BenBajarin

X · 89 atoms · 2026-06-22 → 2026-06-29 · 信用档先验 cred3

🟦 fact 19 · 🟥 take 70 · stance ▲42/▼11/◆16

覆盖实体 (top 10)

• QCOM — 30 atoms
• MU — 16 atoms
• OpenAI — 5 atoms
• AMAT — 5 atoms
• Cerebras — 3 atoms
• Apple — 2 atoms
• memory suppliers — 2 atoms
• Samsung — 2 atoms
• 多数智能手机厂商 — 2 atoms
• Google — 1 atoms

话题分布 (top 8)

芯片设计 (3) · 营收预测 (3) · 内部GPU偏好 (2) · 对标公司 (2) · 内存墙 (2) · TAM预期 (2) · 营收增长 (2) · 供应商关系 (2)

样例 atoms

• 2026-06-24 · QCOM · Qualcomm C1000 purpose built agentic data center CPU. While we have the total CPU TAM going to 180-200B in 2030 we think dedicated agentic CPU is 45-55B in 2030.
• 2026-06-24 · QCOM · Qualcomm C1000 purpose built agentic data center CPU. While we have the total CPU TAM going to 180-200B in 2030 we think dedicated agentic CPU is 45-55B in 2030.
• 2026-06-25 · QCOM · Our thoughts post investor day.
• 2026-06-23 · NVDA · They should spin it off like Dupont did with Qnity.
• 2026-06-24 · