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📅 20260701 推文存档
📊 共 24 条推文
@elonmusk
2026-07-01 23:44:59
RT by @elonmusk: Last year, @elonmusk brought national attention to the paper-based federal retirement process hidden deep underground in Boyers, Pennsylvania. The Last Day of Paper is more than a milestone, it is proof that government modernization can deliver real results for the American people. Thank you @POTUS and @elonmusk for the initial discussions that led to this important accomplishment: https://www.foxnews.com/politics/elon-musk-describes-limestone-mine-used-processing-federal-workers-retirement-papers-like-time-warp
2026-07-01 00:27:34
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@xiaomustock
2026-07-01 22:05:30
现在市场还啥短缺卡脖子？ 缺钱？
2026-07-01 21:35:19
这一条新闻把整个AI链条的股票全干死了
2026-07-01 20:53:52
Meta Platforms(META.O)盘前迅速拉升，现涨超5%，消息称其正在出售富余的人工智能算力资源。 (来自金十数据APP) 这新闻特么，算力不缺了？ 英伟达老黄的没完成订单总不能假的吧mmp
2026-07-01 20:36:11
今天有个新etf上线， $KMEM ETF单仓 #SK海力士（41.53%） 为绝对第一大重仓； 美光 $MU （19.85%）， #三星（18.81%）次之。
2026-07-01 17:47:38
今天想到一个问题，未来是属于AI的，那为啥AI产业链股暴涨路上还会有暴跌， 大概是市场在调节涨幅去跟它的季度营收或者数年内的预期营收做匹配。 就像草原上骑马，虽然马儿在狂奔，但实际奔跑过程中你一直在来回拉缰绳调控它的节奏，跑累了你还得给它一口草吃。
2026-07-01 15:18:17
SK海力士近期与客户签下的长期供应合约（LTA）与竞争对手不同，采用的是不设价格上限的独特合约架构。
2026-07-01 00:55:25
持有康宁 $GLW 要强大的耐心，2年十倍。
2026-07-01 00:51:43
康宁跌的亏麻了
@aleabitoreddit
2026-07-01 21:42:30
There’s a lot of disinformation going around about $META “cutting capex” because they “overbuilt”. This is an “if” they have excess capacity. And it looks like the opposite right now: Hyperscalers like $GOOGL are so compute constrained that they had to cut allocations to Meta back in March. Since Meta was using too much for internal projects. Meta was immediately constrained so it looks like they were forced to immediately sign massive $48B+ contracts with Neoclouds like $CRWV and $NBIS. Meta is selling excess capacity if there’s any, especially since their large contracts are take or pay from the Neoclouds. If anything, I’m expecting their guided capex to go up as they build out more independent capacity.
2026-07-01 21:14:42
Basically pre-market right now with the Neoclouds like $NBIS in simpler terms. Costco: sells $5 chickens. Walmart: mass buys those rotisserie chickens and sells excess as “Walmart Chickens”. Stock Market: sells off Costco.
2026-07-01 20:49:56
Finally, $META to build a Cloud Business to sell excess AI compute per Bloomberg. Thought Meta should go up against GCP, Azure, and AWS eventually to increase revenue streams. Meta up 6.65% premarket.
2026-07-01 19:07:07
Just a random thought, leading US humanoid players strangely me of the current LLM dynamics: Agility ( $CCXI ) kinda feels like Anthropic for robotics. With $AMZN and $NVDA heavily backing it, ingrained with $GOOGL Deepmind (like TPUs). And it starts off with enterprise commercialization. Optimus is kinda off doing its own thing like xAI. Supported by Tesla/Elon and his visionary roadmap as usual. Figure is like ChatGPT With Microsoft/OpenAI investing (kinda like Microsoft), then ended up kinda competing them by building their own VlA and setting them behind. But ends up top 2 leaders anyway. Boston Dynamics is Gemini Kinda started the entire humanoids thing like transformers with backflip videos. With R&D supported by $GOOGL but somehow let everyone else leapfrog them in commercialization. And then there’s $NVDA just chilling, silently powering the entire humanoids ecosystem.
2026-07-01 16:54:04
This market feels like an ADHD goldfish with a 5 second attention span, trading popular themes. It's like markets only care about physical AI and energy right now? And sold off memory and photonics that are bottlenecked past 2028?
2026-07-01 15:22:39
$SIVE: "Intent to complete the [NASDAQ] listing process over the next few quarters" This statement was largely missed by many screeners. Very material improvement from evaluation, to formal confirmation of timelines.
