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@LedgerJuli19855 @aleabitoreddit Xpeng在中国大家都知道就是山寨水货基因的公司，做不出好东西的

@aleabitoreddit What about $XPEV do you have a take on theor physical ai, even though you dont like chinese stocks?

Just dropping these 3 slides from Agility Robotics ( $CCXI ) presentations. For the US robotic program doomposters: 1. “75% of parts” - sourced from the USA 2. Just eyeballing the graph, looks like <$30k BOM mass production. People were just looking at the ~$145K cost. 3. 10,000 RoboFab capacity, and they build in Salem/Pittsburgh/Fremont (USA). So looks like majority US supply chains with targets of <$30K mass production It does help they’re backed by $AMZN / SoftBank / Foxconn / $NVDA as investors to get this done. Just personal thoughts as a shareholder in $CCXI (NFA): My personal biggest fear were US humanoid leaders like $TSLA were just building out their entire supply chains in China. So US robotics could just be export controlled/halted down the road. eg. South China Morning Post: ‘Optimus chain’: Chinese suppliers form the backbone of Tesla’s humanoid robot initiative and engaged with hundreds of Chinese component suppliers. And that Western companies are not able to lower costs to a competitive level + are forced to use Chinese components. I'm still not sure how they're going to do it but if Agility can achieve those mass production targets with that BOM cost in the USA/West. It would be a great validation for Made in America US robotics programs. IMO the top 5 US humanoid programs right now in terms of commercialization potential are: 1. Tesla Optimus 2. Figure 3. Agility Robotics 4. Boston Dynamics (yeah KR parent) 5. Apptronik Tesla is a $1T+ company. Figure is private and valued around ~$39B. Owning Boston Dynamics through Hyundai is a bit messy. And I’d prefer not to invest in adversarial programs just as a personal preference. So I’ve been personally excited for Agility to be listed as early as September.

@aleabitoreddit 360是像流氓一样的水货公司

Hard to see a world where US AI hyperscaler capex drops dramatically from $GOOGL to $META. When China entities like 360 go and claim: They now have a "AI cyber nuclear weapon" that can hack Western companies and governments. (Zhou claimed Mythos was like an AI era cyber nuclear weapon, then claimed they built a Chinese equivalent). We're probably witnessing the modern cold war. But instead of nuclear stockpiles, it's racing to build superintelligence both offensively and defensively. With many different "battles" happening concurrently like supply chain export controls between China -> Japan -> US hyperscalers. The funny thing is that everyone still depends on one another: - US with things like rare earths and feedstock from China. - China with EUV to EDA and engineered substrates. So there's still give or takes trades to build up capabilities like Nvidia/AMD AI chips access for rare-earth/magnets access. Which is exactly why it's important for the US to build up rare earths supply chains ASAP. And not piss off allied supply chain chokepoints like European EUV partners with $ASML to Japanese vacuum/furnace makers like Ulvac with things like tariffs, if the US wants to use it as leverage for negotiations. But we're getting dangerously closer to a point where supply chain interdependence is not a deterrent against escalation. Especially as China grows closer to becoming self-reliant. And that might be the tipping point.

@Dingdong410448 @whyyoutouzhele 别逗了 北京城区早就禁风筝了 你去放一个看看

@whyyoutouzhele 温馨提示，还可以放风筝。

【北京中信大厦遭飞机撞击】后续： 北京撞机后，全国涉空项目被紧急叫停 6月29日，据英国《金融时报》报道，北京中国尊大厦6月26日发生轻型飞机撞击事故后，中国当局已向全国通航运营机构下达内部通知，暂停私人轻型固定翼飞机、滑翔机、跳伞、滑翔伞等休闲飞行活动，恢复时间未定。 《金融时报》采访了海南、成都、北京等地多家飞行俱乐部和运营商，多名从业人员均表示已收到“全国空域管制”通知。 一家海南跳伞俱乐部员工称：“所有需要飞行的活动都被禁止”，但并未获知何时恢复。 航班追踪平台Flightradar24的数据也显示，事故发生后，中国北方地区相关飞行活动迅速减少，成都等通航较活跃地区的休闲飞行也于随后停止。 小红书平台有网友抱怨因管控无法跳伞，相关从业者评论道所有涉空项目都被禁止。

@WUKING2050 @yiqifacai 增智慧目标用户恼羞成怒疯狂反击，华为好华为美，加油huawei、加油China，敬礼。中国土鳖人格基本盘任重道远

@yiqifacai 傻B，那你洋爸爸为什么在车上装咖啡机

余承东年轻时候应该没太喝过咖啡，所以认为车里装个咖啡机是个很尊贵的事。 欧美啥都贵，就是咖啡便宜，就和买个瓶装水一样。老外看到华为广告，车里装个咖啡机，估计都懵了，不亚于中国人看到车里装了一套净水机。 竟有如此操作…

