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@elonmusk
2026-07-31 23:43:28
There is still time, but not much time
2026-07-31 23:37:51
RT by @elonmusk: What happened in Ceuta is happening across Europe and in the U.K. The scale is smaller and the rate of influx slower. But the net result will be the same. Europe and the U.K. will be overwhelmed. Our borders need military enforcement
2026-07-31 23:22:30
It must be done
2026-07-31 22:40:30
RT by @elonmusk: Immigration is the meta-issue because it determines who will get to decide every other issue. It must be the top priority. No other issue is even close to it in importance. Vote for whoever credibly promises closed borders and remigration. We’ll work out everything else later.
2026-07-31 21:46:35
RT by @elonmusk: NASA Administrator Jared Isaacman: SpaceX helped lead America’s shift to methane rocket fuel. "SpaceX was one of the first to move on from their current propellant structure, which is basically refined diesel and liquid oxygen, to liquid methane or liquid natural gas and liquid oxygen. But we know so very little about it and what we get concerned about very early on is what happens if something goes wrong during testing? And we assumed a lot of worst case scenarios. But other companies, so Blue Origin, for example, decided, this is the right path we should go on to. Now the problem is you have all these companies working on this new propellant system, and we had to take very conservative views, which would have actually shut down testing and launch operations at multiple centers across the United States. And this employee, Berkowitz, he came up with the analysis that determined, actually, it's a lot safer than we may think it is, and it's permitted us to conduct lots of simultaneous operations. It was a real enabling breakthrough work he did, and that's why he was honored."
2026-07-31 21:18:30
RT by @elonmusk: The top 0.1% paid $440 billion in federal income taxes. The bottom 80% paid $350 billion. Yes, the top 0.1% paid more than the entire bottom 80% COMBINED. The tax code is already extremely progressive. Leftists know this. There’s almost nothing left to extract from income. That’s why they’ve shifted the target from income to assets. They now want to expropriate asset owners through property taxes and wealth taxes. But even then, total confiscation would only fund the government for a few months, while destroying the productive capital that generates future wealth. Essentially, they’re trading the future for a few short months of spending. And no amount will ever satisfy them, because the real goal is to forbid wealth creation itself. No one is allowed to rise above the lowest common denominator. But the truth remains that the government already has more than enough revenue. We have a spending problem, not a revenue problem.
2026-07-31 18:05:06
RT by @elonmusk: Jaime Santiago-Corona (aka Jaime Guzman Corona), 33, Mexican national. Deported Oct 2019, June 2023, and June 2024 after illegal entries. Prior convictions include DUI and obstructing police. On July 3 2026 in Pitt County NC he allegedly ran a stop sign while driving with a revoked license, killing 6-year-old Calli Toler and seriously injuring her mother and 4-year-old sibling. Charged with death by vehicle and illegal reentry.
2026-07-31 16:27:38
RT by @elonmusk: The whole you owe us X because Y happened a trillion years ago argument is fucking retarded
2026-07-31 14:36:19
Yes
2026-07-31 14:14:55
Video
2026-07-31 13:54:34
Imagine upgrade
2026-07-31 13:53:51
Hot staging
2026-07-31 13:47:17
True
2026-07-31 13:46:37
That’s my actual car that I drove for 3 years that is currently orbiting the Sun between the Earth and the edge of the asteroid belt
2026-07-31 13:29:13
Video
2026-07-31 13:27:05
Absolutely
2026-07-31 13:25:50
They prey upon your empathy
2026-07-31 12:41:32
Seriously
2026-07-31 12:34:32
Video
2026-07-31 11:56:27
R to @elonmusk: And this was the US under Biden:
2026-07-31 11:55:32
R to @elonmusk: Just kidding, this is the actual footage …
2026-07-31 11:48:50
Video
2026-07-31 11:39:40
Wow, the situation in Spain looks crazy!
2026-07-31 11:31:25
Hmm
2026-07-31 11:25:52
Grok Imagine
2026-07-31 11:20:02
Magneto Jr
2026-07-31 11:18:47
This will happen frequently as AI becomes smarter and more agentic
2026-07-31 06:49:30
Starlink V3 is a gamechanger
2026-07-31 06:38:13
RT by @elonmusk: Ahead of our first earnings webcast, investors can submit questions using a new tool built with @grok → http://ir.spacex.com/events/default.aspx
2026-07-31 06:29:06
Looks like World War Z!
2026-07-31 06:25:17
All military age males means it is an invasion
2026-07-31 05:02:13
Wake up, before it is too late
2026-07-31 04:32:35
Spain’s entire budget will be destroyed by illegal migrants. It’s basic math: if Spain offers free stuff to migrants that is above 90% of the living standard of Earth, they create a forcing function for 90% of Earth to move to Spain, which is around 7 billion people!
