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@elonmusk
2026-08-12 23:57:10
RT by @elonmusk: Grok 4.6 is an excellent model. I’ve been using it heavily for the past couple of weeks and it handles everything from simple coding & code review all the way to designing and debugging complex systems with ease. What stands out even more is how strong it is outside of coding - deep research, long-form reasoning, planning, writing, and agentic workflows all feel noticeably sharper.
2026-08-12 23:52:00
RT by @elonmusk: give 4.6 a try and let us know how it goes. your feedback is a big part of why the model gets better with each iteration.
2026-08-12 23:46:40
RT by @elonmusk: grok 4.6 is live! a write up on my learnings, findings and tips to using the model!
2026-08-12 23:46:31
Grok 4.6 is a banger
2026-08-12 23:42:25
Grok 4.6 reaches 1753 ELO
2026-08-12 23:41:05
RT by @elonmusk: Excited to release Grok 4.6. With each release, Grok is becoming a more capable digital colleague. 4.6 is significantly better at difficult tasks and knowledge work. It combines Opus-class intelligence and polish with very low cost and high speed.
2026-08-12 23:41:00
Pinned: Grok 4.6 is now out 🚀🚀🚀 Smart, fast & amazing bang for buck!
2026-08-12 23:36:27
RT by @elonmusk: Grok 4.6 is a leap in intelligence and persistence. From completing debugging tasks to building apps from scratch, Grok 4.6 is a fast, dependable, and smart companion. Try it now in Grok Build, Cursor, Grok Bot, and the SpaceXAI API!
2026-08-12 21:52:59
RT by @elonmusk: As soon as I got the new for the release for Grok Bot i just said Grok build to install it...and it handled the entire process for me i've been doing a lot of these tasks since the release of Grok Build I never actually installed anything myself since than.....searching and downloading and installing myself is a lot of time compared to what Grok build can do it it’s super easy and it also tells you everything you need to know after it completes the tasks...that's how I got to know that you can power it up with your SuperGrok Heavy subscription i literally use it so much for daily routines....now it feels like hell to do anything manually that I used to do before 😅
2026-08-12 14:59:11
Grok Build is extremely powerful
2026-08-12 14:56:27
How to use Grok Build
2026-08-12 13:30:10
RT by @elonmusk: Everyone else is talking about building ASI to like monopolize b2b saas and Elon is talking about building a kardashev II sentient sun
2026-08-12 13:25:29
Video
2026-08-12 13:22:44
Grok Bot
2026-08-12 13:21:20
SpaceX company update
2026-08-12 07:04:34
RT by @elonmusk: ELON MUSK ON BUILDING A “STAR MIND” POWERED BY THE SUN “We’ve already built the most powerful AI training clusters in the world. And then what we expect to do by the end of next year is about 10 times more than what we’ve done thus far. This will be very important practice for space AI. And I do think that AI training will continue to be on the ground, but AI inference, the day-to-day use of AI, will be in space. So we’re aiming to get to 10 gigawatts by the end of next year. This is depending on what the value per watt is. If the value per watt is probably going to be $30 to $50, which means if we bring 10 gigawatts of AI online by the end of next year, it will be $300 to $500 billion a year in revenue. Big numbers. And sometimes I wonder, what is our purpose? And it could be that the purpose of humanity is to give birth to a star mind, a sentient sun. I don’t know what the AI is going to think about, honestly. It’s a lot of compute. But I guess this is the next step in the evolution of a civilization, is to harness the power of the sun. There was a physicist called Kardashev who argued that you could consider any given civilization on the basis of whether it has been able to harness most of the power of its planet, or most of the power of its sun, or most of the power of its galaxy, and beyond. So that’s what’s going to happen. And we’re going to do it. The factory for star mind will be located nearby, adjacent to us, basically. They just come from space.”
2026-08-12 03:32:48
Moonbase Alpha will be so cool. And we want to make it so that anyone can go to the Moon if they want.
2026-08-12 03:30:45
RT @Jason: I’m picking commercial flights based on starlink, not total time, route or price This new low cost Japan carrier @ZIPAIRTokyo…
2026-08-12 03:30:00
You can make your own steampunk movies with Grok Imagine
2026-08-12 03:12:24
RT by @elonmusk: Grok Bot is a workhorse All the repetitive tasks I found myself wasting my time doing I just have Grok Bot do for me now
2026-08-12 02:37:03
RT by @elonmusk: meeting more and more people who are daily driving grok
2026-08-12 01:53:21
They can’t handle the truth is the real issue here
2026-08-12 01:43:41
We will widen the Grok Bot beta after we fix basic issues with the early beta and release Grok 4.6 later this week
2026-08-12 01:41:15
What would you most like us to add to or fix about Grok Build?
