Appearance
📅 20260621 推文存档
📊 共 43 条推文
@elonmusk
2026-06-21 23:56:44
RT by @elonmusk: I’ve been living immersed in South Korea for the last month with my wife and daughter. We just leave the stroller outside if we go in anywhere. Because no one’s going to steal it. I met a friend for lunch. He rode his bicycle. He just left it outside in an alley without a lock. It was still there 2 hours later. Another friend mistakenly left his phone on a park bench. When he finally retraced his steps and went back 4 hours later, his iPhone was still there. I walked by a KPop concert. The fans who traveled from outside of Seoul to attend just left their luggage outside the subway station. No locks. No security. Koreans take this for granted. They don’t realize this is not normal for most the world, especially America. When I ask about it, they just respond, “of course, why would someone take it?” Can you imagine any of these things happening or being possible in NYC or LA or insert city? And IF, something were to be stolen in Korea, the police would investigate. Because in a high trust society, rules and norms matter. There’s no “under $1000” law. Theft is theft. And trust is trust. Will this social norm ever be possible in America?
2026-06-21 23:49:17
Happy Father’s Day!
2026-06-21 22:47:11
RT by @elonmusk: Happy Father’s Day to all the dads and grandfathers out there helping inspire and prepare the explorers, builders, and dreamers of tomorrow. The future Starfleet is going to need a lot of recruits!
2026-06-21 21:32:29
RT by @elonmusk: Happy Father’s Day to all the incredible dads out there ❤️
2026-06-21 15:13:06
RT by @elonmusk: Es gibt keine Massenproteste mehr gegen Remigration. Aber überall in Europa gibt es Demos für Remigration. Der linke Widerstand ist gebrochen, und wir werden jeden Tag stärker. Noch ist nichts entschieden, aber die Chancen stehen gut. Weitermachen, voranpreschen.
2026-06-21 14:50:51
RT by @elonmusk: I love this guy. Muslim former Prime Minster of Scotland. When a white person attacks brown people, he goes into a frenzy posting about racism and hate. When a brown person attacks a white person, he calls for an end to "division". Same act. Two standards. Anti-white racism.
2026-06-21 14:42:58
RT by @elonmusk: No Taxation Without Annihilation The Anti-Antimatter-Tax Party fights for our freedom. AATP LFG!
2026-06-21 14:13:10
Wild times ahead!
2026-06-21 14:04:52
RT by @elonmusk: Toxic empathy looks at these stats and says, "Let's give them all another chance."
2026-06-21 10:46:52
RT by @elonmusk: 2 hours of a white man committing non life threatening crime being committed in UK
> Country wide mainstream news coverage
250,000 rapes on women and children by Muslims over the course of 70 years
> absolutely no mainstream news coverage
You can’t make this up.
2026-06-21 10:32:40
RT by @elonmusk: We actually lived through this
2026-06-21 10:23:45
Video
2026-06-21 09:01:34
Yes
2026-06-21 04:46:22
RT by @elonmusk: It’s under-appreciated the extent to which activist judges are ruining society
They literally study crime for their career, and know the recidivism stats
Yet they release violent criminals multiple times and give them under-guideline sentences
Hold judges accountable or nothing changes.
2026-06-21 04:43:11
🫡
2026-06-21 04:42:50
RT @WR4NYGov: Since 2008, $15B taxpayer dollars have been invested in California High Speed Rail. There is no working track and zero passen…
2026-06-21 04:40:15
RT by @elonmusk: Jensen Huang on Elon’s vision for humanoid robots:
Elon has said there could eventually be one humanoid robot for every person
Jensen Huang’s response? “I’m hoping more”
He believes even that estimate may be too conservative
“There’s going to be a whole bunch of robots in factories working around the clock”
“Almost everything will be robotic”
Today, the world is already facing a massive labor shortage
“We’re millions of people short in labor today. We are desperate for robotics so companies can grow”
This isn’t just about replacing repetitive work
It’s about enabling industries to scale beyond the limits of human labor
The robot revolution won’t be measured in millions
It will likely be measured in billions
2026-06-21 04:28:25
Good idea
2026-06-21 04:27:12
Amazing abundance for all!
2026-06-21 04:15:05
RT by @elonmusk: Better just to send money directly to the people from the Treasury.
So long as the increase in goods & services exceeds the increase in the money supply, which will be the case with AI & robots, there will not be inflation.
In fact, my prediction is that we will desperately be fighting deflation!
2026-06-21 02:28:18
RT by @elonmusk: Am converted. Just drove from south San Francisco through Oregon without touching my steering wheel. Tesla full self drive is both magical and life changing, relaxing and maybe even life saving! Thank you @elonmusk for the technology!
2026-06-21 02:25:48
2026-06-21 01:50:48
Time to return to sanity
2026-06-21 01:30:31
RT by @elonmusk: Since 2008, $15B taxpayer dollars have been invested in California High Speed Rail. There is no working track and zero passengers so far.
In the same time frame $12B in private funds were invested in SpaceX pre IPO.
SpaceX has 10,000 Starlink satellites serving 10 million customers and has taken 74 passengers into orbit.
Politicians tell you they’ll do better with Elon’s money than he does. California shows the truth.
2026-06-21 01:25:41
Case closed
2026-06-21 01:20:53
Wow
2026-06-21 00:39:10
RT by @elonmusk: Asmongold reacts to Pew Research's quiz revealing that 97% of r/politics users lean left with nearly half being the furthest left counted on the poll
"I feel like nobody's surprised..the reason why politics is like this and reddit is like is bc they literally ban everybody else..reddit is intentionally censored and it's been like that for a long time"
2026-06-21 00:31:39
RT @elonmusk: @WR4NYGov We need an anti-antimatter-tax party 😂
2026-06-21 00:28:50
RT by @elonmusk: POLL…
2026-06-21 00:27:00
RT by @elonmusk: We need an anti-antimatter-tax party 😂
2026-06-21 00:25:31
So true
@dianzhuXS
2026-06-21 19:51:29
嗯，不放大招是不行了🤭🤭🤭
2026-06-21 15:12:21
podcasts.apple.com/kr/podcas…
2026-06-21 13:17:12
Substack 的直播錄音平台剛剛自動處理完，我聽著還行，大家幫著測試下，給點建議，謝謝😊
2026-06-21 10:50:35
x.com/i/spaces/1RJjppLkQPaKw
2026-06-21 07:18:07
本來只是想讓我兒子幹點正事 鍛鍊下寫作能力 順便狡兔三窟一下 沒想到這個平台做的還真細膩 直播會有倒計時 省去了不同時區換算的麻煩 而且沒有【算法壟斷】真實不虛 居然無縫連接calendar 放權讓用戶自己設置推送 看來很值得費一番精力好好做做嘍 中午直播細聊
2026-06-21 04:55:48
新平台【電子報Substack】同步直播測試https://x.com/i/spaces/1RJjppLkQPaKw
@aleabitoreddit
2026-06-21 19:04:51
That’s a misconception: $SIVE is the laser supplier for next gen architectures, not just CPO scale up. Pluggable, scale out CPO, scale up CPO, NPO, etc. - Sivers and $JBL went god-mode and developed 1.6T optical transceivers with CW lasers. Effectively designing around the EML bottlenecks, and even made things more power efficient. From quotes from Jabil management they created a “relatively dramatic moat”. So for the next gen of 1.6T pluggable transceivers, Sivers seems immediately used. Markets missed this nuance too: after Jabil’s announcement, other pluggable players reached out, and SIVE is working with them now (prob codevelopment, qualification stage). There’s not too many players that build optical transceivers that aren’t vertically integrated like Lumentum (think: Innolight/eoptolink, and maybe others). So these are active developments, just not public material yet and could be a new press release anytime. - for CPO scale out which happens H2 2026 onward like $POET, $SIVE is a laser supplier for those players. - scale up CPO is h2 2027, from Ayar and Nvidia’a NVLink CPO ecosystem and that’s the main volume ramp across optical players. But this is where $SIVE looks like they mog every other player from supply chain mapping. Since they’ve likely been working + designed in with $MRVL Celestial, Lightmatter, Lightelligence and the others since they were small way back when. On top of things like this: For foundries like $GFS, $SIVE is the reference laser. Not even including massive companies like O-Net building ELS with $SIVE, likely for the Asian hyperscalers supply chains. This is why $SIVE is by far my favorite laser chokepoint long. Feels like they’re everywhere in new optical architectures starting beginning of 2027.