2026-07-31 04:06:34
RT by @elonmusk: BREAKING: Emirates is reportedly removing Viasat equipment from its new Airbus A350s as it moves to standardize its fleet on Starlink. • Incoming A350s are expected to transition from Viasat GX Aviation to Starlink • Starlink is already active on dozens of Emirates Boeing 777s and a growing number of A380s • Emirates plans to equip approximately 232 aircraft by mid-2027 • Passengers have already made more than 1 million Starlink connections • More than 1 petabyte of data has been used since the rollout began.
2026-07-31 03:40:32
RT by @elonmusk: This is like a Black Mirror episode
2026-07-31 03:25:58
RT by @elonmusk: A reminder that the book that explains all this is still available, in an updated version, wherever books are sold.
2026-07-31 01:40:21
RT by @elonmusk: Everyone is a real-world AI engineer. They don’t just make cars, but autonomous robots with frontier capabilities. Thanks for their hard work keeping the line smooth and running. It’s my pleasure working with manufacturing teams—a truly unique experience not found in any other AI lab.
2026-07-31 01:38:56
RT by @elonmusk: What’s happening in Spain is what is coming for America if Democrats regain power. Complain about Republicans all you want, they’re the only avenue to secure borders. We need better Republicans, but electing Democrats is a death sentence.
2026-07-31 00:12:27
RT by @elonmusk: Autobidder, our battery optimization service, is maximizing the value of one of France’s largest battery storage projects The Chevire project was developed by @Harmony_Energy_ on the site of a former coal power plant and is providing clean and reliable power to the local area
@dianzhuXS
2026-07-31 20:38:24
赤馬紅羊 | 韓國選了一條看似最聰明，卻最難走的路 第一解 (上) https://youtu.be/2IaFJN6E6iU?si=9eGfPbkjafmhtkks 來自 @YouTube
2026-07-31 16:14:29
好了，不要再讓股市這點碎銀子干擾我們的節奏了。 這次從提前預警喊「現金為王」到精準抄底「開張吃三年」完美展示完畢，還不明白散戶只能【玩週期】的，你就繼續賭，沒人攔著。 但我這裡關於股市的話題不再聊了，因為存的子彈都用在最該用的時候了，現在已經可以安心睡大覺了。我不會給賭徒任何投資建議！ 非要聽這方面的分析，得等下次喊「現金為王」的時候再說了。記住了，不賭就是贏，噢耶💪
2026-07-31 15:40:40
用「中简」发一条 SK海力士确实没涨30% 是涨了29.95%，行了吗？ 气死你们这帮「气人有笑人无」的Loser 🤭
2026-07-31 10:54:52
除了「中國人扎堆準沒好」 之外 關於投資還有一條真理 【中簡氣人有笑人無之時，就是別人掙錢的時候到了】 綜上，中簡圈相當於「賭場明燈」，簡稱「衰神」，曾子曰～反指。
2026-07-31 10:25:00
怎麼樣？咱就說「節點」卡的準不準就完事了。「開張吃三年」真實不虛💪
2026-07-31 10:10:00
這種留言以後都注意啊，別用自己的理解替代我的原話。 如圖，最近在駁斥大明白們對「身弱不擔財官」的誤解。上次直播說到的原話是「身只要不極弱都能擔」，天干只要有一個比劫，哪怕地支無根，都不能論「身極弱」，換句話說，就都能擔點財，只是財大小的問題。 差一個「極」字謬之千里，我從沒說過「只要有一個比劫，就不算身弱」。原話的中心意思是「只要不是極弱就都能擔點財」，請周知！
2026-07-31 07:30:42
太平洋深處，又形成了一股叫「白海豚」的颱風。【17級風王】往哪走呢？我只想說，以前兩股的數據看，今年的颱風，反共意識很強呦🧐
2026-07-31 07:21:10
@aleabitoreddit
2026-07-31 18:10:30
Just a TLDR of this week: Media: Hyperscalers overbuilt and are selling excess compute. -> $GOOGL, $MSFT, $META, and $AMZN: Demand for compute far exceeds capacity. Capex go brrr. Institutions: Emergency rate hike or 3x rate hikes, it's all over. -> Kevin Warsh: No rate Hike. Retail/Media: AI is crashing because it's a bubble. -> Citadel looking to buy AI leveraged hedge funds positions: 👀 Jim Cramer: Sell all your leveraged DC stocks. -> Koreans: SK Hynix +30%, Samsung +26.81%
2026-07-31 16:57:11
Now that I think of it more, $POET optical interposer piece is actually a little more material than I thought with $SIVE. Originally the wording was "readiness" for EOY 2026. But $POET upgraded that wording, by stating "production" with Sivers lasers projected EOY 2026. So a volume orders from across $JBL to $POET, should hit in H1 2027. Which makes a bit of sense, since Sivers did raise an institutional oversubscribed round for future mass production. On a side note, can't believe it's already August and 5 months left until 2027... Which was my inflection window for glass substrates, CPO, 800v, and new architectures to ramp.
