以下部分引用 AI 总结,现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Elon Musk
280 atoms · 跨 63 天 · 首见 2026-04-15 · 最近 2026-07-03
三色: 🟦 fact 145 · 🟥 take 135 · stance ▲79/▼54/◆54
叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 4
状态只算低频策展源 (群/卖方); X firehose 仅作背景音量
来源: X 280
时态: fresh:241 · aging:33 · stale:5 · expired:1
标签: 好观点:114 · 好信源:83 · 好数字:78 · 好思考:21 · 好问题:5
🟨 AI 综合 · junior analyst 概览
展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)
model: deepseek-chat · 2026-07-12 · 默认折叠
Elon Musk 正在打造第一个 AI 综合企业集团
¹, 其 Colossus 的月使用费达到 12.5 亿美元
¹, 个人资产排名已让他成为历史上首位万亿富翁
¹. 支持者认为他凭借 scaling laws 和 FSD 十年护城河将持续领先
¹¹, 并预言 SpaceX IPO 后他将成为 trillionaire
¹. 但批评者指出其经营方式缺乏计划、仅靠 GPU 和 ego 驱动
¹, 且在 AI 安全交叉质询中表现“无知”
¹. 他公开指责法院裁决、称德国日耳曼人长期遭受种族清洗
¹¹, 并反复攻击 Anthropic 等公司为“邪恶”
¹. 在地缘层面, 他预测中国玩家不会在境外做 Mythos 级训练
¹. 总体而言, 万亿市值预期与个人行为风险敞口形成鲜明分歧
¹¹.
🧭 拥挤度 (一人一票): ▲ 43 位作者 (KOL42 · 媒体1) vs ▼ 24 位作者 (KOL24)
⚖️ 多头 42/43 来自KOL
🔥 核心观点 · 1 个
≥2 个独立的人各自表达 take (已排除新闻 bot) · 多空按人算 · 跨语言合并
- trillionaire odds
2 人观点 · 🟢 多 1 · X · +6快讯 · 🥇 @AndrewCurran_ ★★★ (2026-06-12)
<details><summary>展开 10 人 · 2026-05-15→2026-06-19</summary>
- ·
X @AndrewCurran_ ★★★ [2026-06-12]
- · X @Yuchenj_UW ★★ [2026-06-12]
- · X @based16z ★ [2026-06-12]
- ▲ X @WomanDefiner ★ [2026-06-14]
- ▲ X @Kalshi ×3 📢 [2026-05-15]
- · X @Techmeme 📢 [2026-06-12]
- · X @TechCrunch 📢 [2026-06-12]
- · X @KobeissiLetter 译 [2026-06-12]
- · X @verge 📢 [2026-06-12]
- · X @itsolelehmann 📢 [2026-06-19]
📄 广泛报道的事实 · 8 个
展开 (多人转述同一事实/数字 — 确认度高, **非独立观点**, 不标多空)
- 个人净资产 — 2 源报道 ·
X
- 个人财富 — 2 源报道 (含1快讯) ·
X
- 希望清除北京设置的障碍 — 2 源报道 (含1快讯) ·
X
- SEC Twitter 案和解罚款 — 2 源报道 (含2快讯) ·
X
- SEC settlement amount — 2 源报道 (含2快讯) ·
X
- 将加入美国代表团参加特朗普访华 — 2 源报道 (含2快讯) ·
X
- combined voting power — 2 源报道 (含2快讯) ·
X
- ownership of Class A shares — 2 源报道 (含2快讯) ·
X
💢 核心分歧 (5 轴)
1. xAI 烧钱扩张 vs 无底洞危机
*topic: 资本开支/数据中心算力 · 7 bull vs 1 bear*
🟢 bullish 侧:
- <a id="atom-4d47024dfe11fa2c"></a>2026-04-21
X·@JapanDeepValue1 [老化中] · wants to buy all chips and build terawatts · 资本开支/数据中心算力
Ha yea if one believes what Elon says, he wants to buy all the chips and build terawatts on top of hyperscaler insane capex figures
tags: 好观点 · → daily
- <a id="atom-f174a7db8c526620"></a>2026-05-06
X·@NirvanaVimoksha [老化中] · 建议投资领域 · 资本开支/供给产能
일론 머스크에 투자하지 말고 일론 머스크 말대로 투자하자. 배터리 변압기 메모리
tags: 好观点 · → daily
value: category=배터리/변압기/메모리
- <a id="atom-454bec9c6d738bee"></a>2026-05-09
X·@Alisvolatprop12 · terafab CAPEX 个人估算 · 资本开支
개인적으로 일론이 원하는 규모를 실제로 시작한다면 172조 원이 아니라 1720조 원($ 1.2T)이상의 CAPEX가 필요할 것으로 생각.
tags: 好数字 · → daily
value: qty=$1.2T
- <a id="atom-dee84af3a08917c5"></a>2026-05-20
X·@jawwwn_ · is addressing data centers on Earth with something new · 数据中心算力
And if you’re upset about data centers on Earth—here you go!
tags: 好观点 · → daily
- <a id="atom-bd41bba6b8ed035f"></a>2026-05-20
X·@JordanNanos · scaling laws · 数据中心算力
100k H100 (130 MW) --> 122 days 110k GB200 (210 MW) --> 91 days 110k GB300 (220 MW) --> 64 days Elon scaling laws
tags: 好数字·好信源 · → daily
value: qty=100k H100 (130 MW) → 122 days; 110k GB200 (210 MW) → 91 days; 110k GB300 (220 MW) → 64 days
📷 原图
🔴 bearish 侧:
- <a id="atom-efcef399a259ad81"></a>2026-05-14
X·@Nick86LGM · governance after merger · 资本开支/管理层表态
post merger, Elon would have no guardrails. Nothing to stop him from spending every dime on Mars
tags: 好观点 · → daily
展开 3 条中性
- <a id="atom-41e52163a7e4c146"></a>2026-04-22
X·@8teAPi · space datacenters operational timeline · 数据中心算力
before he gets space datacenters up in 2029
tags: 好信源 · → daily
value: date=2029
- <a id="atom-20a741d37a90f48d"></a>2026-06-04
X·@8teAPi · datacenter capacity sold · 资本开支/数据中心算力
announce RSI AFTER buying Elon's datacenter capacity
tags: 好观点 · → daily
value: date=before RSI announcement
- <a id="atom-8bdce2a137210726"></a>2026-06-12
X·@firstadopter · 对neocloud短期交易的表态 · 管理层表态/数据中心算力
Elon Musk: "Let’s not get carried away. This is a short-term deal."
tags: 好信源 · → daily
value: direction=caution
[图: ARK投资关于Anthropic与xAI潜在算力合同的五年期税前净现金流预测瀑布图 — -$18.1B (初始建设资本支出 Build capex); $14.4B net (年度扣除运营支出后的净收入); -$0.6B (年度运营支出 Opex); $53.9B (五年累计税前净现金流)]
📷 原图
2. OpenAI 恩仇录: 正义诉讼 vs 酸葡萄
*topic: 诉讼/管理层表态 · 16 bull vs 17 bear*
🟢 bullish 侧:
- <a id="atom-3d49a8b353497150"></a>2026-05-05
X·@strikerglows [老化中] · 与OpenAI捐赠协议 · 诉讼
There is an implicit contract and fiduciary duty based on the understanding Elon had for giving the money to the charity.
tags: 好观点 · → daily
- <a id="atom-cd0f6cc06e5ceaee"></a>2026-05-06
X·@dmjk001 [老化中] · 该项目对于满足其各项计划所需的芯片数量至关重要 · 管理层表态
马斯克表示,该项目对于满足其各项计划所需的芯片数量至关重要。
tags: 好信源 · → daily
📷 原图
- <a id="atom-2a4662362eec1948"></a>2026-05-06
X·@elonmusk [老化中] · 对 Mira Murati 的态度 · 管理层表态
Mira is cool ❤️
tags: 好观点 · → daily
- <a id="atom-e8790d4360141cbf"></a>2026-05-06
X·@daniel_mac8 · 对 Anthropic 高层评价 · 管理层表态
I met with Anthropic senior leadership last week. No one set off my evil detector.
