Appearance
📅 20260620 推文存档
📊 共 28 条推文
@elonmusk
2026-06-20 23:23:35
RT by @elonmusk: From @WSJFreeEx via @WSJOpinion: Elon Musk officially entered the canon of the greatest inventors, builders and capitalists not only of our time but arguably of humankind. What a time to be alive. What an extraordinary era to build, writes @EliseStefanik. https://on.wsj.com/4uHUDXz
2026-06-20 20:30:31
RT by @elonmusk: Censorship is far more dangerous than misinformation
2026-06-20 18:08:32
RT by @elonmusk: Same here.
2026-06-20 15:19:29
RT by @elonmusk: Traded my Range Rover for a @Tesla Model Y and picked it up two weeks ago. Turned on FSD today after the 14.3.3 update. If you don’t believe in magic, I don’t know what to tell you. I’ve always been fascinated by technology for as long as I can remember, but this is something else entirely.
2026-06-20 10:22:04
RT by @elonmusk: Elon Musk allows his harshest critics to speak freely on X This is the opposite of what a real totalitarian would do
2026-06-20 08:35:28
Starlink in Lesotho! 🇱🇸
2026-06-20 08:34:30
RT by @elonmusk: SpaceX has possibly the best aesthetics of any company in the world
2026-06-20 07:52:44
RT by @elonmusk: The great lie is that society is divided between rich and poor. The great truth, as David Friedberg puts it, is makers vs takers.
Makers build, create, and deliver real value: houses, software, art, businesses, and everything that moves civilization forward.
Takers watch, criticize, analyze, and politic. They push the lie that the rich hoard unfairly so the poor must seize it… all while positioning themselves to rule the chaos.
As @friedberg tells his kids: “At the end of the day, if you made something and someone else valued it, you were a maker. That was an amazing achievement. That is a great day.”
Takers thrive on division. Makers drive progress.
Time to choose your side.
2026-06-20 06:23:21
RT by @elonmusk: POD UP! 🚨
Besties are back to discuss:
-- SpaceX's record IPO, Cursor deal, and the first trillionaire
-- The modern politburo and the new oligarchy (@friedberg cooks)
-- Behind the scenes of the Anthropic Fable ban
-- Iran War peace deal
(0:00) Bestie intros!
(2:41) The New Oligarchs, America's incoming politburo, and learned helplessness
(14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and the trillionaire reactions
(33:34) Behind the scenes of the Anthropic Fable ban
(1:01:18) Claude psychoanalyzes its creator, Dario Amodei
(1:14:31) Iran War MOU and the market impact
2026-06-20 03:18:00
RT by @elonmusk: On her way out, @TulsiGabbard dropped bombshell documents proving Dr. Fauci colluded with a politicized intel community to bury the lab-leak truth and lie to Congress. I've referred him to the DOJ multiple times for prosecution.
The evidence keeps mounting, but more will be coming soon.
2026-06-20 03:09:04
RT by @elonmusk: Well, it worked with Charlie Kirk, didn’t it?
2026-06-20 02:46:50
The reason they call me a Nazi is to encourage people to murder me
2026-06-20 02:44:03
R to @elonmusk: Things won’t be measure in dollars then, just mass & energy
2026-06-20 02:42:21
In the future, a trillion times a trillion dollars will be spent on making antimatter to travel to other star systems
2026-06-20 02:25:09
RT by @elonmusk: So let me get this straight: in the UK, a 15-year-old can’t be trusted with social media, but an 11-year-old can be trusted to make life-altering medical decisions that could leave them infertile for life. To protect the children, of course.
2026-06-20 01:43:04
RT by @elonmusk: Asmongold read the entire UK rape gang report live to hundreds of thousands of viewers on a 7-hour stream.
Single-handedly, he has done more to expose the grooming gangs and protect vulnerable girls than the entire modern feminist movement combined.
@dianzhuXS
2026-06-20 21:17:46
深度測試新平台功能，結論～
Substack 中，只有正式的文章電子報會有郵箱投送。而短「筆記」不會發送郵箱提醒，請周知🤫https://substack.com/@dianzhuxs/note/c-279615357?r=8moxkp&utm_medium=ios&utm_source=notes-share-action
2026-06-20 19:35:04
Substack 最重要的功能是Email提醒👍亲测每次发文，读者邮箱都直接收到。
不像 YouTube、X、Threads 要依赖演算法推送，受制於平台認定的帳號權重。在Substack 里推送给订阅者是必须，訂閱者不會錯過博主的每一次發帖，是平台的亮点。
2026-06-20 19:06:37
R to @dianzhuXS: open.substack.com/pub/dianzh…
2026-06-20 16:36:18
R to @dianzhuXS: open.substack.com/pub/123484…
2026-06-20 15:39:29
以後直播不在X保留錄音了 沒聽到的等播客更新吧 我們儘量做到2天內更新播客音頻 不能用播客的就耐心等待 油管字幕版視頻吧，但會很久
2026-06-20 13:22:08
x.com/i/spaces/1dKrPPozjNYJX
2026-06-20 12:59:55
狡兔三窟新平台 【點燭電子報】 準備讓我兒子當主編
有用過Substack這個平台的嗎 說說優缺點唄
2026-06-20 09:03:13
日本簽證費提高這事，簡中圈罵聲一片。
但是吧，一個扎心的事實不容忽視。好多國家的普通人來日本都是不用簽證的，有個詞叫「免簽」。
嗯，所以對日本的旅遊業影響不大，且針對的就是一部分少數需要簽證的遊客而已，這是事實。
有誤傷嗎？肯定有，但解決此類問題的終極方法，就是改國籍，您說呢？
@aleabitoreddit
2026-06-20 19:52:49
I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $RDDT WSB forum.
