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📅 20260705 推文存档
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@elonmusk
2026-07-05 23:43:18
RT by @elonmusk: One of the most misunderstood facts is that the US was founded with abundance, whereas it was in fact built from scratch. At the time of founding, Britain was the greatest nation governing the Seven Seas, while China was at its height with total land dominance in the East under the Qianlong Emperor. The usable land of the US at founding was much smaller than that of either nation. The 13 colonies spanned 430K square miles, while Britain governed 2.5M square miles and China owned 5M square miles of territory. The trade and economic volume of the 13 colonies was minuscule, consisting mostly of raw materials that barely registered on the charts. Combined, the 13 colonies produced $4B GDP, while Britain made $350B and China $2.5T in today’s dollars. In other words, the 13 colonies were less than 0.2% of the world economy and much smaller than that of many African nations today. The wealth of the US was not inherited but earned through survival and competition against stronger nations. Most people who came here brought nothing but empty hands yet built an empire from the ground. This is something that people who inherit great resources from parents and ancestors cannot understand—like most nations in Europe and Asia, where wealth was dominated by inheritance, not earned. They mistakenly believe what we have now is a privilege. The trees we enjoy today were planted and nourished with sweat and blood by previous generations so that we could cut the wood for warmth. Be a tree planter, not a wood chopper. Plant your tree today. 🌱
2026-07-05 20:18:56
RT by @elonmusk: Falcon 9 launches 29 @Starlink satellites and @BesxarFoundry’s Flight 1 from Florida
2026-07-05 19:57:06
RT by @elonmusk: The problem with truth is, once you see it, you can’t unsee it.
2026-07-05 18:59:50
Video
2026-07-05 18:54:04
Done with Grok Imagine
2026-07-05 18:29:28
RT @PeterDiamandis: Only AI can keep up with AI. That's what will guide the entire security model of the next decade.
2026-07-05 18:27:56
RT @barisakis: The Founders didn’t promise happiness, they protected the pursuit of it. No other nation’s founding document made one’s righ…
2026-07-05 18:21:30
RT @TheAliceSmith: Patriotism is love for your country’s culture and people. It is defensive. Nationalism is love for your country’s state…
2026-07-05 18:20:11
🇺🇸🇺🇸
2026-07-05 18:17:48
RT @SecRubio: For 250 years, America has been the greatest nation on Earth — and with God’s grace, it will be for 250 more. Happy Independ…
2026-07-05 17:41:20
🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸
2026-07-05 17:35:01
RT @elonmusk: @TheAliceSmith I read the Declaration of Independence out loud today with heartfelt conviction. It is a work not just of gen…
2026-07-05 17:34:48
RT by @elonmusk: I read the Declaration of Independence out loud today with heartfelt conviction. It is a work not just of genius, but also of a purity of soul that resonates to this very day.
2026-07-05 16:24:14
RT @cb_doge: "One of the most American values that I love is Optimism. We're gonna make the future good." 一 Elon Musk https://t.co/2ZYLoT…
2026-07-05 12:24:51
RT by @elonmusk: LONG LIVE FREEDOM, DAMMIT
2026-07-05 09:49:27
RT by @elonmusk: "One of the most American values that I love is Optimism. We're gonna make the future good." 一 Elon Musk
2026-07-05 03:40:51
RT by @elonmusk: The Founders didn’t promise happiness, they protected the pursuit of it. No other nation’s founding document made one’s right to chase their dreams a core purpose. That’s why America has always been the ultimate haven for the world’s most ambitious. Grateful to call it home ❤️🇺🇸
2026-07-05 02:27:20
RT by @elonmusk: 🇺🇸🇺🇸🇺🇸
2026-07-05 01:24:55
RT by @elonmusk: Ford is done. GM is done. Honda is done. Toyota is dying. Now FOUR of my employees have bought Tesla Model Y vehicles. They let me drive one. I was blown away... again. Full-Self Driving (FSD) is highly evolved. Human-like in its decisions. Feels safer than any human driver. I told my staff to install a couple of charging stations at my company parking lot. We're going to offer free charging to any employee that drives an EV. (F*ck gas prices and war in the Persian Gulf!) The future of personal transport vehicles on this planet belongs to Tesla, BYD, CATL and maybe a couple of other companies. And all of them will be EVs. At this point, driving a combustion engine vehicle for daily tasks seems obsolete. And I don't believe a single thing about climate alarmism and all those cultists who hate carbon dioxide. EVs make sense simply from an economics perspective: They're a fraction of the cost to operate, and much simpler to maintain (no oil changes, no engine air filter, no fuel filter, etc.). Plus, you can charge them from sunlight and get entirely off-grid with your "fuel" supply. (I'll be publishing videos showing this in my studio soon.) Yes, I used to mock EVs. I once said I would never ride in a self-driving vehicle. I was wrong. The technology has been transformed. Battery chemistry improvements have enabled solid range capabilities and very good specifications on charge/discharge cycles. Tesla's FSD capabilities are far stronger than I thought was possible. They've outdone themselves. Now, I'm absolutely convinced: I will never buy another combustion engine vehicle again.
