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@elonmusk
2026-08-07 23:46:46
RT by @elonmusk: Oh my goodness.
2026-08-07 23:02:54
RT by @elonmusk: Suicidal Empathy is spreading fast in the United States. I urge all American patriots to get involved in fighting for American freedoms and liberties. Please don't be apathetic. The loss of our civilization will not happen overnight but it will happen if good people do not stand up against the massive attempts to colonize and destroy the West (and the United States). Please wake up.
2026-08-07 22:38:52
It really is this amazing
2026-08-07 22:30:39
Video
2026-08-07 22:30:13
Try Grok Build http://X.ai/build
2026-08-07 21:05:40
RT by @elonmusk: I am unsure how much longer I can keep posting these stories. It is soul-crushing.
2026-08-07 13:12:06
Grok Build V1.0 is now released. Try it out! http://X.ai/build
2026-08-07 08:58:06
Terafab will be 50 times the size of the Pentagon when complete
2026-08-07 08:50:33
RT by @elonmusk: Dear Europe: It's Not Racist to Have A Rational Immigration Policy
2026-08-07 08:50:23
RT by @elonmusk: Banana for scale. Relative to the Terafab the banana is basically a quantum fluctuation.
2026-08-07 08:31:58
RT by @elonmusk: CHARLOTTE RESIDENTS, BEWARE Diquan Shafar Hunt (14 prior arrests) is on the loose, filming himself attacking white women Please spread this info
2026-08-07 07:37:21
It will be awesome 😎
2026-08-07 07:36:57
Easy to tell who the bad guys are by looking at who has to build a wall to keep people from escaping!
2026-08-07 07:34:46
Starlink
2026-08-07 06:39:33
RT by @elonmusk: In case you need a reminder of the INSANE scale and AMBITION of the Terafab project: I've put together a supecut of Elon Musk's Terafab announcement back in March 2026. Worth watching again following today's EPIC update. 💪 p.s. MASS DRIVER ON THE MOON!
2026-08-07 06:24:41
RT by @elonmusk: STARLINK: SpaceX plans to build its terrestrial cellular network by placing small cellular radios, femtocells, inside or next to existing Starlink dishes on a limited number of rooftops, Gateways, and Tesla Superchargers. Basically turning a subset of its existing Starlink installations into a distributed small-cell network that phones can use directly. Here is how it works: - Hardware: SpaceX will add a small cellular radio unit to some existing dishes. The unit uses the terrestrial spectrum SpaceX is acquiring from EchoStar (about 65 MHz). - Coverage: These units act as low-power cell sites. A regular phone in the area connects over the air to the nearest rooftop radio the same way it connects to a normal cell tower today. No special hardware on the phone is needed. - Density: SpaceX only needs enough host sites to create usable coverage in a given area. It eliminates the need to lease traditional macro towers. - Backhaul: The same Starlink satellite link that already serves the dish can carry the cellular traffic back to the core network, or local fiber can be used where available. - Cost: The approach avoids the high cost and slow permitting of conventional cell towers. SpaceX says this keeps upfront capital spending far lower than a traditional carrier buildout. Commercial service is targeted for the end of 2027. More Starlink news in today's EC below!
2026-08-07 05:04:59
Whether or not an airline has Starlink will be a deciding factor for consumer choice, especially on long flights
2026-08-07 04:13:20
RT by @elonmusk: 🚨BREAKING: RED CROSS DELETES VIDEO AFTER MIGRANT MURDERS BRITISH WOMAN The Red Cross made a sympathetic cartoon video showing the journey of Sharif, an Afghan travelling to Europe When Sharif got there he MURDERED a British Woman and stuffed her body into a suitcase They wanted you to feel sorry for him but he killed a young woman like the savage that he is The Red Cross must be held to account for the blood they have on their hands
2026-08-07 00:04:18
RT by @elonmusk: Our goal is for no Tesla battery to end up in a landfill. Across our US operations, we’re recovering more than 90% of key battery materials like nickel & cobalt from cells that we recycle More details in our 2025 Impact Report https://www.tesla.com/impact
2026-08-07 00:00:40
RT by @elonmusk: Precisely a 420 mile drive to Starbase, as foretold in the prophecy @elonmusk
@aleabitoreddit
2026-08-07 20:55:47
Some more TLDR takeaways from $AAOI ER: - They also flagged DSP and TIA bottlenecks, which is a positive industry read through for names like $MXL, then $SMTC and $MTSI. - For revenue growth, they're expecting more than $500 million revenue Q4, which is absurd growth. For reference: Q2: $191.9M Q3: ~$255M-$290M Q4: $500M+ By mid-2027: ~$1.41B quarterly revenue run-rate Always impressed by the revenue ramp from some of these optical players.
