📅 20260911 推文存档

📊 共 18 条推文

@xiaomustock

2026-09-11 23:43:32

推特的诈骗号太多了，不得不开启蓝v评论才能规避减少，全是我的福黑不黑，什么没有比我更会玩。一大堆诈骗号评论区泛滥，马斯克老板重视一下用户体验。 @elonmusk https://t.co/sNg81J2L4F

📖 原文 | 🔗 #0911-234332

2026-09-11 22:37:39

国产这些公司真是把股民当日本人整，智谱又来高价发债低价增发新股。总共募资50亿美金。 https://t.co/YhItB0HBqS

📖 原文 | 🔗 #0911-223739

2026-09-11 19:57:49

另外一个养老号盈利的钱也都是靠今年年初梭哈中韩半导体赚的，其他基本上全是亏。全靠存储，现在存储不涨其他的更看不懂了，在里面瞎折腾亏钱真是必然。 https://t.co/nPpsHNh47f

📖 原文 | 🔗 #0911-195749

2026-09-11 14:18:25

噶最低点了。惨呐。

📖 原文 | 🔗 #0911-141825

2026-09-11 12:47:37

anthropic发这份报告说明闭源模型的用户完全没有隐私可言，ai公司可以看到你发的一切。

📖 原文 | 🔗 #0911-124737

2026-09-11 11:09:01

大a投降了，献祭了，从想赚把大的到只想回本😂 https://t.co/m1FzoXmMsL

📖 原文 | 🔗 #0911-110901

2026-09-11 03:38:05

AI不仅掠夺普通人的工作，也开始为财团掠夺普通人的财富。 openai推出了面向金融服务的gpt。

📖 原文 | 🔗 #0911-033805

@aleabitoreddit

2026-09-11 23:16:06

Looks like Situational Awareness is back:

Sources say Leopold bought options in $AMD, $BE, $CRWV, and $DRAM.

And was active in other stocks such as $SKHY, and $SNDK.

Little surprising since option IV across the board is quite high. https://t.co/P2Pg5szbvO

📖 原文 | 🔗 #0911-231606

2026-09-11 20:11:07

X should go out and ban every network ring that pays others to quote/comment on their posts.

If you want to see how it’s done:

> companies pay influencers to comment/quote their posts (now sometimes with labels)

> they spawn new accounts like ___ “finance” or ___ “<insert

📖 原文 | 🔗 #0911-201107

2026-09-11 18:30:58

Haha I feel bad for the guy at the $SIVE booth.

Genuinely thanks everyone for helping crowd source channel checks, really appreciate it!

Think the most interesting update overall from Innolight channel checks was explicit confirmation that lasers across 70mW-200mW power range https://t.co/EfyxqvbFYH

📖 原文 | 🔗 #0911-183058

2026-09-11 15:03:16

Yep, I'm personally high conviction on the AI trade (especially photonics/memory) despite macro.

$NVDA gave forecasts for $1.3T hyperscaler capex ($100B+ above BofA analyst expectations)
$SPCX Wells Fargo forecasts are ~$263B for 2027.
$127B spend in 2027 for

📖 原文 | 🔗 #0911-150316