2026-07-05 01:22:28
RT by @elonmusk: Today and every day, we are proud of our American heritage. Here’s to the next 250 years of American greatness🇺🇸
2026-07-05 01:12:40
RT by @elonmusk: Teslas are the most American-made cars 🇺🇸 Happy 250th birthday, America 🇺🇸
2026-07-05 01:06:36
RT by @elonmusk: Elon Musk is an American by blood His grandfather, Joshua Haldeman (6’6”) and father to Maye Musk, was born in 1902 in Pequot Lakes, Minnesota, and even paid his way through college by competing in rodeos, the most American thing imaginable.
2026-07-05 00:19:10
RT by @elonmusk: Patriotism is love for your country’s culture and people. It is defensive. Nationalism is love for your country’s state. It is power-based. This is the essence of the distinction Orwell drew between the two terms.
@aleabitoreddit
2026-07-05 23:36:44
Just some consolidated updates on memory: - $MU leads new 1.5T Yen investment in Hiroshima ~$9.3B. (bullish read through for Disco, Advantest, Resonac, Towa) since capex is localized. - Morgan Stanley pointed out NAND will continue to be in short supply into 2027 so $SNDK / Kioxia type players are happy alongisde $SIMO and upstream. - MS remains especially positive on Macronix/Winbond - UBS expects the average price of DDR contracts in the Q3 2026 to increase 32% | 18% Q4, vs. 17% and 12% est. - UBS expects NAND flash to be raised 30% from prev quarter. - Samsung reportedly plans 20% DRAM hike Q3. TrendForce recently forecast DRAM contract prices to rise 13 to 18 percent in the third quarter from the previous quarter, so this hike beats expectations. Something to note: Lot people see 20%... and don't think it's a lot compared to the 70-80% from previous quarters. But if you hike something by 100%, then hike something by 100%, then hike something by 30%, it's a lot more than people estimate since it's compounded. Similar to tracking inflation. I've already made projections going into 2028 from the start of the year on my memory names... I'm just sitting back and watching things play out through all the "memory optimization" and "they can't keep price hiking like this!" noise.
2026-07-05 21:38:44
Looks like there's a high power cylindrical cell / BBU cell shortage (aka: bottleneck): - Samsung SDI supplies the cells to Simplo, which assembles them into BBUs for $META to $AMZN. - As demand from data centers has increased, production of Samsung SDI's cylindrical cells has also risen sharply. - Industry sources said Panasonic, Samsung are experiencing supply shortages for BBU cells. So main beneficiaries imo look like: - Samsung SDI (KRX: 006400) / Panasonic Energy as cleaneset winners - Murata (6981) / this keeps showing up everywhere with MLCC and others lol - LG Energy (KRX: 373220) / incoming There's not really much direct US players? But adjacent read through like $VRT, $ETN or $BWA / $ENS. Not quite in my domain emphasis cup of tea though. I wouldn't conflate this as all shortages having a massive TAM, but there could be opportunities...
2026-07-05 17:45:22
Leaked Anthropic docs show plans to secure 1.4GW capacity from Australia, amounting to ~$21.6B. Recently $IREN, $SHAZ, and other Neoclouds have been building sovereign DCs in Australia. Guess like a lot of things are stating to make more sense connection wise? (disclosure: no open positions in any of the above).