@3V3PDaXoczYulmD @yiqifacai 目标用户精准出现

@yiqifacai 真不是一个不同生活层面能理解的东西。奔驰6×6有一套货箱高定改装套件里就标配一台咖啡机，那是富人的生活。你理解不了车里有一台咖啡机，也一定理解不了车里有个酒柜，红酒欧洲人当饮料，但你喝的不是富人那一款，咖啡也一样，最便宜的一美元一大杯，几十欧一小杯的也不是没有

@aleabitoreddit 随着关注者大量增加，言论环境迅速恶化，这也太不健康了，十分遗憾你迫于压力希望减少分享，加油

I've reached 900k followers, thank you everyone! Just some reflection, it's actually a nightmare at higher counts... Which is new to me, since I started at almost nothing earlier this year. 1. Threats of safety, which I don't enjoy. - Random new accounts sending personal threats - Mysterious foreign accounts, sending coercive messages the moment I mention a foreign ticker If I hold an opinion about a stock, I'd prefer not to have anyone show up on the street with a knife at night since it's safety risk at this point... Never felt like I'd have to take that into consideration for holding an opinion. 2. Egregious media narratives - Lot of outlets try to dismiss my ideas like $RPI or $SIVE as "meme stocks" or me as "meme trader" when I talk about supply chain chokepoints or fundamental catalysts to revenue due to AI. Without ever covering the core ideas or hyperscaler mapping I've done. I let success validate my ideas, but it's annoying when they can just pretend their claims like "___ will imminently crash as a fact" which ends up not happening. Or that "___" is just a retail meme stock without mentioning $JBL, Ayar, $GFS or others for CPO scale up or pluggables. I'm grateful to some outlets, like in Belgium for $XFAB coverage, but many others try and paint their own narrative rather than covering a very nuanced thesis objectively. - When I mention a ticker in a foreign market, some try to frame me as some "adversarial account"! I'm just sharing ideas, and I'll always disclose positions/financial interest if I have them. If I say I have none, they just make up some narrative that I'm some foreign institution or random group inside their country that does. Some have even tried hilariously forging screenshots of me to harm my reputation, which was annoying to deal with. Since it's easier to textedit a photo and spread it around than it is to dispel disinformation. Lot of institutions know me personally by now. I just don't go broadcasting my identity to random people in the media/public, since personal security gets expensive and I just want to live about my day. 3. Endless X bot spam - I have endless hundreds of comments a day trying to link external communities pretending they're me. I manually delete, and block thousands of these accounts, sometimes hit regular people by accident. And it's extremely exhausting to the point my fingers cramp certain days. Even if I give the most blatant warnings in bio, people still get scammed and think it's me. Then I get blamed for it too. I actually had a conversation where someone asked if a scammer was me. I said no verbatim, then they double checked like 2-3 more times because they didn't believe I said no because someone had the same username on another scam platform. In another world, maybe we'll get automod type tools. But until then, it's mentally exhausting dealing with all of this. But I do so anyways since I don't want my followers to get scammed. 4. Endless engagement baiting - I have tons of people making up fake stuff about me, tagging me in posts, randomly bashing my ideas while missing any technical nuance in order to get me to comment or farm views. It's a catch 22 since the moment I reply, they get a lot of views, which was their goal. And if I don't reply it just looks like I'm avoiding something (which is not true). I'm very transparent, I always try and entertain people who disagree first. But when it gets into personal attacks or leading questions/disinformation rather than substance then I don't engage. It's a little sad though when people I've interacted with end up caring more about engagement over relationships down the road. 5. People missing the nuance - I share ideas pretty often and I always maintain I don't want people to copytrade or blindly follow, which is why I haven't set up any copytrading apps. Before it was just posting with a few $RDDT friends on ideas like $AXTI, $NBIS, or $ALAB, and people were more knowledgeable traders. Then seeing if markets validate my guesses like with InP substrate bottlenecks. But because many turned out directionally right, to the point it became a central talking point between China/US trade relations, lot of random folks started to follow my account last few months. But many of them miss nuances with float dilution, or material updates along the way such as rate hikes, and I get blamed if a thesis changes. Now since there's so many random people, even if I share an idea about $CBRS last Friday. At market open I had people panicking over a 2% drop, asking me if I did something to a $44B+ company, even if it went up 20%+ today. Now I have compliance review for posts, which delays things a lot but makes sure people don't get the wrong idea. And I have to be careful about my timing, so I post new ideas when markets close. Before, it was just sharing ideas the moment I had them during lunch or in the shower, so this is becoming a headache. 6. I post my core ideas for free. And I've always said this from the start. I actually made my subscribers chat literally by accident, and set the bare minimum amount on purpose since I didn't want to take people's money. But kept it so I could avoid the bots and not spam the main timeline with random thoughts/scrapped research. I think me becoming the #1 most subscribed to person on X was literally by accident. But lot of weird narratives out there when media or others don't believe that I just genuinely want to share my ideas for free. And that people shouldn't need to pay $300 in a paywalled community to see them. _ Not sure if people want to read it all, but just some things I've gone through. It's not as much fun at higher numbers and it would be nice to go back to when I was smaller. Regardless, I'd rather not turn this into a job, or make it feel like one. Will probably take a break when I hit 1M as a milestone and do something else that will help out the community like sharing my research pipelines and such. Think a lot of my friends at 10-50K follower counts, seem to experience some of these issues too. But problems get magnified a lot at this level. I never needed the X creator fees or anything, just wanted to share ideas for fun if people wanted to listen. And didn't expect any popularity, but it's nice to see that people find my ideas compelling.

