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X @Tesla Owners Silicon Valley
RT Captain Hype 🦊 🇺🇦 ❤️ (@Captn_Hype)How are my Tesla peeps today?!2026 isTesla Takeover Europe time.Travel to Flachau and be part of a great international event, meet the community and have FUN!Get your tickets here:https://t.co/777QPqdwWw https://t.co/ganQOGPKPS ...
特斯拉巨鲸廖凯原购入100万股英伟达股票,称人工智能正处起步阶段
Jin Rong Jie· 2026-03-05 05:29
多年前以特斯拉最大个人股东之一身份进入公众视野的亿万富豪廖凯原3月4日公开表示,他已于3月3日 买入100万股英伟达股票。"我坚信人工智能没有泡沫,现在只是开始。"廖凯原称,计划很快再买入100 万股英伟达股票,以示对市场的支持。 作者:观察君 据智通财经披露,尽管廖凯原近来对马斯克和特斯拉持有愈发怀疑的态度,但他目前仍主要持有特斯拉 和美国国库券。廖凯原表示,他认为特斯拉的能源、cybercap和Teslabot业务尚未被充分定价,大胆的投 资者现在仍可以买入特斯拉押注未来财富,他将特斯拉称为"地球上领先的具身AI"。 本文源自:市场资讯 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 ...
异动盘点0305 | 光通信概念股集体回暖,脑机接口概念股盘中拉升;美股AI应用软件股拉升,比特币概念股普涨
贝塔投资智库· 2026-03-05 04:02
点击蓝字,关注我们 今日上午港股 1 . 四环医药(00460)午前一度涨超5%,截至发稿,涨3.7% 。消息面上,3月3日,四环医药发布公告, 集团旗下非全资附属公司轩竹生物科技股份有限公司自主研发的创新药吡洛西利片(商品名:轩悦宁 ®)联合芳香化酶抑制剂(AI)一线治疗激素受体阳性(HR+)、人表皮生长因子受体2阴性(HER2-) (HR+/HER2-)晚期乳腺癌的新适应症上市申请(sNDA),已获得中国国家药品监督管理局(NMPA)批准 上市。 2 . 光通信概念股集体回暖,截至发稿, 剑桥科技(06166)涨8.7%,鸿腾精密(06088)涨4.42%,汇聚科 技(01729)涨4.59%,华虹半导体(01347)涨1.86% 。消息面上,英伟达宣布与光通信领域两大领军企业 Lumentum、Coherent达成多年期战略合作,分别向两家公司各投资20亿美元,总计斥资40亿美元加码 先进光学技术研发与制造。 3 . 汽车股集体回暖,截至发稿, 小鹏汽车-W(09868)涨3.14%,蔚来-SW(09866)涨3.43%,吉利汽车 (00175)涨1.65% 。 消息面上,据第一财经,比亚迪将于3月5日 ...
X @Tesla Owners Silicon Valley
Grok Voice Mode gives you a variety of voice options:• Ara – Upbeat Female• Eve – Soft, Soothing Female• Leo – Polished British Male• Rex – Calm, Steady Male• Sal – Smooth, Warm Male• Gork – Relaxed, Laid-back Malehttps://t.co/qChOzmgA02 ...
TSLY: Tesla's Uncertainty Is Fueling This Income Machine
Seeking Alpha· 2026-03-05 02:43
Core Insights - The article discusses the author's previous Buy rating for the YieldMax TSLA Option Income Strategy ETF (TSLY) issued in September, reflecting uncertainties regarding Tesla at that time [1] Group 1: Analyst Background - The analyst has over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation, market trends, and portfolio optimization [1] - The analyst previously held the position of Vice President at Barclays, leading teams in model validation, stress testing, and regulatory finance, which contributed to a deep expertise in both fundamental and technical analysis [1] - The analyst collaborates with a research partner, who is also a spouse, to co-author investment research, combining complementary strengths to deliver high-quality, data-driven insights [1] Group 2: Research Focus - The research approach emphasizes rigorous risk management alongside a long-term perspective on value creation [1] - There is a particular interest in macroeconomic trends, corporate earnings, and financial statement analysis, aiming to provide actionable ideas for investors seeking to outperform the market [1]
X @Tesla Owners Silicon Valley
"Starlink satellites will be able to broadcast direct to your mobiles. There will be no dead-zone anywhere in the world for your cell phone. It will save lives"Elon Musk https://t.co/qAvs5377IV ...