2026-07-05 05:44:39
Nikkei - $JD E-Commerce Giant CEO warns "Robots Will Replace 700,000 Delivery Workers". Per FT's earlier piece last month: The 700,000 delivery personnel working for the firm will be replaced by robots, highlighting how rapid automation has become a new threat to China's already severe job market. Liu Qiangdong, revealed that the company has signed contracts with approximately 120 schools to retrain its delivery workers, enabling them to transition into new roles such as robot repair and maintenance... "Beijing has started to track AI’s hit to jobs as a national priority." This follows other corporate strategy reports like $AMZN, of avoiding 600,000 future hires with robots. But it's very interesting to see the shift in worker roles to robot support. Maybe $DASH to $UBER to $MELI, we'll all start to see this rollout following China. There's a lot of retail disbelief over humanoid/robotics commercialization. But feels like the direction industry is heading down is pretty clear.
2026-07-05 03:19:28
an apple a day keeps the bottleneck away
2026-07-05 02:02:28
UDN Money report "殺翻光通訊後 SemiAnalysis 惹議 業界揭其劣跡 許多公司慘遭魔手": - SemiAnalysis, released a report in June, questioning the timing of the launch of the CPO on the grounds of low yield and delay, which caused the photonics sector to collapse. - The agency then partnered with Tema to launch a photonics ETF. - The shares held in the ETF under the trading code LAZR happened to be the photonics stocks that were mentioned negatively in the report $HIMX and $LITE, which were specifically targeted negatively in their article "Powered Down, Lights Off", have been bought in Semianalysis and Tema's new ETF after the optical sector crash.
@xiaomustock
2026-07-05 23:32:15
三星7.7财报
2026-07-05 03:30:15
再整体记录一下上半年成功的操作。 $MRVL 爆拉前156刀推荐，35天最高329。 $MU 爆拉前118刀推荐，10个月最高1255 $LITE 爆拉前97刀推荐，10个月最高1085 $COHR 爆拉前164刀推荐，7个月最高440 #海力士 年初75万韩元推荐，6个月298万韩元 #中韩半导体 年初3.2推荐，6个月最高7.1 #五一世界 4月份47推荐，2月最高147 #2x海力士 年初23推荐，6个月最高193 $ewy 年初120推荐，6个月最高220 $DRAM 29美金推荐，3个月最高81 $GLW 康宁215推荐，7天最高271 除了上面所有， 今年买过最烂最失败的俩个就是港美互联网和nok，毕竟如果买的全暴涨那跟开挂有啥区别，有亏有赚才正常毕竟买的是股票不是玩的资金盘。 从半年前推特上没有几个中文推做股票， 到现在人人基本上做股票， 至少绝大多数人提前半年了解到存储应该我这个推特今年最大的意义。 