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2026-06-12 · 精选 15 条 · 数据池 189

⚡ 今日速览

  • elonmusk: Try it out...
  • elonmusk: Good interview https://t.co/IoiIJPLnXG...
  • CryptoBoomNews: This is what holding Ethereum for a year does to you: https://t.co/HVnZfNyY1N...
  • AlexMasonCrypto: 🚨 SOMETHING VERY STRANGE IS HAPPENING

    SpaceX will go public tomorrow at a $1.75T valuation.

    The biggest IPO in market ...
  • nobrainflip: Stock market crash 1995 vs 2026

    Same pattern:

    1995: Huge overvalued Palm IPO -> Dot-Com Bubble crash

    2026: Huge ov...

📋 今日综述

  • AI模型本类别 3 条高互动推文,涵盖核心动态。
  • AI应用本类别 1 条高互动推文,涵盖核心动态。
  • 马斯克/特斯拉本类别 2 条高互动推文,涵盖核心动态。
  • 美股/财经本类别 3 条高互动推文,涵盖核心动态。
  • 其他本类别 9 条高互动推文,涵盖核心动态。

AI模型

本话题包含 3 条高互动推文,核心围绕 AI模型 相关动态展开。

@Sumanth_077 原文 ↗

高互动(1317分):Train your own LLM from scratch!

A step-by-step repo that walks you through bui...

[需翻译] Train your own LLM from scratch!

A step-by-step repo that walks you through building and training a transformer model from scratch using PyTorch. From downloading training data all the way to generat
展开原文
Train your own LLM from scratch!

A step-by-step repo that walks you through building and training a transformer model from scratch using PyTorch. From downloading training data all the way to generating text.

The architecture is built from the ground up following the original "Attention is All You Need" paper. MLP, single head attention, multi-head attention, transformer blocks, and the full transformer model - all coded and explained with detailed diagrams at each step.

Training data comes from The Pile - a diverse 825GB open-source dataset covering books, articles, code, websites, and more. The repo includes scripts to download it, preprocess and tokenize it using tiktoken, store it in HDF5 format, and feed it into training batches.

You can train a 13M parameter model on a single Colab T4 GPU. At 13M parameters the model starts generating proper grammar and coherent short sentences. For billion-parameter training you need at least an A100 or RTX 4090. The repo includes a full GPU compatibility table so you know exactly what's possible on your hardware.

Includes a complete SFT and RLHF guide as a separate notebook for taking your trained model further.

Key capabilities:

• End-to-end pipeline: data download → preprocessing → training → text generation
• Full transformer implementation from scratch with PyTorch
• Trains models from 13M to 2B+ parameters on a single GPU
• Training data from The Pile (825GB, 22 diverse datasets)
• Tokenization via tiktoken (r50k_base)
• SFT and RLHF guide included

100% open source.

I've shared the link in the replies!
❤ 806 · 🔁 161 · 💬 13 · 👁 3.2w
热门回复 3
@Sumanth_077 [需翻译] Github Repo: https://t.co/w4juhDIFde
@Sumanth_077 [需翻译] Also check out Hands on AI Engineering!

50+ AI Agent & RAG apps. 100% free and Open source.

https://t.co/bceBGzigAB
Also check out Hands on AI Engineering!

50+ AI Agent & RAG apps. 100% free and Open source.

https://t.co/bceBGzigAB
@c4ml_ [需翻译] @Sumanth_077 Thanks for sharing this repo. It's really helpful.
@Sumanth_077 Thanks for sharing this repo. It's really helpful.
@KyleHessling1 原文 ↗

高互动(1106分):Qwopus 3.6 27b-Coder is now live!

Scores a 67% on a full run of SWE bench verif...

[需翻译] Qwopus 3.6 27b-Coder is now live!

Scores a 67% on a full run of SWE bench verified with thinking completely disabled! Q5_K_M

This model is lightning fast for dense class! With a natively finetuned M
展开原文
Qwopus 3.6 27b-Coder is now live!

Scores a 67% on a full run of SWE bench verified with thinking completely disabled! Q5_K_M

This model is lightning fast for dense class! With a natively finetuned MTP head, it achieves 100 tps on a single 5090! The biggest upgrade here, though, is its stability in programming and tool calling within @NousResearch Hermes agent, with thinking off!