X @Tesla Owners Silicon Valley
RT Tesla Owners Silicon Valley (@teslaownersSV)BREAKING: 🏆 Grok Rankings at #1🥇 Long-Context Intelligence — Grok 4.1 Fast (#1 on OpenRouter, 2M token context)🥇 Emotional Intelligence — Grok 4.1 Thinking (EQ-Bench3: 1586, world record)🥇 Real-Time Trivia — Grok 4.1 Fast (#1 on OpenRouter, live X data)🥇 Programming Dominance — Grok Code Fast 1 (57.6% share, $0.20/M tokens)🥇 Factual Reliability — Grok 4.1 Search-Augmented (2.97% error rate, FactScore leader) ...
全球大公司要闻 | 英伟达排除千亿美元投资OpenAI可能性
Wind万得· 2026-03-05 02:00
Group 1 - Nvidia's CEO Jensen Huang stated that the company's recent $30 billion investment in OpenAI may be its last before the company goes public, with an IPO expected by the end of the year [2] - Huang also mentioned that the $10 billion investment in Anthropic might be the final one, and the previously announced $100 billion investment opportunity may not be on track [2] Group 2 - Moderna agreed to pay up to $2.25 billion to resolve patent disputes related to its COVID-19 vaccine, concluding ongoing legal controversies [3] - Samsung Electronics raised its first-quarter DRAM contract price increase from 70% to 100%, and plans to negotiate with Tesla to boost AI6 chip production, with an additional monthly demand of 24,000 wafers [3] - Alibaba's Qwen model technology head Lin Junyang announced his resignation, raising questions about his future with the company, while CEO Wu Yongming emphasized Qwen as a top priority during a communication meeting [3] Group 3 - Huawei's ICT BG CEO Yang Chaobin announced the official start of 6G standardization work, with the first 3GPP standard version not expected to be frozen before March 2029 [5] - Xiaomi plans to launch a new smartphone processor chip annually, with founder Lei Jun submitting proposals related to "AI+" and new productive forces at the National People's Congress [5] - ByteDance announced the pricing for its Seedance 2.0 video generation service at $1 per second, furthering the commercialization of generative AI applications [5] Group 4 - Apple released a budget MacBook Neo featuring the A18 Pro chip, starting at $599, while iOS 18.7.6 was officially released [8] - Meta plans to develop its own AI training chips and establish a new AI engineering department to accelerate superintelligence research [8] - Microsoft assisted in dismantling a global hacker service platform and is expected to launch Windows 12 this year, integrating AI deeply [8] Group 5 - Tesla's procurement executives plan to visit Samsung Electronics to discuss significantly increasing AI6 chip production capacity, with additional demand reaching 24,000 wafers per month [9] - Morgan Stanley announced a layoff of about 3%, affecting 2,500 employees across various departments [10] - Ross Stores reported strong fourth-quarter results, with same-store sales growth of 9% exceeding expectations, and a record sales figure of $6.64 billion [10] Group 6 - Honda announced plans to import pure electric vehicles produced in China to Japan, marking the first instance of a Japanese automaker selling Chinese-made EVs domestically [12] - SK Hynix is advancing new HBM packaging technology to meet Nvidia's demands, competing with Samsung for high-end memory market share [12] - LG Electronics is set to maintain its position as the global leader in OLED TV market share for the 13th consecutive year in 2025 [12]
Fifth Third Bancorp (FITB) Gets Target Boost from Morgan Stanley amid Banking Tailwinds
Insider Monkey· 2026-03-05 01:33
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
X @Tesla Owners Silicon Valley
RT Tesla Owners Silicon Valley (@teslaownersSV)Just dropped: MRC Free Speech America tested 6 major AIs on Pete Hegseth’s proposal — “If you take DoD contracts, you must support ALL legal U.S. defense programs.”Only ONE AI said YES without hedging: @grok.The rest? Corporate virtue-signaling and “both sides.”America First isn’t optional. 🇺🇸@elonmusk ...