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📅 20260622 推文存档
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@elonmusk
2026-06-22 23:57:17
The standard applied by DOGE was very simple and easy: Provide contact information for the recipients of aid, so that we can confirm it is not fraudulent. The reality is that money was being sent to corrupt politicians under the guise of aid! Liars and stock insider traders like Ro the Robber should be in prison!!
2026-06-22 23:45:47
True
2026-06-22 22:14:33
RT by @elonmusk: Well, that’s that—I’ve been blocked by Wikipedia “indefinitely” for unstated reasons, by the “consensus” of a mob. There was no due process, no prosecutor, no dispassionate judge, no jury, no interpretation of law. All my judges were self-selected and hated me. 🤣
2026-06-22 21:47:42
RT by @elonmusk: BREAKING: SpaceX just received an investment-grade credit rating from Fitch for its new bond offering. • Fitch gave SpaceX a BBB+ rating, which means its debt is seen as reasonably safe for big investors. • All three major rating agencies now rate SpaceX as investment grade: Moody’s, Fitch and S&P. • SpaceX reported over $100 billion in cash and cash equivalents after its record IPO • Fitch cited SpaceX’s dominant launch business, fast-growing Starlink network and expanding AI compute operations as major strengths • SpaceX has delivered more than 80% of the world’s mass sent to orbit since 2023 This is a major vote of confidence in SpaceX’s long-term business.
2026-06-22 21:30:01
RT by @elonmusk: Elon Musk says that "it's disappointing how well propaganda works." "If you repeat a lie… some people actually believe it… If someone believes CNN, then they would say, he must be a Nazi because they said it on TV."
2026-06-22 19:42:59
RT by @elonmusk: Simple science
2026-06-22 11:44:26
RT by @elonmusk: Neuralink now has its 26th recipient Sgt. Lee Marten, @Canuckula, is a Vancouver Police Sergeant, cyclist, and ALS patient who became the first Canadian to receive the N1 brain-computer interface Lee was diagnosed with ALS in February 2025 and received his implant in May, with a 25-person team of doctors, engineers, and specialists from Canada and the U.S. involved in the procedure This is why Neuralink matters It is not just futuristic tech.....it is technology that can help people regain communication, independence, and a connection to the world Neuralink keeps changing lives
2026-06-22 11:28:55
RT by @elonmusk: The Falcon program has now delivered more mass to orbit in recent years than the rest of the world combined and more individual satellites than all of humanity launched in the previous 60+ years of spaceflight The Merlin engine is quite literally the most successful rocket engine of all time. Reliable, powerful, refined over hundreds of flights and thousands of engine-uses, and still going strong It’s the machine that: • Made Starlink possible at global scale • Proved reusability at an industrial level • Dropped launch costs dramatically • Inspired an entire new generation of space companies • Carried thousands of satellites, cargo, and crewed missions with incredible reliability
2026-06-22 10:33:44
“Full access” 😂
2026-06-22 10:18:12
Video
2026-06-22 10:14:08
RT by @elonmusk: China added a Germany-sized low carbon electricity grid last year. Nearly 500 TWh more generation, almost all solar and wind, built in factories that still burn coal. Carbon payback came in under two years and power sector emissions still fell. Germany already had zero carbon nuclear power. It shut the last plants down in 2023 because ideology demanded it. Higher prices and more coal and gas backup followed. One country scales clean energy through ruthless pragmatism. The other commits economic suicide and calls it environmental virtue. The West is economically self-destructing by submitting to blue haired lesbians on SSRIs.
2026-06-22 09:24:21
RT by @elonmusk: When Elon Musk visited Pope Francis at the Vatican with his kids.
