BREAKING: Grok 4.1 takes the top spot in the Emotional Intelligence Benchmark! 🧠✨ https://t.co/psIMvaLJ0T ...

Tesla Pure vision sees it all https://t.co/rcKTP2X4Mk ...

RT Tesla Owners Silicon Valley (@teslaownersSV)I mean…. I said yes, but it was 4am 🤣 https://t.co/2KIAEzkHCS ...

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Core Insights - The article emphasizes the importance of understanding market dynamics beyond traditional metrics like P/E ratios, focusing on demand and supply as the core of market behavior [1] - It highlights the significance of predicting human behavior in investment decisions, suggesting that market sentiment and momentum play crucial roles [1] Investment Strategy - The investment strategy is split between low-cost funds and individual stocks, with a balanced portfolio of approximately 50% in each [1] - The author expresses a long-term investment horizon, indicating a willingness to hold stocks for at least 10 years [1] Market Outlook - The author is currently bullish on several companies and sectors, specifically mentioning AMD, PLTR, TSLA, broad US equities, and Bitcoin [1] - The approach to investing is characterized by a blend of ingenuity, curiosity, and a willingness to go against prevailing market trends [1] Background Information - The author is based in Geneva, Switzerland, and holds a Master's Degree in Business, which informs their investment perspective [1] - The article encourages following the author on social media platforms for insights on macroeconomic trends and investing [1]

据媒体报道，亿万富翁埃隆·马斯克正在美国建立一条完整的芯片生产和封装链，包括从印刷电路板到 FOPLP芯片的所有环节，此外还有一座未来能够满足特斯拉、SpaceX和星链等公司需求的晶圆厂。 据DigiTimes报道，埃隆·马斯克正在组建自己的"TSMC"，以满足其自身需求，并使其能够在关键情况 下独立运作。考虑到产能锁定、供应问题以及马斯克此前与台积电争夺生产优先权的失败，这一转变似 乎合情合理。 这确实将会发生，而这项计划始于两大支柱。位于德克萨斯州的新PCB中心已经投入运营。其次，扇出 型面板级封装（FOPLP）工厂已开始设备安装，并计划于2026年第三季度开始小规模生产。 SpaceX的目标是整合卫星芯片封装技术，降低成本，并保持对星链组件的完全控制。在生产线启动之 前，该生态系统依赖于从意法半导体（STMicro）和群创光电（Innolux）订购的射频和电源管理芯片， 但随着内部产能的提升，到2027年，这些采购量将会减少。 换句话说，仅仅一年半多一点的时间，埃隆·马斯克的公司就会开始从合作伙伴那里获取生产订单，然 后秘密地按照自己的条款和设计，从头到尾自行生产这些产品。 此外，马斯克还计划建造一座晶 ...

It's time now for our 360 round. We're discussing the EV market today. Joining us now, Joseph Voluone, the CEO of Charscape.Joseph, thanks for taking the time to be with us. You know, I'd love to start before we talk more broadly about the sector to just get some of your thoughts on this article we're seeing from the Wall Street Journal about Tesla reportedly encouraging its suppliers to not use any uh China based parts or China created parts for any of its US cars. Well, I think it's part of a broader tren ...

Bezos be likeElon Musk innovates, Bezos copies. https://t.co/QPHvFa3e8e ...

𝕏 For You Page just keeps getting better.The @grok integration has been insane! Can't wait to see all the updates coming as Elon Musk mentioned. ...

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