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@dianzhuXS
2026-06-25 23:03:01
【盧家門兒古法論命乾貨】 上次直播，聊韓紅因為馮小剛的電影『抓特務』走個面兒，遭遇口碑滑鐵盧，說到一個八字命理學的知識點～「甲午天符祿」。 所謂「甲午天符祿」是祿命法論命體系中納音的一個名詞。即納音甲午沙中金的三元詳解。所謂「符」是源於天干五合中的「甲己合」，此處先不論「化」⋯⋯ https://substack.com/@dianzhuxs/note/c-282553748?r=8moxkp&utm_medium=ios&utm_source=notes-share-action
2026-06-25 20:04:16
算法變更是必須的，像我這樣的原創作者，不拋棄X的原因，僅僅是為了支持馬斯克這個人和他的理念。港真，目前的算法確實有點喪，我肯定會狡兔三窟，多平台同步發展，絕不被所謂的算法拿捏。
2026-06-25 17:29:18
今天店裡很忙，終於有時間寫兩句了，大盧說的寫的都是有依據的，請看圖，關於「甲午天符祿」的記載，現在又有幾個人肯下功夫去古書中找，去查呢？都TM的潦草，都抄別人的二創，壞逼忽悠傻逼共振，呵呵🤭
2026-06-25 08:24:03
請注意，大盧又立旗啦！ 很多人還在注意「走個面兒」 其實「抓特務」就是「海瑞罷官2.0」 是【習近平新時代無產階級文化大革命2.0開始的標誌】 有一個群體 60年前叫「紅衛兵」 120年前叫「義和團」 現在叫啥？ 拭目以待☝️
2026-06-25 08:13:49
請注意，大盧又立旗啦！ 很多人還在注意「走個面兒」 其實「抓特務」就是「海瑞罷官2.0」 是【習近平新時代無產階級文化大革命2.0開始的標誌】 拭目以待☝️
2026-06-25 07:27:55
【海瑞罷官2.0「抓特務」，走個面兒不靈了】 昨晚直播X突然出現BUG，好在我們有新平台，錄音在這裡。聊了馮小剛的齷齪，聊了為什麼「時機未到」，聊了「抓特務=海瑞罷官，文革2.0已經發生」，最後大家一起還提出了一個爭議話題～韓紅的大運是按男命排還是女命呢⋯⋯ 噹噹噹，敲黑板 昨晚提到了「納音論命」的一個知識點～【甲午天符祿】，我一會總結成筆記發在Substack電子報上，想學習的來關注，新平台創號更感恩所有轉發幫宣傳，謝謝大家https://open.substack.com/pub/dianzhuxs/p/57d?r=8moxkp&utm_medium=ios
@aleabitoreddit
2026-06-25 22:51:04
Feels like the only thing that hasn’t crashed… Is memory like $MU, indexes, or large cap semis like Intel so far. - Photonics from $AXTI to $SIVE down 40%. - Space from $ASTS and $RKLB down 40% 1M. - Popular AI names like $PLTR is down ~35% YTD. - Software like $CRM down -40%. - Bitcoin sub <60k, Ethereum sub <$16k. Not a fun time with a hawkish fed narrative and potential rate hikes. However this does sorta feel overshot due to margin liquidations on less liquid assets compared to mega caps. But we’ll see what happens, usually fundamentals override liquidity shock in the longer run. I’m still personally bullish on the AI buildout + upstream AI capex beneficiaries, but 1-2 potential rate hikes certainly don’t help.
2026-06-25 13:46:15
The $WEN meme traders made it to Global Media from Japan to US! The burger fast food chain is now up ~50%, which is pretty impressive. Feels bad to be sidelined and see my AI memory/optical portfolio perform worse than a $RDDT memestock tho. Did anyone take positions?
2026-06-25 12:56:18
Global markets in a nutshell: Japanese Company: Active monopoly over random chokepoints in the hyperscaler AI buildout. Valuation: $150m-$350M Silicon Valley: Here's a $200m for a "Seed Round".