tags: 好观点 · → daily
📷 原图
- <a id="atom-df2b58a63b67f78c"></a>2026-05-09
X·@stevehou [老化中] · 执行能力 · 管理层表态
That sounds exactly like something Elon would do and would be good at doing too
tags: 好观点 · → daily
🔴 bearish 侧:
- <a id="atom-ad1eb1cdbd6868a5"></a>2026-04-21
X·@iamgingertrash [老化中] · 经营方式判断 · 管理层表态
No plan, just ego, GPUs and trying to do what everyone else is
tags: 好观点 · → daily
- <a id="atom-5874d90a4e3b415d"></a>2026-04-30
X·@theinformation [老化中] · under cross-examination by OpenAI lawyers about AI safety · AI安全/管理层表态
Elon Musk was 'clueless' under cross-examination by OpenAI's lawyers when asked about AI safety.
tags: 好观点·好信源 · → daily
value: direction=clueless
- <a id="atom-8bfdfc52f292206e"></a>2026-05-06
X·@flowersslop · 对 Anthropic 评估 · 管理层表态/竞争格局 +同日1条
did Elon repeatedly call Anthropic misanthropic and basically evil and woke mind virus infected?
tags: 好信源 · → daily
- <a id="atom-be4c4b8d0d9811b5"></a>2026-05-07
X·@Techmeme [老化中] · 态度 · 管理层表态
Elon Musk called Anthropic "evil" and "misanthropic"
tags: 好观点 · → daily
- <a id="atom-f7a1fb16f1549527"></a>2026-05-07
X·@theinformation [老化中] · courtroom strategy against OpenAI · 诉讼/公众情绪
Elon Musk’s courtroom strategy against OpenAI is turning into a high-risk bet on public opinion as much as legal victory
tags: 好观点 · → daily
展开 17 条中性
- <a id="atom-b9adcbe2f30a7af3"></a>2026-04-17
X·@dejavucoder [老化中] · 沟通风格原因 · 管理层表态
i think when it comes to musk, he just has a lot of thoughts bombarding in his mind that he needs time to frame to translate for us
tags: 好观点 · → daily
- <a id="atom-0bf7635814656836"></a>2026-04-23
X·@Semicon_Academy [老化中] · 希望拥有可自己决策的自有晶圆厂 · 管理层表态/供给产能
イーロン氏は自分で口が出せる所有ファブが欲しい...的な?
tags: 好观点 · → daily
- <a id="atom-a65ece95b130c722"></a>2026-04-28
X·@flowersslop · 建议当前组织结构以击败Google · 管理层表态/竞争格局
Elon himself suggested the current structure to win against Google
tags: 好信源 · → daily
- <a id="atom-86666c4336b2a1d4"></a>2026-05-04
X·@theo · email evidence existence · 诉讼
You should read the emails before making a fool of yourself.
tags: 好信源 · → daily
📷 原图
- <a id="atom-f88d58d38dba3906"></a>2026-05-04
X·@zerohedge ⭐ · SEC Twitter 案和解罚款 · 监管政策/诉讼
MUSK TO PAY $1.5 MILLION IN SEC TWITTER CASE SETTLEMENT DEAL
tags: 好数字·好思考 · → daily
value: qty=$1.5M
3. 地缘政治操盘手 vs 失灵说客
*topic: 地缘政治/合作客户 · 5 bull vs 4 bear*
🟢 bullish 侧:
- <a id="atom-480f594630910c5b"></a>2026-05-14
X·@Sino_Market · talks status · 地缘政治
said the talks were “very smooth” and that “a lot of good things are happening,”
tags: 好信源 · → daily
📷 原图
- <a id="atom-bcd39e0b0977d43b"></a>2026-05-14
X·@KobeissiLetter · 对中美谈判的评论 · 地缘政治
"I have a good feeling about these talks. I think there will be a good result," he says.
tags: 好观点 · → daily
value: direction=positive
📷 原图
- <a id="atom-0a336ff3466f4114"></a>2026-05-21
X·@AnaSwanson · 希望清除北京设置的障碍 · 地缘政治/合作客户
Elon Musk -- and other powerful executives who accompanied President Trump to China last week -- have been hoping to clear roadblocks put up by Beijing
tags: 好信源 · → daily
- <a id="atom-18fd9adb01dcc721"></a>2026-05-31
X·@DaphneB76234 · 在东南亚的受欢迎程度 · 地缘政治/仓位情绪
Elon is big in South Asia. they think he is hilarious.
tags: 好观点 · → daily
value: direction=high
- <a id="atom-830679bd7c62249e"></a>2026-05-31
X·@flowersslop · 在东南亚的男性气质形象 · 地缘政治/仓位情绪
and they think he is hypermasculine
tags: 好观点 · → daily
value: direction=high
🔴 bearish 侧:
- <a id="atom-ae272e672d806499"></a>2026-04-18
X·@gfodor [老化中] · change of position on AI slowdown · 地缘政治
he seemed to change his mind the same time I did, and I changed my mind because it was too late to show anything down. (In part due to China)
tags: 好观点 · → daily
value: direction=changed to opposing slowdown when it became too late
- <a id="atom-1609fcc92e45df2c"></a>2026-05-06
X·@pstAsiatech · 威胁驱逐Anthropic等云客户 · 合作客户/竞争格局
Musk warned he would kick Anthropic or other cloud clients out of xAI’s data centers
tags: 好信源 · → daily
value: date=2026-05-07
- <a id="atom-41fdd34c9de099ea"></a>2026-06-17
X·@elonmusk [老化中] · 声称德国日耳曼人长期遭受种族清洗 · 地缘政治/种族问题
Ethnic cleansing of ethnic Germans in Germany has been taking place for a long time
tags: 好观点·好问题 · → daily
- <a id="atom-81e5b1ac6dad44d7"></a>2026-06-22
X·@ResisttheMS · 被指控拆除 USAID 导致 450 万儿童死亡 · 监管/地缘政治
They don't talk about the 4.5M children around the world who he possibly sentenced to death by dismantling USAID.
tags: 好观点 · → daily
📷 原图
展开 3 条中性
- <a id="atom-d43d27dbbeadc4bc"></a>2026-05-11
X·@zerohedge · 将加入美国代表团随特朗普访华 · 地缘政治
*ELON MUSK TO BE PART OF US DELEGATION ON TRUMP'S CHINA TRIP
tags: 好信源 · → daily
value: date=2026-05-11
- <a id="atom-53efa4d43546a614"></a>2026-05-12
X·@DeItaone · 搭乘空军一号前往北京 · 地缘政治
ELON MUSK ALSO ON BOARD AIR FORCE ONE TO BEIJING - WHITE HOUSE SPOKESPERSON
tags: 好信源 · → daily
value: direction=前往 · destination=北京
- <a id="atom-482424182fbed701"></a>2026-05-13
X·@WatcherGuru · 出现在中国与特朗普和习近平会面 · 地缘政治/合作客户
Elon Musk, Tim Cook, and Nvidia CEO Jensen Huang seen in China with President Trump and Xi Jinping.
tags: 好信源 · → daily
4. 十项全能 vs 样样松散
*topic: 技术路线/产品发布 · 10 bull vs 7 bear*
🟢 bullish 侧:
- <a id="atom-6a6c6adabbbf6a9e"></a>2026-05-11
X·@lithos_graphein [老化中] · building first AI conglomerate corporation · 竞争格局/技术路线
Elon's building the first AI conglomerate corporation.
tags: 好观点·好思考 · → daily
- <a id="atom-dc88ac548c9863da"></a>2026-05-18
X·@FirstSquawk [老旧] · 说自动驾驶汽车比人类驾驶员更安全的路径非常清晰 · 技术路线/自动驾驶
ELON MUSK SAYS THE PATH TO SELF-DRIVING CARS BEING SAFER THAN HUMAN DRIVERS IS VERY CLEAR
tags: 好观点 · → daily
- <a id="atom-3159b3357a57656c"></a>2026-05-20
X·@notjazii · X Premium 订阅可用 OpenClaw · 技术路线
Elon is going all into agents
tags: 好观点 · → daily
- <a id="atom-2306ff8698fccd88"></a>2026-05-20
X·@jawwwn_ · has revived defense tech · 技术路线
He's revived defense tech.
tags: 好观点 · → daily
- <a id="atom-6264f0bf54562343"></a>2026-06-08
X·@carm1nee · 建造芯片性能比NVIDIA好2-3倍 · 技术路线/产品发布
Elon Musk told Ron Baron he's building a chip that will be 2 to 3 times better than NVIDIA - at 10% of the cost
tags: 好思考 · → daily
value: direction=better
🔴 bearish 侧:
- <a id="atom-275680b79c22b9d3"></a>2026-05-03
X·@mreflow [老化中] · 自我排名 · 技术路线
Interesting how the two that Elon builds are the two he ranks last.