2026-08-12 01:23:41
lmao
@dianzhuXS
2026-08-12 20:36:02
咱就說 你說朱鎔基死 就說牠死就完事了唄 還非TM整個大照片 惡心人 怎麼著 牠是你家長輩啊 不對啊 你們不都是反賊的標籤嗎 老王八蛋死就死了唄 瞎興奮啥 讓老外看著 以為習近平死了呢 朱鎔基死了 對中國能有啥改變嗎？ 中簡圈真TM魔幻
2026-08-12 11:38:26
黃推依然甩不掉，看來不是牠們太重視我，而是中共統戰禍害中文環境的常態化戰略部署。 帖子帶習近平，維尼⋯⋯都不管用 看來真要學學散人，設定只有我關注的才能留言了。 這一點，我對推特很失望 😮💨😮💨😮💨
2026-08-12 10:11:23
我要去台灣 好久沒申請 現在入台證 也都是PDF電子版啦 不需要郵寄好方便
2026-08-12 09:06:37
近幾年來，韓國還搗毀了很多，以華人商會為幌子的「中共海外警察辦事處」，在這方面李在明不敢親中，韓國人也不會容忍任何這樣的行為！#習近平
2026-08-12 08:40:28
上海還好嗎？
2026-08-12 08:28:32
駁【身弱不擔財官】 一個冷知識 黃仁勳和喬丹是同年同月同日生，且按照日元旺衰得不得月令去看，二人都是妥妥的身弱 此二人的成就世人皆知🤪
2026-08-12 07:07:24
三天沒發帖 「沾腥屍」又派國寶抓捕我了嗎？ 救救我，救救我，救救我⋯⋯ 🤭🤭🤭
@aleabitoreddit
2026-08-12 20:23:43
$NBIS outlook is pretty insane yet again. $582.3M revenue (+454% Y/Y, +46% Q/Q) off ~50% adjusted EBITDA margin (AI Cloud). $8.04B cash on hand. Reiterates financial guide (2026 revenue: $3.0–$3.4B 2026 EoY ARR: $7–$9B), I was hoping for a raise, but it's already massive growth. Not really about this quarter financials, but these signals: - "We could sell our entire 2027 capacity on these terms today." massive visibility on demand - "4 customer agreements averaging over $1B+ each in contract value" - Around 70% of Q2 deals included customer prepayments - Contracted power guidance was raised again, from more ~4+ GW to 5 GW. (this used to be a concern vs. $IREN debate, but Nebius power guidance keeps going through the roof). - Expects $9B+ of prepayments in 2026 and says it has $40B+ of commitments. - annual contract value per MW keeps going brrr (>$40M/mw for Q3 short term capacity deals) Same bear story will always be there (eg. large $5.66B of capex with current GAAP net loss), but demand is extreme with massive visibility, with increasing AI Cloud adjusted EBITDA margins ( 24% -> 45% -> 50% progression) We kinda got this read through from all your hyperscaler cloud earnings and $CRWV backlog yesterday, but glad it's showing up in Weebius's earnings.
2026-08-12 19:44:46
$AEHR receives another $22M follow on order for AI processor wafer level burn in systems. By their lead AI processor company. It’s cool to see this tiny company grow up so fast across so many verticals (memory, silicon photonics, etc). Up +5.39% premarket off the news.
