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📅 20260721 推文存档
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@elonmusk
2026-07-21 23:53:27
2026-07-21 23:48:20
2026-07-21 23:13:36
RT by @elonmusk: The Crown Prosecution Service has confirmed our dear friend Ann Widdecombe was eating lunch when Joshua Kerry allegedly arrived at her house and entered through the front door. He then allegedly hit her on the head with a hammer 21 times. Before allegedly driving off. Why did the police and Keir Starmer tell Nigel Farage it was a “burglary gone wrong”? The authorities had better preserve all files and records. As Home Secretary in a Reform government I will take a keen interest in all communications in those initial hours. I will ensure the public learns the truth.
2026-07-21 22:55:38
2026-07-21 22:35:09
2026-07-21 22:18:44
2026-07-21 22:13:19
2026-07-21 19:49:56
2026-07-21 15:59:17
2026-07-21 14:09:59
2026-07-21 14:09:01
2026-07-21 14:00:01
2026-07-21 12:56:59
2026-07-21 12:23:41
2026-07-21 12:19:08
2026-07-21 12:18:39
2026-07-21 12:17:06
2026-07-21 11:40:05
2026-07-21 10:13:22
2026-07-21 10:07:40
2026-07-21 08:20:13
2026-07-21 08:11:41
2026-07-21 06:14:00
RT by @elonmusk: No threat of violence against my life is going to stop me from pushing for the SAVE America Act.
2026-07-21 02:32:33
2026-07-21 01:45:59
2026-07-21 00:21:49
@xiaomustock
2026-07-21 22:04:56
有点后悔减仓1/3的韩股海力士， 刚追回来又加仓到4000， 万一下周一a股长鑫市值拉特别高把韩股海力士带起来，仓位不够重只能做小孩一桌。
2026-07-21 21:53:30
把闪迪和美光卖飞了我日
2026-07-21 21:10:24
亏完的时候就躺着天天放羊了。
2026-07-21 17:51:06
长鑫如果市值被国内炒到6万亿跟海力士一个市值，那能变相的直接把韩股海力士拉飞。
2026-07-21 17:22:10
韩股海力士减了1/3，剩下2000股， 再卖剁手，卖顺手就想着全卖， 最难的事情真是不是买啥卖啥， 而是拿着钱或者股票保持定力不买或者不卖。太难了。
2026-07-21 14:44:28
今天科创50的190期权涨了十几倍， 随时能买随时能卖， 太几把离谱。
2026-07-21 14:34:23
光互连的迈威尔 $MRVL 205.6抄了一下。 现在看着mrvl和康宁都很有性价比， 不过mrvl故事的业绩来的更快
2026-07-21 14:20:58
祖传u扫货了谷歌 $GOOGL 和 $GGLL 成本356和111.9 云厂说不定是AI最终赢家，不管哪个模型今天牛逼，AI猛增云厂都爆赚。
2026-07-21 13:24:01
去他娘的都不想要了。snxx，muu，7709全卖了， 留了韩股正股。
2026-07-21 12:45:06
卸载同花顺就暴力v， 他这个被量化可能抓取成操作指标了。
2026-07-21 12:36:20
回本路上遥遥无期呐， 过去一个月亏的疼的一逼。 别的品种不敢搞呐，希望下午韩股海力士涨停熔断。
2026-07-21 12:32:15
韩股海力士这个成本非常满意， 所以也不想卖，极其便宜他娘的，历史大底， 韩国佬自己就不能争点气，赚那么多钱维护一下自己股价。
2026-07-21 12:24:29
soxl没了，剩muu和snxx还在， 打算把snxx也清仓跑掉，留个muu， 然后看看能买个啥后面再考虑考虑。
2026-07-21 12:20:25
海力士2x在59跑了20万股剩50万股， koru撸了25万刀跑了， 留了韩股海力士sk打算先一直捏着。
@dianzhuXS
2026-07-21 21:23:37
簡單明瞭，如圖～
2026-07-21 18:57:03
【直播預告】 不出意外的話，明天網購的牛逼克拉斯網線會送到家，告別WIFI搭建有線直連。 明晚9:30（東九區）油管主頻道真人出鏡直播【全球大風大邪，我們一招破邪】，測試是否徹底解決卡頓問題。
2026-07-21 17:26:18
來條短的 這次文革2.0後，不會有「改開」，別意淫，自由世界再傻，也不會被騙兩次。
2026-07-21 11:37:46
關於是不是華川粉，說的簡單易懂點吧 華人中，王菊花，二孫子，瞎喝，大老王⋯⋯都不是川粉 所以呢，我就必須是川粉啦，明白了嗎？
2026-07-21 07:06:38
大盧預測【後半年牆國大風災】 神準應驗記錄 7月20日浙江寧波龍捲風
@aleabitoreddit
2026-07-21 17:14:20
It's slightly more nuanced. Basically, $AMD SF event is tomorrow, Wed/Thurs (July 22, 23). From Jefferies client note, AMD is expected to provide additional disclosures around their likely scale-up CPO roadmap + MI500. If they confirm CPO route, would positive thematically since it's not just $NVDA forcing the transition. As for $SIVE, we'll get a better read if they're directly in AMD supply chains. Since right now, it's possible to map it through $GFS (reportedly involved in AMD MI500 CPO work) or AYAR (which AMD invested in). But no formal confirmations. So if you're turning in: - CPO thematic positive: MI500 explicitly commits to CPO/optical UALink. - AMD gives details using Ayar Labs or GF SCALE for MI500 CPO: That would be extremely positive for $SIVE, given they're the upstream laser supplier / reference laser. Currently, Blayne Curtis from Jefferies expect AMD to work with $ALAB on UAL and $AVGO on ESUN... but juicy details are here: "We are looking for whether AMD commits to a CPO based scale up solution and who supplies the optical engine" We'll get a broader read through on the supply chain come Wednesday/Thursday, too early to tell today.