tags: 好观点 · → daily
value: direction=last
- <a id="atom-a16494b25543a83b"></a>2026-05-19
X·@brickbybatman · 评价 Opus 4.7 与竞争对手对比 · 技术路线/竞争格局
Elon says Opus 4.7 is still better
tags: 好观点·好信源 · → daily
📷 原图
- <a id="atom-93995b64aacec40f"></a>2026-05-22
X·@MortadellaCap · 放弃前沿模型训练 · 技术路线
Elon giving up training @ frontier
tags: 好观点 · → daily
- <a id="atom-00ab72d5ceb14fbe"></a>2026-05-23
X·@TechCrunch · 对太阳能(地球)的态度 · 技术路线/可再生能源
Elon Musk has given up on solar power (on Earth)
tags: 好观点 · → daily
value: direction=放弃
- <a id="atom-03d4b286700c15c8"></a>2026-06-16
X·@leo_linsky · 战略性误判点 · 技术路线/管理层表态
Elon's strategic mistake was thinking Twitter content was enough to make models smarter
tags: 好观点 · → daily
展开 5 条中性
- <a id="atom-c77f032ea34e8223"></a>2026-04-15
X·@DrNHJ · 计划建设半导体制造工厂Terafab · 产能建设/技术路线
일론 머스크, 반도체 제조 공장 '테라팹(Terafab)' 구축 위해 가속도
tags: 好信源 · → daily
value: date=2026-04-16
- <a id="atom-65b24780812ebe66"></a>2026-04-23
X·@R3000C · 宣布在TeraFab使用Intel 14A工艺制造AI芯片 · 产品发布/技术路线
イーロン・マスク氏、自身のTeraFabでIntel 14Aプロセス技術を用いてAIチップを製造すると述べる
tags: 好思考 · → daily
- <a id="atom-814f7b2df74f8d20"></a>2026-05-06
X·@DrNHJ · AI4 업그레이드 계획 진술 · 管理层表态/产品发布
일론 머스크 테슬라 최고경영자(CEO)는 최근 1분기 실적발표 컨퍼런스콜에서 「AI4는 차세대 메모리를 탑재하는 방향으로 업그레이드할 계획」이라며 「이는 AI4.1 또는 AI4플러스(+) 버전으로, (칩을 위탁생산 중인) 삼성전자 수정 작업을 거쳐 내년 중반쯤 생산에 들어갈 것으로 예상한다」고 밝힌 바 있다
tags: 好信源 · → daily
- <a id="atom-6216e8d6fb3ad70d"></a>2026-05-13
X·@tetsuoai · 年龄与创作内容 · 产品发布
A 12-year-old Elon Musk writes a sprite-based space shooter in Microsoft BASIC
tags: 好思考 · → daily
value: qty=12 · date=1984
📷 原图
- <a id="atom-341d6161001efbad"></a>2026-06-06
X·@EricJorgenson · 提出了 Magic Wand Number 和 Idiot Index 概念 · 管理层表态/技术路线
_Everyone can use @elonmusk's 'Magic Wand Number' and 'Idiot Index'
They're universal ideas, helpful in any industry._
tags: 好观点·好思考 · → daily
📷 原图
5. 万亿市值 vs 个人风险敞口
*topic: 仓位情绪/估值 · 14 bull vs 12 bear*
🟢 bullish 侧:
- <a id="atom-ca8a28e632ad1d33"></a>2026-05-12
X·@theinformation [老化中] · 通过交易加强 SpaceX IPO 叙事 · 估值
gives Musk a stronger story ahead of a SpaceX IPO
tags: 好观点 · → daily
- <a id="atom-b67c97a7d831de3b"></a>2026-05-15
X·@DallasAptGP [老旧] · 股票出售计划 · 仓位情绪
Elon could sell SPCX shares after lockup.
tags: 好思考 · → daily
value: direction=可能出售
- <a id="atom-9f1e9943675062d8"></a>2026-05-17
X·@FirstSquawk · skeptics losing money · 仓位情绪
Elon Musk skeptics have ended up losing “a lot of money,” Trump’s FCC Chair said, Benzinga reports.
tags: 好观点 · → daily
- <a id="atom-8202621585ae402e"></a>2026-05-20
X·@Kalshi · 成为万亿富翁的概率 · 仓位情绪
88% chance Elon Musk becomes a trillionaire this year — an all-time high
tags: 好数字 · → daily
value: qty=88% · date=2026年
📷 原图
- <a id="atom-e48b4c9f48c6d285"></a>2026-05-20
X·@jawwwn_ · is doing more for America than any other American · 仓位情绪
@elonmusk is probably doing more for America than any other American.
tags: 好观点 · → daily
🔴 bearish 侧:
- <a id="atom-c4e1524e07c087b1"></a>2026-04-28
X·@flowersslop [老化中] · 对未能控制OpenAI感到极度痛苦 · 仓位情绪 +同日1条
He is just insanely bitter for fumbling OpenAI
tags: 好观点 · → daily
- <a id="atom-890c7085627ba558"></a>2026-05-06
X·@Alisvolatprop12 [老化中] · 对Sam Altman的厌恶程度 · 仓位情绪
definitely he seems to dislike sama more
tags: 好思考 · → daily
value: direction=more_than_Anthropic
- <a id="atom-e6bfec42099fe4c1"></a>2026-05-15
X·@DallasAptGP · 不卖股票声明 · 仓位情绪
I’m not selling any shares
tags: 好信源 · → daily
value: direction=不卖
- <a id="atom-be8113c1524c74fe"></a>2026-05-19
X·@Alisvolatprop12 · 对GDM的恐惧和FOMO · 仓位情绪/竞争格局
일론이 GDM을 두려워하고, FOMO에 시달린 결과가 이런 식으로 끝나는 게 아쉽긴 하겠지만 어쩌겠는가?
tags: 好观点 · → daily
value: direction=驱动
- <a id="atom-ae018210330cdb2c"></a>2026-06-07
X·@InOneScoop · stock sale after Twitter purchase statement · 管理层表态/仓位情绪
“I won’t go through with twitter purchase” then sold tens of billions with out warning.
tags: 好观点 · → daily
value: direction=sold billions
展开 1 条中性
- <a id="atom-c7ec49d9a3a93a44"></a>2026-06-12
X·@KobeissiLetter · net worth · 估值/仓位情绪
Elon Musk officially becomes the world's first trillionaire
tags: 好数字 · → daily
value: qty=trillionaire · date=2026-06-12
📷 原图
🔗 因果传导 (causal map)
*Elon Musk 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*
↓ 下游·近期陈述 (3)
- 🟢 semicap sector · 传导 · 1 次陈述
Elon telling you to get fucking long semicap
- 🟢 DRAM · 需求拉动 · 1 次陈述
Even Elon is prioritizing memory, specifically DRAM, as the key focus for the Terafab.
- 🔴 Twitter算法 · 传导 · 1 次陈述
elon gets mad and asks the engineers to overhaul everything
📊 程序化变化 (近 7 天)
展开过期列表
[已过期] year end 2025 · robotaxi target claim
The most famous.. half the US population will be served by robotaxis by year end 2025 (said before his comp vote).
🟦 客观事实 (facts) (30)
- <a id="atom-33b18a688062e4ef"></a>🟦 2026-05-20
X·@AndrewCurran_ ⭐ · Colossus月使用费 · 资本开支
They are paying Elon $1.25 billion a month for the Colossus usage.
tags: 好数字·好信源 · → daily
value: qty=$1.25B · date=monthly
- <a id="atom-7bbadfccb6dd3796"></a>🟦 2026-06-12
X·@sarbjeetjohal · 身家排名 · 估值
This move makes @elonmusk 1st trillionaire.
