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📅 20260810 推文存档
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@aleabitoreddit
2026-08-10 23:42:04
Be Barrons: - Wants to write about optical supply supply chains like $AAOI - Hiring DPT: who needs engineers to write about this something this simple? Let’s find underpaid political philosophy backgrounds. - proceeds to find a new hire from nonprofit communication consulting - first day on job: gets paid to model revenue ramp/margins projections, CW laser bottlenecks, internal capacity - New hire: “I don’t understand this sht”, “looks like a memestock” Barrons: “Memestock? looks like our next article, I don’t understand either”.
2026-08-10 16:26:02
Now that markets are hosting a laser party again from $SIVE, OE Solutions, $LITE, Coherent, to $AAOI. There’s a pretty interesting study: Both from Fidelity and a UC Berkeley research paper, that the best investors are the ones who either… - Anecdotally forgot about their account (Fidelity) - Didn’t actively trade/overtrade (18.5% return from infrequent traders vs. 11.4%). Not any advice, but some of these anecdotes might be helpful to retail to read in general… Since I witnessed a lot capitulation off memory, photonics, or thematic volatility, just for retail not have positions on a sharp recovery. Having conviction also usually people in that “not overtrading” camp, since it helps to not overtrade in drops or see opportunities to cost average.
2026-08-10 10:03:29
Just some near term events: - OCP APAC tomorrow (Ayar, Lightmatter, $AMD, $NVDA) and your CPO players are giving announcements/updates. This should be a catalyst for certain optical players. - Earnings week: with $ASTS, $RKLB reporting today (space), $LITE on Tuesday (photonics), $NBIS in the middle of the week (Neocloud), and more. - Unitree IPO subscriptions opened up today and Listing is expected this month. Should be a potential catalyst for the humanoid + robotics sector if it opens up well eg. $CCXI. Fun week ahead.
@elonmusk
2026-08-10 23:05:49
True
2026-08-10 23:05:16
Wow
2026-08-10 22:51:14
💯 Socialists are Hitler
2026-08-10 22:50:08
He means what he says
2026-08-10 22:48:53
Super funny 🤣🤣
2026-08-10 22:01:40
RT by @elonmusk: Hitler’s socialism wasn’t just an internal economic policy – it was the cause of the war. Socialism was at the origin of the war. Not as a coincidence. As a necessity. The socialist economic model generates contradictions it cannot resolve internally – the calculation problem, the misallocation, the stagnation, the mounting failure. War is the exit. It provides the external enemy that explains the internal failure. It justifies the total mobilization the system always wanted. It consumes the surplus population the economy cannot employ. It redirects the resentment outward. Does this remind you of anything? The evidence is not subtle. The NSDAP program of 1920 reads like a standard socialist manifesto. The economic reality confirmed it – price controls, industrial planning, state allocation of raw materials, entrepreneurs reduced to government functionaries. Private property in name only. Mises called it Zwangswirtschaft – coercive economy. Hayek dedicated a chapter of The Road to Serfdom to the socialist roots of Nazism. Both writing from observation, not retrospect. After 1945 the Soviet victors imposed their version and attached the capitalist label to every rival. Western textbooks followed. The lie became the curriculum. The real divide has never been left versus right. It is collective control versus individual freedom. Once you place National Socialism correctly within the family of collectivisms, the political spectrum becomes legible – and the war becomes explicable. When the system fails — and it always fails — it needs an enemy. The bigger the failure, the bigger the enemy required. Imagine being Poland. Squeezed between two socialist systems, both searching for their enemy. We were it.
2026-08-10 19:53:29
RT by @elonmusk: BREAKING: Lufthansa Airlines just released new pictures of Starlink being installed on its aircraft. The first Starlink-equipped Lufthansa Airbus A320neo will enter service on August 19.
2026-08-10 14:30:15
Grok Imagine is focused on professional usefulness, fun for consumers and overall ease-of-use
2026-08-10 14:24:41
Yes
2026-08-10 13:08:50
R to @elonmusk: It’s possible that Starlink may end up doing >90% of IP traffic, even if competitors 10X their bandwidth
2026-08-10 12:58:44
RT by @elonmusk: The hardest part about hiring great leaders for X is that you need someone who can be an outstanding voice on the platform -- but also someone who is exceptional at trench warfare (i.e., sweating the details of the user experience and handling the daily chaos & creativity of bad actors).
2026-08-10 09:02:20
RT by @elonmusk: “Our mission is to build a world of amazing abundance” That is the bigger idea behind Optimus creating a future where physical work can scale almost without limit
2026-08-10 04:50:33
Believe them. They mean exactly what they say.
2026-08-10 04:49:39
R to @elonmusk: And the only system that can support the insanely fast bandwidth growth needed by AI is Starlink
2026-08-10 04:47:14
Hitler was a far-left socialist Therefore, socialists are Hitler Inescapable logic 😂
2026-08-10 04:45:59
AI agentic Internet traffic will obviously VASTLY exceed human usage. Not a close call at all. Cloudflare’s forecast is accurate.
2026-08-10 02:26:18
True
2026-08-10 01:27:28
RT by @elonmusk: I tried pushing the video to test character consistency with Grok Imagine. I could have kept going for a long time.The consistency is perfect.
@xiaomustock
2026-08-10 20:01:54
电脑就能装的小模型来了， $META 发布了Muse Spark 1.2模型精简版， 参数规模只有300亿，RTX 3090 24GB规格以上的单显卡都能安装这个模型。
2026-08-10 10:25:34
bbbb回来了minimax， minimax还有个科创板上市的利好没有被过会。
生成时间：2026-10-02T13:01:24.775Z