2026-08-12 15:54:08
So this is just what I'm seeing with $SIVE and the CW DFB laser chokepoint right now. From optical earnings: 1. $LITE: unexpected demand and imbalance for UHP CW lasers. - Had ability to price up ASP for lasers. - Scale up CPO on track for H2 2027 shipments, called out any CPO scale up delay rumors as noise. Lumentum confirmed timelines (that CPO players like Sivers sold off of misleading reports from), high margins, and extreme demand for qualified CW lasers. 2. $AAOI: doesn’t have enough CW laser capacity because of too much optical transceiver demand. - Not meaningfully participating in first-gen CPO deployments, with $MTSI not looking like they're in it either but focusing on NPO. Haven't seen much with $SMTC after their HieFo acqusition. - Called lasers as the bottleneck within a 20-40% demand imbalance for transceivers. - Says customers approaching them every week asking them for supply + to move faster. AOI confirmed demand imbalances + bottlenecks for lasers. And we got an even smaller pool for first-gen CPO players. 3. Both $AAOI and $LITE claimed Chinese players were years behind for CPO lasers and far behind stated claims in qualified capacity. - $AAOI said 2-3 years+ behind with CPO lasers. - $LITE said they haven't seen anything like Chinese claims in terms of outputs (and no recourse if it's false). Reaffirms moat for CPO related lasers, and no flooding from some shortseller claims on the optical sector. 4. $MTSI said that many customers are approaching them with urgency due to the general supply shortage of indium phosphide DFB lasers. Again, puts Sivers in the that bottleneck, giving them likely more customer demand . Among $COHR ($72.54B), $LITE ($66.57B), $AVGO ($2.13T): It's very special you get one of the public 4 Western CPO leaders at a ~$1.5B MC with $SIVE. Feels like my thesis with both: - The CW bottleneck that I predicted - CW laser chokepoint (where there's only a few CPO players, at least for gen-1) Got validated from earnings, now it's just waiting for the inflection points of next optical architecture shifts.
2026-08-12 14:22:14
What a legend, Situational Awareness bought 1/6th of the entire company of Taiyo Yuden. Pretty wild to see this unfolding.
2026-08-12 12:36:24
It was reported today that Leopold’s Situational Awareness acquired 11.62% of Taiyo Yuden (6976). Up from 5.99% as of July 16th. I do agree with his position (if he still has it) in terms of how valuable this MLCC manufacturer is to global AI supply chains.
2026-08-12 09:56:29
I didn’t know Leopold was a fellow MLCC bottleneck investor in Taiyo Yuden (6976) It’s been disclosed today that Situational Awareness owns 5.99% of the company with a ~ ¥17,446/share avg as of June 29th. Current prices are ¥9,797. I actually added some today to show support since Taiyo Yuden is one of the largest % MLCC manufacturers globally.
2026-08-12 09:08:18
Bro Charles the $SMCI CEO needs to become a politician. I’ve never seen a guy dodge so many questions on a Q&A earnings transcript before. - “what’s your 2027 gross margins” A: “we look forward to growing them - “do you anticipate margins to improve September?” A: September. Which is September?
2026-08-12 08:06:12
$LITE earnings transcript TLDRs: - "Our visibility into the timing of CPO scale-up deployments has also sharpened. We remain confident in a demand ramp for our ultra-high-power laser chips in the second half of calendar 2027" H2 2027 start of CPO scale up ramp confirmed from Lumentum for their lead customer. - "We were recently given our first external light source, or ELS, module purchase for delivery by the second half of calendar 2027" ELS industry ramp timelines - "The NPO opportunity is completely additive for us, significantly increasing the optical TAM." More TAM for laser chokepoint club - "we expect the 1.6T transceiver uptake to intensify starting in fiscal Q1 and sustain through calendar 2027." - "Even in CW, we’ve been surprised at our ability to price up" Positive pricing power for $SIVE and the other CW laser players. - "As a result, we are able to command a nice price premium that we expect to sustain, as these Chinese if these Chinese guys come online. I caution people also, I think people are some of these Chinese laser suppliers are not delivering in the market today, so they have there is no recourse when they throw out these big numbers. We have not seen anything like that to date in terms of their output." Chinese players are more behind than markets expect, corroborated by $AAOI and $LITE. - "We are way behind in our shipments, unfortunately, on high-powered lasers" "The demand signal has increased, and we are very much further behind relative to our ability to supply." Extreme demand imbalance for UHP CW laser capacity, continued demand imbalance for EML. Shipping roughly +$50M year end -> $100m+ ("triple digit quarter") into much larger H2 2027 and 2028 scale up demand,. - "So what we are trying to do, I think, really in the last three months is secure even more substrate supply" (because of demand imbalance), "we found additional substrate help from $AXTI They are a great partner." Hello InP substrate bottleneck. TLDR: - Lumentum CPO scale up H2 2027 shipments got confirmed, dismissed any "delay" news as market "noise". (one delay report caused so much damage, and it took Nvidia, Lumentum, and all these companies weeks to do damage control). - CW lasers demand ramp second half of 2027 - Extreme demand imbalance for UHP CW laser capacity surprised Lumentum - UHP lasers commands very high margins and is able to price up CW laser capacity. - China further behind in the laser/capacity angle. Basically just validated timelines + demand/pricing for Western CW laser players. CW laser scarcity is already happening before the main volume ramp even begins...