2026-06-25 11:45:23
Very interesting statement today: $MU CEO predicts a multi-decade memory demand cycle driven by humanoid robots. "Humanoid robots, he says, will require roughly ten times more memory than today’s Level 2+ autonomous vehicles." "And that demand wave is set to begin before the decade is out." Something as well as was "Over time, we expect the value of on-device AI combined with pent-up unit replacement demand to drive memory demand growth" Which is also another trend (Apple Intelligence is currently dog, but I'm sure we'll see innovations with localized/edge AI). Feels like all the industry leaders from $TSM Chairman, $TSLA Elon Musk, to $MU CEO see humanoids as the next major trend so physical AI is probably next. I wonder if the world is going to have enough memory. Or if we'll see enough breakthroughs to shrink memory usage.
2026-06-25 10:15:43
Think so. But in the meantime, I call my strategy: Diversified Losses. With $AXTI, $SOI, $AAOI, and many others. Had a massive drawdown recently, CPO exposure was hit the hardest (Foci, Msscorp, etc) and adjacent names, feels bad. Probably lesson personally, I had too much concentration in photonics vs. memory/other sectors without weighting/hedging properly. With Soitec, there's been a few negative institutional reports that I'd disagree with. Think AXT was hit harder in specific just because of float expansion/dilution concerns. AAOI, probably just brought down with the theme. I can't give advice on buying, so completely up to you to make for cost averaging or entering positions. But I do think we're still early in the Supercycle with photonics, there's bound to be corrections/crashes along the way up. If my personal thesis is correct though, many of these names will have a major inflection point in midway through 2027 scaling up to 2028. Markets don't typically wait to price things in advance, but some ideas might be a tad early or in the buildout given it's H2 2026 now. Which is why it's important to build your own conviction.
2026-06-25 08:20:02
Today, Anthropic has directly accused the $BABA Qwen AI lab of distilling its frontier AI models. By creating thousands of fake accounts and over 28.8 million exchanges. Feels like this is kind of known by now... but there's been no real penalties enforced yet. We'll see what happens.
2026-06-25 05:16:46
Always amazing looking at $MU earnings: Revenue: $41.46B vs. $35.8B est. EPS: $25.11 vs. $20.78 est. Forecasts: Revenue: $49B to $51B, vs $43.24B est EPS: $30.00 to $32.00, vs. $25.31. “Micron said on Wednesday that it has signed 16 long-term agreements” "When completed, we expect approximately half or more of our company revenue to be under these" Looks like memory demand has become structural… But great earnings to show up the AI trade is continuing to ramp up.
@elonmusk
2026-06-25 22:49:39
Video
2026-06-25 22:30:00
RT by @elonmusk: This. 👇 👇 👇
2026-06-25 22:23:36
RT by @elonmusk: Tesla has announced that it will increase production output at its Giga Berlin factory by another 20% to 7,500 vehicles per week starting in October of this year. This is in addition to the 20% production output increase previously announced a few months ago. Tesla will hire 1,000 additional employees by October for this new increase in production. "3,500 additional jobs will be created in the short and medium term for vehicle and battery manufacturing at the plant," Tesla said.