tags: 好数字·好信源 · → daily
value: qty=1st trillionaire
[图: 全球市值最高公司排名及股价数据面板,突出了SpaceX上市首日的市值与股价数据 — NVIDIA市值: $4.958 T; SpaceX市值: $2.200 T; SpaceX股价: $168.28; SpaceX单日涨幅: +24.65%]
📷 原图
- <a id="atom-f88d58d38dba3906"></a>🟦 2026-05-04
X·@zerohedge ⭐ · SEC Twitter 案和解罚款 · 监管政策/诉讼
MUSK TO PAY $1.5 MILLION IN SEC TWITTER CASE SETTLEMENT DEAL
tags: 好数字·好思考 · → daily
value: qty=$1.5M
- <a id="atom-6a9eef06b7647a38"></a>🟦 2026-05-05
X·@OhhFkn · initial funding to OpenAI · 融资
You put up the first $38 million, gave them free office space in your building, used your network to recruit the entire founding team
tags: 好数字·好信源 · → daily
value: qty=$38 million
- <a id="atom-615a1c996b572bb2"></a>🟦 2026-05-05
X·@chatgpt21 · initial Tesla investment · 资本开支
He invested 165M
tags: 好数字·好信源 · → daily
value: qty=$165 million · date=acquisition time
- <a id="atom-a16494b25543a83b"></a>🟦 2026-05-19
X·@brickbybatman · 评价 Opus 4.7 与竞争对手对比 · 技术路线/竞争格局
Elon says Opus 4.7 is still better
tags: 好观点·好信源 · → daily
📷 原图
- <a id="atom-5874d90a4e3b415d"></a>🟦 2026-04-30
X·@theinformation [老化中] · under cross-examination by OpenAI lawyers about AI safety · AI安全/管理层表态
Elon Musk was 'clueless' under cross-examination by OpenAI's lawyers when asked about AI safety.
tags: 好观点·好信源 · → daily
value: direction=clueless
- <a id="atom-ad5e88197754552a"></a>🟦 2026-06-07
X·@InOneScoop [已过期] · robotaxi target claim · 管理层表态
The most famous.. half the US population will be served by robotaxis by year end 2025 (said before his comp vote).
tags: 好数字·好观点 · → daily
value: qty=half the US population · date=year end 2025
- <a id="atom-1308373ff1688cb7"></a>🟦 2026-05-09
X·@jarvis_best [老旧] · 胜率变化 · 诉讼结果概率
Elon bottomed out at 34% chance a few days ago and has bounced back to 41% and generally on the upswing
tags: 好数字·好观点 · → daily
value: qty=34% · date=2026-05-09
📷 原图
- <a id="atom-587383e67310e94f"></a>🟦 2026-06-23
X·@Telegraph 🔁2源 · 个人财富损失 · 仓位情绪
Elon Musk has suffered the biggest ever loss of personal wealth
tags: 好数字 · → daily
value: direction=loss
📷 原图
- <a id="atom-03557d4c362b2cf6"></a>🟦 2026-06-15
X·@zerohedge · 净财富占美国流通现金比例 · 宏观对比
If Elon were to withdraw his net worth in actual bank notes (say, at a very big ATM), it would represent 40% of all US physical currency in circulation
tags: 好数字 · → daily
value: qty=40%
📷 原图
- <a id="atom-f7752e40ebf019bd"></a>🟦 2026-06-15
X·@scaling01 · 单日财富增长 · 财富动态
Elon just gained more wealth in a single day than Warren Buffet and Bernard Arnault (and everyone below them) in their entire life
tags: 好数字 · → daily
value: qty=$164.8B · date=2026-06-15
[图: 全球富豪榜实时资产与单日财富变化数据面板 — Elon Musk 净资产: $1.3T; Elon Musk 单日增长: $164.8B; Larry Page 净资产: $301.4B; Bernard Arnault 净资产: $158.2B; Warren Buffett 净资产: $146.4B]
📷 原图
- <a id="atom-96f87d1de3bd052e"></a>🟦 2026-06-12
X·@Techmeme · 成为全球首位万亿富翁 · 个人财富
Elon Musk becomes the world's first trillionaire
tags: 好数字 · → daily
value: date=2026-06-12
- <a id="atom-e884bcc24e03d6a8"></a>🟦 2026-06-12
X·@TechCrunch · becomes world's first trillionaire · 财富/IPO
Elon Musk becomes the world’s first trillionaire after SpaceX’s historic IPO
tags: 好数字 · → daily
value: qty=trillionaire · date=2026-06-12
- <a id="atom-c7ec49d9a3a93a44"></a>🟦 2026-06-12
X·@KobeissiLetter · net worth · 估值/仓位情绪
Elon Musk officially becomes the world's first trillionaire
tags: 好数字 · → daily
value: qty=trillionaire · date=2026-06-12
📷 原图
- <a id="atom-04f8aa4982211c4d"></a>🟦 2026-06-12
X·@KobeissiLetter · 个人财富 · 持仓仓位
Elon Musk is now worth $1.1 trillion
tags: 好数字 · → daily
value: qty=$1.1T · date=2026-06-12
📷 原图
- <a id="atom-c1f4158f8c0d2cc6"></a>🟦 2026-06-12
X·@scaling01 · 单日净资产变动 · 价格动态
埃隆·马斯克个人净资产及单日资产变动: +$138.3B; 单日变动幅度: +13.06%
tags: 好数字 · → daily
value: qty=+$138.3B · date=2026-06-12
[图: 埃隆·马斯克个人净资产及单日变动数据面板 — 当前净资产: $1.2T; 单日资产变动: +$138.3B; 单日变动幅度: +13.06%]
📷 原图
- <a id="atom-c5a554edd4a82c36"></a>🟦 2026-06-12
X·@washingtonpost · 净身价 · 仓位情绪
Elon Musk is now worth about as much as the world's next four richest people combined.
tags: 好数字 · → daily
value: qty=1.1T · currency=USD
[图: 世界前十大富豪身价排行榜条形图,显示埃隆·马斯克以1.1万亿美元位居首位 — Elon Musk: $1.1T; Larry Page: 303.0B; Sergey Brin: 282.0B; Jeff Bezos: 260.0B; Larry Ellison: 254.0B]
📷 原图
- <a id="atom-114afc3ed5e10cef"></a>🟦 2026-06-12
X·@TheTranscript_ · PayPal proceeds after tax · 融资
My proceeds from PayPal after tax were about $180M
tags: 好数字 · → daily
value: qty=$180M
- <a id="atom-6ed873b5fd5748e7"></a>🟦 2026-06-02
X·@Techmeme · deadline met rate · 管理层表态
met deadlines 19% of the time
tags: 好数字 · → daily
value: qty=19% · date=2008-2023
- <a id="atom-ce2d6620816e3a8b"></a>🟦 2026-06-02
X·@Techmeme · 2015 goal on-time rate · 管理层表态
achieved 75% of his 2015 goals on time
tags: 好数字 · → daily
value: qty=75% · date=2015
- <a id="atom-062706ce5d0ebb6a"></a>🟦 2026-06-02
X·@Techmeme · 2020 goal on-time rate · 管理层表态
under 50% of 2020 ones
tags: 好数字 · → daily
value: qty=<50% · date=2020
- <a id="atom-dea9af1b14d6b588"></a>🟦 2026-05-20
X·@AIStockSavvy · combined voting power · 股权结构
Elon Musk has combined voting power of 85.1%
tags: 好数字 · → daily
value: qty=85.1%
- <a id="atom-96432db593416282"></a>🟦 2026-05-20
X·@AIStockSavvy · ownership of Class A shares · 股权结构
Elon Musk owns 12.3% of Class A shares
tags: 好数字 · → daily
value: qty=12.3%
- <a id="atom-9f5e344f1b49268c"></a>🟦 2026-05-20
X·@AIStockSavvy · ownership of Class B shares · 股权结构
93.6% of Class B shares
tags: 好数字 · → daily
value: qty=93.6%
- <a id="atom-f94ed2c2bcc691ee"></a>🟦 2026-05-06
X·@elonmusk · 单年纳税金额 · 税收缴纳
I have paid over $10B in taxes in a single year, more than anyone in history.
tags: 好数字 · → daily
value: qty=> $10B
- <a id="atom-7716a9760fd29e02"></a>🟦 2026-05-06
X·@elonmusk · 股票期权行权与出售时综合税率 · 税收缴纳
If I exercise and sell stock options, the combined federal and state income tax is ~45%
tags: 好数字 · → daily
value: qty=~45%
- <a id="atom-fef8a0aea09c0075"></a>🟦 2026-05-06
X·@elonmusk · 遗产税率 · 遗产税
Then there is another 40% tax paid on my estate when I die.