@MangoMimi @eric50847957 你才是造谣的那个 国内被封得一点消息都没有 智障

@eric50847957 并没有封杀啊……新闻到处都是啊…。造谣全靠一张嘴

今天一辆直升机撞上中华尊，目前国内全网封杀中

@Number10cat @aleabitoreddit 白毛你的粉丝数会在哪天超过Larry吗？

"I have accepted Keir Starmer's resignation as my chief servant and have invited Andy Burnham to lay out details for how many meals a day he'll give me"

@abuserdatabase 谢谢你们的努力

We are planning to purchase ad space in a major US city to raise awareness of China's cat torture crisis. Please consider donating to our GoFundMe. Our team has donated what they could, but we cannot do it without you. Thank you. gofund.me/d603dfc7b

@abskoop 央妈极具中国特色的神人操作

原来央视只采购了世界杯的基础1080p信号 导致国内平台标4K的世界杯直播多为AI上变换的假4K 并非原生4K

@zhouyuan888 @aleabitoreddit @0xHoward_Peng Top 1.8%顶级小孩哥

@aleabitoreddit @0xHoward_Peng 居然还有13到17岁的😂 这些小孩哥也太努力吧 我靠?!

I’m just posting this since people seem really curious about X’s revenue sharing program. Genuinely didn’t expect to get seen 100M+ times every 2 weeks! Would keep doing the same thing tho, even if it were free and I just had a few friends from $RDDT to share ideas with.

@aleabitoreddit 在将专业分析和洞察带给散户的信息平权上，你带来了罕见的影响和变革。也许在你所擅长的专业领域机会结束的未来，你的工作和理念也将继续inspire散户投资者—每一个鲜活的人。

Bernstein is legit the dumbest analyst firm I’ve seen calling for a 50% crash in Kioxia. They gave $INTC a $36 PT back in Jan and now it’s $118. Good lesson to ignore institutional reports that get published for retail consumption. They’re not here to help retail investors.

@Kenntnis22 准确

继“俄罗斯不可能三角”之后，又出炉了一个“中国不可能三角”😊

在中国，针对猫狗的虐杀、投毒等案件时有发生，重庆的虐狗事件为何引发抗议风波？在中国，立法禁止虐待动物到底有多难？ bbc.in/3QEzIGS

6月12日，重庆疑似因山姆“打包哥”事件严查犬证及宠物相关活动。

In 2017, NPC delegate Zhao Wanping first called for the enactment of an Animal Welfare Law. He continued to submit proposals in 2019, 2020, 2021, 2023, 2024, and 2025, including: • An Anti-Animal Cruelty Law • An Animal Protection Law • Including animal cruelty in the Public Security Administration Punishments Law • Including humane treatment of animals in the criteria for Civilized City evaluations He also submitted proposals for: • Establishing an animal prosecution mechanism and strengthening online protection for minors • Enacting a Companion Animal Protection and Management Law Yet China still has no animal protection law. I summarized why it has never become law in the infographic below. #StopAnimalAbusersChina #ChinaNeedsAnimalLaw ⬇️🤔⬇️🤔⬇️🤔⬇️

@n2ryqx @2091996981snow …从法律和社会研究角度来讲确实有这种现象的，任何不安定和反社会的欲望会天然不断找出口释放，这也是为什么有些国家放开部分色情产业和毒品，如果严格禁死将会让性犯罪等恶性案件直线上升，管控不住，很多研究都表明了这一点。没有专业知识就先动脑子而不是瞎喷别人比你更深刻思考出来的东西

@2091996981snow 虐待动物可以缓解社会戾气？你这是什么脑回路啊

我认为中国最终不会出台反虐待动物法 客观事实是：且不谈权贵富人阶层 单论中国北上广深和内地新一线城市普通中产阶层家庭养的一条宠物狗 其一辈子的衣食住行和享受的医疗服务 比十亿中国底层人都更好 对于统治阶层而言 如此情况下放任底层人虐待屠戮动物有助于缓解社会戾气 降低治安维稳成本 何乐而不为？

@BiSha25456 @2091996981snow @RonaldSimmonsUS 你被洗成空的了自己都不知道 小傻比

@2091996981snow @RonaldSimmonsUS 中国社会很割裂，城市人群已经开始追求欧美西方那些理念与制度了，但相当大部分中国人并不是如此，具体来讲，因为地域的差别，这些人反而没被这些观点洗脑，这是好事 放大尺度来看，动物保护法完全就不正确

@xihaxi_777 @2091996981snow 这一只会说话的蟑螂谁来把他踩死 太吵了

@2091996981snow 是的，你家的黑皮大公狗比很多中国底层男人过的好，他们都是性压抑，娶不到老婆，你的家的黑皮大公狗，可以天天操你的母亲，妻子，把他们操到臭逼卷边。