BofA Brian Fenske

卖方 · 1653 atoms · 2026-05-31 → 2026-07-01 · 信用档先验 cred4

🟦 fact 546 · 🟥 take 1107 · stance ▲811/▼110/◆161

覆盖实体 (top 10)

• MU — 104 atoms
• ORCL — 96 atoms
• NVDA — 48 atoms
• Uber — 47 atoms
• Meta — 45 atoms
• ACN — 26 atoms
• Google — 23 atoms
• SNOW — 22 atoms
• Apple — 20 atoms
• AMZN — 19 atoms

话题分布 (top 8)

评级调整 (307) · 需求 (118) · 财报 (107) · 管理层表态 (104) · 营收预测 (97) · 营收 (64) · 目标价 (62) · AI (61)

样例 atoms

• 2026-06-29 · Nanya Technology · Simon revising...with 55%+ OpM sustainable even in soft landing in 2H27-2028.
• 2026-07-01 · STX · This is also the last quarter of favorable HAMR pricing given to their first hyperscaler customer.
• 2026-07-01 · DDOG · DDOG 收购 Adaptive ML, 加速其 AI 战略
• 2026-05-31 · AMD · The turnaround of AMD under the leadership of Lisa Su makes here a frontrunner for one of the best Tech CEOs of the past 25 years
• 2026-05-31 · ON · AI/800V could catalyze 60-80% growth CY26/27 per our deep dive

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