2026-07-21 16:13:03
Memory names from Kioxia finished up a whopping +17.18%. Samsung up +6.15%. Optical networking from $SIVE, $LITE, and $AAOI are showing signs of recovery, all up 4%+. Neoclouds from $NBIS to $IREN all up 4%+ premarket. $INTC to $AMD to $MRVL all up 4%+. Does the Cramer effect work on the entire AI trade?
2026-07-21 05:38:14
If you’re curious why $NBIS is up after hours. $NVDA disclosed it owns 9.3% beneficial ownership of Nebius via SEC filings. Not exactly too new since it dates back to Nvidia’s existing share position of 1.19M shares + $2B prefunded warrant of ~21M shares. But great for sentiment having Nvidia be a large shareholder of the Neocloud leader.
2026-07-21 03:36:23
TBH, casually posting novel information discovery to X is how research should be done. Apparently this was #16 on the Smale's list of Mathematical Problems for the Next Century? Kinda shows that the value generated from AI does not scale linearly with token costs... After seeing this, bears are still probably going to say: "B-but where's the profit coming from after AI usage?" AI + capex is likely going to keep going brrr.
2026-07-21 01:18:38
$IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure. $HUT +10.45% off a 15Y $9.8B AI DC lease $CIFR +16.76% $CLSK +13.7% $WYFI +9.18% $NBIS and $CRWV are taking their time in the shower. But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts.
@JonathanDi3614
2026-07-21 13:28:40
近期的极端下跌，让不少人坐立难安，抱怨声四起。 理解归理解，但有一件事必须说破：市场从来不是为谁的情绪服务的。波动是A股的常态，宏观、情绪、资金、制度，每一环都在动态博弈。制度在迭代，但别指望一蹴而就——市场的完善，从来是用时间和代价换来的。 一直盯着外部环境抱怨，从不审视自己的判断和操作，这种人永远走不出亏损的循环。成熟的投资认知，第一步就是接纳市场的不完美。第二步，是在不完美中找到属于自己的位置。 市场不会因为你亏了钱就改变运行规律，也不会因为你骂得狠就对你手下留情。能让你立足的，永远是自己的认知和执行。 别把亏损的原因全推给市场，也别把希望全寄托在制度改变上。先问问自己：这轮下跌之前，你做对了几件事？如果答案模糊，那就别急着怨天尤人，先把这笔学费真正学到手。 市场永远在变，唯一能控制的，是你自己的判断和心态。
2026-07-21 01:09:19
量价背离，从来不是什么好信号。 今日布局禾望 今天成交额放大到2.7万亿，但主力资金净流出高达600多亿——钱在进，人在跑，两边互道一声珍重。 日线与周线同步收出星线，十字星也好，螺旋桨也罢，形态本身不重要，重要的是它出现的位置。当前位置，多空激烈博弈，方向还没定。 两种走法：要么站稳平台，以时间换空间，慢慢磨上去；要么守不住，往下再踩一脚。 哪一种概率更大？不确定。但可以确定的是，放量滞涨+资金背离，说明这里不是所有人都想继续往上推。有人已经在悄悄撤退了。 眼下不是下重注的时候。等方向，比猜方向更重要。站稳了再说，站不稳就等那个更安全的点位。 别急着抢跑，市场不缺机会，缺的是耐心。
生成时间：2026-08-04T08:16:02.313Z