2026-06-25 21:38:32
RT by @elonmusk: Mindestens vier Mädchen im Alter von 12 bis 14 Jahren wurden am vergangenen Samstagnachmittag in einem Schwimmbad in Schwäbisch Gmünd Opfer sexueller Übergriffe. Tatverdächtig ist ein 21-jähriger Afghane. Er soll den Mädchen nicht nur an den Hintern und Oberschenkel gefasst haben. Er wollte wohl auch die Bikini-Unterteile herunterziehen. Bei einem Mädchen soll er zudem versucht haben, mit den Fingern in den Intimbereich einzudringen, was bedeutet, dass es sich aus rechtlicher Sicht um eine versuchte Vergewaltigung handeln dürfte. Der Tatverdächtige wurde zwar festgenommen, die Staatsanwaltschaft beantragte auch einen Haftbefehl, aber der zuständige Richter setzte ihn außer Vollzug. Der Kerl rennt also weiterhin frei unter uns herum. Die Auflage, keine Freibäder aufzusuchen, wird ihn mit Sicherheit wenig interessieren, zumal das gar nicht kontrolliert werden kann. Meine Güte, sperrt solche Leute doch weg und schiebt sie ab. Für solche Personen braucht es die Möglichkeit eines Eilverfahrens, in dem nicht nur wegen der begangenen Straftat verhandelt wird, sondern auch der mögliche Aufenthaltstitel entzogen und zeitlich unbefristete Abschiebehaft angeordnet werden kann. Warum müssen wir diese Täter weiter hier erdulden und finanzieren?
2026-06-25 19:47:21
RT by @elonmusk: Justice for Louis.
2026-06-25 16:07:31
RT by @elonmusk: SpaceX rocket launches in 2026 are insanely brutal SpaceX: • 76 operational launches ➝ 76 successes ➝ 0 failures The entire rest of the world combined: • 55 tracked launches ➝ 49 successes ➝ 6 failures SpaceX basically erased the failure bar entirely from the chart lol One company has flown more operational orbital missions this year than every other country, agency, and launch company combined and still has a cleaner record with a 100% success rate so far This is one company operating at industrial scale while the rest of the world still treats orbit like a rare national event
2026-06-25 15:40:05
Which countries are we missing?
2026-06-25 15:13:08
Pinned: Potential name for the AI industry regulatory authority: AI Associated Institute of America, Inc or AIAIAI, pronounced “ay yai yai”
2026-06-25 15:08:57
RT by @elonmusk: The real class war is between the productive class and the parasitic class.
2026-06-25 14:48:00
RT by @elonmusk: BREAKING: Kazakhstan Railways is bringing Starlink internet to 900 train carriages this summer. • By July, around 900 train carriages will be equipped with Starlink internet. • The service will cover nearly 50 passenger routes across the country. • KTZ’s passenger fleet has about 2,211 units, with the goal of full network coverage by autumn. • The rollout is being done in stages as part of Kazakhstan’s railway transport modernization program • Starlink was first tested on the Burabay Express electric train in 2025. • Satellite internet has also been introduced on other major routes, including Astana–Ust-Kamenogorsk and Astana–Almaty Talgo trains. Starlink is proving again that high-speed satellite internet can transform travel, especially across large countries and remote routes.
2026-06-25 14:43:01
True
2026-06-25 14:07:49
Video
2026-06-25 13:47:31
RT by @elonmusk: Honestly at this point I'm a bit frustrated I didn't get my USAID-sponsored RPG
2026-06-25 13:46:08
RT @levelsio: The craziest thing about Quake is how many modern FPS games originate from it somehow Valve's Source engine was a modified Q…
2026-06-25 13:42:41
Video
2026-06-25 13:38:47
Great interview
2026-06-25 13:24:52
RT by @elonmusk: How it started vs how it’s going
2026-06-25 13:10:12
Wow
2026-06-25 12:14:32
RT by @elonmusk: The worms did not grow inside USAID overnight. The worm colony spread across the agency over decades.
2026-06-25 12:06:33
RT by @elonmusk: Need to find a harder problem for /goal. I haven't even finished my coffee yet.
2026-06-25 11:58:53
RT by @elonmusk: Getting used to being liked likely means you are overfit to RLHF. The problem with overfitting is that the pain overwhelms the limbic system once you try to sample trajectories outside the known distribution. As more people like you, your sampling regime becomes smaller and smaller to avoid negative feedback. Eventually you get stuck and become a slave to your own feelings. That’s why I have never seen a model student happy once they become a “model”. Their weights are frozen and cannot be updated anymore. They cannot risk being better than their own SOTA.
