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@aleabitoreddit
2026-06-23 23:42:09
Curious if anyone's portfolio is green after today's fun day. $KORU: -32.06% $SOXL: -22.98% $IQE: -13.58% $DRAM: -12.6% $AXTI: -12.57% $FLNC: -12.5% $AAOI: -11.2% $SIVE: -11.7% $TSEM: -10.24% $SNDK: -12.5% $MU: -11.8% Sk Hynix: -12.35% Samsung: -9.6% $MRVL: -8.3% $LITE: -7.6% $SOI -7.15% $TSM: -6.1% $AMD: -6.04% Feels like anything high-beta or semis had a steep drop.
2026-06-23 22:39:35
Today, $XFAB (1.23B MC) receives €127.4 million from CHIPS ACT for their MEMS Foundry. "The «Fab4Micro» in Erfurt is a key project for the technological sovereignty of Germany and Europe, explained Thuringia’s head of government." The production start is planned in 2028 (finanzen). With Europe's new CHIPS ACT 2 as a concurrent fundamental tailwind.
2026-06-23 22:08:54
Dip looks like a clear buying opportunity for me personally from $MU, $INTC, to $TSM. Since we got a massive drop off BS narratives like 3 rate hikes off no newly material macroeconomic data (which comes out Thursday). If institutions really believed 3 rate hike sellside garbage that BofA put out: They would profit off it with CME/prediction markets. Which are still projecting 74% no rate hike in July. But they don't. So they're feeding retail investors garbage.
2026-06-23 20:38:16
Nothing is more stupid than Bloomberg copying BofA playbook with KOSPI back in March. And framing Taiwan’s $TSM ~23.6x forward p/e and $NVDA upstream supply chain as a “bubble”. Then using the words going into “debt” instead of “margin” + comparing Taiwan’s market to the .com bubble. Crap like this is why retail trust in media has dropped off a cliff in the past few years.
2026-06-23 19:53:07
$SIVE + Aeva likely coded from the new PR today and SIVE + Apple. For Sivers lasers powering robotics / physical AI. -> Sivers lasers powering Boston Dynamics Atlas via. LG Innotek for robotics -> Nvidia Hyperion ecosystem w/ Sivers lasers for physical AI. Are possible paths with Aeva. Apple likely using Sivers also reiterated from the newer webpage: “Optical sensing modules for wearables” from biometric and health monitoring. They just can’t namedrop partners due to confidentiality, but consumer sensing is probably the biggest tell. Physical AI and mass consumer production with Apple would be very material to revenue.
2026-06-23 18:55:58
$XFAB upgraded to outperform with a PT of €12.8 by Bernstein, up from €5. Okay I forgive you Bernstein for Kioxia and Intel. I still think that’s just reactive PTs off automotive recovery, SiC/power semi ramp up. And undershooting potential a lot… If markets price in the possibility of xfab moving to HVM. On their silicon photonics foundry w/ photonixfab / Nvidia + LIGENTEC for TFLN on SOI. Regardless I’m bullish too on XFAB and curious where it heads.
2026-06-23 14:11:53
There’s nothing like BoFA giving BS extreme bear predictions. To clear all the Korean leveraged traders a 2nd time this year. Korean markets are less resilient when it’s built on Aespa, Salmon skincare, and SK Hynix/Samsung memory names ig.
2026-06-23 12:10:58
Bank of America looks like the malicious equivalent of Bernstein/Jim Cramer to retail. - said $KOSPI / $EWY was an extreme bubble, compared it to Silver crash back in March, causing retail to sell positions. The index proceeded to close to double and hit ATHs since that call. - saying “BoA expects 3 rate hikes in 2026”, Close to 0% chance on derivative markets and causes retail panic. While Trump administration calling for rate cuts. Absolutely harmful behavior from a US bank publishing this garbage to retail investors.