2026-07-31 16:25:39
For $XFAB ER transcript: Just to recap, my idea on $XFAB foundry growth opportunities stemmed from SiC for 800v and photonixfab/MTP for CPO applicability. - $XFAB: "We are making progress in co-packaged optics". - "The transition to 800v... is expected to support demand for both SiC and GaN... for XFAB" So those analysts/people that were confidently bearposting about $XFAB that they had "0 exposure to 800V, photonics, CPO" just turned out plainly wrong. At the time I shared my idea, industry materials showed ASE and others cited photonixfab + XFAB as an upcoming CPO player in EU. And filings showed they had exposure names like $NVTS / $POWI in general. So glad $XFAB went out to explicitly clear things up to state they were developing in CPO/800v. Okay back to the ER: - "We continue to expect photonics volume production to start in 2028". Company currently has three silicon photonics projects in development with key partners. I thought it would ramp sometime in H2 2027, but was probably early by a few months. - Several new data center design wins, eg. 3 new SiC design wins (consistent with general 2027 ramp as 800v deployment takes off). So once those ramp in 2027-2028, (markets tend to price things ahead of time), I'd expect $XFAB to be rerated based on growth opportunities. TLDR: - Current revenue numbers not as impressive. - $XFAB confirmed direct exposure to CPO and 800V shifts (biggest win for thesis) - 800V exposure opportunities for SiC (should be 2027) - Timeline is 2028 ramp for photonics volume production Happy exposure thesis to CPO/800V was confirmed from this ER. Might be a bit of waiting for revenue ramp.
2026-07-31 15:14:23
Few earnings TLDRs with my favorite $AXTI and $AMZN: Amazon: - Raised 2026 capex to $220B vs. prior $200B (partly due to higher memory costs, which is bullish on $MU to Samsung) - Even at $220B, Amazon will not have enough capacity to meet all 2026 demand; Jassy expects the same in 2027. - Most incoming 2027 capacity is already reserved, with substantial 2028 capacity also reserved. Mostly read through on upstream semis. $GOOGL, $META, $AMZN, and $MSFT all identified compute shortage. All the narratives a few weeks earlier was "excess compute" from Meta and others + hyperscalers cutting back on spend... All BS. Amazon earnings was very bullish on AI semi trade. AXTI: - AXT to double InP capacity during 2026. Then double again in 2027. This is expected to make AXT "by far the largest indium phosphide producer in the world." - LFG - Q2 rev was $47.6M, the highest quarterly revenue in AXT history (InP revenue reached a record $30.7M, from DC applications.) - Revenue increased 77% sequentially and 164% year over year. - InP revenue-capacity targets: $60M per quarter exiting 2026. - $130M per quarter exiting 2027 That $130m target could be hiked too since management stated they find "whatever ways to increase that capacity expansion" - Management said the reported backlog remains well above $100M, but that number no longer reflects all available demand. "Customer demand continues to outpace supply, no matter how fast we add capacity." 800G/1.6T is driving the current cycle, while NPO/CPO extends it beyond 2027. Also they're targeting 50%-plus gross margin: "We should definitely be targeting a number that begins with a five." China demand more than doubled, and their agreements with Casela, $COHR and $LITE did not materially drive Q2. This is not even considering my projected massive ASP hikes yet as InP substrates get more bottlenecked. TLDR: - Amazon too much compute demands, needs capex to fufill it, so upstream semis go brrr. - AXT world largest InP substrate supplier, high gross margins, expansion, and supply can't keep up with demand. Bullish on demand side from Amazon + capex. Bullish on upstream optical supply chains from too much demand.
2026-07-31 02:31:07
Did Citadel really just liquidate Situational Awareness… Then brought up entire markets the next day? $NBIS +26.25% $IREN +25.96% $SHAZ +22.82% $SNDK + 23.98% $BE +23.67% $SKHY +16.98% $INTC +12.16% Amid many others. This has gotta be one of the wildest liquidations I’ve seen.
@JonathanDi3614
2026-07-31 15:02:31
双创指数跌了7%，光模块的“易中天”持续逼近20cm，跌势止不住。韩股熔断，A股只能被动跟跌——护盘呢？看不到。这个问题，没人能替你回答。 调仓 光模块是这轮科技行情最早起来的，现在也是跌得最凶的。领头羊变成领跌羊，本身就是市场风险偏好转弱的信号。 韩股熔断，我们跟跌。表面看是外部传导，但本质是A股自身还撑不起独立行情。护盘资金不出手，说明当前跌幅还没到需要干预的位置——或者，他们也在等更好的时机。 别急着抄底。等真正企稳。强趋势股补跌，往往是调整末期的特征。但“末期”有多长，没人知道。 多看少动，现金为王。等盘面给出明确信号，再动手不迟。
生成时间：2026-08-04T08:16:02.306Z