2026-06-25 11:46:24
RT by @elonmusk: “We are going to have a multi-racial nation in Singapore. This is not a Malay nation. This is not a Chinese nation. This is not an Indian nation. Everybody will have his place here, equal: language, culture, religion.” — Lee Kuan Yew, August 9, 1965 LKY’s quote echoes Aristotle’s account of the polis as the highest koinonia, or community, formed not by blood or mere aggregation but for the sake of eudaimonia, the good life, through justice as its binding principle and the cultivation of virtue among citizens. A regime, or politeia, endures when it serves the common good rather than faction. Lee took a vulnerable, divided entrepôt and deliberately constructed a modern polis. He rejected ethnic clientelism, imposed equal rules under law, rewarded merit, and built habits of discipline and cohesion so citizens of every background could pursue security and rising prosperity together. He treated nationhood as a fragile achievement that required constant defense against stasis. Aristotle warned that when a politeia no longer aims at eudaimonia for the whole but instead manages competing interests and erodes the civic ethos, it decays into factional strife and eventual collapse. And Lee showed what deliberate counter measures look like in practice. America today is moving toward the condition Aristotle feared and Lee refused to accept. Identity based claims increasingly displace equal rules, merit yields to group outcome, and trust in shared institutions frays. Without a conscious recovery of the principles that once sustained our own politeia, namely justice applied without favor, habits of self-government, and a civic ethos oriented toward the flourishing of citizens as one people rather than rival tribes, America risks the very stasis and hollowing that have undone polities throughout history.
2026-06-25 10:16:05
RT by @elonmusk: Communism through (my) ages: 1) When I was 15, a teacher told me "It isn't as bad as they say, and makes a lot of sense." 2) At about 19, college friends, "Socialism isn't communism." 3) At 20, on meeting my grandfather-in-law, "They are evil. We escaped in 1949." 4) At 30, "China is a wonderful developing Democracy" 5) At 35, I was sent to communist China on business. It was a crowded, smelly, dirty, factory of despair and hopelessness. This I saw with my own eyes. 6) At 36, "China doesn't count. Successful socialism is in northern Europe." 7) I moved to northern Europe when I was 40. It was much nicer than China, but also felt like I was living in the past. I had to wait 6 months for a hernia operation. 8) When I was about 45, the migrant crisis began. The socialist/globalist/pacifist allowed them entry into every country, regardless how many crimes they committed along the way. Just 20 minutes from my house, in Calais, I was shocked to see migrants jumping onto trucks, breaking open the doors, scattering the contents across the highway, then climbing in. They went through the Chunnel and got out in England. 9) At 52, the soft socialism around me had transformed into globalism. I was told I had to call people by their preferred pronouns, though it was a lie, and even if I didn't know what the preferences were. I quit. 10) I returned to the US, and am now 60. "Socialism" is no longer a dirty word here. People openly espouse the virtues of it. Politicians run as socialists and win. Socialism has taken many forms, from the Bolshevism of Russia, to the CCP in China, the Nazis in Germany, Fascists in Italy, and the many forms of it found in Latin America. It is one of the two most destructive ideologies on earth. It is designed to deprive, despirit, and murder everything that comes in contact with it. Socialism is a great lie at every level. It helps no one, not even those who benefit the most. This is because the cost is the imposition of one's will on everyone else, and that destroys the soul of the usurper and the life of the oppressed. Socialism always fails on its own, but only after destroying almost everything in its train. It can also be conquered. Those are the options.