2026-07-01 12:40:02
Just some of the more interesting news I came across recently: 1. MS: Revised China humanoid shipments to reach 50,000 in 2026 from 14,000u and 28,000u earlier this year. 2. MS: Probe cards and test sockets likely to be priced hike (precious metal hikes + severe shortage of test pin capacity) 3. Capacitor price hikes: MLCC, aluminum electrolytic, tantalum, polymer aluminum, film, and super capacitors from Yageo. 4. $META Vistara architecture: Older DDR4 Memory with CXL as memory expansion 5. OpenAI achieved inference optimization breakthrough that halves costs and reduces GPU requirements. 6. LTAs are being signed with MLCC after Samsung signed LTA with US big tech customer 7. Grid power bottlenecks triggered 5x increase ($25B) in Brookfield's financing for $BE fuel cells. 8. Taiwan's chip packaging and testing supply chain includes major OSAT providers such as $ASX, Powertech, Winstek Semiconductor, Chipbond, ChipMOS, and ShunSin. Dedicated testing companies include KYEC, Ardentec, and Sigurd Microelectronics, while testing interface suppliers include WinWay, MPI, Keystone Microtech, Chunghwa Precision, and Hermes Testing Solutions. Leadframe makers include Jih Lin Tech, SDI, and CWTC, while major IC substrate suppliers include Unimicron, Kinsus, Nan Ya PCB, and Zhen Ding Tech. (Digitimes) - Taiwan-based OSAT providers are raising prices - Memory and IC packaging and testing capacity have both become bottlenecks in the semiconductor supply chain
2026-07-01 00:34:58
Yep! Agility Robotics is currently my favorite humanoid/robotics position. They're set to be listed on NASDAQ via $CCXI as early as September (per Digitimes). Just for informational purposes: Their V4 humanoid robot is already operating in sites like Amazon. And have V5 slated for mass production next year (they have a 10,000+ /year capacity). Investors include Foxconn, $NVDA, $AMZN, Softbank, and now Serenity. I've been personally waiting for humanoid exposure for awhile (Agility is set to be the first US pure-play listed one) to the point I was actually planning on investing in Unitree's IPO. But I'm glad now I personally have a compelling alternative now since I prefer to invest capital to build up Made in America supply chains (75% of their components are US-sourced from investor desks). There are risks assigned to SPACs such as listing delays, or cancellation. But excited to see what happens next with developments. I do hope this encourages other frontier companies to go public early on.
@dianzhuXS
2026-07-01 16:54:46
真看不懂啦 在牆國還用爭導演和觀眾誰垃圾？ 中簡博主分兩派 受眾翻牆多的，就說導演垃圾 受眾高華多的，就說觀眾垃圾 但是吧 「糞坑」這個前提條件 怎麼都不提呢？ 導演和觀眾都是人 環境對人的影響是巨大的呦 別誇大個體的抗侵蝕能力 石國鵬，袁騰飛又如何？ 現在看，照樣是垃圾！ 不把糞坑砸碎了 垃圾多都是摟著說呢 糞坑什麼最多 都有常識吧？
2026-07-01 16:13:04
散人新頻道『存根』，推薦訂閱，給「租支」添點堵，不錯👍
2026-07-01 11:41:00
【果然不出我之所料】 油管還是給我限流降權了 我自查了一下原因 可能不單單是前天發帖 帶了Substack的連結和二維碼 收到平台警告 還有最近幾個月 一直做X直播錄音字幕視頻 沒有真人露臉 而且主頻道非會員限時觀看 在平台推送的黃金48小時 每次都自己主動切斷了流量 造成了大數據對頻道的誤判 退出了大流量池 目前的情況 我們還不能放棄油管這個陣地 必須狡兔三窟多平台同時發展 所以後面可能又要費精力 恢復一下油管的非會員節目 會員視頻也不能再公開了 治癒油管老頻道 衝破算法壟斷拿捏 為了感謝大家的助力 要不直播抽獎 「川普牛逼」的T恤？ 可否？
2026-07-01 07:30:42
我明白很多人翻牆是為了找到點「希望」，但是希望不等於奢望。認清自己的大環境，才能正確做出人生規劃趨吉避凶。 我的預測是，文革2.0正在發生，且會比文革1.0更慘烈。想不被這場浩劫牽連，唯有逃離那片土地，不然就是熬著拼八字誰硬，別無他法。 現在不必為了需求「心裡按摩」來爭論不休。網絡是有記憶的，字放在這裡，過兩年回頭來驗證，我很希望打我的臉，是真心的希望。現在麼，不好意思，我只能實話實說😮💨
2026-07-01 07:01:30
來條短的 看最近牆國的一些新聞 大家有沒有感覺到 文革2.0已經慢慢下沈了 至少從高層內鬥搞「老軍頭」 發展到民間反右鬥資本家了 暴民們依然是劍指「帝富反壞右」 毛賊東附體的習近平更安全了 何時成立網絡「革委會」 民間流氓無產階級何時搖旗上位 掌握底層屁民生殺大權 拭目以待😮💨
@JonathanDi3614
2026-07-01 11:49:43
7月开门，高低切，百万撤离，尾盘寻找机会 注意了兄弟们，今天A股7月开门，主力再度尝试高低切——低位的消费养殖、券商、金融科技、地产等老登轮动大涨。 另一边，昨天高潮的半导体、光模块、消费电子明显分化：半导体继续强势，光模块领跌，主力净卖出第一。 早盘走势符合预期：高位筹码松动，低位轮动启动。医药、券商、机器人是今天主要机会方向。 券商今天领涨，主力净买入第一。华安证券、天风证券涨停，国盛证券也封板——早盘3个涨停，级别跟前一波差不多，指数再创新高。 猪肉养殖带动白酒，消费方向也有异动，但比券商、医药低一个维度。高低切机会里，券商、医药性价比更高。 医药昨天分歧领跌，今天开盘一度继续杀跌，但10点半见低点后V转拉升。分歧延续，但承接有力。 机器人昨天暴涨，今天继续强势——科技内部也在高低切，承接半导体和光模块流出的资金。 低位老登的轮动级别越来越高：广度在扩，强度在增。上周一券商暴涨，本周一医药接力。高位科技虽强势，但分歧资金已经切向低位。 6月收官高位科技继续抱团，7月开门分歧出现，但只是弱分歧，没有大跌。高低切还会拉锯，但趋势已经明朗。 记住：高位性价比越来越低，低位越来越高。资金往阻力最小的方向流动，这是市场的永恒规律。别追高，别踏空。
生成时间：2026-08-04T08:16:02.326Z