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@elonmusk
2026-06-29 23:54:04
True
2026-06-29 23:53:42
RT by @elonmusk: xAI has added Build page to xAI Console
2026-06-29 23:22:11
The hard truth is that USAID, with its constant support of often violent leftist regime change, caused a lot of death!
2026-06-29 23:15:06
Yup
2026-06-29 23:09:35
Correct
2026-06-29 23:09:34
RT by @elonmusk: Justice Alito's dissent lays it out plain as day. This opinion opens the door to more fraud and it is not difficult to understand why. Outside of military ballots, ballots that show up after election day should not be counted. They are highly suspect.
2026-06-29 23:00:49
RT by @elonmusk: But Democrats told me Elon didn’t do philanthropy…
2026-06-29 22:51:31
RT by @elonmusk: If you are building harnesses or AI tools and would like help adding grok in there hit me up More powerful models are coming and it's better to be prepared ahead of time DM's are open
2026-06-29 22:46:07
Interesting
2026-06-29 22:45:54
RT by @elonmusk: Think about this, the 7+ year old Teslas with AI3 that are now getting FSD V14 Lite have a more capable self-driving system than any brand-new non-Tesla car currently sold in North America. Pretty wild.
2026-06-29 22:01:56
RT by @elonmusk: I'm from the UK... And besides that, more Europeans die from heat every year than Americans die from guns, even including suicides. Use AC.
2026-06-29 22:01:48
RT by @elonmusk: One vote stood between America and independence. The man who had to cast it was 80 miles away, battling cancer, as a violent thunderstorm raged. His name was Caesar Rodney. A lesser-known founder of the American Revolution, Rodney rode overnight on horseback from Delaware to Philadelphia, arriving just in time to cast the deciding vote for independence and sign the Declaration of Independence. 🇺🇲
2026-06-29 21:53:11
RT by @elonmusk: v14 Lite Release Notes: – Distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that have been made to HW4 including Reinforcement Learning (RL) and offline models for HW3. – Improved both proactive and reactive responsiveness across a wide variety of categories including navigation handling, merges and forks, pedestrian interactions, traffic lights, and vehicle cut-in scenarios. – Improved general comfort in nominal scenarios through fewer false slowdowns, smoother steering and more consistent lane centering. – Introduced parking, unparking, and reversing capabilities. – Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, or at the Curbside. – Speed Profiles are now available at all times, to further customize driving style preference.
2026-06-29 21:21:14
RT by @elonmusk: As we celebrate America's 250th birthday with @Freedom250, we're reminded that our nation's story has always been defined by people willing to take on big challenges. @POTUS launched the Artemis program with a bold vision for America's future in space. Today, we're carrying that vision forward by returning to the Moon, building a permanent presence, and preparing for where we inevitably go next.
2026-06-29 21:12:48
RT by @elonmusk: It’s fascinating how Democrats never call for George Soros to be taxed more. His net worth is $7.5 billion.
2026-06-29 20:37:10
RT by @elonmusk: SpaceX has now completed its 60th dedicated Starlink launch of 2026, putting nearly 1,600 new Starlink satellites into orbit this year alone All in just under 6 months That is an insane pace The Starlink constellation keeps growing every single week, bringing high-speed internet to more people around the world
2026-06-29 20:30:12
There are no American flags, but there are flags of many other countries. Those whose loyalty is to another country over America are, by definition, traitors and must be expelled immediately.
2026-06-29 19:38:54
RT by @elonmusk: USAID had 64 years and $2 trillion to end world hunger. The Left is acting like all they needed was 1 more year. By ending USAID the funding for Communism and was drastically cut. Less Communism did more to end world hunger than anything USAID did during its entire existence.
2026-06-29 19:06:46
Oppressive & irrational government rules only make things worse
2026-06-29 19:04:42
Starlink New Zealand
2026-06-29 19:03:53
For a US official to fly the flag of another country after having sworn an oath of citizenship that requires sole loyalty to America is nothing but treason!