这过程中有各种生物多样性的傻逼诋毁和嘲讽，2/3月份几乎拉黑屏蔽了所有我能刷到的看空存储的推，但这半年也有非常多朋友一直支持。努力让那些傻逼显的更傻逼。 人生得不断的承认错误，修正， 再对变化作出改变， 无尽重复，才能进步。 而不是顽固的固执己见， 汉语有关博大精深的词， “观点” 并不是简简单单的看法，古人构词的时候真实想法应该是某一刻或者某一点的看法才叫观点。具有很强的时间点特征，不可能像物理定律一样，永远有效。 投资或者炒作都是基于“观点”这个词， 看到变化推出另外一种变化的方向来投资交易，非常具有时效性，而时效的长短跟变化本来的长短也直接挂钩。AI带来的变化则非常久远，但肯定也有对应的时效。 所以市场流传这样一段话 “要么早信要么坚决不信， 先信卖后信” 每次下撤暴跌亏惨的要么是信最晚的， 相当于49年入国军，溥仪下台入宫当太监。 要么是杠杆打满的，看得再对也承受不住市场的跳动。 做交易只能负责，所以非常厌恶别人问能不能买要不要卖，只想关心自己买没买啥时候卖。自己没有的也不想关心。 回归务实还是多关心关心家人和朋友。 希望老板们未来能看到一个更强的自己。
@dianzhuXS
2026-07-05 20:10:39
今晚油管直播連結已生成 麻煩各群相互轉告 謝謝大家的支持https://www.youtube.com/live/FuN6CXRxX_k?si=AUt6WxbrQgl8TOU5
2026-07-05 14:43:13
【7月4日牆國張家口再現妖雲】 畫外音～ 它在動，它在動 這個雲，真的是⋯⋯ 我見過最可怕的雲
2026-07-05 14:21:09
這些牆內大V，或者說依然還想在牆內撈金的「撈V」們，永遠不會直指是習近平，這些年把經濟搞壞了，大家沒錢看電影了，這個根本原因。隔靴搔癢，觀眾和導演明星對立，行業與行業對立⋯⋯把怨氣引向各種「肉盾擋箭牌」，最終本質都是為習近平和黨緩解壓力，迎合習近平新時代文化大革命2.0而已。
2026-07-05 09:59:25
油管也已經發帖通知了 今晚10:30（東九區） 油管主頻道「大卢和小田」 正式恢復真人出鏡直播 請各弟子群互相轉發提醒 歡迎準時參加 謝謝大家的支持💪
2026-07-05 08:44:44
要不今晚油管主頻道直播一下？
@Mimiwftt
2026-07-05 19:09:48
今天有点累了！精力有限！ 晚安💤宝宝们！
2026-07-05 15:43:05
RT by @Mimiwftt: @Mimiwftt 写了一个简洁的国内用户开通 X Premium 的教程，大家需要可以参考。
2026-07-05 13:52:11
RT by @Mimiwftt: 我之前采用的方式，给大家分享一下。 苹果手机美区 Apple ID，通过支付宝礼品卡开通 X Premium 教程 操作步骤： 1. 打开支付宝，把地址切换到旧金山。 2. 购买 US 美区 Apple Gift Card。 3. 购买后会收到一串兑换码。 4. 打开 iPhone 的 App Store，确认登录的是美区 Apple ID。 5. 点击右上角头像，选择 Redeem Gift Card or Code / 兑换礼品卡或代码。 6. 输入兑换码，把金额充值到 Apple Account Balance。 7. 打开 X App，点击头像进入侧边栏，选择 Premium。 8. 选择 Basic / Premium / Premium+，再选择月付或年付。 9. 付款时系统一般会优先使用 Apple ID 余额，Face ID 确认即可。 10. 开通后可在 iPhone：设置 → Apple ID → 订阅 里查看和管理。
2026-07-05 12:26:05
先吃饭了
2026-07-05 12:15:38
有了蓝V的粉丝，我都会尽可能跟你们互关，你们可以私信我一些问题，但不要过于频繁，精力有限。 公开评论也会优先回复蓝V粉丝。
2026-07-05 11:09:40
哈哈哈！老粉丝的执着！
2026-07-05 10:56:04
能拿住的都是少数，这也是学习的一个必经之路。
2026-07-05 10:55:29
你们有需要互关的可以自己搞！ 但还是提醒一句：交友谨慎！
2026-07-05 10:53:41
“三振”通常只在特定的市场阶段才会出现。 当大盘、行业板块与个股三者在同一时间形成共振向上时，往往意味着市场进入了关键的结构性窗口。 这种情况多出现在一轮大行情启动前的建仓阶段，通常只有具备较强资金实力与定价能力的主力资金，才有能力在同一时间完成这种“三振”，从而推动一轮中长期级别的行情展开。 相比之下，普通机构、私募或游资更多是趋势跟随者，很难独立完成这种跨层级的同步布局与启动动作。
2026-07-05 10:43:21
拿住一个票才能吃到大收益！
2026-07-05 10:41:22
老粉丝都应该能知道，去年1-3月给了很多机构建仓的“三振”票，大概有300个，其实都翻了很多倍。当时一直在提1/14附近是机构洗盘后建仓。也只在那个阶段才出现了大量的“三振”票。跟机构票建仓期拿中长线才是普通散户最好的赚钱机会。