Wall time is crazy fast this way, which makes Hermes feel "native" and snappy, like they were meant for each other. The freedom of running without thinking at all makes you part of the thinking process, and you never get caught waiting 15 minutes for it to finish a thought string, like with the base models.

Thinking on and temp high, .9-1 seems to produce really incredible design and svg results. I reran the Boat survival prompt through a few turns, thinking on, and it seemed to render more fancy models in HTML canvas, but it was much more of a start-a-prompt and wait experience vs the snappy and active iteration with it disabled. It may be worth turning it off and on throughout the build process if you want to get really creative with design.

Really looking forward to seeing how this one performs for y'all! Please post comments with your opinions and use cases below! As always with our fine-tunes, mess with the temperature setting, and run them much hotter than the base!

Please check out the Boat Survival game I posted yesterday, made in 12 turns using Hermes and this model, with thinking off. Link below!

Full swe bench repo-specific breakdown also posted in the comments for those interested!

Happy building, everyone! We're looking forward to your thoughts! Quants uploading now!

https://t.co/kxJE3C39ZZ
❤ 788 · 🔁 74 · 💬 47 · 👁 6.6w
@cohere 原文 ↗

高互动(513分):We released North Mini Code, our first open-source coding model, just two days a...

[需翻译] We released North Mini Code, our first open-source coding model, just two days ago. We’re already seeing developers using it to build amazing things ⬇️
展开原文
We released North Mini Code, our first open-source coding model, just two days ago. We’re already seeing developers using it to build amazing things ⬇️
❤ 407 · 🔁 24 · 💬 16 · 👁 3.3w

AI应用

本话题包含 1 条高互动推文,核心围绕 AI应用 相关动态展开。

@AlexMasonCrypto 原文 ↗

高互动(5276分):🚨 SOMETHING VERY STRANGE IS HAPPENING

SpaceX will go public tomorrow at a $1.75...

[需翻译] 🚨 SOMETHING VERY STRANGE IS HAPPENING

SpaceX will go public tomorrow at a $1.75T valuation.

The biggest IPO in market history.

And Wall Street just changed the rules right before it happens.

I've
展开原文
🚨 SOMETHING VERY STRANGE IS HAPPENING

SpaceX will go public tomorrow at a $1.75T valuation.

The biggest IPO in market history.

And Wall Street just changed the rules right before it happens.

I've been trading for more than 15 years and have never seen them rewrite the rules so urgently:

IPO access now lowered from $500,000 to $2,000 (-99.6% cut).

That means millions of investors can suddenly enter a deal and buy shares tomorrow.

One day before the most expensive IPO in history.

And suddenly...

SpaceX reserved up to 30% of the deal for regular investors.

Three times the normal share.

Why?

Because retail investors need to buy what insiders sell.

And here is the part most people are missing:

SpaceX does not just create demand for SpaceX.

It pulls liquidity out of everything else:

- Retail sells stocks to chase the IPO.
- Funds sell stocks to prepare for forced buying.
- Brokers open access to generate demand.
- Everyone needs cash at the same time.

That is why the market is selling now.

First, insiders create the hype.

Then brokers open the gates.

Then regular investors rush in.

And by the time the crowd realizes what happened, the exit door is already closed.

We’ve seen this before.

2000:

Dotcom IPOs became the symbol of the bubble.

Then Nasdaq collapsed 80%.

2021:

SPACs, Coinbase, Robinhood, Rivian.

Retail thought they were buying the future.

They were buying the exit.

Now the same playbook is back.

Only this time, it is much bigger.

When Wall Street cuts the entry ticket from $500K to $2K right before a $1.75T IPO, they are not giving retail a gift.

They are creating buyers.

Remember:

Insiders need liquidity.

Funds need allocation.

The market needs a dream.

And Wall Street needs someone to hold the bag.

That is what tomorrow is really about.

Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000.

The next call will be even more important.

When I exit the markets completely, I’ll post it here publicly like I always do.

Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
@Kalshi [需翻译] JUST IN: SpaceX IPO is expected to create 4,000 millionaires
JUST IN: SpaceX IPO is expected to create 4,000 millionaires
❤ 2.9k · 🔁 557 · 💬 339 · 👁 126.5w
热门回复 3
@chris_seattle [需翻译] @AlexMasonCrypto Is the reason Trump is pumping the market by pretending there is a settlement with Iran that his friend Elons ipo is tomorrow? Iran says it’s not true.
@AlexMasonCrypto Is the reason Trump is pumping the market by pretending there is a settlement with Iran that his friend Elons ipo is tomorrow? Iran says it’s not true.
@DonWiozy2 [需翻译] @AlexMasonCrypto @grok says you are full of sh!t. You've called nothing. Just a clickbait troll you are!
@AlexMasonCrypto @grok says you are full of sh!t. You've called nothing. Just a clickbait troll you are!
@Inact_Order66 [需翻译] @AlexMasonCrypto I'll be buying when markets crash in 2030. Everything will be cheap and most people will be broke when there investments go belly up.
@AlexMasonCrypto I'll be buying when markets crash in 2030. Everything will be cheap and most people will be broke when there investments go belly up.

马斯克/特斯拉

本话题包含 2 条高互动推文,核心围绕 马斯克/特斯拉 相关动态展开。

@nobrainflip 原文 ↗

高互动(4516分):Stock market crash 1995 vs 2026

Same pattern:

1995: Huge overvalued Palm IPO -...

[需翻译] Stock market crash 1995 vs 2026

Same pattern:

1995: Huge overvalued Palm IPO -> Dot-Com Bubble crash

2026: Huge overvalued SpaceX IPO -> AI Bubble crash coming

Remember that I was first to w
展开原文
Stock market crash 1995 vs 2026

Same pattern:

1995: Huge overvalued Palm IPO -> Dot-Com Bubble crash

2026: Huge overvalued SpaceX IPO -> AI Bubble crash coming

Remember that I was first to warn you https://t.co/fsrj53T0J5
@Kalshi [需翻译] JUST IN: SpaceX valuation nearly equals the combined value of every major US IPO since 2000
JUST IN: SpaceX valuation nearly equals the combined value of every major US IPO since 2000
❤ 2.6k · 🔁 336 · 💬 450 · 👁 173.9w
热门回复 3
@noturdaddytoday [需翻译] @nobrainflip This chart is completely fake history. Palm didn’t have an IPO in 1995 (it was bought by US Robotics then). Its famous IPO was March 2000—literally days before the dot-com bubble popped,
@nobrainflip This chart is completely fake history. Palm didn’t have an IPO in 1995 (it was bought by US Robotics then). Its famous IPO was March 2000—literally days before the dot-com bubble popped, not years before. You can't just shift chart timelines to force a "pattern." 🧵
@HEILEN60218696 [需翻译] @nobrainflip カップウィズハンドル。 https://t.co/GJzDGssDUX
@nobrainflip カップウィズハンドル。 https://t.co/GJzDGssDUX
@jerry_riedel [需翻译] @nobrainflip A chart pattern is not an investment thesis. 👀
@nobrainflip A chart pattern is not an investment thesis. 👀
@unusual_whales 原文 ↗

高互动(130分):Before SpaceX IPOs, let's talk about space.

Join us with @temaetfs to talk a...

[需翻译] Before SpaceX IPOs, let's talk about space.

Join us with @temaetfs to talk about space and investing regarding their new ETF, $NASA.

Join tomorrow at 1030AM EST:
https://t.co/kdDP21m0Em https:/
展开原文
Before SpaceX IPOs, let's talk about space.

Join us with @temaetfs to talk about space and investing regarding their new ETF, $NASA.

Join tomorrow at 1030AM EST:
https://t.co/kdDP21m0Em https://t.co/rgq8v3l2iO
❤ 56 · 🔁 2 · 💬 33 · 👁 2.0w

美股/财经

本话题包含 3 条高互动推文,核心围绕 美股/财经 相关动态展开。

@JasonL_Capital 原文 ↗

高互动(1039分):Peter Lynch's favorite metric is the PEG Ratio. A PEG ratio under 1 means a comp...

[需翻译] Peter Lynch's favorite metric is the PEG Ratio. A PEG ratio under 1 means a company is growing faster than its valuation implies.

Here are 10 semiconductor stocks with a PEG under 1 right now:

1. $
展开原文
Peter Lynch's favorite metric is the PEG Ratio. A PEG ratio under 1 means a company is growing faster than its valuation implies.

Here are 10 semiconductor stocks with a PEG under 1 right now:

1. $COHR - Coherent (PEG ~1.0x)

Q3 revenue $1.81B, up 21% YoY. Datacenter segment hit $1.4B with a book-to-bill above 4x. Ramping 1.6T optical transceivers in H2. The vertically integrated AI connectivity play.
❤ 685 · 🔁 89 · 💬 42 · 👁 22.3w
@Jake__Wujastyk 原文 ↗

高互动(530分):Something tells me Trump is going to put about every single positive thing out p...

