Dai

米株/日本株メインでやってます。時事ネタたまにつぶやきます。思ったことを忖度無しでつぶやきます。
#勿志六四天安内

[Visegrád 24 @visegrad24]

Israeli Air Force strikes Iranian strategic air defense systems

The IDF announced that it has conducted a series of targeted strikes on key air defense installations across Iran.

According to the Israeli military, these systems were part of Tehran’s efforts to rebuild its air defenses, which were heavily damaged in previous Israeli operations.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇮🇷 Iran says it has fully closed Bab al-Mandab Strait, following Israeli strikes.

12% of world trade passes through it.

[The White House @WhiteHouse]

“Both sides, Israel and Iran, are looking to do an immediate CEASEFIRE! Final negotiations on “Peace” are proceeding, subject to ignorance or stupidity getting in its way…” - President DONALD J. TRUMP

[Mossad Commentary @MOSSADil]

JUST RUMORS?
Iranian opposition media are claiming that IRGC commander Ahmad Vahidi may have been killed in Israeli airstrikes inside Tehran.
Vahidi had reportedly issued a direct threat against Israel earlier today.
There is no official confirmation at this stage.

[US Homeland Security News @defense_civil25]

🚨Update: DEAD!! IRGC Supreme Commanding General Ahmad Wahidi, who took command after several of his fellow Generals were killed at the start of the War, was killed in an Israeli air-strikes in Tehran tonight!!

[Breaking911 @Breaking911]

More wild footage from today’s massive earthquake in the Philippines.

[Baba Banaras™ @RealBababanaras]

Devil is dead !

IRGC Chief Ahmad Wahidi, who threatened to make the dead sea a graveyard for Jews this morning, as per Iranian opposition news outlet, was killed in Israeli airstrikes in Tehran, just a while ago.

Official confirmation awaited

[Isaac @isaacrrr7]

INCREÍBLE: El inmigrante ruandés Emmanuel Abayaisenga vio rechazada su solicitud de asilo en Francia en repetidas ocasiones desde que la presentó en 2012. A pesar de las órdenes de deportación, permaneció en el país de forma ilegal.

Los sacerdotes le confiaron las llaves de la catedral, encargándole el cierre y el cuidado del edificio. Después de que incendiara la catedral, destruyendo el órgano y el coro, el padre Maire lo acogió en su casa, ofreciéndole refugio mientras esperaba el juicio.

Luego asesinó al padre Maire.

Europa en pocas palabras.

[Lico零号機🇯🇵 @lico337]

またしばき隊が、ゴミシールをあちこちに貼る違法行為をしてるようです。
迷惑だから、逮捕してほしいです。

[Elon Musk @elonmusk]

Join our AI recommendations & advertising engineering team!

[世界四季報 @4ki4]

【105万トン】ナフサの代替調達進む、輸入量は8割確保　供給不安で価格なお高水準 - 日本経済新聞
https://t.co/iBqr9l5ix1

[TeslaZoa @TeslaZoa]

🇰🇷 NVIDIA CEO Jensen Huang threw the first pitch at the Doosan Bears vs. Kiwoom Heroes game at Jamsil Baseball Stadium in Seoul on June 7.

Korean fans gave him a warm welcome, clearly excited to see one of the biggest figures in the AI era take the mound in Seoul.

[Elon Musk @elonmusk]

Humanity is disappearing 😔 https://t.co/puINn7Vg1P

[BRICS News @BRICSinfo]

JUST IN: 🇺🇸🇮🇱 US raises threat of Israeli spying on United States to the highest level, NBC reports.

[Elon Musk @elonmusk]

SpaceX was less than 10 people back then. We didn’t even have office furniture.

[Jon Erlichman @JonErlichman]

Stocks today vs past year:

*AMD: -11% +293%
*Intel: -11% +390%
*ON Semi: -11% +133%
*Coherent: -11% +373%
*Sandisk: -11% +3,816%
*Teradyne: -12% +336%
*ARM: -13% +165%
*Micron: -13% +737%
*Marvell: -17% +297%

[zerohedge @zerohedge]

Why are Mag 7s suddenly scrambling to sell expensive equity? Because as we reported a month ago, the debt channel has shut (except for occasional SPVs). Good lucking funding $5 trillion in capex

[女社長 @UopX54i54C4671]

情プラ法の削除要請が迅速化されたが
主筆者の小坪市議が頑張っても
裁判で闇クマさんが勝訴しても

日本保守党の
百田尚樹
有本香
猫組長
は、個人情報晒しのポストを削除せず‼️

私は「日本保守党」の解党を願う

「嘘つき」「日本人じゃない」のは
どっちだ⁉️

[The Kobeissi Letter @KobeissiLetter]

Absolutely incredible.

ALL 7 hourly candlesticks on today's Nasdaq 100 chart were red as tech stocks fell in a literal straight-line lower.

Biggest drop since "Liberation Day."

[mei @2022meimei3]

中国人型ロボット価格がもう崩壊しています🤖
世界をリードする中国発の次世代ロボットメーカーUnitree（ユニツリー・ロボティクス、宇樹科技有限公司/ヒューマノイドロボット（人型ロボット世界市場シェア：32.4%（世界1位））のロボット価格は3年で約20分の1に。
これは異常な速度の価格崩壊です。
https://t.co/kHVZ24RjFW

中国お得意の「補助金漬け→過剰生産→価格崩壊」パターンになりそうです。

政府補助金で各社が競って量産しているものの、大して使い物にならないので実需が追いつかず在庫が溢れ、中古・廃棄市場に流出。
これはEVバッテリー・太陽光パネルで見たのと全く同じ構造です。

🇨🇳Unitreeの2025年の売上高は17億元（約350億円）で前年比+335%。調整後純利益は6億元（約120億円）で+674%。粗利益率は60.27%と製造業としては異例の高水準を達成したと騒いでました。

がしかし2026年Q1で急ブレーキ。
2026年第1四半期は純利益はマイナス52.55%と半減。
いきなり経営がピンチに。
https://t.co/mS9tEOUMCX