2026-06-29 18:57:17
Highest death count of any philosophy
2026-06-29 18:31:43
Nice work by the @Tesla_AI team! The AI3 computer only has ~15% of the effective memory bandwidth of AI4, so this was a tough challenge.
2026-06-29 18:28:47
RT by @elonmusk: Neuralink is needed to solve the super low & lossy output bandwidth of humans. Our input bandwidth, thanks to vision, is many orders of magnitude higher than our output bandwidth, but could also be greatly improved. By addressing these bandwidth limitations and greatly increasing our effective cognitive capacity, human-AI symbiosis will be far better, improving the probability of a great outcome for humanity in the future.
2026-06-29 18:16:34
Tesla FSD v14 Lite is rolling out to customers with our AI3 hardware
2026-06-29 18:13:39
Grok Build daily updates
2026-06-29 18:08:42
RT by @elonmusk: In some cases, where we don’t have access to the source code, eg network switch software, we are also decompiling and modifying the binaries to improve performance
2026-06-29 17:10:11
RT by @elonmusk: Really impressive first few drives with FSD v14 lite! Big leap in capability and feature set from v12.6.4, it’s tuned for safety right now so it’s taking things slow and smoothly. Highway performance was notably great. More videos and a very long form review later once I get a few more hours of driving in.
2026-06-29 17:03:10
RT by @elonmusk: 🚨ANOTHER CITY FALLS: DOWNTOWN CHICAGO SEIZED FOR ISLAM While our leaders obsess over Europe’s slow death, Chicago is being captured right now. On June 25, 2026, thousands of Shia Muslims took over downtown Chicago streets for their annual Ashura procession. Not inside their mosques. They seized public streets in the heart of the city a sea of burqas, black flags, and men rhythmically beating their chests in mourning for their prophet. This is not quiet prayer. This is a public show of force and total commitment to their ideology. Chicago already has over 100 mosques. Yet they still flood downtown, shut down streets, and perform their rituals openly in the name of “justice”, the same “justice” that ultimately means Sharia. This is the exact same pattern we just saw in Dearborn: public dominance, demographic replacement, and zero interest in assimilation. Chicago’s streets now belong to them for the day. Soon it will be permanent. We are losing one American city after another to Islamic supremacism while our politicians and media pretend it’s only happening across the ocean. Dearborn. Chicago. Minneapolis Patterson Hamtramck Houston Detroit... Next? Wake up! This is not immigration. This is conquest by inches, and they are no longer hiding it.
2026-06-29 16:21:00
RT by @elonmusk: Feminism was created to dismantle the family, not to liberate women.
2026-06-29 13:27:55
RT by @elonmusk: SpaceX just launched 2 Falcon 9 rockets in 10 hours Falcon 9 lifted off from California and delivered 24 more Starlink satellites to orbit Then another Falcon 9 launched from Florida, sending SXM-11 private/commercial mission to orbit Two different coasts - Two Different missions Two reused boosters - One insane launch cadence There is no other company that can launch like SpaceX... SpaceX is operating at a completely different level At this point, Falcon 9 launches are starting to look like airline departures
2026-06-29 10:38:42
RT by @elonmusk: Today I was walking around in Sausalito and asking @grok voice how much apartments around me cost to rent and it was truly an AGI-ly experience
2026-06-29 10:34:45
RT by @elonmusk: Falcon 9’s first stage has landed on the A Shortfall of Gravitas droneship
2026-06-29 10:27:37
Interesting
2026-06-29 10:27:01
Extremely troubling
2026-06-29 10:13:14
RT by @elonmusk: Watch Falcon 9 launch the @SiriusXM SXM-11 mission to orbit https://x.com/i/broadcasts/1AJEmmRWBjkJL
2026-06-29 09:41:34
RT by @elonmusk: Looking forward to 1M humans on Mars. It’s THE milestone, imo.