tags: 好数字 · → daily
value: qty=40%
- <a id="atom-03cf7bce84ea49e6"></a>🟦 2026-05-05
X·@zerohedge · SEC settlement · 诉讼
Elon Musk Reaches $1.5 Million Settlement With SEC Over Twitter Stake
tags: 好数字 · → daily
value: qty=$1.5M
- <a id="atom-8db6a8bcd436bab9"></a>🟦 2026-05-04
X·@Techmeme · SEC settlement amount · 诉讼
Elon Musk agrees to pay $1.5M to settle SEC allegations
tags: 好数字 · → daily
value: qty=$1.5M · date=2026-05-04
🟥 多头 takes (bullish) (30)
- <a id="atom-bd41bba6b8ed035f"></a>🟥 2026-05-20
X·@JordanNanos · scaling laws · 数据中心算力
100k H100 (130 MW) --> 122 days 110k GB200 (210 MW) --> 91 days 110k GB300 (220 MW) --> 64 days Elon scaling laws
tags: 好数字·好信源 · → daily
value: qty=100k H100 (130 MW) → 122 days; 110k GB200 (210 MW) → 91 days; 110k GB300 (220 MW) → 64 days
📷 原图
- <a id="atom-edbe2f3415ea1ccf"></a>🟥 2026-06-20
X·@Alisvolatprop12 · FSD moat durability belief · 竞争格局
일론은 적어도 테슬라 fsd의 해자가 10년 정도는 된다고 생각했던 것 같습니다
tags: 好数字·好观点 · → daily
value: qty=10년
- <a id="atom-82d63a632f39a084"></a>🟥 2026-06-12
X·@zerohedge · 万亿身家预期时间 · 评级目标价
Elon Musk Projected To Be World's First Trillionaire By 2027, Fueled By Space Race Bets
tags: 好数字 · → daily
value: date=2027
- <a id="atom-b2d5e347110604a6"></a>🟥 2026-06-16
X·@beffjezos · wealth power law compared to other centibillionaires · 财富分布
it's the other centibillionaires that are off trend
tags: 好观点·好思考 · → daily
📷 原图
- <a id="atom-6a6c6adabbbf6a9e"></a>🟥 2026-05-11
X·@lithos_graphein [老化中] · building first AI conglomerate corporation · 竞争格局/技术路线
Elon's building the first AI conglomerate corporation.
tags: 好观点·好思考 · → daily
- <a id="atom-b9fefdc40f25772b"></a>🟥 2026-06-12
X·@KobeissiLetter · 个人总资产排名 · 仓位情绪
Elon Musk the first trillionaire in history.
tags: 好思考 · → daily
value: qualifier=第一位万亿富翁
- <a id="atom-1a87f096b1447bc2"></a>🟥 2026-06-12
X·@AndyBeard · 总回报对比 S&P 500 指数基金 24年 · 持仓表现
Elon beat S&P 500 index funds over 24 years by ~1000x
tags: 好数字 · → daily
value: qty=~1000x · date=over 24 years
- <a id="atom-188b549902570ad8"></a>🟥 2026-05-26
X·@amechi_nwandu · net worth forecast · IPO/财富估值
MAGA superdonor Elon Musk will be a trillionaire next month when SpaceX IPOs
tags: 好数字 · → daily
value: qty=trillionaire · date=2026-06
- <a id="atom-9b70ce9948eef04c"></a>🟥 2026-05-23
X·@Kalshi · 成为世界首位万亿富翁的概率 · 仓位情绪/TAM
BREAKING: 95% chance Elon Musk becomes the world’s first trillionaire — an all-time high.
tags: 好数字 · → daily
value: qty=95% · date=2026-05-23
📷 原图
- <a id="atom-8202621585ae402e"></a>🟥 2026-05-20
X·@Kalshi · 成为万亿富翁的概率 · 仓位情绪
88% chance Elon Musk becomes a trillionaire this year — an all-time high
tags: 好数字 · → daily
value: qty=88% · date=2026年
📷 原图
- <a id="atom-454bec9c6d738bee"></a>🟥 2026-05-09
X·@Alisvolatprop12 · terafab CAPEX 个人估算 · 资本开支
개인적으로 일론이 원하는 규모를 실제로 시작한다면 172조 원이 아니라 1720조 원($ 1.2T)이상의 CAPEX가 필요할 것으로 생각.
tags: 好数字 · → daily
value: qty=$1.2T
- <a id="atom-7c4fff89adbf6797"></a>🟥 2026-06-28
X·@jukan05 · 认可DRAM的战略重要性 · 管理层表态
Even Elon is prioritizing memory, specifically DRAM, as the key focus for the Terafab.
tags: 好观点 · → daily
📷 原图
- <a id="atom-06dbd3b1aad51180"></a>🟥 2026-06-26
X·@aleabitoreddit · 记忆体需求与价格上涨信号 · 订单需求/价格动态
Just Elon Musk casually sounding the alarm. On the massive demand + price hikes for $MU / SK Hynix / Samsung memory relative to supply.
tags: 好信源 · → daily
📷 原图
- <a id="atom-8cee1f2f06e31eda"></a>🟥 2026-06-07
X·@TradexWhisperer · 新fab记忆体产出判断 · 供给产能/出货量
the new fabs will produce only a tiny fraction of the memory that is needed and anticipated over the next 5 years.
tags: 好观点 · → daily
- <a id="atom-bcd39e0b0977d43b"></a>🟥 2026-05-14
X·@KobeissiLetter · 对中美谈判的评论 · 地缘政治
"I have a good feeling about these talks. I think there will be a good result," he says.
tags: 好观点 · → daily
value: direction=positive
📷 原图
- <a id="atom-2a4662362eec1948"></a>🟥 2026-05-06
X·@elonmusk [老化中] · 对 Mira Murati 的态度 · 管理层表态
Mira is cool ❤️
tags: 好观点 · → daily
- <a id="atom-6ffa71de369d02b7"></a>🟥 2026-06-20
X·@Alisvolatprop12 · Neural network leadership belief · 竞争格局
일론도 테슬라의 신경망을 다른 기업들은 따라오지 못할 거라고 확신했겠죠
tags: 好思考 · → daily
- <a id="atom-6264f0bf54562343"></a>🟥 2026-06-08
X·@carm1nee · 建造芯片性能比NVIDIA好2-3倍 · 技术路线/产品发布
Elon Musk told Ron Baron he's building a chip that will be 2 to 3 times better than NVIDIA - at 10% of the cost
tags: 好思考 · → daily
value: direction=better
- <a id="atom-b67c97a7d831de3b"></a>🟥 2026-05-15
X·@DallasAptGP [老旧] · 股票出售计划 · 仓位情绪
Elon could sell SPCX shares after lockup.
tags: 好思考 · → daily
value: direction=可能出售
- <a id="atom-447d6e40506b44c6"></a>🟥 2026-06-25
X·@duncancampbell · unique capability for reusable rockets · 技术路线
There was approximately one person on earth who could pull off reusable rockets for the first time. Capital allocators luckily stumbled across him.
tags: 好观点 · → daily
- <a id="atom-5308cdfa6ed0fde7"></a>🟥 2026-06-23
X·@ImMeme0 · saved millions of children · 技术路线
Elon Musk and DOGE actually saved millions of children.
tags: 好观点 · → daily
- <a id="atom-dcfed9e26d5e57f1"></a>🟥 2026-06-22
X·@elonmusk · 称 Ro Khanna 应入狱 · 管理层表态
Robber Khanna should be in prison
tags: 好观点 · → daily
- <a id="atom-4f0e49c920cad5f7"></a>🟥 2026-06-20
X·@PAstynome · 身份评估 · 仓位情绪
Elon Musk is a trillionaire
tags: 好观点 · → daily
- <a id="atom-042a2cf42a4d9ce2"></a>🟥 2026-06-19
X·@PiersUncensored · 公众形象评价 · 管理层表态/产品发布
He's a genius... what he's doing is extraordinary!
tags: 好观点 · → daily
- <a id="atom-a879137c951c7484"></a>🟥 2026-06-17
X·@WSJ · officially entered canon of greatest inventors, builders and capitalists · 管理层表态
Elon Musk officially entered the canon of the greatest inventors, builders and capitalists not only of our time but arguably of humankind
tags: 好观点 · → daily
- <a id="atom-04a808e27c9f0769"></a>🟥 2026-06-16
X·@WatcherGuru · 净值 vs Bitcoin 市值 · 资产价值
JUST IN: Elon Musk is now worth more than Bitcoin's entire market cap.
tags: 好观点 · → daily
value: qty=高于 $1.3 万亿
📷 原图
- <a id="atom-dedc9e4ac34b2088"></a>🟥 2026-06-15
X·@MagicPower21M · 火箭项目曾被专业人士贬低 · 仓位情绪
当年专业人士也是这么评价Musk坐火箭的,musk也被所谓火箭专家说得一文不值。
tags: 好观点 · → daily
- <a id="atom-76bc52cad95d9317"></a>🟥 2026-06-15
X·@Gfilche [老化中] · 财富增长速度(第二个万亿) · 仓位情绪
Wait til the haters see how fast Elon makes his second Trillion
tags: 好观点 · → daily
- <a id="atom-a2c6463b5a5de52a"></a>🟥 2026-06-14
X·@WomanDefiner · 首位公开万亿富翁 · 财富估值
Elon is the first public trillionaire.