2026-08-12 05:09:43
Insane earnings today for the AI theme with $CRWV, $SMCI, and $LITE. Coreweave: Absurd ~$104B+ backlog, which doesn't include $25B+ of new customer agreements added in early Q3. Compute demand read through for Neoclouds is enormous (For Nebius, Iren and others) Supermicro: Absurd $65-72B in revenue guidance, adding $60B+ in new orders... AI DC buildout read through is just enormous. Lumentum: $808M -> $1.01B -> $1.25B revenue ramp, with operating margins growing quarter after quarter. Photonics players just keeps printing. TLDR: Every layer of the AI buildout goes brrrrr, and it's showing up in earnings.
2026-08-12 04:51:04
$SMCI 2027 guidance was actually unholy: $65-$72 billion FY 2027 revenue guidance... vs. ~$52.4B expected, a casual +$16.1B above consensus. SMCI logged a massive $60B+ in news order from this earnings. That timeline is also interesting when they announced a plan to co-build $SPCX + xAI DCs "within a year" back in June.. But if SMCI sustain 10-15% gross margins off that ~$70B revenue guidance... I think there's a lot of room for rerating given MC is ~$20B (NFA, I have short term positions in SMCI now from this ER). Most important thing is learning about 2027 margins from call today.
2026-08-12 04:16:01
$LITE earnings are out, very strong earnings: Revenue: $1.01B, +24.5% Q/Q, +109.3% Y/Y growth vs. ~$984.6M Adj. EPS: $3.23 vs. ~$2.95 Gross Margin (non-gaap): 50.4% / Operating margin (non-gaap) 36.6% Q1 FY2027 guidance is probably more important: Revenue: $1.225–1.275B vs. ~$1.16B Adj. EPS: $4.05–4.35 vs. ~$3.63 Operating margin (non-gaap) of 39.5% - 40.5% In terms of notes: Sees: "Increasing demand for ultra-high-power CPO lasers, an initial order for ELS modules" - Great read through on other CPO players like $SIVEF, $COHR, and others. (maybe not AAOI since they're missing out on first-gen deployments) - "Breath of NPO engagements are the first signs that optics are starting to penetrate in-rack connectivity, significantly upping our optical TAM" - Revenue projections "reaching our target model more than a quarter ahead of schedule." Extremely strong earnings as expected, you have revenue going from: $808M -> $1.01B -> $1.25B while operating margin keeps increasing... Just my first impressions. Most important thing is the earnings call coming up soon.
2026-08-12 02:46:52
Just putting it out there for people that think AAOI is a one year cycle... $AAOI projects their ELSFP capacity for CPO to be 400K/units a month in 2028. 400k * ~$400 ELS ASP (GS assumptions) = + another ~$1.92B 2028 annualized revenue capacity added as a new distinct (>50% gross margin) product line. On top of their existing 2027 projections (eg. ~$5.6B annualized transceiver revenue off $471m/month entering H2). TAM for 1.6T also goes brrr so I'd expect their end of H2 2027 projections to go up as more capacity comes online... For certain optical names, it's one cycle (eg. 1.6T, CPO scale out/up, NPO etc. ), stacked on top of one another... stacked on top of another... with TAM + margins stacking like minions after Anivia uses W in line. Rather than one-and-done off of one year. This is a stark contrast to some other sectors where growth is likely to decelerate after maybe 1 year of triple digit Y/Y revenue growth.
@xiaomustock
2026-08-12 16:28:10
相当于散户都没在车上了大都爆仓割肉了， 存储这波去杠杆很彻底了。 买在无人问津，卖在人声鼎沸。 “昨天，韩国金融监管方面，韩国副总理发言表示韩国股票杠杆的交易规模已从7月30日的12.4万亿韩元缩减至8月7日的8000亿韩元，较6月25日的19.4万亿韩元峰值减少近96%。 这某种程度上说明韩国第一波去杠杆应该是接近尾声。”
@JonathanDi3614
2026-08-12 15:05:31
今天大盘在外围下跌的背景下，低开高走。上午最低回踩3927点，科技硬件率先拉升，推动指数冲至3946点。下午盘面一度回落，但消费与地产接力拉升，指数最终翻红报收。 昨天的行情是“食之无味，弃之可惜”，今天则是科技、软件、医药、消费全线轮动——只要你敢拿，就有机会。但没一个方向能带你吃到尾。
生成时间：2026-10-02T11:30:07.909Z