2026-06-29 09:08:51
RT by @elonmusk: Originally USAID was a slush fund invented in 1964 during the cold war under the Johnson Doctrine. An election fund to prevent communist and Socialist regimes from the Western Hemisphere. Mainly Central and South America.. Democrats abused and perverted USAID to elect Socialist and Communist fegimes in the western hemisphere. And radical Islamic Regimes in Northwest Africa This phenomenon isn't immediately apparent but a map. And the dates of the elections shows a trend.
2026-06-29 08:57:04
RT by @elonmusk: This is Linton-on-Ouse in England. Population 1200. The British state is planning to dump 3,750 migrants into this village and essentially replace them overnight. Millennia of traditional rural life are about to be wiped out at the altar of open borders.
2026-06-29 08:10:30
Pinned: Truly massive gains will come in ~3 months when the entire training and inference stack is written in C/C++ and massively simplified (most software layers will be deleted completely) and we exact-map Grok to work incredibly well on a GB300
2026-06-29 08:02:54
RT by @elonmusk: At least 1,200 people died of heatstroke in France last Wednesday, mostly elderly people indoors. Even crazier, about 70,000 Europeans die from the same every year, akin to a bi-weekly 9/11. Eurobros, please vote for leaders who will let you open your windows and install A/C!
2026-06-29 07:55:28
True
2026-06-29 07:45:17
RT by @elonmusk: Happy Birthday to Elon Musk. Thank you for buying Twitter. It saved free speech.
2026-06-29 06:55:45
Exactly. And they cannot cite a single name of someone who died out of the “millions” they falsely claim have died. Not a single name!
2026-06-29 06:52:48
RT by @elonmusk: @MelBrooks 🎂🎉🎁🎈🪅🎊💯‼️
2026-06-29 06:01:59
RT by @elonmusk: Well said
2026-06-29 05:39:45
This is what people want to see
2026-06-29 05:33:39
RT by @elonmusk: This is almost 500% of the amount libs keep saying would "stop world hunger." Wot did she accomplish?
2026-06-29 05:01:29
RT by @elonmusk: Andrew Carnegie spent a fortune building 2,500 free libraries so a poor kid could read what a rich one read. We are finishing the job he started. The only difference is the library now talks back, in every language, and it never closes.
2026-06-29 04:12:21
RT by @elonmusk: Time to invoke the Communist Control Act. Marxism is an enemy ideology, and it needs to be treated as such.
2026-06-29 03:31:12
RT by @elonmusk: Happy birthday to my wonderful son. @elonmusk has given me 55 years of joy. It’s so much fun to celebrate with family and friends. His cake is a rocket and a moon base 🎂🎂🎉
@xiaomustock
2026-06-29 23:36:02
康宁 $GLW 自跟英伟达合作扩产10倍，而康宁股价只涨了25%没翻倍， 只能说明市场里的傻瓜太多了， 英伟达合作扩产10倍=康宁业绩*10倍。 这都没有被机构冲烂冲爆炸。
2026-06-29 23:22:41