2026-06-23 11:16:44
IMO photonics theme + CW laser chokepoint is goated. It's legit like markets have short term memory loss and forgot how $LITE went from $3B -> $65B+ from 2024 to now. Because $NVDA caused EML bottlenecks, and forced architectural changes. We're literally seeing the same thing today with CW lasers + 1.6T/CPO shifts with Nvidia signing LTAs everywhere. Now, $AMD + other CSPs are hunting for remaining scraps with large LTAs for CW lasers + optical components. GS Research's ~9-10x $154B optical TAM in 2028 and near $0 -> $91B CPO TAM in just 2 1/2 years. Don't just magically disappear from a month of trading volatility. $AAOI sitting at ~$13B, $SIVE sitting at ~$3B, and other CW laser players look strategically very valuable. And next year I think we'll look back and say "Why didn't I learn my lesson the first time with EML from Nvidia and pick up CW laser adjacent names!" Then there's likely gonna be some new mini trend 1-2 years from now like microled or quantum dot and we're gonna see the same thing repeat. Think Sumitomo's projections with CW laser share + silicon photonics being majority / dominant architecture should be correct. I'm personally just focusing on that bottleneck as you've seen with $SOI, $TSEM, $SIVE, and others.
2026-06-23 10:27:55
Best time to long CXL for memory pooling was 4 months ago. $ALAB up 276% from $117 -> $440 $MRVL up 291% from $79 -> $309
2026-06-23 09:25:03
I actually think OE Solutions ($138080.KQ ) makes the most sense as an acquisition target by a large downstream player. Since it’s now trading at a stupid ~$215M MC for scarce EML/CW laser IP. A Source Photonics / Suzhou Dongshan Precision type acquisition might add a lot more value to another company that wants to vertically integrate. Given there’s a lot of expensive R&D and capex required to scale their fabs and buildout ahead + it’s a small optical player. (Disclosure: I do own positions) Just floating the idea out there to other companies.
2026-06-23 08:21:07
I wonder how it feels to miss out on the AI supercycle run… With photonics, memory, and even Neoclouds like $NBIS. Because you’re busy bagholding into the endless $6,000,000,000 active ATMs with $IREN.
2026-06-23 06:38:52
Wow, $TSEM up 10%+ today. Good times, should have made this one of my largest positions in hindsight back in March. Foundries like $GFS and $INTC have been going brrr lately.
@dianzhuXS
2026-06-23 23:41:25
我的天 【京冀晉蒙吉遼】😱😱😱 用句文言文說～缺了大德了 真的不要那麼配合了 我不想「準了」😮💨😮💨😮💨
2026-06-23 14:11:34
再跟各位盼這盼那，盼世界大亂的牆內長脖老等說一句 滅中共不用翻牆找別人，用不著盼美國總統川普出兵，更不用台海戰爭⋯⋯ 你們離中共最近，中共就在你們身邊，自己趕緊去就行了！
2026-06-23 13:54:12
信的朋友們 我再喊一次「遠離牆人」！ 看到了嗎？ 扭曲的靈魂已經到了 拉所有人下水的程度了 牠們盼著戰爭 盼著一切毀滅 盼著世界重啟 只有一個道理永遠不懂 【自己的事情自己做】 借助台海戰爭消滅中共 借助日本消滅中共 借助川普消滅中共⋯⋯ 全世界到處借 就是牠們自己啥也不想付出 要滅中共你就自己趕緊行動唄 台灣人著誰惹誰了？ 為了自己的目的 別人都是代價 其心何其毒也？ 遠離，遠離，遠離！
2026-06-23 13:51:19
信的朋友們 我再喊一次「遠離牆人」！ 看到了嗎？ 扭曲的靈魂已經到了 拉所有人下水的程度了 牠們盼著戰爭 盼著一切毀滅 盼著世界重啟 只有一個道理永遠不懂 【自己的事情自己做】 借助台海戰爭消滅中共 台灣人著誰惹誰了？ 為了自己的目的 別人都是代價 其心何其毒也？ 遠離，遠離，遠離！
2026-06-23 11:52:47
說一下啊，咱們這個帳號每周末都會清理垃圾，什麼是垃圾呢？ 比如，不用翻牆，所在地直接顯示「中國China」的，再比如愛黨愛國掛血旗的⋯⋯ 但一鍵識別的時候或許會有誤傷，常年老會員如遇到類似情況，可以發郵件找管理員，我們會很快恢復，請周知。
2026-06-23 09:51:38
找到台灣老雜誌『命和運』的創刊號啦，民國七十三年雙十節第一版，有點貴，還是咬牙拿下了。讓我兒子多看看版面，學學老編輯是怎麼干活的也好🤭🤭🤭
2026-06-23 07:30:13
長夜難明赤縣天，百年魔怪舞翩躚，人民五億不團圓⋯⋯ 實話難聽！別跟我抬槓，我沒在講封建迷信，說的是正在發生的事實。什麼是妖？ 毛賊東就是這百年之中，最大的妖！牠怎麼來的？ 牠就是那片鹽鹼地裡，群體意識餵出來的。這是史實，不容抵賴。 現在，毛風妖霧又重來了，老天示警天降異象，神仙難救，神仙難救，神仙難救😮💨
@elonmusk
2026-06-23 23:38:34
