RT Tesla Owners Silicon Valley (@teslaownersSV)BREAKING: The SpaceX IPO slated at 55% projection to close above $2 trillion after the announcement of TERAFAB. ...

Bill Gates would say this is AIS.E. Robinson, Jr. (@SERobinsonJr):TESLA: Saia operated two Tesla Semis out of Stockton, California, in the NACFE Run on Less – Messy Middle project.SAIA Tesla 1 handled shorter local routes with daily depth of discharge often below 25%.SAIA Tesla 2 averaged 456 daily miles, reached a peak of 585 miles in https://t.co/wBwMXnCTQe ...

Cybercab testing in Silicon Valley. https://t.co/GsleKfTBvS ...

Core Insights - Elon Musk has announced plans for a chip-building collaboration between Tesla and SpaceX, referred to as the "Terafab" facility, aimed at addressing semiconductor shortages for AI and robotics needs [1] - The facility is proposed to be located near Tesla's Austin headquarters and aims to manufacture chips capable of supporting 100 to 200 gigawatts of computing power annually on Earth, and a terawatt in space [1] - Musk did not provide a specific timeline for the completion of the Terafab project [1] Company Background - Musk lacks a background in semiconductor manufacturing, which raises questions about the feasibility of the ambitious plans [2] - There is a historical context of Musk overpromising on goals and timelines, which may impact the perception of this new initiative [2]

Core Insights - Elon Musk, who leads both Tesla and SpaceX, announced that a new facility will be established to supply chips for Tesla vehicles and SpaceX satellites [1] Company Summary - The facility will focus on producing chips specifically for Tesla's automotive needs and SpaceX's satellite operations [1]

RT Tesla Owners Silicon Valley (@teslaownersSV)ELON MUSK: “Space solar can be cheaper than terrestrial since it doesn’t need heavy protection from weather. As launch costs drop, putting AI in space becomes a no-brainer. On Earth, scaling power gets harder and costlier over time, but in space it becomes easier and cheaper with scale.” ...

[Table_Page] 跟踪分析|专用设备 证券研究报告 [Table_Title] 商业航天行业跟踪 马斯克官宣 Terafab 项目，太空算力商业模式有望闭环 [Table_Summary] 核心观点： | [Table_Grade] 行业评级 | 买入 | | --- | --- | | 前次评级 | 买入 | | 报告日期 | 2026-03-22 | [Table_PicQuote] 相对市场表现 -20% -6% 8% 22% 36% 50% 03/25 06/25 08/25 10/25 01/26 03/26 专用设备 沪深300 | [分析师： Table_Author]孙柏阳 | | | --- | --- | | | SAC 执证号：S0260520080002 | | | 021-38003680 | | | sunboyang@gf.com.cn | | 分析师： | 汪家豪 | | | SAC 执证号：S0260522120004 | | | SFC CE No. BWR740 | | | 021-38003792 | | | wangjiahao@gf.com.cn | | 分 ...

Global Research ab 15 March 2026 Road & Spak Everything In The Right Place? As we had documented in this weekly space, we grew more cautious particularly on suppliers as the group had rallied through 4Q25 earnings season. Our thinking was that most of the gains had been driven by multiple expansion, multiples looked stretched, and we saw a low probability that positive earnings revisions could backfill multiples. This meant that continued outperformance had to be driven by further multiple expansion – histo ...

ELON MUSK: “We’re starting with an advanced fab in Austin, thanks to @GregAbbott_TX and Texas. It will have everything in one place—mask-making, chip production, and testing—allowing a fast, iterative loop to improve designs. To my knowledge, nothing like this exists. This speed lets us push compute to the limits.” ...

摘要 / 减仓压力 周末最火的事情除了美伊"互放狠话"应该就是游资"投降书"了吧！ 3月16日，游资"流沙河"发布《人类操盘手向量化交易之降书》，公开表示在量 化交易面前难以维持原有短线策略，选择退出。 此后，市场传闻称，N周二、花呗哥、北京炒家、好运2008等多名短线交易者也 陆续清仓或暂停操作。数据显示，游资席位成交跌至三年新低，部分知名席位从 龙虎榜消失。 与此同时，量化私募规模持续扩张。据《每日经济新闻》报道，截至2026年2月 底，百亿级量化私募数量首次超过传统主观多头私募，标志着量化交易已从市场 配角，逐步成为A股市场主导力量之一。 业内人士认为，量化交易凭借速度优势、纪律性和市场覆盖能力，对传统游资的 生存空间形成了挤压，在微观定价权上逐步占据主导。 东方港湾董事长但斌对量化基金规模扩张的不安。但斌认为，大量资金通过算法 模型扎堆中小市值股票，一旦市场环境逆转或量化策略集体失效，可能引发程序 化交易连锁反应，导致流动性骤降、波动加剧，冲击力远超传统主动管理型基金 的踩踏效应。 （上图不保真） 再说说市场，减仓压力来自哪里？ 据中信证券， 3月以来下跌的结构和相对收益型机构持仓结构是不匹配的，机构 ...