X_One_Chi

[X_One_Chi @X_ChiWin]

@ditesuna wow

[X_One_Chi @X_ChiWin]

https://t.co/NnilHL8uon

[X_One_Chi @X_ChiWin]

@TheSonOfWalkley 🫪

[X_One_Chi @X_ChiWin]

@aelluswamy @wholemars gogo!

[X_One_Chi @X_ChiWin]

Do or die🫡

[Ashok Elluswamy @aelluswamy]

Big day today for the future of transportation!

[X_One_Chi @X_ChiWin]

@SawyerMerritt 420😏😏😏

[X_One_Chi @X_ChiWin]

expect 🫡🫪

[Overly Trev’s Future @OverlyTrev]

It’s a Gold Rush in Austin

[X_One_Chi @X_ChiWin]

@tim_cook 🥇

[X_One_Chi @X_ChiWin]

當初認購的人不知道有沒有先融券

[X_One_Chi @X_ChiWin]

@ditesuna 😆

[X_One_Chi @X_ChiWin]

@luyanxiaoan 怎麼有勃哥😆

[X_One_Chi @X_ChiWin]

Just like last year’s announcement, it won’t have much of an impact on the stock price

[Genma_Jp @nymbusjp]

I don’t expect Tesla to flood Austin with Cybercabs anytime soon. The launch will involve a few dozen vehicles at most.

The current exponential ramp, doubling roughly every five weeks, should continue this year. I don’t expect more than a few thousand Cybercabs in operation by December. My base case remains around 1,000 vehicles.

Once the launch is over, the next outcry will be about the slow increase in fleet size.

Manage your expectations. Look at where we are today.

A few years ago the uncertainty was about the outcome. Now it’s only about the timing. That’s the whole difference.

[X_One_Chi @X_ChiWin]

@JZhen72937 很新穎的設計，感覺不錯。不過在最外側的右轉不會卡住嗎？

[X_One_Chi @X_ChiWin]

Has anyone else experienced their Grok usage limit being reached this quickly? I don’t remember it being this restrictive before.

[X_One_Chi @X_ChiWin]

看起來題材都很有前景，只是都還在早期階段

藍思科技（https://t.co/wJGq17wEBx，A股300433）把精密結構件、新材料（液態金屬、鋁鎂合金等）、模組組裝能力平移到機器人：
• 產能：旗下藍思智能永安園區（2025年11月啟用）佔地約400畝、廠房超18萬平方米，設計年產能50萬台具身智能機器人 + 1萬台/套工業機器人及裝備。形成「新材料��核心部件→整機」垂直整合。
• 出貨與客戶：2025年人形機器人出貨超3,000台、四足機器狗超1萬台；子公司藍思智能機器人營收超10億人民幣並實現盈利。已切入北美及國內多家頭部機器人企業供應鏈，批量交付整機、頭部模組、關節模組、靈巧手、結構件等，組裝規模位居行業前列。

[X_One_Chi @X_ChiWin]

@hank_aibtc 拿磚頭敲？？？你還好嗎

[X_One_Chi @X_ChiWin]

@aleabitoreddit What’s your view on Yageo (2327)? 😊thanks

[X_One_Chi @X_ChiWin]

InP Optical Interconnect Bottleneck Heats Up: AXTI and LandMark Surge, Sumitomo Pulls Back — Industry Opportunity Emerging
The AI optical interconnect supply chain has once again become a market focus. News of a severe shortage in indium phosphide (InP) substrates and epitaxial wafers continues to drive related stocks higher.
AXTI (U.S.-listed) , one of the world’s major InP substrate suppliers, has shown strong upward momentum amid the shortage and consecutive price-hike narrative. The market is paying close attention to its capacity locking and pricing power, bringing this long-viewed “upstream chokepoint” name back into the spotlight.
LandMark Optoelectronics (https://t.co/jcHw05ZWWk) has also benefited clearly. As a key Taiwanese supplier of InP epitaxial wafers and CW lasers, the company continues to post record revenue and profits. It has already signed a long-term substrate supply agreement with Sumitomo Electric, reducing material shortage risks. Combined with rising silicon photonics shipments and aggressive capacity expansion, its share price has been strong recently and has become one of the leading names in Taiwan’s optical communication sector.
In contrast, Sumitomo Electric (5802.T) , one of the world’s largest InP substrate suppliers, has entered a pullback/adjustment phase after earlier gains this year. While fundamentals remain supported by demand, its large conglomerate nature and partial internal consumption of capacity have led to a more moderate stock reaction, leaving it currently in a consolidation phase.
The broader industry opportunity is starting to surface
The InP shortage is not a short-term issue. Global effective capacity remains far below the demand driven by AI data centers for 800G, 1.6T, and future CPO architectures, while capacity expansion typically takes two to three years. This gives both upstream substrate players (AXTI, Sumitomo) and midstream epi/laser suppliers (LandMark, Visual Photonics Epitaxy, and others) room for pricing power and growth.
The market is beginning to shift from focusing on individual surging stocks toward broader attention across the entire supply chain. Sumitomo’s pullback may actually offer a chance to observe accumulation in a major supplier, while the strength in AXTI and LandMark highlights the value of chokepoints and execution capability. With Q4 price hikes confirming the tightness and new capacity gradually coming online into 2027, the overall optical interconnect supply chain still has potential to extend this structural uptrend.
(This is an industry observation summary only and does not constitute any investment advice. Stock prices are highly volatile; please assess risks independently)

[X_One_Chi @X_ChiWin]

It’s merely a technical demonstration/showcase and brings no positive benefit whatsoever to operations. Yet the stock still rose in the morning session because of this?

[Shay Boloor @StockSavvyShay]

$TSLA is reportedly preparing to unveil its long-delayed Roadster as early as this month with a $SPCX powered version using cold-gas thrusters to “fly.”

What started as Tesla’s next hypercar has evolved into a showcase of Tesla and SpaceX engineering increasingly converging.

[X_One_Chi @X_ChiWin]

😇😇😇