tags: 好观点 · → daily
value: qty=trillionaire · date=2026-06-14
📷 原图
- <a id="atom-cf72c39e6aa2a4c9"></a>🟥 2026-06-12
X·@TMTBreakout [老化中] · 参与数据中心设计 · 数据中心算力/技术路线
I think he looked at data center design from first principles and designed something fundamentally different
tags: 好观点 · → daily
value: direction=bullish
🟥 空头 takes (bearish) (30)
- <a id="atom-41fdd34c9de099ea"></a>🟥 2026-06-17
X·@elonmusk [老化中] · 声称德国日耳曼人长期遭受种族清洗 · 地缘政治/种族问题
Ethnic cleansing of ethnic Germans in Germany has been taking place for a long time
tags: 好观点·好问题 · → daily
- <a id="atom-bfed6e0cb94f6fef"></a>🟥 2026-06-12
X·@NKY_Leftist · Tesla share value · 估值
Musk's shares would be worth around $8B instead of nearly $300B
tags: 好数字 · → daily
value: qty=~$8B · date=2026-06-12
- <a id="atom-fdb898dabc52f421"></a>🟥 2026-05-18
X·@KobeissiLetter · 对法院驳回其起诉OpenAI的裁决的评论 · 诉讼/监管政策
Elon Musk says "This illustrates why the ruling by the terrible activist Oakland judge, who simply used the jury as a fig leaf, creates such a terrible precedent. She just handed out a free license to loot charities if you can keep the looting quiet for a few years," he says.
tags: 好观点 · → daily
value: qty=N/A · date=2026-05-18
📷 原图
- <a id="atom-8bfdfc52f292206e"></a>🟥 2026-05-06
X·@flowersslop · 对 Anthropic 评估 · 管理层表态/竞争格局
did Elon repeatedly call Anthropic misanthropic and basically evil and woke mind virus infected?
tags: 好信源 · → daily
- <a id="atom-39d7d37d73df8755"></a>🟥 2026-05-06
X·@flowersslop · 对领先 AI 公司的不信任 · 管理层表态/竞争格局
did Elon repeatedly signal that he does not trust these companies?
tags: 好信源 · → daily
- <a id="atom-ad1eb1cdbd6868a5"></a>🟥 2026-04-21
X·@iamgingertrash [老化中] · 经营方式判断 · 管理层表态
No plan, just ego, GPUs and trying to do what everyone else is
tags: 好观点 · → daily
- <a id="atom-890c7085627ba558"></a>🟥 2026-05-06
X·@Alisvolatprop12 [老化中] · 对Sam Altman的厌恶程度 · 仓位情绪
definitely he seems to dislike sama more
tags: 好思考 · → daily
value: direction=more_than_Anthropic
- <a id="atom-605049aa79c05bde"></a>🟥 2026-07-03
X·@teortaxesTex · 预测中国玩家不会在境外做Mythos级别训练 · 竞争格局/供给产能
I doubt any Chinese player will commit to its first Mythos-scale job outside Mainland
tags: 好观点 · → daily
📷 原图
- <a id="atom-81e5b1ac6dad44d7"></a>🟥 2026-06-22
X·@ResisttheMS · 被指控拆除 USAID 导致 450 万儿童死亡 · 监管/地缘政治
They don't talk about the 4.5M children around the world who he possibly sentenced to death by dismantling USAID.
tags: 好观点 · → daily
📷 原图
- <a id="atom-03d4b286700c15c8"></a>🟥 2026-06-16
X·@leo_linsky · 战略性误判点 · 技术路线/管理层表态
Elon's strategic mistake was thinking Twitter content was enough to make models smarter
tags: 好观点 · → daily
- <a id="atom-7a5e675bdb5d475a"></a>🟥 2026-06-15
X·@Simon__Grimm · 未成功建立领先AI模型 · AI竞争力
Elon Musk tried and failed to build a leading AI model
tags: 好观点 · → daily
- <a id="atom-3bde5242bac6a42b"></a>🟥 2026-06-12
X·@DeepDishEnjoyer · 当前净资产达万亿美元 · 财富/仓位情绪
less than a decade later elon musk is a trillionaire off of mostly your euphoria
tags: 好观点 · → daily
value: qty=$1T · date=2026
- <a id="atom-1d68f8942f374389"></a>🟥 2026-06-12
X·@NKY_Leftist · fortune is fake · 仓位情绪
His entire fortune is fake
tags: 好观点 · → daily
- <a id="atom-19fbf99267022ec5"></a>🟥 2026-06-07
X·@InOneScoop · affordability claim · 管理层表态
Another famous claim “Everyone that could afford a Tesla would want a Tesla the problem is high monthly payments and interest costs” .. horse sht.
tags: 好观点 · → daily
value: direction=stated
- <a id="atom-a2186904bbe21f70"></a>🟥 2026-06-07
X·@InOneScoop · promise to reward long-time shareholders · 管理层表态
I will reward long time Tesla shareholders if any of my private companies go public. We all got the middle finger.
tags: 好观点 · → daily
value: direction=unfulfilled
- <a id="atom-ae018210330cdb2c"></a>🟥 2026-06-07
X·@InOneScoop · stock sale after Twitter purchase statement · 管理层表态/仓位情绪
“I won’t go through with twitter purchase” then sold tens of billions with out warning.
tags: 好观点 · → daily
value: direction=sold billions
- <a id="atom-cc9fd3339df190f0"></a>🟥 2026-06-07
X·@theinformation · 设定截止期限的行为 · 管理层表态
He has a tendency to set unrealistic deadlines
tags: 好观点 · → daily
- <a id="atom-7acf66c45ef280c6"></a>🟥 2026-06-07
X·@theinformation · 管理行为 · 管理层表态
when they're not met, he just fires people
tags: 好观点 · → daily
- <a id="atom-f73d968004330404"></a>🟥 2026-05-29
X·@Presidentlin · 对 Anthropic 行动 · 竞争格局
Elon will rug Anthropic
tags: 好观点 · → daily
- <a id="atom-6c1ed59389c0630f"></a>🟥 2026-05-29
X·@Kingin_ofcl · selectively truthful · 个人品格
He is selectively truthful and only when he benefits
tags: 好观点 · → daily
value: qty=only when he benefits · direction=negative
- <a id="atom-4c12aacd84af7fb7"></a>🟥 2026-05-29
X·@iamgingertrash · cannot be brutally forthcoming without sacrificing long game · 个人品格
He can't be brutally forthcoming without sacrificing the long game
tags: 好观点 · → daily
value: qty=cannot be brutally forthcoming · direction=negative
- <a id="atom-1065454b973d7b80"></a>🟥 2026-05-29
X·@Kingin_ofcl · capitalist oligarch · 个人品格
he is a capitalist oligarch, never forget that
tags: 好观点 · → daily
value: qty=capitalist oligarch · direction=negative
- <a id="atom-7a8dbc1161025dd5"></a>🟥 2026-05-29
X·@Kingin_ofcl · well crafted image for the public · 个人品格
Everything else is just a well crafted image for the public
tags: 好观点 · → daily
value: qty=well crafted image · direction=negative
- <a id="atom-d0d7cd8d539a55c8"></a>🟥 2026-05-29
X·@tom76349 · liar · 个人品格
He's a liar, just tells people what they want to hear
tags: 好观点 · → daily
value: qty=tells people what they want to hear · direction=negative
- <a id="atom-2da78a186d8ed86b"></a>🟥 2026-05-29
X·@tom76349 · got more corrupt · 个人品格
As he's got richer, he's just got more corrupt, like trump
tags: 好观点 · → daily
value: qty=as he's got richer, he's just got more corrupt · direction=negative
- <a id="atom-00ab72d5ceb14fbe"></a>🟥 2026-05-23
X·@TechCrunch · 对太阳能(地球)的态度 · 技术路线/可再生能源
Elon Musk has given up on solar power (on Earth)
tags: 好观点 · → daily
value: direction=放弃
- <a id="atom-93995b64aacec40f"></a>🟥 2026-05-22
X·@MortadellaCap · 放弃前沿模型训练 · 技术路线
Elon giving up training @ frontier
tags: 好观点 · → daily
- <a id="atom-6fbd8ba19800ff01"></a>🟥 2026-05-21
X·@sourceryy · personal cost of success · 管理层表态/人事变动
their success came at the expense of their family life, their marriage, their kids, their own mental health, their own physical health.
