Rong Lu 陸戎

peace, love, happiness

[Rong Lu 陸戎 @LURONGHOPE]

@Rainmaker1973 for C-section this is more common. when i gave birth to my oldest daughter almost 25 years ago, she was born enclosed inside the amniotic sac. and my doctor said that was highly unusual, although it was common among animals. as a result, her head was perfectly round.

[Rong Lu 陸戎 @LURONGHOPE]

@Andrewhclu TeraFab cost is expected to be shared by Tesla/SpaceX/xAI, so it is not going to be borne by Tesla alone. Usage is Space 80% vs 20% Earth. this would be an important factor too.

[Rong Lu 陸戎 @LURONGHOPE]

@MarioNawfal wow this can be mass produced and there is a huge market in Asia and in humid summer of US east coast!

[Rong Lu 陸戎 @LURONGHOPE]

@elonmusk Hi Elon, heard you will give retail investors priority allocation of SpaceX IPO. will there be a possibility of priority allocation to retail investors who have already owned Tesla shares?

[Rong Lu 陸戎 @LURONGHOPE]

@Andrewhclu You should double check X translation to make sure it’s accurate. From what I can see it’s pretty good!

[Rong Lu 陸戎 @LURONGHOPE]

@Andrewhclu X has instant translation tool on now! Can help you reach English readers!

[Rong Lu 陸戎 @LURONGHOPE]

@SawyerMerritt When can this be expected to be approved?

[Rong Lu 陸戎 @LURONGHOPE]

@Andrewhclu 我們的谷歌也是终于熬出頭了！

[陸行之 Andrew Lu on Global Semis and Techs @Andrewhclu]

TSMC announces NT$6/share quarterly dividend starting April 9, 2026. In line with our earlier expectation on Facebook dated Oct 16, we might see NT$7/share quarterly dividend by 2026 and NT$10/share by 2027. 之前是每次加個0.5元，主要系EPS增加太慢，情有可原，但今年EPS一口氣增加個近20元，如果現金股利還每次加個0.5元，就太可笑了不是嗎？

[Rong Lu 陸戎 @LURONGHOPE]

@sundarpichai Which space company will help with the launch of Google satellites?

[Rong Lu 陸戎 @LURONGHOPE]

@Andrewhclu 教主這麼努力，所有人都得跟著跑

[Rong Lu 陸戎 @LURONGHOPE]

@altcap @elonmusk I voted yes as soon as I received the email from IB. It’s quite straightforward and rather easy to execute the form. Tesla’s clear instruction helps too!

[Brad Gerstner @altcap]

Tesla shareholders would be nuts to vote against the Elon voting / pay package that only pays out IF shareholders massively win. Passive investors should also look past ISS / Glass Lewis & vote in favor. Its obvious only @elonmusk can achieve this critical moonshot! 🇺🇸🚀

[陸行之 Andrew Lu on Global Semis and Techs @Andrewhclu]

Key check points to see if Qualcomm can be a meaningful player:
1. US$bn per GW deployment vs. Nvidia's US$50-60bn, AMD's US$45-50bn, Google's <US$45bn
2. Software vs. NV's Cuda/ AMD's Rocm
3. If AI200 for 2026 and AI250 for 2027 cards/racks on track to deliver to Humain (Saudi Arabia's Public Investment fund)?
4. Assuming 200 MW of Inference computing power on Qualcomm chips, estimated US$4.8bn of sales orders for Qualcomm for next three years or less than 5% of sales contribution;
5. How many cards per rack and how many racks per 200MW data center? (768GB LPDDR DRAM/card, 160kW/rack)
6. Likely no HBM, no CoWoS, likely using PCIE Retimer for scale up, and Ethernet switch for scale out

Qualcomm Unveils AI200 and AI250—Redefining Rack-Scale Data Center Inference Performance for the AI Era | Qualcomm https://t.co/qwKcUMHPs9

[Rong Lu 陸戎 @LURONGHOPE]

@Teslarati When will YL be available in US? Or is Tesla developing a bigger version of Tesla Y that will be called another name? We felt Y is too small and Cybertruck/S is big for daily use for a couple only.

[Rong Lu 陸戎 @LURONGHOPE]

@Starlink is starlink available in HK?

[Rong Lu 陸戎 @LURONGHOPE]

@elonmusk Please consider allowing short term leasing (charged by miles/time combo) of the latest Y equipped with FSD directly from Tesla. I think this would be able to boost the trial and adoption of Tesla EVs equipped with FSD.

[Rong Lu 陸戎 @LURONGHOPE]

@Teslarati this is good. because the monitoring was too strict

[Rong Lu 陸戎 @LURONGHOPE]

@ElonMuskAOC a tesla phone that can roam around the world using starlink network and can work together with tesla cars and optimus easily

[Rong Lu 陸戎 @LURONGHOPE]

@ElonMuskAOC 22