legend_OU

253 posts

legend_OU

legend_OU

@leiyiou

Katılım Temmuz 2024
51 Takip Edilen53 Takipçiler
legend_OU
legend_OU@leiyiou·
@SawyerMerritt これがさらに、電気自動車はテスラしかないことを証明した。
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legend_OU
legend_OU@leiyiou·
@garyblack00 毎日儲け儲けの話ばっかりで、儲ける以外に何も知らないのかよ。 多くの人がマスクに投資するのは、ただ儲かるかどうかじゃなくて、彼が人類に与えた貢献と将来のビジョンに賭けているんだと思うよ。
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Gary Black
Gary Black@garyblack00·
I don’t know of a single company with a $2T market cap that doesn’t make money, let alone one that trades at 300x EBITDA. That should give potential $SPCX investors pause. $TSLA
Gary Black tweet mediaGary Black tweet mediaGary Black tweet mediaGary Black tweet media
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legend_OU
legend_OU@leiyiou·
@CryptoSociety42 我不完全同意。中国人对真正的好东西是绝对愿意花钱的,看看山姆超市,看看特斯拉常年霸榜的销量,之所以国产智驾发展慢,卖不起价,是因为它们真不行
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林克Clean
林克Clean@CryptoSociety42·
特斯拉宣布监督版FSD登陆中国 在这个内卷严重的市场,特斯拉用最贵的订阅费用,卖一个最需要“监督”的自动驾驶😂 大概率是无法提振 $TSLA 股价的。 也难带来明显销量增长,毕竟在大陆,智驾是一种信仰。 此前不让它进来,是不让虎入羊群。 如今放行了,说明国产智驾已准备好了,要么不怕正面比较,要么已想好怎么偷学两招。 反正路况数据,从来不是最大顾虑。 但只要FSD出现任何误判或事故,必将被全网讨伐放大,营销号疯狂转发。 特斯拉法务部那八个字,还是对舆论市场有总结性的: 独立思考,明辨是非。
Tesla@Tesla

FSD Supervised is now available in: - United States - Canada - Mexico - Puerto Rico - China - Australia - New Zealand - South Korea - The Netherlands - Lithuania

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legend_OU
legend_OU@leiyiou·
@JasonZX @FurkanGozukara 其实我发现F这家公司挺会做秀的,这种重复的单一场景根本不是难事,擎天柱挖爆米花如果也直播的话,都挖了几个月几千份爆米花有了,但特斯拉显然就不营销这些。
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Jason Z
Jason Z@JasonZX·
这是将Figure机器人72小时的分拣工作以1450倍速视频回放的震撼画面,在72小时里它不间断自主操作分拣了30160个包裹。目前直播已经进入到了第七天,截止到现在分拣了近20万个包裹。📹@FurkanGozukara
Jason Z@JasonZX

人机大战结束,Figure的实习生小哥Aime获胜,在10个小时的直播里,他说他的左前臂基本上断了。 最终得分,人类在每个包裹的分拣时间要比机器人少0.04秒,估计机器人迭代一次人类就不会再赢了: 机器人F.03:12,732 个包裹(2.83 秒/包) 人类实习生Aime:12,924 个包裹(2.79 秒/包)