2026-06-21 15:53:18
I've been getting a lot of questions about OE Solutions (138080) recently. Here's my research/thoughts so far on it: They're a small Korean optical transceiver company, similar to $AAOI. And they've become one the few EML players in the world (eg. $COHR, $LITE, Mitsubishi, Source, Sumitomo), with scarce 100G EML laser capacity for 800G/1.6T. OE appears to be trying to make the full transceiver, not just the EML. They also have finished ELSFP CPO products, with UHP CW lasers, which is sampling Q3. Likewise, OE also seems to be building out the full ELSFP, rather than selling CW laser dies, so that's more market share. So you can think of it as Korean AAOI but EML instead of CW, and less capacity/qualifications. And playing catch-up to the rest of the world. However in terms of timelines: 1. 23dBm cooled ELSFP samples start in Q3 2026 2. Sales base for 800G, and 2027 1.6T "full force" 3. Late H2 2027, H1 2028 onward probably their ELSFP enters the volume production. And it seems they're working on 200G EML capability from their investor snipper 2025 OE IR snippet referenced “100GBaud EML / 200G PAM". This seems promising given their IP/demos. ELS has just been unveiled recently, sampling starts Q3. 800G/1.6T Optical transceivers are also likely 2027. So this is basically Korea's sovereign photonics player, playing catchup to $LITE, $AAOI, and the bigger players. (Disclosure: I have positions in OE Solutions (138080). This is fundamental research for informational purposes, not financial advice). As for OE solution valuations: 1. Doesn't seem like there's confirmed customers yet for these growth verticals. 2. Probably not many people understood what they're building toward yet. 3. Yields data kinda uncertain 1. Customers: We're actually in a major EML/CW laser shortage, so any independent capacity will be sought after. I personally don't think they'll have a hard time finding customers here. I would assume anything they make might get bought out and would get extra support from Korea. 2. Institutional support: Probably not much since it doesn't meet threshold for many US institution given MC size + KR listing. I also don't think many people understood what they're building yet. 3. Yields/Capacity: OE's disclosed wafer/module utilization is low (i remember was around 31% underutilized off the top of my head), so there's enough material revenue they can generate before they need to spend on capex. I'm also not sure about EML/CW and other yields. Probably need to go ask the company. Is this some random crap co? No. It's been doing optical transceivers stuff for more than 20Y, has R&D in the U.S. and Netherlands. But their entire AI growth vertical seems to happen next year, and hinges mainly around capacity/yields. And I personally think the EML/CW tech is probably worth a lot more than their current MC, if it were an acquisition target. Especially from a larger player that wanted to vertically integrate EML for pluggables and CW lasers for CPO. Markets are probably waiting on more certainty around qualifications after Q3 sampling or earnings projections announcements. TLDR on thoughts: Some of my friends discussed this last year, was probably way too early. Saw it got many comments 2 months ago, still too early. I still think now is early, but later in Q3-Q4 might be more interesting. I personally think it's a lot higher risk than a major CPO player like $SIVE, that's embedded in Ayar, $JBL, $GFS, and many other hyperscaler suppliers. Which also has Win Semi and others de-risking volume ramp. As OE Solutions looks like a new player trying to build out an $AAOI for the optical transceivers but sovereign EML and CW laser production for CPO products. And there's a lot of answered questions around customers + volume ramp, which presents material risk. But if you believe Korea can build out an 800G/1.6T transceiver EML supply chain and ELSFP with CW lasers. With OE Solutions, it might be worth taking a look into. Still researching the company tho, just initial thoughts.
2026-06-21 14:18:53
Apparently gym bros are the new hyperscalers.
They’ve created a new bottleneck with whey protein?
Now there’s $SNDK style price hikes.
Maybe creatine is next with shortages.
2026-06-21 13:32:42
Well, looks like prediction markets are about to get a ton of extra regulatory scrutiny.
They should also investigate how Polymarket pays influencers for undisclosed paid comments to game the X algorithm.
I get offered deals like this all the time as the most subscribed to person on X.
But as you know, I don’t do paid promotions since I want my research to be without outside influence.
2026-06-21 11:32:21
Trump administration is prob realizing now that the key to winning Trade Wars:
Is through frontier supply chains like Quantum, AI, Robotics.
Not cheap Nike sock exports.
With $ASML, $TOWA, $LPK, Ajinomoto,
over in Japan, EU, TW, Korea, and others holding all the cards…
Since each country holds different monopolies and chokepoints needed to make each industry work.
Which all happens to be OUTSIDE the US.
Tariffing all our partners turned out to be not a great idea.
But not too late imo to repair relations and weaponize global supply chains through partners if Trump wants better trade deals.
@xiaomustock
2026-06-21 15:08:41
现在海力士276万韩元，距离390万韩元重估市值还有50%空间，这一段市场重估的钱会在45天内给捏住海力士的人。美股adr上线之日就是重估完成之时，机构不会给散户太多利润空间，就跟他们操作新股ipo一样，吃到极致的估值再卖给散户。
AI不需要折腾太多瞎搞，只需要🤏捏住AI的蛋蛋。 我现在的仓位一半是海里，另一半是2x海力士，只有1%现金仓位。 如果算上机动资金则是我预留了额外25%的钱在市场发生动荡的情况下心态能平和游刃应对，经历过今年三月黑天鹅，我改变了以往完全彻底孤注一掷，现在始终给自己一个发生暴跌情况下抄底的机会。
生成时间：2026-08-04T07:45:00.096Z