Sabitlenmiş Tweet
I promise： I'll buy a tesla when the stock hits $600 （PT of @Garyblack00 ），M3 or MY would be OK，before that I should deal with my Toyota.
English
🔋𝓣𝓮𝓼𝓵𝓪4680🔋
3.1K posts
🔋𝓣𝓮𝓼𝓵𝓪4680🔋
@Roystable
Tesla owner since 2021, Husband, Father, Stand with Elon.
Katılım Eylül 2015
749 Takip Edilen250 Takipçiler
🔋𝓣𝓮𝓼𝓵𝓪4680🔋 retweetledi
$INTC is now firmly planted in the $NVDA #AI eco system from the looks of it.
Not just products but IFS too.
MQ@Mar364503
$INTC
English
🔋𝓣𝓮𝓼𝓵𝓪4680🔋 retweetledi
🔥这位博主亲自驾驶搭载 FSD 的车辆，前往此前网传 Cybertruck 因 FSD 发生事故的地点进行实测。
结果两次测试均显示，FSD 都能完美通过该路段，并未出现网传的径直撞上护栏的情况！
谢嘉琪@XieJackie
果然当FSD发生碰撞的时候，新闻就会爆炸。当然，这是假新闻。 马斯克确认，日志显示，司机在撞车前四秒钟关闭了自动驾驶功能。并表示，任何使用过它的人都知道，那个视频并不是Autopilot的驾驶方式
中文
Impressive.
Damnang2@damnang2
$INTC I've written an in-depth article on Intel's EMIB packaging technology. It covers how EMIB compares technically to TSMC's CoWoS, why the industry is paying attention to it now, where the customer pipeline stands today, and which overlooked companies stand to benefit. All written with the investor in mind, in plain language without sacrificing depth. If you're interested in Intel or the advanced packaging space, the full article is linked below. 👇 open.substack.com/pub/damnang2/p…
English
@Rustallintsla @Roystable 我比较极端，全部资金都买了tsla，我并没啥生意，甚至也没啥储蓄，缺钱时，就卖点股票。
不过我确实不慌，因为我完全信任马斯克。
低谷时候是比较多，但凭着对马斯克的一往情深，我可以只谈感情不谈钱😂
中文
说实话，能建仓Tsla这只股票的人，一般多多少少有点别具一格。
要是重仓tsla的，那在现实生活中，肯定是在某些方面有点格格不入的。
像我这种全仓的，基本属于执拗偏执，或者有些是那种精神方面有点那个的。在现实生活中得多包装下自己，否则太异类。
LGBTQZRWMFUCKUALL是外表的异类，而我们是灵魂的异类。
比如说，X这个平台，快一年了，没个正经CEO，放眼第二家，没有。
我梦里的大兄弟，阿肖克，都身兼了多少关键职位了， 到底忙不忙的过来？！！没人了吗？ 赣！
你再比如说，Elon去年干的那些事，说的那些话，背后发凉，能活就行。
万事都没有完备，说四月份要刮东风了。 这就还有两周，我看量产的车往哪停。
你拿正统的思维去看这个综合体，哪哪都觉得有问题，至少不敢下重注。
整个马斯克帝国里，让人最放心的就是starlink，感觉真的像印钞机。 期待FSD印钞的那一天。
为了遏制自己，我把一点点余钱卖了下周nvda182的put。算是定存吧。
中文
The B-52 Stratofortress was built differently.
While most aircraft must straighten before touchdown, the B-52 can land while still crabbing—thanks to landing gear that swivels up to 20°.
📹: theflyingduck77(YouTube)
English
@pbeisel This is simply because Tesla's AI5 doesn't need as many transistors as Blackwell's.
English
Tesla’s forthcoming AI5 uses a half-reticle design, which is crucial for yield. A reticle defines the imaging area of a lithography machine, fitting two chips per shot effectively doubles yield.
This means the Tesla chip design team had to carefully manage die features, for instance dropping the older ISP (and classic GPU) to make room for more AI cores.
By contrast, NVIDIA’s Blackwell fills nearly a full reticle, making it a single-reticle design.
If Tesla hits its compute and efficiency targets with AI5 in this half-reticle format, it’s almost like cutting fab requirements in half.
And this has a big impact on Terafab, especially if it carries forward for AI6, AI7, etc.
phil beisel@pbeisel
Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.
English
摩根斯坦利：“ 无人出租车可能会促使特斯拉卖更多的车和订阅。”
大摩是不是关系户招进去就配个私人秘书，成天发发这种东西，配个分析师的title。
很好奇中金是不是也是这样运作。
中文
说句不当讲的话，老马这么重视Grok Imagine，真的哪怕亲自用用别家的产品，比较比较呢？他天天发的这些，谁会用，在什么场景下用？出去挖挖人吧。
Elon Musk@elonmusk
Beautiful Grok Imagine
中文
特拉维夫上空，铁穹防御系统成功在末端低空拦截到一枚伊朗弹道导弹，针尖儿对麦芒，弹头对弹头精准，以色列士兵欢呼雀跃🥰。
中文
🔋𝓣𝓮𝓼𝓵𝓪4680🔋 retweetledi
$TSLA 🇭🇰
NEWS: Tesla's 6-seater Model YL has been registered with the Hong Kong Customs System.
According to the information, the pre-tax retail price of the vehicle is HK$300,920 and the final price after payment of registration tax is HK$499,978.
Tesla looks set to start selling Model YL in Hong Kong, following Australia and South Korea.
English
🔋𝓣𝓮𝓼𝓵𝓪4680🔋 retweetledi
什么样的教育经历，才可以形成这样不顾事实胡说八道的风格？
抛开事实纯主观臆测的发言方式又是如何堂而皇之的大行其道？
Balder@Balder13946731
马斯克那种倾向于让纳税人或富豪来掌控国家的思想，其实很极端也很危险。 I no longer believe that Elon will bring a brighter future to the world. He is way too capitalistic and exploitative. 他似乎根本不能理解人们为什么会互相帮助，为什么要去保护弱小，以及社会为什么需要同情心。 他的公司总是一觉得员工没用了就立刻炒人。但我不认为真正伟大的公司——我说的是那些实打实赚取上千亿美元利润，而不是靠炒作市值的公司——会是这种做派。 这些伟大的企业运营的是一个有温度的社会，而马斯克，似乎一直只是在冷酷地运营机器。 你觉得这样的人会让机器人无偿赡养穷人，还是想办法把这些没有价值的人抹除呢？这是AI要带来的未来吗？
中文