Pinned: All DOGE required was contact information of the recipients to confirm that funding was not fraudulent. No validated medical funding was stopped. Anything that appeared to be legitimate lifesaving funding continued and is now administered by the State Department. If anyone had actually died as a result of DOGE, their names would be worldwide headline news! On the other hand, USAID did help fund the Wuhan Virology Institute, which caused the deaths of millions, and the revolution that started the Russia-Ukraine war.
2026-06-23 23:31:45
RT by @elonmusk: Report: Female cop shoots Jewish rabbi outside Pornhub office in Canada while hiding from Marxist gunman who killed immigrant officer named Mohamed https://notthebee.com/t23da
2026-06-23 23:28:03
RT by @elonmusk: It’s all fake and gay. Government and media manufactured the “class war” then pivoted to race war to absolve the state of blame for the 2008 crisis, sideline the Tea Party with racist media attacks, and consolidate power in leftist hands. The crash was produced by Fed money printing, Fannie and Freddie guarantees, and government mandates that forced risky loans into the system. When it collapsed the insiders got bailed out. The public absorbed the damage. The Tea Party demanded accountability for the bailouts and spending. Media met that challenge by branding the movement racist from the start. That attack neutralized a direct threat to big government and crony finance. Occupy was tolerated because it focused on banks and left the state’s central role untouched. And since the “racist” accusations worked on the Tea Party, the pivot to race delivered new tools for state expansion. Media usage of the word racist surged after 2012. Equity and systemic claims became the justification for deeper government reach into hiring, lending, education, and speech. The result is consolidated leftist power. The administrative state grew larger and more intrusive. Progressive ideology gained institutional dominance while opposition gets preemptively discredited rather than debated on substance. This sequence protected the government from reckoning with the crisis it created and shifted authority toward those who thrive on bigger government and identity based control. Now the woke narrative is crumbling, watch them pivot back to a class war.
2026-06-23 23:26:46
USAID money killed millions
2026-06-23 23:26:09
Not a good use of your taxpayer money
2026-06-23 23:23:14
They didn’t just import voters, they imported judges too
2026-06-23 23:21:40
By their logic, absolutely!
2026-06-23 23:10:59
Correct
2026-06-23 23:10:12
Exactly
2026-06-23 23:09:45
Exactly
2026-06-23 23:06:28
RT by @elonmusk: .@DAGToddBlanche announces charges against 455 defendants across 45 states and territories for healthcare fraud schemes involving over $6.5 billion in false claims submitted to Medicare, Medicaid, and other programs.
2026-06-23 22:36:34
RT by @elonmusk: Falcon 9 launches the Starfall Demo mission from Florida
2026-06-23 21:42:23
RT by @elonmusk: U.S. taxpayer money, funneled through USAID and NIH, funded gain-of-function research at the Wuhan Institute of Virology. That research likely caused the COVID pandemic that killed millions and cost trillions. Dr. Fauci personally signed off on these experiments, then lied to Congress about it.
2026-06-23 21:31:00
RT by @elonmusk: It’s a requirement to be born in America to be President. It should also be a requirement to be born in America to be a federal judge.
2026-06-23 21:26:53
RT by @elonmusk: Marlon West has done more than any politician to end the Pakistani rape gangs. His daughter is a survivor. He has seen the evil. If elected as Greater Manchester mayor for Restore Britain, he will go to war with the rape gangs. Watch this. @MarlonTag is a proper fighter.