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Kees Roelandschap
Kees Roelandschap@KRoelandschap·
I’m a pussy for intervening FSD would have handled it like a BOSS
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legend_OU
legend_OU@leiyiou·
@Deandawiz waymo根本达不到2万辆,我估计它不到一万辆就死了
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Deandawiz
Deandawiz@Deandawiz·
2030: Waymo 20,000 Tesla: 2.5 Million
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legend_OU
legend_OU@leiyiou·
@Jackie_s_pace 我大致估算过 特斯拉拿上10年回报就会非常惊人
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Jackie
Jackie@Jackie_s_pace·
很多人说特斯拉垃圾,但是5年回报跟QQQ几乎一样,差到哪里去了? 差就差在你不是一个长期投资者。 $TSLA $QQQ
Jackie tweet mediaJackie tweet media
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legend_OU
legend_OU@leiyiou·
@Tsla99T 这个对新势力的粉丝们来说太高阶了 🤣
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投资TALK君
投资TALK君@TJ_Research·
我们应该对公司的体量有些概念。 一万亿市值的公司,长期要稳定,即使给25倍的PE,那一年得盈利400亿,40B,利润率就算按大科技算,40%,那营收得是1000亿,100B。也就是10倍市销率,25倍市盈率,这已经是给的慷慨的了。另外必须每年都得更高。 同理,5000亿,3000亿的公司按照这种方式可以看看可不可持续
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legend_OU
legend_OU@leiyiou·
@JasonZX 我倒是觉得rklb和intc都到阶段性尾声了
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Jason Z
Jason Z@JasonZX·
赚钱已经容易到看合影做决策就可以了。 虽然每一次照片都像AI合成的一样。 合影以后Intel $INTC 变成了永动机,而Telsa $TSLA 还需要点时间。
Jason Z tweet media
Jason Z@JasonZX

Intel宣布加入到SpaceX,xAI与Tesla的Terafab项目,以帮助重构硅制造技术。通过 $INTC 的大规模设计、制造和封装超高性能芯片的能力帮助加速Terafab实现其每年生产1TW的计算能力。盘中 $INTC 一度涨超4.5%。

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legend_OU
legend_OU@leiyiou·
@tradergokux 我反而觉得它目前差不多了 ,还有点过头
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TraderGoku
TraderGoku@tradergokux·
$RKLB 开盘仅2小时成交额已接近40亿美金。 如果今天能突破100美金的心理关卡,大概率会加速向上。
TraderGoku tweet media
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legend_OU
legend_OU@leiyiou·
@Chimp_Capital The company makes just a couple hundred million bucks a year in revenue, so why is its market cap a hundred billion?
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Chimp Capital
Chimp Capital@Chimp_Capital·
SpaceX IPO places its valuation at $1.5 TRILLION. $RKLB is #2 behind SpaceX. $100B+ market cap is inevitable. And that’s just the beginning!
Chimp Capital tweet media
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legend_OU
legend_OU@leiyiou·
@Money_or_Life_X 但这公司目前全年营收预计就6-8E左右,80-90倍的ps ,看不懂呢 ,目前的市值差不多了啊
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Ace from Money or Life 美股频道
昨天盘前发布的 2026 年一季度 RKLB 财报解读视频超过千赞,下面清一色的好评。看到大家开心,我也非常开心。刚好我的封面写的是 RKLB 股价冲 100,没想到收盘来到了 106! Ace坚持原创,持续为大家输出。欢迎大家订阅我的 YouTube 频道,或者订阅我的 Patreon。
Ace from Money or Life 美股频道 tweet media
Ace from Money or Life 美股频道@Money_or_Life_X

整个太空上市公司中最好的一份一季度财报! youtu.be/WMCvc46tric?si… via @YouTube

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legend_OU
legend_OU@leiyiou·
@onenewbite 一个改变世界的公司,且尚处在幼年阶段,岂是其它那些零部件公司能比的😄
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一口新饭
一口新饭@onenewbite·
如果你也像我这样hold $TSLA 9年的话,你可以试试fomo 买一支其它公司的股票试试。你会深刻体会到”conviction”这个词对你多重要。 去fomo的人没有conviction; 有conviction 的人不会去fomo。
Tesla Yoda@teslayoda

NFA though I get this question a lot. Do you get FOMO holding Tesla while Nvidia, Google, Micron, etc., go on their historic runs? There’s nothing stopping you—or anyone—from investing in the above names, or any other great company. The real question is: why didn’t you? If you were 100% certain Micron would rise 50% while Tesla stayed flat over the next 30 days, you’d obviously sell Tesla, buy Micron, then rotate back afterward. But because I can’t predict short-term movements with certainty, I remove that from the equation and focus on longer time horizons instead. When you zoom out 10+ years, many companies are capable of 10x returns. The real challenge becomes: how much capital can you meaningfully commit so the outcome materially impacts your life? Which leads to the next problem: how do you build enough conviction to commit a material sum into a small number of companies? The only way I know is to study the company deeply—so deeply that you can infer their next moves, interpret management tone on earnings calls and podcasts, and understand the trajectory of their products better than Wall Street, the average consumer, and sometimes even the employees themselves. That’s what Brick by Brick and Chip by Chip are about. Brick by Brick: How I built my Tesla position from 30 to 14,000 shares. Chip by Chip: From TSMC to Terafab tiny.cc/teslayoda

