X日报 · 综合

BREAKING: Look at this.

The day before Trump paused tariffs, triggering a historic 10% market rally, his accounts purchased 327 stocks worth up to $12.8 million.

The trades were disclosed more than a year late, resulting in a $200 penalty.

Unusual.

You just can't make this up

The day before Trump announced a tariff pause that sent the S&P 500 up 9.5%

His accounts purchased 327 stocks worth up to $12.8 million

By law, those trades had to be disclosed within 45 days

Instead, they were disclosed over a year late, for a $200 penalty

BREAKING: Kash Patel failed to properly disclose a six-figure investment in a Bitcoin-linked company that has done business with the Department of Justice, per NOTUS

BREAKING: Trump has said that independent funds manage his investments while he is President.

Introducing Model Y Long Wheelbase – now available in the US & Puerto Rico

A 3-row, 6-seat configuration that brings exceptional interior space with ample headroom & legroom for all passengers

0-60 in 4.4 seconds
325 miles of range

– Front row: Heated/ventilated seats w/ powered thigh cushion
– Second row: Heated/ventilated captain seats w/ powered armrests & one‑touch fold
– Third row: Heated seats w/ power recline, one‑touch fold & child seat anchors

–  Improved airflow, increased efficiency & more range

– 89 cu ft of trunk space: with 6 passengers, trunk still fits a 28" and 20" suitcase each, plus frunk holds an additional 20" suitcase. Oversized items like snowboards and bikes also fit easily

– Engineered for safety w/ seat belts & side air bag optimized for second & third row

– Upgraded acoustic glass & suspension to minimize road noise

– Adaptive damping for a smooth, stable ride

– Staggered tires for enhanced grip

– Larger tailgate for better rear visibility & bigger windows overall to deliver great views from every seat

– 16" first row & 8” second row touchscreens + 19-speaker immersive Tesla Audio

– Upgraded 50W wireless charging pads w/ active cooling & charging ports for all other seats

– FSD Supervised & integrated Grok AI

https://t.co/erculCry18

Model Y long wheelbase now available to order in the US

Claude Fable 5 is insane.

I just used Fable 5 in Rork to clone Subway Surfers in about 1 hour.

From the initial idea → game art → 3D models → code.

We’re entering an era where shipping games is becoming dramatically faster. 🫠 https://t.co/v41XZmy9eN

claude fable 5 can scrape thousands of sold homes and finds the patios with zero shade in 100°+ heat. then it mails the owner a postcard with the fix rendered into their own backyard

here's the system you can sell to contractors:

- scrapes every home sold in the metro in the last 12 months (recent buyers spend the most)
- vision-reads the listing photos, skips the 64% with cover already
- measures the sun on each patio, hour by hour, off google's satellite data
- renders a louvered pergola into the owner's actual backyard photo
- prints the diagnosis on the postcard: "your patio takes 11 hours of direct sun a day. saturday it hits 97°."
- QR opens a heat report for their exact address with a booking link

every install is $6.5k to $18k, one close covers months of retainers and homes sell every single day.

reply "SYSTEM" + RT and i'll send you a free guide so you can build this too (must be following so i can DM you)

Memory and storage are in the tightest supply the industry has seen in years. Critical industries like automotive, medical and defense need certainty as much as they need capacity.

Today Micron and General Motors expanded our strategic partnership. Through this strategic customer agreement, GM secures long-term supply of LPDRAM, NOR and UFS NAND, the memory and storage behind AI-enabled in-cabin experiences and advanced driver assistance in next-generation vehicles.

This is backed by capital already deployed, not just intent. Our $2 billion modernization of the Manassas, Virginia fab began production this year, giving GM the U.S.-based, long-cycle supply that automotive platforms are built on.

Mary Barra said it well: “Delivering next-generation vehicles at scale requires a resilient and closely aligned supply chain. Our expanded collaboration with Micron strengthens our access to critical memory technologies.”

We’re grateful for GM’s trust in Micron over decades. This is what two great American companies deliver when they commit to each other for the long term, supply predictability in a market that needs it, and a technology roadmap that keeps vehicles safer, smarter and more capable.

Proud of what two teams are building together.

https://t.co/Ak8EoEPYmU

#Semiconductors #Automotive #Manufacturing

Breaking: Michael Burry has opened a bearish position in Micron $MU

He opened the short at $1,051.87 per share https://t.co/DktvNO0Mcq

Photonics is backed by actual revenue numbers and it's an architectural shift championed by $NVDA.

Quantum barely has any revenue.