2026-06-25 08:01:35
RT by @elonmusk: How many more children before we admit the experiment failed? This time it’s two Iraqi brothers, 18 and 20, on trial in Essen, Germany, for allegedly raping a 7 year old girl on two separate occasions. She was the friend of their younger sister who lived right next door. Another horror story in a continent-wide pattern. Across Europe, men from certain immigrant backgrounds, especially Middle East, North Africa, and parts of Africa, are wildly overrepresented in rape and child sexual abuse statistics. In Germany, foreigners are 15% of the population but 38% of rape suspects. In Sweden, immigrant men dominate rape convictions in long term studies, even after adjusting for age and socioeconomic factors. Those arriving as teens or adults bring the highest risk. In the UK, foreign citizens are 3.5x more likely to be arrested for sexual offences. The Pakistani muslim grooming gang scandal is still unraveling. Europe didn’t have an epidemic of 7 year olds being raped by their neighbors’ older brothers before the mass low-skilled migration experiment. It imported the problem along with the people. Cultures that treat non-muslim girls as fair game, or that normalize early sexualization and weak boundaries around children, don’t magically become Swedish, German, or British just because they cross a border. This is what happens when you prioritize volume over compatibility and then gaslight the public about the results. The trial continues. The pattern continues. The denial continues.
2026-06-25 08:00:10
💯
2026-06-25 06:22:27
RT by @elonmusk: The Overton Window right now
2026-06-25 06:11:00
RT by @elonmusk: I once reported on how great Wikipedia was. Now, it’s FULL of propaganda. That’s a big problem because its bad information corrupts AI and search results: @npovmedia @AshleyRindsberg
2026-06-25 05:55:29
RT by @elonmusk: The fall of Rome was less a dramatic collapse and more the slow and eventually total decline of state services. One day, your postman becomes a little less reliable. He arrives less often. Then later on, he's gone, and you're not sending or receiving letters anymore.
2026-06-25 05:15:56
Lee Kuan Yew was a genius
2026-06-25 05:03:26
RT by @elonmusk: The 𝕏 Money experience keeps getting better. Even activating your card feels special. Excited for more and more people to get onboarded.
2026-06-25 04:14:02
RT by @elonmusk: Image
2026-06-25 04:13:48
RT by @elonmusk: Migrants film themselves beating French boy into coma (he died) https://notthebee.com/article/migrants-film-themselves-beating-french-boy-into-coma-he-died
2026-06-25 03:20:27
RT by @elonmusk: i’m convinced that the best founders don’t post on linkedIn (or at least sparingly)
2026-06-25 02:31:46
RT by @elonmusk: The craziest thing about Quake is how many modern FPS games originate from it somehow Valve's Source engine was a modified Quake 1 engine which spawned Half Life, Counter Strike, DOTA, Apex Legends, Titanfall The entire Call of Duty and Warzone series originates from a modified Quake 3 engine that's continously iterated since!
2026-06-25 02:22:39
This is happening throughout the West
2026-06-25 00:38:05
RT by @elonmusk: Elon just hinted at Neuralink’s next major leap: Not just brain-to-computer control Higher-bandwidth communication between humans, AI, and eventually humans themselves This is much bigger than typing with your brain AI is moving at a speed humans simply can’t match through keyboards, phones, voice, or even language itself We think in rich ideas Then we compress those ideas into words Then someone else has to decode those words back into meaning That is painfully low bandwidth AI does not have that problem Machines can process, respond, and improve at insane speed If humans stay trapped in slow communication loops while AI keeps accelerating, we lose the advantage Neuralink is the bridge “In the long term, Neuralink hopes to play a role in AI risk / civilizational risk reduction by improving human-to-AI and human-to-human bandwidth by several orders of magnitude” — Elon Musk Brain → computer is step one Brain → AI is the next frontier Brain → brain is the long-term vision Human intent moving closer to the speed of thought This is how humans stay competitive in the age of superintelligence Not by slowing AI down By upgrading human bandwidth
2026-06-25 00:33:46
RT by @elonmusk: The users who complain about the flaws in your product may seem annoying, but they are on the whole probably your most valuable users. They complain because they care, and I doubt a startup could ever get really big without users who care a lot about the product.