2026-06-23 21:20:56
RT by @elonmusk: “There's no anti-White bias in in the legal system!” I think there is, mate.
2026-06-23 21:02:57
RT by @elonmusk: A Biden-appointed activist judge, Sparkle Sooknanan, just blocked a commonsense tool to keep non-citizens from voting. The SAVE system simply encourages states to work with DHS to check their voter rolls. This ruling should be appealed and overturned.
2026-06-23 20:52:59
RT by @elonmusk: Let me get this straight. In America, in 2026, a federal judge just ruled that the government is NOT ALLOWED to check whether the people voting in our elections are actually American citizens. Let that sink in. A foreign-born Biden-appointed judge, confirmed on a pure party-line vote, says verifying citizenship is illegal. Every other country on earth checks. Colombia, a NARCO STATE requires ID to vote. We're told it's a violation of "rights." How is this controversial? How is this even a DEBATE? Your vote is being stolen in slow motion. Pass the SAVE America Act.
2026-06-23 20:16:55
RT by @elonmusk: BREAKING: Starlink is helping power education for hundreds of girls in the Democratic Republic of the Congo. 🇨🇩 • School provides free education to 430 girls • Community programs reach 5,000+ people annually • Installed at the Malaika School in Lubumbashi • Supports digital learning and internet access for students The Education Minister Raïssa Malu visited Malaika School and Community Center where Starlink is being used to expand access to online learning.
2026-06-23 18:44:23
RT by @elonmusk: Today’s mission includes a demo of a new vehicle that will enable affordable, routine access to the microgravity environment for scientific research and in-space manufacturing. After demonstrating controlled flight, the spacecraft will splash down in the Pacific Ocean
2026-06-23 18:17:52
RT by @elonmusk: You can map the collapse of the West by its denial of the True, then the Good, and finally the Beautiful. All that’s left to replace them are power, performance, and pleasure.
2026-06-23 17:41:03
RT by @elonmusk: USAID and other shady leftist charities used real suffering as a human shield for leftist graft! Almost 57% of USAID money to Haiti was...spent inside the DC Beltway. Just 2% made it to Haiti.
2026-06-23 14:27:56
RT by @elonmusk: Using their logic, you can argue USAID caused 9/11 then murdered 4.7 million people after.
2026-06-23 14:25:35
RT by @elonmusk: USAID was a criminal organization that funded bioweapons, censorship & global coups with your tax dollars. It was never about helping the poor. It was a viper’s nest of radical-left corruption, waste, and anti-America operations. • $53 MILLION funneled to EcoHealth Alliance for gain-of-function research at the Wuhan lab - research that created COVID-19 • Pushed censorship laws across Europe and pressured advertisers to boycott any media that wasn’t left-wing • Funded Smartmatic election systems + color revolutions to interfere in foreign governments (including Poland’s PiS) • Threatened Sen. Joni Ernst with lawsuits when she tried to audit their books • Approved $6 million+ in recent shady contracts (including $1.2M to Deloitte for “HR services”) while massively overcharging taxpayers for circumcisions worldwide USAID was a Deep State slush fund.
2026-06-23 14:06:59
By their logic, yes
2026-06-23 14:05:40
True
2026-06-23 11:13:51
RT by @elonmusk: No, Elon Musk and DOGE did not cause "millions of deaths of children." Anthony Fauci, however, very much did.
2026-06-23 10:26:02
RT by @elonmusk: USAID probably killed more people by creating Covid
2026-06-23 09:58:46
True
2026-06-23 09:48:35
RT by @elonmusk: The Holocaust was up to 6 million people dead. Ro Khanna is claiming that up to 4.5 million children were killed by Elon. What Ro is claiming is that Elon committed an atrocity on the scale of the Holocaust. This is not only an absurdly false claim, but also a very dangerous one to make. Being a sitting member of congress, Ro's words carry weight. Making such a false claim from such a source of authority puts Elon's life in danger. Repeating such false claims can motivate horrific acts of violence against him, his companies, and his associates. They are also damaging to his companies. This is no longer a game when you make such blatantly false claims. This is why the lawsuit against Ro Khanna must go forward. These falsehoods cannot be allowed to spread any further. @elonmusk, I hope you take Ro "the Robber" for every penny that he has.