tags: 好观点 · → daily
- <a id="atom-d8bd570b7d7e303a"></a>🟥 2026-05-19
X·@Alisvolatprop12 · truthfulness · 管理层表态
저는 일론 머스크가 진실만을 말할 것이라는 견해를 갖고 있지 않습니다.
tags: 好观点 · → daily
- <a id="atom-be8113c1524c74fe"></a>🟥 2026-05-19
X·@Alisvolatprop12 · 对GDM的恐惧和FOMO · 仓位情绪/竞争格局
일론이 GDM을 두려워하고, FOMO에 시달린 결과가 이런 식으로 끝나는 게 아쉽긴 하겠지만 어쩌겠는가?
tags: 好观点 · → daily
value: direction=驱动
🟥 中性 takes (neutral) (14)
- <a id="atom-360df64e970f3daa"></a>🟥 2026-06-16
X·@beffjezos · wealth power law correctness · 财富分布
Elon is simply right on the money for a clean power law of wealth
tags: 好观点·好思考 · → daily
📷 原图
- <a id="atom-341d6161001efbad"></a>🟥 2026-06-06
X·@EricJorgenson · 提出了 Magic Wand Number 和 Idiot Index 概念 · 管理层表态/技术路线
_Everyone can use @elonmusk's 'Magic Wand Number' and 'Idiot Index'
They're universal ideas, helpful in any industry._
tags: 好观点·好思考 · → daily
📷 原图
- <a id="atom-2746cf7122f6e11a"></a>🟥 2026-06-19
X·@elonmusk · 言论立场 · 监管政策
Free speech within the bounds of the law is what’s right
tags: 好观点 · → daily
- <a id="atom-1033b44152694588"></a>🟥 2026-05-19
X·@elonmusk · 评价立场意图 · 管理层表态
Just trying to be fair and objective
tags: 好观点 · → daily
- <a id="atom-41e52163a7e4c146"></a>🟥 2026-04-22
X·@8teAPi · space datacenters operational timeline · 数据中心算力
before he gets space datacenters up in 2029
tags: 好信源 · → daily
value: date=2029
- <a id="atom-7218d3d708b0d32c"></a>🟥 2026-06-18
X·@venkmurthy · proved experts wrong · 观点辨析
Just because Elon proved experts wrong
tags: 好思考 · → daily
- <a id="atom-bf9bc420d77ec23a"></a>🟥 2026-06-08
X·@thekriskay · wealth ranking vs $1 net worth person · 财富分布
if you have a $1 net worth, you are closer to the 2nd richest person on earth, than he is to Elon
tags: 好思考 · → daily
value: qty=$1 net worth · direction=closer_to_Elon
📷 原图
- <a id="atom-20a741d37a90f48d"></a>🟥 2026-06-04
X·@8teAPi · datacenter capacity sold · 资本开支/数据中心算力
announce RSI AFTER buying Elon's datacenter capacity
tags: 好观点 · → daily
value: date=before RSI announcement
- <a id="atom-f7ef7de4e7d93d36"></a>🟥 2026-05-27
X·@_hira86 · 应对短缺的可能行动 · 并购/供给产能_
イーロン 面倒だから会社ごと買い取って工場たてるか (Elon可能会嫌麻烦直接买下公司建工厂)
tags: 好观点 · → daily
- <a id="atom-9d3d50677d1bf547"></a>🟥 2026-05-21
X·@sourceryy · personality traits · 管理层表态/人事变动
you can't get a crazy genius like @elonmusk without a few extreme personality traits
tags: 好观点 · → daily
- <a id="atom-9e1d9d76776a8537"></a>🟥 2026-05-06
X·@wordgrammer [老化中] · 与特朗普政府和解能力 · 合作关系
他多次与特朗普政府和解
tags: 好观点 · → daily
- <a id="atom-6d843e51da2dd368"></a>🟥 2026-05-04
X·@theo [老化中] · equity refusal reason · 并购
Musk refused equity because he wanted to fold OpenAI into Tesla.
tags: 好观点 · → daily
- <a id="atom-0bf7635814656836"></a>🟥 2026-04-23
X·@Semicon_Academy [老化中] · 希望拥有可自己决策的自有晶圆厂 · 管理层表态/供给产能
イーロン氏は自分で口が出せる所有ファブが欲しい...的な?
tags: 好观点 · → daily
- <a id="atom-b9adcbe2f30a7af3"></a>🟥 2026-04-17
X·@dejavucoder [老化中] · 沟通风格原因 · 管理层表态
i think when it comes to musk, he just has a lot of thoughts bombarding in his mind that he needs time to frame to translate for us
tags: 好观点 · → daily
🟦 新闻流 (squawk · 30)
展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)
- <a id="atom-12c764322a91c2e1"></a>🟦 2026-07-01
X·@FirstSquawk · 否认WSJ关于SpaceX展示AI设备原型的报道 · 产品发布
MUSK DENIES WSJ REPORT THAT SPACEX SHOWCASED PROTOTYPE OF NEW AI DEVICE
tags: 好信源 · → daily
- <a id="atom-e53abf162a5489ea"></a>🟦 2026-07-01
X·@wallstengine · 否认 WSJ 报道 · 产品发布/技术路线
Elon denied the WSJ report that SpaceX showed investors an early handset-like AI device prototype that would integrate xAI technology and use a Qualcomm Snapdragon chipset.
tags: 好信源 · → daily
value: direction=否认 · date=2026-07-01
- <a id="atom-4f06b4936a86f810"></a>🟦 2026-06-26
X·@FirstSquawk · 获准收购Mesh · 并购
ELON MUSK GOT APPROVAL TO BUY STARTUP MESH
tags: 好信源 · → daily
value: date=2026-06-26
- <a id="atom-fe87589becebebb8"></a>🟥 2026-06-23
X·@wallstengine · being called a remarkable agent of change · 管理层表态
He called Musk a “remarkable agent of change”
tags: 好信源 · → daily
📷 原图
- <a id="atom-f44eed508cd21087"></a>🟥 2026-06-23
X·@wallstengine · 被认为是能引导公司走向新增长维度的运营者 · 管理层表态/人事变动
a proven operator in Elon Musk who should steer the company toward new growth vectors
tags: 好观点 · → daily
[图: SpaceX (SPCX) 股票在 2026 年 6 月 16 日至 22 日期间的股价走势图 — 最新股价: $154.60; 跌幅: -19.69%; 下跌金额: -$37.90]
📷 原图
- <a id="atom-861b9760ff1f580b"></a>🟦 2026-06-23
X·@FirstSquawk 🔁2源 · 个人财富损失 · 估值
ELON MUSK SUFFERS BIGGEST PERSONAL WEALTH LOSS IN HISTORY AS SPACEX VALUE PLUNGES
tags: 好数字 · → daily
value: direction=down
- <a id="atom-a5ef252f0778e7b1"></a>🟥 2026-06-20
X·@FirstSquawk · 观点:AI将迫使政府直接向民众发放现金 · 技术路线/宏观利率
ELON MUSK: AI WILL FORCE GOVERNMENTS TO SEND CASH DIRECTLY TO PEOPLE AS DEFLATION BECOMES THE BIGGEST THREAT
tags: 好观点 · → daily
- <a id="atom-1fab6802f7492c1c"></a>🟥 2026-06-16
X·@FirstSquawk · 24小时个人财富增值 · 价格动态/仓位情绪
ELON MUSK MADE MORE IN 24 HOURS THAN WARREN BUFFETT EARNED IN A LIFETIME
tags: 好观点 · → daily
value: qty=超过巴菲特一生总收入 · date=2026-06-17
- <a id="atom-9478e2fa906c694a"></a>🟦 2026-06-13
X·@FirstSquawk · 财富领先程度 · 财富差距
MUSK’S WEALTH LEAD OVER BEZOS EXCEEDS THE ENTIRE WEALTH GAP BETWEEN BEZOS AND THE AVERAGE AMERICAN HOUSEHOLD
tags: 好数字·好思考 · → daily
- <a id="atom-60bf18d0777806f1"></a>🟦 2026-06-12
X·@FirstSquawk · attended investor meetings this week · 管理层表态
ELON MUSK ATTENDED INVESTOR MEETINGS THIS WEEK
tags: 好信源 · → daily
- <a id="atom-29d9c2dfc2a6df80"></a>🟦 2026-06-12
X·@financialjuice · 成为世界首位万亿富翁 · 市值
Musk becomes the world's first trillionaire as SpaceX jumps at the open.