@xiaomustock
2026-06-25 22:10:19
康宁 $GLW 很硬气，刚普跌下去立马拉回来了。这俩天硬的离谱，该脆康宁改名 巨硬，对标微软。
2026-06-25 15:44:52
至于日月光半导体 $ASX 可以当成1000亿市值的小号台积电 $TSM ， 想象力无比夸张，也进入了供需紧张的提价周期。 现在手里就3个股票 #海力士 $GLW $ASX 别的没了，海力士正股占1/2，glw和asx各占1/4
2026-06-25 15:39:00
下一代AI芯片用玻璃基板代替pcb，康宁是专业的， 下一代AI芯片pcb要换玻璃基板，康宁是专业的， 下一代电互连要换光互连，康宁是专业的， 康宁 $GLW 在玻璃这一块有无与伦比的话语权。
2026-06-25 15:11:13
玻璃基板，康宁 $GLW 光纤，康宁 $GLW 玻璃光学互连CPO，康宁 $GLW 英伟达投资扩产，康宁 $GLW 康宁 $GLW 简直是下一代AI算力的底座，中了狗屎运。 黄仁勋也是190买的， 长个俩三倍到个5000亿美金不过分吧。
2026-06-25 14:28:38
努力给自己说，没有2x海力士就当再一次降低杠杆了，拿着正股风险小， 而且康宁 $GLW 也非常好，涨了2.5%😂
2026-06-25 13:33:18
海力士2x新高了，悔恨的泪水夺眶而出😭
2026-06-25 13:29:06
海力士正股296万韩元，剩5000股， 再卖剁手了
2026-06-25 12:59:47
昨天开心是因为没在车上， 今天难过也是因为没在车上。😂 本来想睡个好觉最重要， 今天又想着昨晚4点钟财报发的时候没睡觉多好😂
2026-06-25 12:42:35
人这生物真是犯贱， 亏了难受，少赚了也难受， 踏空了也难受， 其实啥都没变。 心态要是能变成万事万物波澜不惊， 那就牛逼了， 不过人味也没了。
2026-06-25 12:00:22
我喜欢玩这些千亿万亿美金的大市值股票。股价很难被操纵， 这种股票全市场都没有多少人能影响其价格走势， 完全按照业绩和市场预期在驱动。 普通人更不可能操纵和影响他们的价格。 拿着睡觉踏实。
2026-06-25 11:33:49
刚继续加仓了康宁 $GLW 和日月光 $AXS 台积电，三星，英特尔三家都开始密集提到玻璃基板，康宁在光纤和玻璃基板都有垄断优势。 日月光近期提价，今天盘后暴涨夜盘暴跌，买的还能更便宜点了。 各搞了一样多，就看以后哪个能更赚钱点。 相当于把2x海力士的钱换成了康宁和日月光，留了正股海力士。
2026-06-25 11:08:24
这波太菜了，2x海力士踏空了，正股没踏空， 正股284万韩元接回来了 本来想美光业绩不及预期跌个大的， 这下搞的2x不敢买了，这次给机会低价20%没中用。太贪心了想跌更多。
2026-06-25 10:31:54
按照美光财报利润280亿算， 海力士q2利润=280*2+740=1300亿美金 海力士二季度经营利润560亿美金， 财报利润1300亿美金， 这他娘的美光财报太好了，踏空了
@JonathanDi3614
2026-06-25 00:51:19
最近在忙处理公司事情，没怎么盯盘操作，下周猛猛冲击。 大盘又进了一个两难的位置——可进可退。往上冲正常，往下走二次探底也正常。但问题出在市场氛围上：几千家下跌，指数是红的。 翻一翻个股，真的已经跌得不成样子了。涨的时候没它，跌的时候跟得比谁都快。这个现象，确实够怪异。 今天涨的，还是资源类、制造类——那些“卖铲子”的板块。市场机会就是资金机会，不在这条线上的，这一轮调整就是煎熬。 不是恐吓，是提醒。看清自己的持仓在哪里，别等跌透了才反应过来。熬得住就等轮动，熬不住就调仓。市场不会因为你觉得“不该跌”就不跌。
生成时间：2026-08-04T08:16:02.330Z