2026-06-22 08:00:19
RT by @elonmusk: There's nothing like celebrating Father's Day with your children, grand kids and great grandsons! I hope you all had a wonderful day. My best, Bill
2026-06-22 07:55:36
Works every time
2026-06-22 07:48:30
RT by @elonmusk: 1/ Regardez cette courbe. C’est la fréquence du terme « white supremacy » dans la presse américaine (travaux de David Rozado). Explosion brutale après 2013. Pas une explosion du racisme réel. Une explosion de la catégorie. C’est du concept creep mécanique : quand le problème tangible recule, on élargit la définition pour que la menace ne disparaisse jamais. 2/ Le timing n’est pas un hasard. À partir de 2013-2015, la caste médiatique et politique sent qu’elle perd le monopole du récit. Internet, les réseaux sociaux, les données qui circulent librement, Trump, Brexit, la montée des voix dissidentes : le contrôle narratif global se fissure. Il leur faut un monstre absolu, simple, moralement irréfutable, pour recoller tout le monde dans la peur et justifier la répression. 3/ La mécanique est limpide : Créer une catégorie « white supremacy » ultra-large qui englobe : - toute critique de l’immigration de masse, - toute remarque sur des statistiques ethniques de criminalité, - toute défense des frontières, - toute fierté culturelle européenne. Une fois la catégorie créée, tout devient légitime : la censure, la déplatformisation, les lois sur la « haine », et même la prison. 4/ Au Royaume-Uni, on voit le résultat en direct. Des milliers de petites filles blanches ont été violées en bande, de façon systématique et organisée, dans Rotherham, Rochdale, Oxford, Telford, etc. Le rapport Alexis Jay (2014) et les enquêtes suivantes sont clairs : les autorités ont fermé les yeux pendant des années par peur d’être accusées de racisme. Aujourd’hui, ceux qui rappellent ces faits ou qui critiquent la politique migratoire qui a permis ça risquent la prison pour posts sur les réseaux. C’est l’asymétrie parfaite : les viols de masse sont relativisés pour ne pas « stigmatiser ». Nommer le pattern te vaut le label « white supremacist ». 5/ C’est exactement le point 3 et 4 du cahier des charges. On met en prison ceux qui dénoncent le problème. On ne dénonce pas (ou très mollement) les viols de masse des petites filles. Et on utilise la narrative « white supremacy » comme marteau pour frapper toute rébellion. 6/ Le but unique de cette construction narrative ? Stériliser toute rébellion des Blancs contre les autres Blancs (et les élites) qui veulent conserver le pouvoir par la corruption et la coercition. En posant toute conscience collective blanche comme suspecte de « supremacism », on empêche : - la solidarité nationale, - la défense des intérêts des classes populaires européennes, - la remise en cause frontale des politiques de submersion migratoire et de déconstruction culturelle. C’est du divide and rule version narrative. Les autres groupes ont droit à l’identité forte. Les Blancs n’ont droit qu’à la culpabilité. 7/ C’est une fumisterie totale. Le racisme existe. Il se combat avec des principes simples et universels : égalité stricte devant la loi, liberté d’expression maximale, faits et statistiques, refus de toute discrimination légale. Pas avec une catégorie racialisée gonflée à bloc qui sert à neutraliser les contestataires et à maintenir une élite au pouvoir. Cette narrative ne protège personne. Elle divise, elle paralyse, elle protège le statu quo. 8/ Le vrai sujet n’est pas « est-ce que le racisme existe ? ». Le vrai sujet est : qui bénéficie de l’inflation permanente de cette catégorie, et pourquoi elle explose précisément au moment où le contrôle narratif des élites commence à craquer. La réponse est dans la courbe. Et dans les prisons britanniques pour tweets. Et dans le silence assourdissant sur les grooming gangs pendant des années.
2026-06-22 04:58:58
RT by @elonmusk: The Media and Left worked together to create the “white supremacy” narrative. They had to create the lie. They had to create the hate. They had to create the division. It all started after 2010. Why?! The Legacy Media is the Enemy of the People.
2026-06-22 02:30:07
RT by @elonmusk: Falcon 9 launches 24 @Starlink satellites from California
2026-06-22 01:53:25
Video
2026-06-22 01:43:09
Wow
2026-06-22 01:29:12
Your kids will love this video! Grok Imagine prompt: The kittens with mittens start dancing and singing “we’re kittens with mittens” with joyful, energetic movements and playful expressions.
2026-06-22 01:16:52
Makes no sense
2026-06-22 01:14:35
RT @WR4NYGov: No Taxation Without Annihilation The Anti-Antimatter-Tax Party fights for our freedom. AATP LFG!
2026-06-22 01:12:00
Karl’s Dad was cool
2026-06-22 00:53:37
RT by @elonmusk: Just so I understand, 1 crazy white guy with a knife is a terrorist attack. But an industrialized foreign rape conspiracy of 250,000 little British girls was not.
2026-06-22 00:41:25
❤️
2026-06-22 00:01:26
RT by @elonmusk: We just need to celebrate having kids. Happy Father's Day.
@aleabitoreddit
2026-06-22 22:43:38
Wow, $SPCX is now down over $583B in MC... Since Jim Cramer gave a bullish call at $210. Pretty amazing to witness tbh. Inverse Cramer would have returned ~21% in 3 trading days, outperforming a year in your largest indexes?
2026-06-22 22:19:34
That’s for you to decide. But just throwing this out there: If $AAOI hits projections, that’s over 800%+ Y/Y growth, and $5.6B revenue annualized off $12.8B MC. My guess is that the $471m/month will keep going up as demand seems to scale exponentially into 2028. I’d expect ASP/margins to go up across the board as well. Especially as the industry is bottlenecked and $AMD + CSPs are going around hunting for LTAs.