[需翻译] Something tells me Trump is going to put about every single positive thing out possible before the largest IPO in history tomorrow.

It could be an unreal day in the market tomorrow.

Remember, any in
展开原文
Something tells me Trump is going to put about every single positive thing out possible before the largest IPO in history tomorrow.

It could be an unreal day in the market tomorrow.

Remember, any insiders that sell will then have a shit ton of capital to put to work in other parts of the market
❤ 415 · 🔁 11 · 💬 40 · 👁 4.5w
@aleabitoreddit 原文 ↗

高互动(515分):VPEC new price hikes on Epiwafers today.

Positive bottleneck read through on c...

[需翻译] VPEC new price hikes on Epiwafers today.

Positive bottleneck read through on companies like $IQE and Landmark (3081) in terms of pricing power/demand for epiwafers.

This follows $MTSI investment in
展开原文
VPEC new price hikes on Epiwafers today.

Positive bottleneck read through on companies like $IQE and Landmark (3081) in terms of pricing power/demand for epiwafers.

This follows $MTSI investment into IQE to secure capacity, and shows how important some of these chokepoints are.

(disclosure: have positions in IQE)
@QQ_Timmy VPEC全新光電

產品價格調整通知書 (Price Adjustment Notification)

親愛的合作夥伴您好:
首先,衷心感謝貴司長年以來對 VPEC 的鼎力支持。作為您供應鏈中值得信賴的夥伴,我們始終致力於透過技術革新與製程優化,為您提供卓越的產品品質與服務價值。

然而,在過去的一年中,受全球原物料成本持續攀升、供應短缺及通膨壓力之影響,我們面臨了前所未有的挑戰。儘管我司已盡最大努力透過內部優化來吸收這些額外成本,但為因應不斷增加的營運壓力,並確保能持續穩定提供高品質產品與不間斷的售後服務,經內部審慎評估,我司決定對磊晶晶圓的產品價格進行適度調整。

本次磊晶晶圓價格調整的具體調幅將依品項規格有所差異,相關細節將由我司業務專員與您進一步聯繫。
❤ 203 · 🔁 16 · 💬 131 · 👁 5.9w

其他

本话题包含 6 条高互动推文,核心围绕 其他 相关动态展开。

@elonmusk 原文 ↗

高互动(19188分):Try it out...

[需翻译] Try it out
展开原文
Try it out
@xai [需翻译] Install the @sentry plugin and ask your agent to find and fix errors, analyze stack traces, and triage alerts
Install the @sentry plugin and ask your agent to find and fix errors, analyze stack traces, and triage alerts
❤ 1.2w · 🔁 1.6k · 💬 1.1k · 👁 496.4w
热门回复 3
@Laycatherine4 [需翻译] @elonmusk Elon Musk are you the real one? Can you please stop scammers from your X website? Please do something about these scammers...
@elonmusk Elon Musk are you the real one? Can you please stop scammers from your X website? Please do something about these scammers...
@King_James_Kim [需翻译] @elonmusk https://t.co/DpKvn4ceYD
@Eghosa_7 [需翻译] @elonmusk https://t.co/cxsy7vA4ps
@elonmusk 原文 ↗

高互动(15428分):Good interview https://t.co/IoiIJPLnXG...

[需翻译] Good interview https://t.co/IoiIJPLnXG
展开原文
❤ 8.4k · 🔁 1.2k · 💬 1.7k · 👁 164.6w
热门回复 3
@AmirAliayk [需翻译] @elonmusk Elon few days ago you said pakistan justice is good, see behind the story even animal waiting for justice how you think pakistan is good in justice 🧐? Someone cut camel legs and now someone
@elonmusk Elon few days ago you said pakistan justice is good, see behind the story even animal waiting for justice how you think pakistan is good in justice 🧐? Someone cut camel legs and now someone remove camel eyes and still they living luxurious life owner of camel crying https://t.co/N9sefc9uXt
@eugeniemuz [需翻译] @elonmusk i agree,Elon, i've listened to it from beginning to end
@elonmusk i agree,Elon, i've listened to it from beginning to end
@ComFlexy87963 [需翻译] @elonmusk “Sons of Light” are the groups and organizations that adopt a satanic philosophical approach (such as Freemasons and those like them), while “Sons of Darkness” are the religious people who a
@elonmusk “Sons of Light” are the groups and organizations that adopt a satanic philosophical approach (such as Freemasons and those like them), while “Sons of Darkness” are the religious people who adhere to their religion, foremost among them Muslims.
@CryptoBoomNews 原文 ↗

高互动(5933分):This is what holding Ethereum for a year does to you: https://t.co/HVnZfNyY1N...