2026-06-23 07:14:46
RT by @elonmusk: I introduced the first bill to ban stock trading among members of Congress. The @HouseGOP has NOT brought it to a vote. We should NOW.
2026-06-23 06:36:46
RT by @elonmusk: STARLINK: The National Superannuation Fund Limited (Nasfund) of Papua New Guinea launched Mobile Service Booths Powered by Starlink that deliver full member services directly to workplaces and remote communities across the country. Starting in Port Moresby, Starlink supports the booths with over 90 Mbps and allows on-the-spot ID card production, member statement printing, benefit eligibility screening, and account updates. Nasfund is a retirement fund with the goal to provide financial protection and a comfortable living for its members, or to support them and their beneficiaries in the event of unemployment, disability, or death. More Starlink news in today's ELON CHRON below!
2026-06-23 05:18:08
RT by @elonmusk: Yup. In this case, the driver manually overrode self-driving by pressing the accelerator all the way to 100% of the accel pedal in this residential area. They reached a speed of 73 mph during the crash, and had the accelerator pressed even after the crash.
2026-06-23 05:00:20
RT by @elonmusk: BREAKING: Starlink will bring live sports streaming to Virgin Atlantic flights. • The service will be free through Virgin Atlantic’s high-speed Starlink WiFi. • FIFA World Cup 2026 matches will be available live during flights. • Passengers can watch live sports on personal devices. • Starlink is already installed on around one-third of Virgin Atlantic aircraft. • Virgin Atlantic plans to complete Starlink installation across its fleet by 2027 Another example of how Starlink is transforming the passenger experience at 35,000 feet.
2026-06-23 04:50:04
Grok Build upgrades
2026-06-23 04:47:31
True
2026-06-23 04:44:49
RT by @elonmusk: There is not even a single dead child! If there were, it would be worldwide headline news!
2026-06-23 04:25:01
RT by @elonmusk: Multiculturalism is sold as neutral cultures peacefully coexisting side by side. That’s deliberate propaganda. Some cultures are not neutral. They are openly hostile, teaching that outsiders, especially white Christians, are filthy heathens and subhumans to be used, exploited, or replaced. The grooming gang scandals weren’t random crime. Victims were repeatedly called “white slags,” “kuffar whores,” and worse while being raped and trafficked by organised groups who viewed them with religious and racial contempt. This was the ideology in action. When one population is imported en masse, refuses to assimilate, builds parallel societies, and pursues demographic and cultural dominance, the result is not “diversity.” It’s conquest by other means with all the social breakdown, loss of trust, and long term subjugation that comes from losing a war without a single battle. The West was never asked. The West can still choose not to surrender.
2026-06-23 04:09:06
“Robber” Khanna!
2026-06-23 04:03:29
RT by @elonmusk: Three announcements from our keynote at Compile, including how we're training a new model with SpaceX.
2026-06-23 03:16:07
RT by @elonmusk: They’re trying to do to Elon what they did to POTUS Trump. And Charlie Kirk. Poison the minds of mentally unstable people with lies. The goal is to get the unstable to act out violently. The Left knows exactly what they’re doing. Ro knows exactly what he’s doing. Must stop.
2026-06-23 01:55:41
RT by @elonmusk: It’s much more likely cutting USAID SAVED 4.5 million kids lives by no longer funding the dozens of USAID-funded civil wars that had been raging across Africa, Central Asia, LatAm and beyond.
2026-06-23 01:34:23
RT by @elonmusk: Ending USAID saved lives. Fact.