2026-08-07 16:50:01
I usually make fun of sellside, but Rosenblatt has pretty goated channel checks on optical names, and their reports are one of the few I like talking about. $AAOI, $LITE, $SIVE, and the laser party has started to recover around the est. timing windows. eg. last month: "Multiple short sellers told them they will likely close their positions... late July and early August". They might have missed that they believed $AMD would be $AAOI's first CPO customer... since AAOI said they would be missing from first-gen CPO (maybe future gen?) But lot of their talking points about China CPO laser positioning (eg. 2-3 years behind) got corroborated word-for-word from AAOI earnings today.
2026-08-07 16:27:45
Unitree, China's humanoid leader, is set to IPO this month at a $9B valuation! (~$6.2B originally per March filing). Derivative markets are pricing open at an implied $36.04B MC, roughly ~4X listing price. $CCXI / Agility Robotics, the first US publicly listed pure play humanoid leader, is also going public later in Q4, at a ~$2.5B pre-money valuation. It will be interesting to see how markets price in America vs. Chinese Humanoid leaders.
2026-08-07 15:26:37
Earlier today, optical interconnect company Lumilens "emerges from stealth" at a $5.5B valuation, after raising $700m. Just as a recap from $POET / $SIVE Linkedin OSINT mapping I shared earlier, Lumilens was supplying a top 3 hyperscaler customer. So we got confirmation of that a month later, along with the material figure that Lumilens has a "multi-billion-dollar customer agreement". And just for reference, $POET has existing contracts with Lumilens ($50m purchase order, up to $500m) + contracts with $SIVE (depending on product lines). I actually took tiny positions in POET again after reading this news, since it finally gives them visibility into extremely well funded hyperscaler suppliers (on top of Poet's really large balance sheet). But TLDR: > Lumilens around similar (or even higher) valuations as Lightmatter/Ayar, bigger than markets thought with hyperscaler customers. > nice read through upstream on $POET (derisking) / $SIVE. > Great for optical valuations in general, seeing a company go to $5.5B in 2 years.
2026-08-07 13:46:59
Wow, there's gem after gem in $AAOI earnings for $SIVE + other laser player readthrough. 1. AAOI not meaningfully participating in CPO first-gen deployments. "We just can’t make enough of them [CPO lasers] to be involved in their current first-generation [CPO] deployments because there’s just not enough capacity. We have to prioritize our ability to make lasers for our own transceivers first" So first-gen CPO laser deployments, might even be narrowed down further for Western players like $SIVE, $LITE, $AVGO, and $COHR. And independent CPO CW laser capacity became more valuable if $AAOI had to turn away more customers... Also remember Trendforce was talking about $AMD singing CW LTAs? $COHR / $LITE have capacity signed with $NVDA ... I thought it would be $AAOI, but they might be out of the equation. $MTSI also doesn't look meaningful with early CPO participation (eg. no mention in ER aside from NPO, and removal from Ayar website). So I wonder who players like $AMD is going to go with for Helios (eg. Sivers + Ayar more likely candidate now)? Btw, this is not bearish AAOI because they have too much demand for optical transceiver business. Just more bullish on the existing few qualified CPO laser names that have capacity. 2. Demand imbalance and bottleneck for InP lasers / optical transceivers. AOI's CEO stated kinda supported that when they said: "The customer demand is 20%-40% higher" than expanded built out capacity. "We are getting this kind of demand from several big customers almost every week. Lasers are the biggest bottleneck right now for the transceiver business" 3. China being years away from having CPO DWDM specification lasers. I covered this earlier when looking at CPO competition from channel checks. But AAOI confirming that China is "easily at least two, three years or even longer from having CPO lasers is incredible tread through on defensibility Western laser positioning in the CPO laser chokepoint. TLDR: - High demand imbalance for CW lasers and optical transceivers. - $AAOI not in first-gen CPO due to capacity constraints (not exactly bearish AAOI because they have too much demand for their optical transciver business, but even better news for the few independent players with capacity coming online like $SIVE) - China years behind in CPO lasers.
2026-08-07 07:41:38
$MTSI earnings transcript: "Customers are coming to us with urgency due to the general supply shortage of indium phosphide DFB lasers" Emphasis on "Urgency", CW "DFB lasers", "coming to us". CW DFB names, such as like $SIVE and $LITE should be happy to hear about this laser bottleneck getting validated.
