Wolfe Research

Wrap · 31 atoms · 2026-06-02 → 2026-06-17 · 信用档先验 cred4

🟦 fact 0 · 🟥 take 31 · stance ▲22/▼5/◆4

覆盖实体 (top 10)

• SMCI — 8 atoms
• SpaceX — 5 atoms
• Google — 4 atoms
• AMZN — 4 atoms
• ANET — 3 atoms
• PLTR — 3 atoms
• AAOI — 2 atoms
• MDB — 1 atoms
• AVGO — 1 atoms

话题分布 (top 8)

数据中心 (8) · AI (6) · 营收预测 (5) · 竞争 (5) · 营收 (4) · 产能 (3) · 评级调整 (3) · 云服务 (2)

样例 atoms

• 2026-06-17 · AVGO · Wolfe was out saying Apollo/Blackstone financing vehicle could support triple Anthropic's AI XPU volume versus FY25 levels, implying an incremental ~$250-300B of FY28 XPU revenue.
• 2026-06-02 · MDB · Wolfe said investors may be underestimating the contribution from AI-native companies to MDB; they could contribute roughly 2% of Atlas growth exiting FY27
• 2026-06-09 · GOOGL · Wolfe now expects GCP revenue growth of 81%/48% in 2026/27
• 2026-06-09 · AMZN · Wolfe now expects AWS growth of 37%/44%
• 2026-06-09 · GOOGL · Wolfe raising 2027 capex estimates to roughly $300B for Google

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