They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions validated their InP substrate position many months later.
$RPI - everyone called it some meme stock.
Literally Bloomberg, Financial Times, and others went out and called it a meme stock with no fundamentals.
Analysts went and said the idea was stupid and said it was going to crash “as a fact”.
Earnings came out? Blew away any projection with 58% fwd revenue growth.
But they seem to have forgot all the backlash they threw out at me, while they’re citing it as a high growth ai hardware company no.
$SIVE? Everyone called it a “meme stock”. I get bunch of hate from Swedish media all the way up.
Bunch of people didn’t understand the technical nuances, and they keep throwing personal attacks for some strange reason.
But as you know it’s probably my most successful idea and it’s validated so far by institutional buying from Fidelity Research, JP Morgan as well as formally announced partnerships from $JBL to $GFS.
Same hate with:
$AAOI at $30, when everyone called management a “scam” or “shady”
$LITE at $300 when everyone called photonics a “bubble”
$RKLB at $20 when everyone thought it was a low revenue launch company that was a bubble. I actually got temp banned from WSB from posting about Rocketlab since moderators didn’t like the stock.
$HOOD at $20 when everyone recalled them freezing GME buys/sells
$IQE at $12 when people thought it was just some random crap $100m company over in the UK with “no actual photonics partnerships”
$SOI at $44 when European bank analysts thought it was “overvalued”and my thesis wasn’t anything new
$NBIS at $75 when everyone in the $IREN camp said I was spreading Russian propaganda and that they had no moat
$INTC at $115 when everyone thought they couldn’t compete with $TSM
$MRVL at $85 when everyone thought they were losing ASIC share to Broadcom.
$AEHR at $35 when everyone misread their earnings and thought they had no revenue
$EWY at $115 when everyone was crying KOSPI was a bubble and LNG/helium/oil would disrupt the memory trade
Can go on and on…
I do read a lot of the comments, which is why I remember a lot of the hate (probably either jealously, impression farming, or lacking the technical depth is my guess).
But I think at this point, people can just see each thesis validated over and over again.
And the success in markets drown out the old noise.
Good thing is markets are the final arbiter of what’s right or wrong, not the angry comments or posts on X.
2026-06-20 17:46:52
I’m just posting this since people seem really curious about X’s revenue sharing program.
Genuinely didn’t expect to get seen 100M+ times every 2 weeks!
Would keep doing the same thing tho, even if it were free and I just had a few friends from $RDDT to share ideas with.
2026-06-20 11:52:23
In terms of personal notes:
Priortech owns 21% of $CAMT, ~1.35x their MC, seems more like holding co.
Bit Digital people kept shouting, but NAV discount is not clean $WYFI, lot of dilution + not AI parent.
Wistron (3231) is the best one I've seen since $SIVE + Ayar + Wiwynn are one of my favorite trio.
~$16.2B MC, Q1 revenue up a ridiculous amount with 144% Y/Y growth.
Owns 35.46% of Wiwynn, which is ~0.66x of MC. I'd expect Wiwynn to keep on growing.
- Sin-American Silicon 5483 does own 46.64% of GlobalWafers (6488).
MC is $3.5B, stake value is ~$7.9B, but not exactly growing too fast independently, though it's heavily trading heavily discount to NAV.
- Iljin Holdings owns 42.99% of Iljin Electric, it's ~$0.22B MC vs. ~$1.13B NAV holding. This was transformer/cable DC related.
But again idk if I trust korean stocks for NAV unlock, probably better for activist investors.
- Simmtech Holdings was ~$0.17B MC vs. ~$1.0B of parent, which also looks ridiculous.
So 6x+ NAV. PCB substrate related name. Also another prob don't trust korean governance type name.
I think both $ACMR and WUS have H-Share subsidiary listing soon, and those were the biggest NAV discounts with independent growth.
Then you have a highly successful activist going after WUS so I'd expect some middle ground there.
So maybe I'll put more concentration into those on top of what I already own Monday, we'll see. And Wistron was growing very fast independently.
I'm still doing research, normally this goes in shower thoughts since I haven't formally made a conclusion, but thought others might be interested.
@xiaomustock
2026-06-20 16:36:08
年初当时等待的海力士adr美股即将要来了， 进美股放大承接市场， 海力士真正的疯狂！ 牢牢捏住海力士45天！ HODL！
生成时间：2026-08-04T08:16:02.335Z