2026-08-07 06:54:46
Just some TLDR notes on $AAOI earnings: - Expects full qualification of 1.6T products by their hyperscaler customer within next couple of weeks (helpful revenue ramp #2, timelines) - Continues to believe that AOI will have the largest AI DC transceiver production capacity in the US (reiterating ambitions during a time when their competitors might get banned) - Expects facilities toward InP capacity to come online in early 2027 (timeline FYI in terms of further ramp) - Total capacity is approaching 200,000/u per month, EOY 650,000/u per month of 800g/1.6t. EOY 2027, 930,000/u (this is the ramp i want to see) - "increase our manufacturing capacity for our external light source or ELSFP. That's for co-packaged optics or CPO". we anticipate ramping production later this year and into 2027, ultimately culminating in about 400,000 pieces per month in 2028 (need some time to model this into revenue) - "As we have mentioned before, we've been manufacturing lasers internally for many years. This has allowed us to avoid some of the shortages that have affected others in the industry" (vertical integration bull case during CW/EML laser shortages) - We believe that in the future, CPO will continue to drive increased demand for high-power lasers (thesis validation on CPO sector) - "to our long-term objective of returning non-GAAP gross margins to around 40%" - "We ended the second quarter with $508.8 million in total cash equivalents" I need to double check if the ATM finished or not - "our ability to deliver revenue in general, and specifically when it comes to 800G products, is limited by our production capacity right now" "If we could produce more, we could ship more right now" Demand > Supply validation. - "Most of the increased capacity will be in U.S. Even so, let me say that, like I keep emphasizing, that is not good enough for the customer demand. The customer demand is 20%-40% higher." Unholy photonics demand validation across the whole sector, read through for $LITE, $SIVE / $JBL, and others is amazing. - "Not in the next two, three years, especially the demand is so big. Okay? Even combined AI, $LITE, $COHR, $AVGO all together, it's still very tough to meet the customer demand in the next few years" More optical sector demand validation. - CPO Timelines: "If you're talking about really high volume manufacturer [for CPO market], I would say more like the late Q3 next year" and "We have been working very close with at least five customer" If you care about current earnings (which I'm not really looking at closely) Revenue: $191M vs. $190m EPS: $.06 vs. $.02 TLDR: Extraordinary demand across the laser + optical sector read through. Kinda supporting Lumentum CEO statement that laser shortage is worse than memory shortages. 2027 capacity ramp on track. To map inflection period with timelines, would be around early next year, as stated in their previous earnings call. AAOI has the customers now. Limitation is making enough lasers and transceivers.
@dianzhuXS
2026-08-07 14:27:38
東方文明的數術根基就是古天文學，包括天干地支的誕生，很多基本邏輯源於「蓋天說」，興在「渾天說」。知道基本的法理，才不會膽兒肥到望文生義胡說八道。 嗯，在中簡圈這個不求甚解的大染缸裡，知道基本法理，就已經是「人尖子」，但也就自然升級成了，大明白們最恨的「眼中釘肉中刺」嘍🤭
2026-08-07 12:41:50
轉發散人這一期，同時翻看「合訂本」，大盧預測的「如火如荼」已驗證😮💨
2026-08-07 08:23:16
不要說帖子中提到的這幾個國家，就是泰國，馬來西亞都不會鳥這種觸動本國利益的霸凌。一句話，中國不是美國，也永遠不可能成為美國！文中提到的各個地方，唯有港澳已經淪陷，有銀行帳戶的真需要警惕。不了解別的地方，就說韓國，如果真傳出有意向跟中國合作這玩意，那野黨肯定就趁機鬧翻天了，現任總統大位必然不保。當然，有真實證據的立案灰產，全世界都會圍剿，那不是這個話題。
2026-08-07 08:18:15
不要說帖子中提到的這幾個國家，就是泰國，馬來西亞都不會鳥這種觸動本國利益的霸凌。一句話，中國不是美國，也永遠不可能成為美國！文中提到的各個地方，唯有港澳已經淪陷，有銀行帳戶的真需要警惕。當然，有真實證據的立案灰產，全世界都會圍剿，那不是這個話題。
@xiaomustock
2026-08-07 10:40:32
造孽了minimax卖飞了
2026-08-07 10:03:31
minimax330卖完了 江湖再见
生成时间：2026-10-02T11:30:07.910Z