tags: 好信源 · → daily
- <a id="atom-d7958c291d0565a1"></a>🟦 2026-06-12
X·@FirstSquawk · 成为世界首富 · 仓位情绪
ELON MUSK IS NOW THE WORLD'S FIRST TRILLIONAIRE AS SPACEX SOARS AT MARKET OPEN.
tags: 好数字·好信源 · → daily
value: qty=1万亿 · currency=USD · date=2026-06-12
- <a id="atom-6cf533a015c47f24"></a>🟦 2026-06-12
X·@FirstSquawk · 财富差距 · 财富差距
THE AVERAGE AMERICAN IS CLOSER TO JEFF BEZOS THAN BEZOS IS TO ELON MUSK
tags: 好数字 · → daily
value: direction=Jeff Bezos
- <a id="atom-2436ffb5d0f8edcb"></a>🟦 2026-06-01
X·@wallstengine · SpaceX 投票权比例 · 股权结构
Elon Musk controls 85.1% of SpaceX voting power
tags: 好数字 · → daily
value: qty=85.1%
📷 原图
- <a id="atom-2d1fc82fe1e90549"></a>🟦 2026-06-01
X·@wallstengine · SpaceX A 类股持股比例 · 股权结构
Elon Musk holds 12.3% of Class A shares
tags: 好数字 · → daily
value: qty=12.3%
📷 原图
- <a id="atom-b68d5653770aeb0b"></a>🟦 2026-06-01
X·@wallstengine · IPO 后禁售期承诺 · 融资
Elon Musk agreed not to sell for about one year after the IPO
tags: 好信源 · → daily
📷 原图
- <a id="atom-c94388f2800972f4"></a>🟦 2026-05-26
X·@wallstengine · 讨论 SpaceX-Tesla 合并 · 并购
ELON MUSK DISCUSSED SPACEX- TESLA $TSLA MERGER WITH COLLEAGUES
tags: 好信源 · → daily
📷 原图
- <a id="atom-a3bbf6ce0046149b"></a>🟦 2026-05-21
X·@wallstengine · 认为太阳能可解决AI基础设施能源瓶颈 · 数据中心算力/能源
Musk has said solar power could help solve the energy bottleneck around AI infrastructure, including his longer-term goal of powering AI data centers in space.
tags: 好观点 · → daily
📷 原图
- <a id="atom-ce8505063bcd2d96"></a>🟦 2026-05-20
X·@wallstengine · SpaceX 合并投票权 · 管理层表态
Elon Musk has 85.1% combined voting power
tags: 好数字 · → daily
value: qty=85.1%
📷 原图
- <a id="atom-a714885f8ceb179c"></a>🟦 2026-05-20
X·@wallstengine · A 类股持股比例 · 管理层表态
Musk owns 12.3% of Class A shares
tags: 好数字 · → daily
value: qty=12.3%
📷 原图
- <a id="atom-54cc071fc3451d75"></a>🟦 2026-05-20
X·@wallstengine · B 类股持股比例 · 管理层表态
Musk owns 93.6% of Class B shares
tags: 好数字 · → daily
value: qty=93.6%
📷 原图
- <a id="atom-dc88ac548c9863da"></a>🟥 2026-05-18
X·@FirstSquawk [老旧] · 说自动驾驶汽车比人类驾驶员更安全的路径非常清晰 · 技术路线/自动驾驶
ELON MUSK SAYS THE PATH TO SELF-DRIVING CARS BEING SAFER THAN HUMAN DRIVERS IS VERY CLEAR
tags: 好观点 · → daily
- <a id="atom-895b653343903be8"></a>🟥 2026-05-18
X·@DeItaone [老旧] · 对OpenAI裁决的表态 · 监管政策
MUSK ON OPENAI VERDICT: RULING BY OAKLAND JUDGE CREATES 'TERRIBLE PRECEDENT'
tags: 好观点 · → daily
- <a id="atom-af3465968b90996c"></a>🟥 2026-05-18
X·@FirstSquawk · 对OpenAI审判裁决的表态 · 诉讼/监管政策
MUSK ON OPENAI TRIAL VERDICT: RULING BY 'ACTIVIST JUDGE' SETS TERRIBLE PRECEDENT; SAYS JUDGE HANDED OUT FREE LICENCE TO LOOT CHARITIES
tags: 好观点 · → daily
value: direction=bearish
- <a id="atom-9f1e9943675062d8"></a>🟦 2026-05-17
X·@FirstSquawk · skeptics losing money · 仓位情绪
Elon Musk skeptics have ended up losing “a lot of money,” Trump’s FCC Chair said, Benzinga reports.
tags: 好观点 · → daily
- <a id="atom-737d24b36a3e3966"></a>🟥 2026-05-14
X·@FirstSquawk · 评价与Xi会面 · 管理层表态
ELON MUSK SAYS IT WAS AWESOME MEETINIG XI
tags: 好观点 · → daily
value: date=2026-05-14
- <a id="atom-53efa4d43546a614"></a>🟦 2026-05-12
X·@DeItaone · 搭乘空军一号前往北京 · 地缘政治
ELON MUSK ALSO ON BOARD AIR FORCE ONE TO BEIJING - WHITE HOUSE SPOKESPERSON
tags: 好信源 · → daily
value: direction=前往 · destination=北京
- <a id="atom-b312f7bae08c7bad"></a>🟦 2026-05-11
X·@FirstSquawk · 将加入美国代表团参加特朗普访华 · 地缘政治
ELON MUSK WILL JOIN THE US DELEGATION FOR TRUMP'S VISIT TO CHINA.
tags: 好信源 · → daily
- <a id="atom-79547fe9a267ff4e"></a>🟦 2026-05-04
X·@DeItaone ⭐ · SEC Twitter 案和解金额 · 诉讼
MUSK TO PAY $1.5 MILLION IN SEC TWITTER CASE SETTLEMENT DEAL
tags: 好数字·好信源 · → daily
value: qty=$1.5M · direction=支付
- <a id="atom-8c500e961db295fd"></a>🟦 2026-04-28
X·@DeItaone · 抵达加州奥克兰联邦法院 · 诉讼
ELON MUSK ARRIVES IN OAKLAND, CALIFORNIA FEDERAL COURT FOR OPENING STATEMENTS IN LAWSUIT AGAINST OPENAI
tags: 好信源 · → daily
⏱ 时间轴 (近 20)
- 🟥 2026-07-03 ·
forecast · 预测中国玩家不会在境外做Mythos级别训练 · → daily
- 🟦 2026-07-01 ·
fact · 否认WSJ关于SpaceX展示AI设备原型的报道 · → daily
- 🟦 2026-07-01 ·
refute · 否认 WSJ 报道 · → daily
- 🟦 2026-06-29 ·
fact · 同意Tim Cook观点,认为需求与产能差距疯狂 · → daily
- 🟥 2026-06-28 ·
narrative · 认可DRAM的战略重要性 · → daily
- 🟦 2026-06-27 ·
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- 🟥 2026-06-27 ·
narrative · make own memory fab · → daily
- 🟦 2026-06-27 ·
fact · 居住情况 · → daily
- 🟥 2026-06-26 ·
narrative · 记忆体需求与价格上涨信号 · → daily
- 🟦 2026-06-26 ·
fact · 获准收购Mesh · → daily
- 🟥 2026-06-25 ·
narrative · unique capability for reusable rockets · → daily
- 🟥 2026-06-23 ·
fact · being called a remarkable agent of change · → daily
- 🟥 2026-06-23 ·
narrative · 被认为是能引导公司走向新增长维度的运营者 · → daily
- 🟦 2026-06-23 ·
fact · 个人财富损失 · → daily
- 🟦 2026-06-23 ·
fact · 个人财富损失 · → daily
- 🟥 2026-06-23 ·
narrative · saved millions of children · → daily
- 🟥 2026-06-22 ·
narrative · 被指控拆除 USAID 导致 450 万儿童死亡 · → daily
- 🟦 2026-06-22 ·
narrative · 被指创造了 4400 名百万富翁 · → daily
- 🟥 2026-06-22 ·
narrative · 称 Ro Khanna 应入狱 · → daily
- 🟦 2026-06-22 ·
fact · 净资产 · → daily
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