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@elonmusk
2026-08-09 23:57:12
RT by @elonmusk: A lot of people on the right like to blame the rise of DSA on white socialists. The truth is far bleaker:
2026-08-09 21:07:05
RT by @elonmusk: Grok Build is quickly turning into an all-in-one creation environment It can now also generate images and videos with Grok Imagine directly inside your workflow You can create custom visuals for websites, apps, presentations, marketing campaigns, product pages, social media and pretty much anything else you're building No more jumping between different AI tools just to create the assets you need......even Claude Code doesn't natively have this Build the website, generate the images, create the videos, and then ship it - all from Grok Build
2026-08-09 21:03:23
RT by @elonmusk: All year long we heard “we’ll get to the SAVE America Act when we have time,” realizing it would likely take a few weeks. We waited patiently while fully funding DHS and addressing other priorities, expecting to return to it when time allowed. It’s now August, and we’ve already taken more recess weeks this year than I can count. There are 21 weeks remaining in 2026, and approximately 14 of them will be spent with the Senate in recess. Why? These few weeks in August offer what could be the perfect chance to return to the SAVE America Act and debate the bill until it passes. We should be doing precisely that. Frankly, we should have done it months ago. That’s why I objected to recess and voted against it. Unfortunately, I and those who joined me in opposing it were far outnumbered—with all Democrats and most Republicans preferring to take yet another lengthy recess, this time until September 14th. Lost opportunity.
2026-08-09 19:59:58
True
2026-08-09 17:20:34
RT by @elonmusk: Christmas Eve 2008. Tesla closed a funding round in the final hour, days from bankruptcy. Elon Musk put in all his money & assets, borrowed from friends just to pay rent. If it missed, payroll would have bounced two days after Christmas.
2026-08-09 14:58:33
That was 10 years ago Imagine 10 years from now
2026-08-09 14:22:32
Literally What you Imagine Can be made real
2026-08-09 14:08:07
RT by @elonmusk: Top 10 websites by total visits in July 2026: → Bing and TikTok move up one spot each, to 8th and 9th, respectively. → WhatsApp drops to 10th place. → TikTok recorded the highest MoM growth, followed by X. → After 8 of the top 10 saw traffic decline in June, all 10 grew in July. https://www.similarweb.com/website/?utm_medium=social&utm_source=twit
2026-08-09 13:01:33
RT by @elonmusk: Wishing you all a beautiful and peaceful Sunday. May your day be filled with smiles and happiness.
2026-08-09 12:56:05
RT by @elonmusk: Congrats @DavidMoss on being the first Tesla owner to cross 25,000 miles on the FSD streak counter! That's equivalent to one full lap around Earth, or two years of driving for the average American. Pretty wild. The confetti celebration also came back after it last appeared for him at the 5,000 mile streak milestone haha. (video sent to me by David and posted with his permission since he wasn't going to post it)
2026-08-09 12:14:08
Grok Imagine can meme
2026-08-09 11:48:06
RT by @elonmusk: Sometimes you need a human standing next to Starship just to remind your brain how absurdly massive this thing actually is A flying skyscraper made of stainless steel, designed to land itself and carry humans to another planet Absolutely insane that this is real
2026-08-09 10:00:44
RT by @elonmusk: Really enjoy the new editing tool from @imagine. The grounding capability from the multi-modal is insane.
2026-08-09 08:57:52
RT by @elonmusk: Grok Imagine works wonders. The best tool for creating images and videos quickly, easily, and with high quality. Try Image 2.0 😍🥰
2026-08-09 06:39:13
Boring upgrades
2026-08-09 04:51:25
Having Starlink on a long flight is a gamechanger in productivity
2026-08-09 04:50:03
Try version of Grok image editing
2026-08-09 02:39:00
RT by @elonmusk: Falcon 9 launches 24 @Starlink satellites from California
2026-08-09 00:27:48
Major upgrade to Grok Imagine image editing
2026-08-09 00:27:01
RT by @elonmusk: Watch Falcon 9 launch 24 @Starlink satellites to orbit from California https://x.com/i/broadcasts/1qxoNNApQWyJv
2026-08-09 00:25:33
Try it out!