2026-07-05 10:34:06
你们真的应该多互动一下，让我认识一下老粉丝们。
2026-07-05 10:32:26
看到了
2026-07-05 10:32:02
是这样子的，同一只票，有的人会操作可以拿到翻倍，不会操作的人追涨后短期被套割肉，然后开始骂骂咧咧。 所以我更希望大家先学习技术理论和一些基础知识。 炒股不是赌博，一定要先学习。
2026-07-05 09:45:17
之前确实没有考虑得这么细。现在更希望能聚焦在真正想学习的粉丝身上，输出一些更细节、更系统的内容，帮助大家一步步打磨并建立属于自己的交易体系。
2026-07-05 09:31:25
刚才有人也推荐日本id
2026-07-05 09:27:56
有了。
2026-07-05 08:51:31
嗯，但有些弯路是成长必须付出的代价，有些学习时间也是无法省略的。这些都不是真正的损失，因为只有经历过苦，才会更珍惜甜；只有自己走过，才能真正把经验变成能力。 这也是为什么去年的老粉丝，在今年更能理解中线持股的重要性。也能稳住自己的节奏了。
2026-07-05 08:48:13
财富和认知成正比，靠运气赚到的收益也会凭实力亏回去，所以我们要做的就是提高自己的认知和交易能力，财富的增加只是一个结果。
2026-07-05 08:36:53
对于纯新手，我更希望看到的是学习能力的提升，而不是养成跟票的习惯。 跟票只能解决一时的问题，无法形成真正的交易能力。只有不断学习、总结和复盘，并结合自身的实际情况，逐步建立一套属于自己的交易系统，才能在市场中长期生存。
2026-07-05 08:02:39
尤其是那些想捡漏、跟票的人，尽量不要来问我，我不会公开提供任何买卖策略。 如果没有自己的技术和交易体系，只是看到别人发了一个票就随手买入，本质上和赌博没有区别。
2026-07-05 07:24:48
这个是粉丝给你们的解决办法。
2026-07-05 07:07:54
虽然付费用户看似只是在为 X 增加收入，但从另一个角度来看，这也是一种对平台和自身账号的投入与承诺。意味着用户更愿意长期使用平台，也更重视自己的账号价值，因此整体而言，这类账号的活跃度和稳定性更高。 对于创作者来说，优先与付费用户互动，是因为这类用户通常更愿意参与高质量交流，也更珍惜自己的账号信誉。与此同时，适当提高互动门槛，还能够在一定程度上过滤掉匿名小号、恶意账号以及频繁骚扰的用户，让评论区和私信环境更加干净，交流效率也会更高。
2026-07-05 06:53:59
R to @Mimiwftt: 无论如何，交易始终需要一定的资金门槛。更重要的是，本金规模不同，适配的交易模式也截然不同。小资金讲究灵活进攻，大资金更注重风险控制和长期复利，交易策略应随着财富规模的变化而不断调整。
2026-07-05 06:51:09
【本金规模决定交易模式：不同资金，就该有不同的交易方法】 很多人研究技术分析、交易系统，却忽略了一个更重要的问题——本金规模决定交易模式。 同样一套交易方法，5000元可以用，500万元未必适用；一个散户几秒钟就能完成的交易，大资金可能需要几天才能完成。 因此，交易没有最好的模式，只有最适合当前本金规模的模式。 普通人的资金可以分为四个阶段 ① 0～5万元：学习阶段 这是大多数人的起点。 这个阶段最大的优势不是收益，而是试错成本低、资金灵活。 适合： 短线交易 波段交易 热点题材 小市值成长股 重点不是赚多少钱，而是建立自己的交易系统和交易纪律。 ② 5～30万元：成长阶段 本金开始有一定规模，交易收益能够改善生活，但账户波动也会影响心态。 适合： 波段交易 趋势交易 行业轮动 这一阶段要从追求暴利，逐渐转向稳定盈利，开始重视仓位管理和风险控制。 ③ 30～100万元：成熟阶段 对于大多数普通家庭来说，几十万元已经是一笔重要资产。 这时最重要的已经不是赚得快，而是亏得少。 适合： 趋势投资 龙头股 ETF配置 中长期持有 交易次数会减少，风险管理成为核心。 ④ 100万元以上：财富管理阶段 当可投资资金超过100万元，交易目标已经从”赚钱”变成了”长期保值增值”。 更适合： 指数投资 红利资产 核心蓝筹 资产配置 追求的是长期复利，而不是短期暴利。 为什么资金越大，交易越慢？ 很多人认为本金越大越容易赚钱，其实正好相反。 资金越大，越需要考虑成交量、流动性和交易成本。 小资金可以随时买卖，大资金却可能因为一次交易影响市场价格。 因此，大资金只能选择流动性更好的资产，并减少交易频率。 不同本金，对应不同目标 小资金：靠进攻。 利用灵活性，提升交易能力，加快资金增长。 中等资金：靠系统。 形成稳定的交易模式，兼顾收益与风险。 大资金：靠风控。 控制回撤，追求长期稳定复利，让财富持续增长。 很多交易者资金越来越大，却依然沿用小资金时期的交易方式，这往往是收益下降的重要原因。 交易模式应该随着本金不断调整： 小资金追求成长； 中资金追求稳定； 大资金追求复利。 本金决定策略，策略决定收益。真正成熟的交易者，不是始终坚持一种方法，而是在不同阶段，选择最适合当前资金规模的交易模式。
生成时间：2026-08-04T07:45:00.089Z