2026-06-23 01:32:57
RT by @elonmusk: Selbst aus mathematisch-statistischer Perspektive ist das erschreckend: Syrer zum Beispiel sind bei Vergewaltigungen etwa 20-fach überrepräsentiert. Begegnet eine Frau in der Nacht fünf Syrern, liegt ihr Vergewaltigungsrisiko um zehntausend Prozent (!) höher, als würde sie fünf Deutschen begegnen. Begegnet die Frau hingegen fünf Südkoreanern oder Japanern, liegt ihr Vergewaltigungsrisiko sogar unter dem „normalen Alltagsrisiko“, das die 5 Deutschen darstellen, nämlich bei null. Wer also behauptet, Ethnien und Kulturen wären alle gleich und es mache keinen Unterschied, wen man ins Land holt, lügt.
2026-06-23 01:24:22
RT by @elonmusk: The new /goal command in Grok Build is a huge update Until now, most coding agents have worked like enhanced chatbots You ask. It responds. You review. You guide it. Repeat /goal changes the entire paradigm Instead of micromanaging every step, you hand Grok Build a single engineering objective, and it plans the work, breaks it into tasks, executes them, verifies the results, and keeps going until the goal is complete It can: • Create an execution plan • Track progress with a checklist • Review code • Inspect webpages • Execute scripts • Verify its own work • Recover from failures • Continue autonomously while you supervise You can monitor and control it with commands like: /goal status /goal pause /goal resume /goal clear This is a shift from “help me write code” to “own this engineering objective” That’s a completely different category of coding agent...and a glimpse of where AI-assisted software development is headed
2026-06-23 01:20:47
Pinned: Absolutely. This is a total lie. All DOGE did was require contact with the aid recipients to confirm that funds were being used legitimately. Anything less than this is insane! Multiple people from USAID have been charged by the Justice Department with stealing money. Moreover, they pled GUILTY!! https://www.justice.gov/opa/pr/usaid-official-and-three-corporate-executives-plead-guilty-decade-long-bribery-scheme
2026-06-23 01:20:01
RT by @elonmusk: Elon just sued German state TV for extreme lies. He and his very good German attorney scored a quick win and are continuing. Suing evil and lying politicians and government institutions that abuse their citizens is a service to humanity. Sue them all, Elon.
2026-06-23 01:09:17
Yes
2026-06-23 00:40:46
RT by @elonmusk: *taps sign
2026-06-23 00:39:43
RT by @elonmusk: Ro Khanna attacking DOGE reminds me of Elon’s PayPal lesson: “Do you know who complained the loudest? Fraudsters.”
2026-06-23 00:35:14
RT by @elonmusk: The simplest question to ask a socialist is how much of their own money they have given to the causes they support The answer is always 0 On some deep psychological level, it’s because they see taxation and control of other people’s money as their contribution to solving the problem Some people really do care about the causes (doubtful that ro or warren or aoc or Bernie do at all) but regardless the core moral error is they think that being the one to demand where money is spent is a morally good action. It isn’t. Service is service. Sacrifice is sacrifice. Generosity is generosity. Secondhand is not. Controlling is not.
2026-06-23 00:06:15
RT by @elonmusk: 🚨 BREAKING: Elon Musk indicates he's SUING Rep. Ro Khanna (D) after Khanna said Elon needs to answer for '4.5 million kids dying' because of DOGE cuts ELON: "Time to sue this liar." "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!!" "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." Wow! @ElonMusk is going MAXIMUM FAFO MODE!
2026-06-23 00:05:47
Ro the Robber
@xiaomustock
2026-06-23 22:21:51
这下子真踏空了看来😂
2026-06-23 20:48:16
这帖子的评论区当时的嘲讽声好大， 差点盖过了我的意志。 全都在说我“搞笑吗？” 兄弟们帮我嘲讽回去
2026-06-23 20:43:22
现在都知道 $SPCX 的业务了吧， 可回收火箭， 发射出去还能收回来， 不炸的话还能再发射出去。
2026-06-23 16:31:40
我对上半年很知足， 所以下半年只追求能睡得着的操作， 或者操作了以后能睡得着， 总之得睡得着😀
2026-06-23 10:51:13
韩国人极端呐，真几把又跌熔断
2026-06-23 09:58:48
这个信号挺危险，说明美版云厂和AI公司巨额的投入没有带来AI消费端产品明显的代际差异。等韩国熔断我再回来，很多天没熔断了。
生成时间：2026-08-04T07:45:00.095Z