眨眼功夫康宁 $GLW 又拉了10%，240刀， 康宁最大的魅力在于未来的确定性。 英伟达让康宁扩产10倍，那么在投产后说明康宁业绩也要10倍涨幅！ 这是英伟达 $NVDA 给康宁的定心丸。 这还只是在玻璃基板没火之前的事情。 自玻璃基板和玻璃桥出来后，康宁的投产后估值可能远不止10倍，那就是远超2万亿美金 按照康宁官方的10倍扩产时间表，完成时间在2028年前后。也就是2年左右的时间赌一个10倍爆拉，非常划算。
2026-06-29 23:12:17
希望评论区能发一些有见解的评论和提供一些有价值的信息。 否则都会屏蔽，瞎几把水和流量于我没啥意义。
2026-06-29 23:09:55
来了蓝v评论，评论区虽然没有了钓鱼号，但出现了大量的ai评论的蓝v号。 准备开始把yisiai评论的ai号都屏蔽掉。
2026-06-29 22:57:46
买康宁这几天虽然没挣钱但刚好躲过暴跌， 康宁 $GLW 硬的非常不正常 。
2026-06-29 22:32:03
还是康宁牛逼， 刚把我自己的 $asx 剩的一点都卖了换成康宁 $GLW 。 现在50% 海力士正股，50%康宁
2026-06-29 22:13:07
存储炸了，天塌了一半
2026-06-29 21:46:22
想到一个问题，这几天看到英伟达190低估，20倍市盈率，按照每年几乎100%的增速，明年就是10倍市盈率。但是英伟达想实现100%增速，那么就要搭配double的hbm，那么就需要双倍的消费级dram去造hbm，但是明年存储还是没有新增产能，这个局面最终会怎么样？ 我猜测可能路径是明年某个时刻三星海力士找长鑫进口dram，然后再在自己家工厂封装成hbm4e。因为英伟达不可能直接用长鑫造的hbm，技术和国情都不允许。
2026-06-29 16:34:35
a股最近一个月的半导体设备etf涨疯了， 买个锤子的个股， 这些etf都能涨停真是万万不可能想到。
2026-06-29 15:24:45
问ai如果把日本韩国美国台湾欧盟的半导体设备龙头股组合成一个etf，取10个股票，如何组合，最好跟存储芯片的扩产路径相关的设备。 设备采购顺序一般是： 前道设备（刻蚀→薄膜沉积→清洗→检测→光刻）→ 后道封装（HBM）→ 测试 因此ETF应该偏重刻蚀、沉积、清洗，而不是EDA或晶圆代工。 1. $LRCX 20% 2. 8035.T 18% 3. AMAT 15% 4. 6525.T 10% 5. 7735.T 10% 6. http://ASM.AS 8% 7. 6857.T 8% 8. 042700.KS 5% 9.ASML / http://ASML.AS 4% 10. 8036.T 2% 核心逻辑： 重仓顺序： 刻蚀 > 沉积 > 清洗 > 测试 > HBM封装 > 光刻/检测 最核心三只： LRCX、东京电子、AMAT 最贴近HBM后道： Advantest、Hanmi 最贴近DRAM/NAND前道扩产： LRCX、东京电子、AMAT、Kokusai、SCREEN
2026-06-29 10:59:05
这人非常符合想象中韩国投资者的精神状态
@dianzhuXS
2026-06-29 20:35:27
來啦！ 昨天在油管發帖 由於帶了外部鏈接遭到警告 或許會被降權限流 這期視頻仰仗大家 點讚評論轉發 據說還有「熱推」功能 都用起來吧 大家看過視頻就能體會到 這期是精品之作 對得起大家的時間 來吧 集合咱們的力量 看看能不能破除 油管流量霸權的拿捏 謝謝大家啦💪 https://youtu.be/bv2WTfdnAuQ?si=I7H9QspCVq9PchqQ 來自 @YouTube
2026-06-29 17:49:54
說兩句 謝娜取消演唱會這個事 我的觀點 謝娜吃相難看唱功拉跨都是事實 但觀眾像抵制馮小剛一樣 不去買票不就行了嗎？ 我絕不支持黨媒砲轟 帶節奏牆倒眾人推 跟共產黨比 任何垃圾藝人都是小兒科 正常人不選邊站即可 沒必要二選其一 屎裡挑米粒兒 為了抵制吸血鬼而支持羊頭怪 那就是左腦生蟲右腦爬蛆嘍 獅子老虎狐狸狼 都不是綿羊的朋友 您說呢？
2026-06-29 16:02:09
法會圓滿 坐下來喝口茶潤潤嗓子 想著跟網抄二創逼們反著來 「死讀書」一下 隨手翻了一本1989年的老雜誌 居然看到了「陳立夫」的名字 本以為是重名 一查倒吸了一口涼氣 就是「蔣宋孔陳」那個陳立夫 雖然寫的都是虛無縹緲的空話 但人家名氣大是真的 也算本收藏品了吧 看書使我快樂，噢耶 🤭🤭🤭
2026-06-29 10:06:55
今晚9:30（東九區）油管主頻道「大卢和小田」更新錄播視頻，奇門遁甲解盤「飛機撞大塔」事件，這不太美了嗎。 公開非會員節目，歡迎大家移步主頻道收看。由於很長一段時間，把主要精力用到X平台音頻直播，沒有做真人露臉視頻，肯定被油管限流。 這個視頻是大盧先生真人出鏡，小田小盧熬夜精心製作，希望大家多多轉發，點讚評論，打破平台算法對咱們的拿捏，謝謝大家的支持💪 今日十五例行法會進行中，頻道發帖回歸冷不防，請周知🤗
@aleabitoreddit
2026-06-29 18:43:13
Japan's Rakuten to establish joint venture with $ASTS to build out LEO satellite networks for Japan per Digitimes/Nikkei. "The move is widely viewed as a strategic response to the growing influence of $SPCX Starlink in Japan"
2026-06-29 17:54:58
$GM cuts 1,000 workers and replaces them with 50 robots (Jun 22nd report) Reports also show GM is working on a deal with $NVDA on factory robotics. This is industry validation for robotics, since it likely demonstrates increased opex margins + efficiency from employee automation. Especially from companies like $AMZN to General Motors with assembly/warehouse lines that have high headcount. I think the technology is already here and use cases are already