2026-06-22 18:33:46
As for $LPK: Maybe $3B-$5B seems reasonable when they fully volume ramp if I had to guess. Feels more asymmetrical to me personally since it's just a waiting game and they have the customers for glass substrates. Small machine supplier chokepoints usually cap out from TAM though and don't go to $20B+ unless you're ASML or hold many chokepoints like KLAC. Not many dominant "monopolies" like these out there right before volume ramp this small: Maybe you have stuff like: - Aixtron (MOCVD) ~$8B - Towa (compression bonding) ~$2B - Techwing (memory handler/cube probes) ~$1.5B - MSScorps (CPO inspection), but pre-ramp. $850M - Riber (quantum MBE), very pre-ramp ~$350M Then LPK Laser for glass core substrates (about to ramp) at ~$730M, which thematically should have more premiums than memory. (eg. major advanced packaging shift, CPO adjacent, etc). Lot of obscure chemical monopolies I know of, but those don't get as much attention cause BOM is much lower than equipment. But for lpk you have: eg. “80% of customers among major global players have selected LPKF equipment”. 70% of LIDE market share target for TGV in the glass-core ramp, should be very material. (disclosure: own, the listed names above aside from techwing/aixtron, NFI). Just kinda the path they go if you follow $AEHR at ~$3.5B now: - <$500m: "Oh they have no customers!" ---> (probably somewhere in the middle here). - < $1.5B: "Maybe volume comes soon!" - $3B+ onward: "Looks like they're starting to volume ramp. Just a lesson for the cycle of the chokepoint machine suppliers from my personal experiences.
2026-06-22 10:14:41
I expect Japan to mog Sweden in the World Cup tomorrow. Probably another 4-0 after Japan's soccer players saw how Swedish media treated $SIVE.
2026-06-22 09:20:35
Wow, 3 limit ups in a row with WUS TW. Pretty sad I didn't take larger positions. WUS TW is 1 my 2 NAV arbitrage + independent growth trades. If you want context: WUS TW is a ~$1.12B PCB player with AI DC growth. Their stake in WUS Kunshan is $4.79B (11.4% of 42.04 billion) So basically they're a $1.1B PCB player growing independently, sitting on ~$4.79B worth of another company that looks to IPOed on Hong Kong markets soon. And a successful activist investor in Palliser (with Ajinomoto and Toto), is pressuring them to trim some holdings along with a few others. Seems like a pretty insane disconnect, and I think there's a lot of potential here.
2026-06-22 08:55:20
Jeez, Japanese markets seem happy. Everything from Furukawa, Towa, Harmonic Drive, Ibiden, are up today. Probably after winning the World Cup game 4-0?
@dianzhuXS
2026-06-22 22:35:17
大明白們不用再把「乳狀雲」的網搜貼給我啦，我還沒老到不會網搜，何況現在還有AI可以問，你們複製粘貼的那些沒人不知道，也沒價值。
2026-06-22 21:23:35
6月22日傍晚，北京出現【妖雲】
2026-06-22 21:04:04
雷暴大風😱😱😱 繼續【神一下】實證記錄 不是神了，也不是準了 是神準，噢耶💪
2026-06-22 20:23:45
川普牛逼💪💪💪 套裝更改後的新帽子 在這個是人不是人都能瞎叭叭 假消息橫行的時代 還是多看看White House吧
2026-06-22 14:07:03
美伊談判有了一個好的開始💪 卡塔爾與巴基斯坦星期一（22日）發表聯合聲明稱，“高級別委員會”同意“在60天內達成最終協議的路線圖”，並將於本週持續進行技術層面的會談。
2026-06-22 13:37:49
這是剛關注我，就被拉黑的 我這裡不歡迎拿性教徒來關注 我寫的字也不給你們看 我的聲音不給你們聽 我也早就發文聲明 成為大老王的對立面 還是那句話，我有潔癖嫌髒 請周知
2026-06-22 10:20:57
說一下啊，每個人都有表達自己觀點的自由。我絕對支持你們罵各國領導人的權利，但罵川普的，罵高市早苗的，罵⋯⋯請在自己的帳號罵，或者去接受你們宣洩情緒的博主那裡，給他們提供流量。我這裡只接受罵習近平，我認為這才是重點，謝謝您的配合。
2026-06-22 09:46:38
韓國股市 太任性了 太倔強了 太暴騰了 太狂躁了 太⋯⋯😱
2026-06-22 09:37:26
嗯，別笑，一切都是必然 【刻在骨子裡】😱 尊重他人命運
2026-06-22 08:44:08
犬子開始工作了 孩子說了 半年後出版創刊號 大家多多支持吧 謝謝https://substack.com/@dianzhuxs/note/c-280452159?r=8moxkp&utm_medium=ios&utm_source=notes-share-action
@xiaomustock
2026-06-22 08:21:36
海力士美股adr很接近了， 机构资金都会提前买， 配合炸裂的财报， 要么adr前就翻倍， 要么adr后再翻倍。 所以涨跌根本不慌。
生成时间：2026-08-04T08:16:02.333Z