Optimus Tom

@aleabitoreddit SIVE现在还可以买嘛？真心求问

Surprised $SIVE is only up 3.36% off the news JP Morgan (institutional) bought 5%+ ownership of Sivers. Just in the last month alone. First major signal of major institutional buying of the float for Sivers.

@wang_xiaoshen 几代人的女神啊

曾经我爷爷说喜欢她 后来我爸爸也喜欢她 现在我感觉我也喜欢她了

Let's compare the trend of Chinese A-shares and other market stocks in the past 20 years. It's really frustrating. The purpose of what I said is just to express that the market may have bullish hope in terms of technology and indicators, but it really can't be the same as the idea of the international market.

@aleabitoreddit I'm your Chinese fan, and I don't deny your ability to dig for gold. But A-shares really can't rise at the level of news and technology. This market is abnormal.

I do think LeaderDrive (688017) is China's standout component leader in the robotics sector. I've done a lot of research on other robotics picks / $TSLA Optimus suppliers, but LeaderDrive is extremely unique. Compared to others doing lower margin assembly, or lower value components, with higher design out risk. Western institutions like Goldman Sachs Research flags LeaderDrive many times: -> As a company with high technology barriers (eg. harmonic reduction gear). -> and likely capturing high component value costs like planetary roller screws of each humanoid produced. In simpler terms with LeaderDrive, you cover: 1. Many different components, with high barrier to entry 2. High BOM of each humanoid made, if you combine them together 3. Mass production capability at low cost. For each humanoid made. Please do your research on this topic before making your own decision; but long-term if you believe in humanoid sector growth: I think LeaderDrive (688017) is very compelling. Risk is mainly coming from other emerging Chinese companies taking over market share of different individual components. As well as mass-production margins decreasing over time; as seen with $VPG going from $750 (for early stage pre-production) -> $150 for sensors. But in general, I don't believe companies outside China like Harmonic Drive (6324) can achieve the same costs for mass production, which is why $TSLA Optimus is creating extensive supply chains from China. So we'll likely see supply chains be bifurcated with cheap mass production $15k-20K humanoids from Chinese supply chains. And higher cost humanoids from Western supply chains. Again if you look at current P/E ratios and say it's high; a lot of it is misunderstanding comes from not looking at forward growth: Nothing has been mass produced yet. AGIbot has recently achieved 10k units produced back in March. But in the next 3-5 years, the TAM of the humanoid/robotics sector forecasted by Elon Musk and others very large, if he's expecting millions of humanoids to be produced a year. So my expectation is the current $10.65B MC would look very tiny in hindsight of LeaderDrive's market capture of the overall robotics market. So I don't believe thesis like this should be measured in short term timeframes (or that people should actively trade names like these). Moreso a long term investment idea about how this company could capture a material part of the overall humanoid market that exponentially grows over the next few years.

@SlowIsFast0 @CxxVen 有最新政策，已发邮件给客户询问，结果第一时间会告知大家

@TomOptimus @CxxVen APP里能看到各种收费项目

@aleabitoreddit 白毛女神👸

I appreciate the objective coverage from 中国证券报 (China Securities Journal) on my LeaderDrive (688017) analysis! On the article: “A single tweet ignites the leading robotics stock, who exactly is the "White-Haired God of Stocks" Serenity?” Supply chains are global, and my research shows that Chinese companies like 688017 hold a dominant position over low-cost, mass production as humanoids scale up. Just a heads up: I do believe Leaderdrive’s position is very undervalued long term (next few years), if you weigh component costs vs. current customers vs. robotics TAM. But I don’t control any near term volatility, especially with macro climates. I’m flattered regardless by the institutional coverage of my track record of picking longs like $MRVL and my investment framework. As well as the recent support from the Chinese community.

真的受益匪浅！

@greenhandwe 一起互动

昨天差不多互关了150人。 继续 #蓝V互关 只要你是蓝V，关注我，我会慢慢回关。 不管你是什么类型的账号，哪怕搞黄的，当然，涉政的不回啊，昨天有几个这种账号我差点回关了。😰

@CxxVen 最近应该是已经改了，不收管理费。后面我再验证测试下

@TomOptimus 我记得这个银行是需要账户里友 10000usd 的，否则要扣管理费。

@hotbabyrebao 热宝啥时候这么凶了啊，这堪比现代版女武松😧

@NovaYuanN321 @CyberTshr 看了你们的视频，我更想买一辆model Y了🤣

Tesla FSD V14 navigating one of China’s toughest night-road scenarios.

music.youtube.com/watch?v=oMsizm… 韩国🇰🇷的朋友们，真的是每晚都要有Blackpink陪伴才能入睡啊🤓🎧🎤

@Li665508Li 做自己，屏蔽那些不和谐的声音。不过还没毕业就有这种觉悟和认知已经胜过很多同龄人了

我说实话，我也不是什么坏的人 我每天泡在x不过是我找不到好的工作糊口 我也是个还没毕业的大学生 赚到钱会给妈妈买衣服的小孩 为啥这个x恶意这么大……

@naturebeauty760 Really a good place

Welcome to Scotland 🏴󠁧󠁢󠁳󠁣󠁴󠁿

@wang_xiaoshen 这是桃子吧🤣

听说南方的东西都大 没想到南方的车厘子🍒这么大

@Noahohc Oh my god .I can’t move my eyes 👀

3년만에 직관다녀옴 😙 나는 승요가 절대 아냐

@hotbabyrebao 6月12日Space X，一起冲啊

美股就是越跌越买，而A股是你要好好审判什么是未来十年像美股一样走长牛同时可以把指数支撑起来的股，现在还看不懂A股美股化的股民，还觉得AI是泡沫的应该要去看看脑科。

@xxx1195518 来互动吧

为什么要在推特上高频互动？ 因为你我相当于都是做生意的。 平时你来我这聊天，我去你那捧场， 人脉和人气就是这么互帮互助做起来的。 记住一句话：有人的地方才有生意，商业的尽头永远是人情世故。 🤝✨

@DRbitcoin36 互关呗，大佬

紧急蓝 V 互关一下，因为比特欧终于要 30,000 粉丝了，名额有限，速速领取。

@hotbabyrebao 真的，马斯克是全人类的希望，他的毅力和坚持也是全人类的榜样

大家只看到现在的光鲜，看过马斯克传的人都知道，在他们早期承受无比大的压力，发射火箭3次，第四次才成功，第四次都差点发不出来…… 马斯克给nasa 的订单也是承诺必须交付才能拿到报酬，他真的是个很负责任的创业者，对得起他的投资人和用户。 而他做这一切只是为了让人类文明在太空也得以延续，他的梦想太伟大了😭