[需翻译] This is what holding Ethereum for a year does to you: https://t.co/HVnZfNyY1N
展开原文
This is what holding Ethereum for a year does to you: https://t.co/HVnZfNyY1N
❤ 4.9k · 🔁 240 · 💬 132 · 👁 39.1w
热门回复 3
@Play_the_chart [需翻译] @CryptoBoomNews This is how I feel holding $GME
@CryptoBoomNews This is how I feel holding $GME
@nft_hu [需翻译] @CryptoBoomNews @SleepNotPayTax
@CryptoBoomNews @SleepNotPayTax
@0xTycoon [需翻译] @CryptoBoomNews can confirm. https://t.co/GY9l60MwLG
@CryptoBoomNews can confirm. https://t.co/GY9l60MwLG
@grgerwcwetwet 原文 ↗

高互动(2969分):咸鱼什么值得买,已经有人都归纳好了 https://t.co/s8vfCGizjK...

咸鱼什么值得买,已经有人都归纳好了 https://t.co/s8vfCGizjK
❤ 1.7k · 🔁 269 · 💬 206 · 👁 21.4w
热门回复 3
@BerylWyatt22627 [需翻译] @grgerwcwetwet criminality
🔶🔶
guardianship
🔷🔷
🔸🔸
murderous
🔹🔹
🟠🟠
liquidity
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indicator
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@grgerwcwetwet criminality
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guardianship
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murderous
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🟠🟠
liquidity
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indicator
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@HildaHowar97934 [需翻译] @grgerwcwetwet perturbation
🟨🟨
nightfall
🟥🟥
🟧🟧
omnivorous
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paramour
🟪🟪
🔶🔶
plantation
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@grgerwcwetwet perturbation
🟨🟨
nightfall
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🟧🟧
omnivorous
🟦🟦
🟩🟩
paramour
🟪🟪
🔶🔶
plantation
⬜⬜
@IreneHume46859 [需翻译] @grgerwcwetwet irritation
🟥🟥
magnanimous
🟧🟧
🟨🟨
peeress
🟩🟩
🟦🟦
overstep
🟪🟪
⬜⬜
phenomenal
🔶🔶
@grgerwcwetwet irritation
🟥🟥
magnanimous
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peeress
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overstep
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phenomenal
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@NoLimitGains 原文 ↗

高互动(1170分):Elon Musk becomes the world’s first trillionaire today. https://t.co/J8GuyNPFy7...

[需翻译] Elon Musk becomes the world’s first trillionaire today. https://t.co/J8GuyNPFy7
展开原文
Elon Musk becomes the world’s first trillionaire today. https://t.co/J8GuyNPFy7
❤ 735 · 🔁 43 · 💬 152 · 👁 2.9w
热门回复 3
@heyyitsleox [需翻译] @NoLimitGains infinite money glitch in real life
@NoLimitGains infinite money glitch in real life
@PolycoolApp [需翻译] @NoLimitGains well deserved https://t.co/Jy9xXO14H1
@NoLimitGains well deserved https://t.co/Jy9xXO14H1
@aytimxgmailcomx [需翻译] @NoLimitGains “Make the future exciting again.”
_Elon musk🚀🪐❤️ https://t.co/Nqx1ZflMbi
@NoLimitGains “Make the future exciting again.”
_Elon musk🚀🪐❤️ https://t.co/Nqx1ZflMbi
@Polymarket 原文 ↗

高互动(487分):JUST IN: South Korea sentences ex-President Yoon Suk Yeol to 30 years in prison ...

[需翻译] JUST IN: South Korea sentences ex-President Yoon Suk Yeol to 30 years in prison over drones allegedly sent into Pyongyang to justify marital law.
展开原文
JUST IN: South Korea sentences ex-President Yoon Suk Yeol to 30 years in prison over drones allegedly sent into Pyongyang to justify marital law.
❤ 268 · 🔁 33 · 💬 59 · 👁 2.3w