change some of my previous long ideas like $XLU following the Iran War nuking all chances of rate cuts from 3-4 down to 0, and that didn't play out too well. Three software names I mentioned previously like $TTD, $META ended up red. $SNAP, I also changed my thesis after noticing the endless SBC accounting methods. $RDDT idea was finally in the green from $130 -> $170 after a long time.
But I think the vast majority of my ideas like $MRVL, $NBIS, $ARM, $INTC, $MU, $LITE, SK Hynix, Samsung, for larger cap.
Down to $AXTI, $LITE, $AAOI, $RPI, $IQE, and others for smaller cap positions directionally play out pretty well.
With random stuff like $SIMO, $HPS.A, $TSEM, $AEHR, $LPK, $SOI, $ALRIB, and so on all ended up turning out aight too.
The blended average is kinda overwhelmingly green since majority of my long ideas are triple digit YTD.
But I've definitely missed a few.
Also entry point is really important too... I mentioned $AAOI at $30 or $AXTI at ~$13, but not everyone has the same entry point. So if someone bought AOI at $220 and it dropped to $160, I'd feel bad.
But regardless, I'd prefer to judge how ideas play out on medium term timeframes over a few months rather than a few weeks.
2026-06-19 17:04:06
Bernstein is basically the institutional version of Jim Cramer:
Tells retail Kioxia looks like it’s going to crash, gives a -50% PT.
Bunch of retail sells.
Stock proceeds to skyrocket right after, with another +12% today.
2026-06-19 12:15:52
Just a random thought, maybe someone can do a startup to solve this:
Interesting trend I’m seeing is human-recognized content farm spam sites like “Ad Hoc News”.
Flooding tens of old/repeated misleading AI news every day on specific companies for views.
But it’s treated highly + fresh to AI retrieval. So LLMs like Gemini get polluted citing that data.
Then you have people without technical backgrounds like college students making writeups on things they don’t understand, using AI.
Then LLMs get polluted in training/retrieval with that too, so you see people conflating the wrong technical nuance like comparing single channels of a cw dfb laser array vs. single high power lasers outputs.
So you have a feedback loop of low tier AI feeding into frontier AI. With model retrieval getting contaminated.
2026-06-19 10:22:27
How does China manage to smuggle in something the size of a school bus from $ASML?
Is the real question.
2026-06-19 01:18:34
Anyone got a list or ideas of the biggest NAV discounts. But independently has AI growth?
Stuff more extreme end like $ACMR and WUS (2316) compared to SK Square.
Have exposure to the ones above, just wanted to research more opportunities.
Seems to be getting noticed recently
@dianzhuXS
2026-06-19 20:28:47
赤馬紅羊 | 香港後半年：看懂小富即安，只算看懂了一半 第二解 (下) https://youtu.be/qe24Mz0_OJE
2026-06-19 15:24:09
成了，完美 謝謝大家的眾念 雷齋月以後再研究開瓶吧
2026-06-19 14:55:18
今天也算是「神助」了 趕緊調配起來 等雷齋月接到雷水再加進去 另外別問多少錢啦 咱這繩子不賣，只送 吼吼吼
2026-06-19 13:31:19
神了，等於就是為了給我下一瓶？
2026-06-19 12:51:25
雨已大
2026-06-19 12:47:18
要風得風，要雨得雨
2026-06-19 10:11:38
看書，等雨
2026-06-19 07:47:06
【怎麼打服了伊朗還挨罵呢】
川普打伊朗的目的是什麼？ 一直都很清晰 是【伊朗不能擁有核武器！】 現在目的達到了嗎？ 達到了！達到了！達到了！
怎麼戰爭結束了還會挨罵呢？ 就是沒有按照中簡圈意淫的去做唄 我就問一句 憑啥？川普欠你們的？ 美國欠你們的？
別拿中期選舉說事 選舉穩不穩是美國人自己的事 一個大白捅嗓子都不敢反抗的群體 為除自己所在國以外的世界各國 操碎了心 🤪🤪🤪
@xiaomustock
2026-06-19 16:48:09
这条推特当时挺火， 可惜没几天特朗普打伊朗干趴了一个月， 不过价格海力士都翻倍回来了， 历史一直重复， 去年关税战多少人恐惧， 今天美伊战争一样有非常多人恐惧， 今年存储这一路捏的其实很艰难， 很多人三月份被嘲讽被fud被恐惧下车了， 没能坚持到现在。
2026-06-19 11:23:36
海力士今天又是6个点， 啥也不用研究， 啥也不要做， 做得多错的多，时间会给你一切， 花里胡哨在那天天研究没屌用， 捏住海力士躺平就够了。
2026-06-19 01:43:06
这是特朗普和伊朗签的合约。 把这俩图片放到gpt或者gemini中翻译时， 会立马提示你所在地区不支持服务…. 但你要问AI事情就很正常….
@JonathanDi3614
2026-06-19 03:33:32
吃透四句成交量实战口诀，看穿主力资金套路！
新量新价有新高：股价创阶段新高时，成交量需同步温和放大，属健康量价齐升，趋势可延续。
缩量回调不用慌：上升趋势中，回调时成交量快速萎缩，说明主力锁仓、清洗浮筹，无需急抛。
高位放量滞涨：股价高位横盘但成交量持续放大，主力借活跃假象派发筹码，买盘无力推动新高。
无量拉升暗藏陷阱：股价冲高但成交量逐日萎缩，属量价顶背离，上涨动力枯竭，主力制造强势假象诱多。
生成时间：2026-08-04T07:45:00.096Z