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legend_OU
legend_OU@leiyiou·
@CuriousPejjy Huawei is a total fraud of a company in China, from top to bottom
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legend_OU
legend_OU@leiyiou·
@HXM_196_44 华为这种造假成性的公司数据都是假的 真是数据估计不超过5亿
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海轩梦
海轩梦@HXM_196_44·
🧠智驾累计里程 对比 - Tesla:100亿 英里 - 华为乾崑:65.1亿 - Waymo:1.7亿 - 小鹏汽车:1.4亿 Waymo和小鹏汽车 还怎么玩? 根本就不是同一个游戏! $TSLA $GOOGL
海轩梦 tweet media
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legend_OU
legend_OU@leiyiou·
중국 소홍서(샤오홍슈)나 더우인(틱톡)에서는 매주 상당수의 화웨이 차량 오너들이 ADS를 사용하다가 발생한 사고 영상을 공유합니다. 그러나 많은 영상이 공식적인 신고로 인해 삭제되거나 노출이 제한됩니다. 화웨이는 중국에서 줄곧 허위 광고로 상황을 잘 모르는 소비자들을 유인해왔으며, 이 소비자들은 문제가 생겼을 때投诉할 곳도 없이 스스로 피해를 감수할 수밖에 없습니다.
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Dan Musk
Dan Musk@danmusk·
화웨이 ADAS가 도로에서 아이를 치는 장면 ㅜㅜ 자율주행 기술이 어느 회사나 만들수 있고 소비자는 공짜로 쓸 수 있는 기본 기능이 될거라고요? 저는 그렇게 생각하지 않습니다.
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legend_OU
legend_OU@leiyiou·
@FredLambert 看来你对xpeng在中国刚发生的事故一无所知
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Fred Lambert
Fred Lambert@FredLambert·
The idea that Tesla is alone in the race to develop end-to-end vision system for self-driving and delivering into consumer vehicles is officially dead. Like dead, dead. I tested Xpeng's VLA 2.0 in the streets of Beijing, and it is comparable to my experience of daily driving Tesla FSD v14. Xpeng is not charging $100 a month to drive this. It is inlcuded in its higher-trim vehicles and it already caught the attention of Volkswagen, which is going to integrate into its own vehicles - something Tesla hasn't been able to do despite trying. You can watch the full 40-minute drive on @ElectrekCo
Electrek.co@ElectrekCo

Xpeng VLA 2.0 test drive: Tesla is not alone with 'Full Self-Driving' anymore electrek.co/2026/04/29/xpe… by @fredlambert

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legend_OU
legend_OU@leiyiou·
@OmarOuqfi @Tesla_AI @aelluswamy @elonmusk So in the end, self-driving cars have to completely remove the steering wheel and pedals. Only then will passengers truly feel at peace. Just think about it—on buses, subways, or airplanes, are people usually nervous or itching to take control?
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Omar Ouqfi
Omar Ouqfi@OmarOuqfi·
FSD v14.3.2 pulled onto the shoulder to avoid a car coming up at full speed that hadn't started its lane change yet, then got back into the lane, and then changed lanes to let another car merge onto the highway at the same time. @Tesla_AI @aelluswamy @elonmusk My first reaction was "what the hell is going on." I let it do its thing because since v14, FSD has shown me on many occasions that it was right and I was wrong. It really is becoming safer than humans at handling dangerous situations. I also want to point out that if this had been someone newer to FSD, they probably would have disengaged the moment FSD started swerving toward the shoulder, and would've posted "FSD tried to run me into the ditch".
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