proven. Robotics/Humanoids are just pre-scale right now. The wording from large companies is “assistive robotics”… But in all honesty, it’s here to automate away the human workforce and increase profitability. I don’t think companies want to be paying insurance, salaries, etc. when robots can do a better job, and 24/7, so very sad to see potential job losses in the future from robotics automation. Whether people like it or not; seems like the inflection point for robotics is here.
2026-06-29 14:57:45
Just some notes on $POET AGM and read through on optical markets: - "The top three laser suppliers control 68% of the market, and they’re completely sold out for the next two years" $LITE CEO said into 2028, so POET implicitly confirms laser shortage is going into 2029 now. - NRE with a new customer, building on POET’s interposer for high-power external light source. This is high confidence $SIVE as laser supplier given the Sept 29, 2025 PR on ELS, and new customer qualification would be material for revenue if it goes into volume ramp. - Poet expects Lumilens commercial agreement to scale to over $500 million over the next 5 years. Lumilens claimed a top-3 hyperscaler was their initial customer (Linkedin OSINT) - $830M cash on hand on balance sheet (this is more for Poet fundamentals). - "The entire optical components industry today is facing a severe shortage of critical components." Reaffirming what we know already regarding optical bottlenecks. - "Production ramp in the second half of 2026 this year." Just production timelines H2. In terms of $POET volumes: - existing capacity around 1 million optical engines per year - projected demand exiting 2027 around 1 million optical engines per month - roughly 10x capacity expansion I don't own Poet, but if management delivers on these projections it directionally looks very positive. However something to note is that unlike other suppliers that have named hyperscaler customers to to back up capacity revenues like $AAOI: $POET seems more questionable. But this does look like a very positive outlook for $POET if they match projections.
2026-06-29 13:26:31
Honestly this decade from 2020-2030 might be the most goated in human history. - Scaling massive reusable rockets for orbital compute with $RKLB to $SPCX. - on the cusp of ASI and recursive learning with Anthropic and OpenAI - Backflipping Boston Dynamics and Unitree humanoids to replace the human workforce - Star Wars laser beams from $EOS.ASX to AI DC lasers like $LITE. - Waymo and $TSLA self driving cars everywhere in urban cities - and we get industry Quantum commercialization end of decade This is kinda crazy to be an investor in this timeframe. Feels like every movie from the Star Wars Death Star to Skynet is coming to life. What’s next?
生成时间：2026-08-04T07:45:00.092Z