2026-08-09 00:21:00
Yes
@aleabitoreddit
2026-08-09 12:11:14
All right chat, it’s that time of the month again. What’s your #1 highest conviction stock and why? I actually learn a lot from reading these, so share some cool ideas.
2026-08-09 08:23:56
I think it’s a good time to revisit $SIVE ~$427m/yr midpoint capacity revenue modeled projections. Given recent industry earnings: > $AAOI cited +20-40% demand imbalance for transceivers (with lasers as the bottleneck). > $MTSI saying many "Customers are coming to us with urgency due to the general supply shortage of indium phosphide DFB lasers" (in other product lines) > US proposal ban on new Chinese optical transceivers (Innolight/Eoptolink) > AOI no meaningful participation in first-gen CPO deployments due to lasers being allocated toward transceivers. The read through is that it’s possible to apply the same capacity-demand absorption modeling applying to $AAOI, but for other laser players like Sivers too. Given the widespread shortage and demand imbalance for InP CW DFB capacity.
2026-08-09 02:27:18
Today I'm writing a weekend guide on how to do DD when shorting $NBIS: First, you look at hyperscaler earnings for AI cloud read through: > $GOOGL: reports record AI cloud demand + backlog + margin increases from earnings > $AMZN: reports record AI Cloud demand + backlog + margin increases from earnings > $META: reports higher than expected prices for available capacity from earnings. Now, time to look at Nebius: -> $NBIS: Growing hundreds of percent to $7-9B ARR by Q4. Growing margins, and guided 4GW+ contracted power. -> Sees Uber/Waymo splitting, putting more focus on Avride -> Sees Clickhouse growing rapidly every quarter. Okay looks bad! But next, you need a hedge? -> Wow! A $NIKE brand executive, after the stock dropped 75% over the past 5 years, went to $LULU to save that brand next? Lululemon seems good. Conclusion: Short Nebius and go long on $LULU
2026-08-09 01:52:29
Yes, I'm still bullish on memory like $MU / Samsung. As I said earlier, markets tend to rotate from bottleneck to bottleneck. This week it looks $AXTI to $LITE in the photonics sector is the focus again. The thing is... the primary thing that changed are the stock prices, followed by some narratives + updates sprinkled in here and there. For photonics: > We already knew $COHR / $LITE lasers were completely sold out for the next 2 years during July's drop. > We knew about demand imbalance from $AAOI from last quarter's earnings calls. Nothing deteriorated fundamentally during July's crash, other than listed price after liquidations. Yet tons of people called $AAOI a "scam" when it dropped to $75, or $AXTI a "scam" on its drop to $35... But are bullish again at $140 or $80, when the transciver/InP substrate bottleneck hasn't changed at all, but maybe even got worse... (eg. draft for US ban on new china optical transceivers, scale up demand projections) For Memory: I'm witnessing a lot of retail capitulation, but the same people I'm seeing were mega bullish after $MU signed 16 SCAs and gave exceptional projections a month ago. Or were celebrating Samsung having the highest operating profit in the world. There's updates here and there eg. Rubin Ultra with memory optimizations (which Nvidia strives for every generation), with prices no longer being hiked way above expectations to the extreme. But the operating income relative to MC is just absurd around current prices, especially memory becomes structural. And the demand imbalance should be even worse next year. People tend to capitulate and follow narratives when a sector drops (eg. Helium/LNG back in Iran war), even if the bottleneck or fundamental situation hasn't really changed much (eg. $SPCX Elon earnings call reiterating memory tightness). I can't tell others what to to do: But $AAOI at $140 and $AAOI at $75 are the same company. Samsung at a $1.5T MC and Samsung at a $980B MC are the same company. Just valuations and narratives (often noise) change, and markets rotate from sector to sector.
@dianzhuXS
2026-08-09 06:43:34
最近統戰黃推攻擊太猛烈了 投訴多次根本沒人管 拉黑也拉黑不完 準備停兩天推 轉移一下牠們的注意力 看看有沒有效果 😮💨😮💨😮💨
生成时间：2026-10-02T13:01:24.775Z