$LITE is completely sold out for the next 2 years (per $POET AGM) likely starting into 2029. Lumentum is so strained that they buy CW lasers off competitors (earnings transcript)

$COHR is bottlenecked, so they buy EML off Lumentum.

Then, $AAOI is coming in with Made-in-America independent CW capacity, are projecting $1.4B/quarterly revenue ending H1 2027 of a stupid $9.3B MC today.

So all the CW capacity from independent players who have it now like $AAOI or $SIVE are likely to become scarce resources.

Many other hyperscalers have already started LTA discussions (per Trendforce). And players like $AMD are currently talking with players such as $AAOI (Rosenblatt channel checks).

Thematically, next 2 years is 9x TAM to US$154B per GS reports, especially with 16x/45x dollar content increase in scale out/scale up.

Then there's the overall thematic AI drop from $META, which is widely misunderstood because people conflate what "excess capacity" means. And as UBS mentioned, Meta planning a cloud offering is NOT NEW NEWS.

Bloomberg just has a tendency to publish information that causes doom drops across the semi sector like Nvidia export controls a few months back.

But I'm familiar with what I'm holding so I'm confident in these numbers playing out.

Especially when all the major players are sold out, the fundamentals catch up eventually.

Always a fun time seeing semi markets crash from Bloomberg report framing once again…

UBS analyst on $META report: “this is not new news”.

Regardless:

$AEHR down -18.3%
$AAOI down -17.13%
$SIVEF down -15.4%
$SNDK down -14.8%
$TER down -13.8%
$GLW down -11.4%
$MRVL down -11.2%
$LITE down -10.2%
$NBIS down -7.8%

Getting PTSD from Bloombert’s previous misleading report on AMD/Nvidia global export controls earlier this year that crashed semi stocks.

FYI: Meta doesn’t randomly buy $48B+ worth of neocoud contracts if they overbuilt capacity and can cut capex…

Markets are stupid sometimes.

A Chinese creator built a 9-ton robotic arm that can be teleoperated, then used it to slap a car into retirement. https://t.co/3MqRqNUkC7

Agility Robotics is literally the #1 humanoid player in the US in terms of commercialization today imo.

Personal Rankings:

1. Agility Robotics via $CCXI
2. $TSLA Optimus ($1T+ company)
3. Figure at $39B from 2025, likely higher now.

With Tesla likely taking the lead a year from now. So at $16, you have a ~$4B MC pre-money humanoid player.

Which is already inside $AMZN and $MELI (ideal use cases to start out, before step-functioning to general-use), with $AMZN, $NVDA, Softbank, Foxconn, and others as investors.

NFA, but at those valuations... there's direct exposure for the first ever humanoid player today, that's likely further ahead than Figure for commercialization.

No hard feelings about Robostrategy, but it's over 4x+ NAV:

Which would value Figure at $156B...

While there's the #1 commercialized humanoid player with Agility at $4B today.

So my personal preference is $CCXI.

🚨 ELON JUST CRUSHED THE RED CARPET INTO A FULL-BLOWN SCI-FI BLOCKBUSTER! 🔥🤖
Optimus didn’t just walk — it OWNED the moment, rolling suitcases like the future is already here while Elon grinned like a proud dad watching his creation steal the show. This isn’t a demo… this is the dawn of the robot revolution! 😱🌌
If you could hand your entire life’s chores to an Optimus robot RIGHT NOW — what’s the VERY FIRST thing you’d make it do?
No limits. Be ruthless.
Drop your answer below and watch this thread explode 👇🔥
#ElonMusk #Optimus #RobotRevolution #FutureIsHere

The Japanese 10 year yield has begun breaking out and is about to go vertical.

This is the crisis phase where it could go from 2.7% to 4% in the next 60 days.

How will the Bank of Japan respond?
Selling U.S. Treasuries? https://t.co/MBTxcoB9BJ

Gracias a que Apple dejó de producir iPhone en China para irse ahora parte de la producción a la India, gracias a esto, tenemos ya los planos de los nuevos iPhone… https://t.co/a6iyWocOoe

Japan sets the bar: luggage handles face you before you even notice.

https://t.co/GcySqCzbZ3

🔥🚨 BREAKING — The couple seen atop the Empire State Building have been IDENTIFIED as Angela Nikolau and Ivan Beerkus.

The couple released a Netflix documentary in 2024 called "Skywalkers: A Love Story."

They supposedly " Found Love Thousands of feet in the sky, illegally scaling the world’s tallest buildings."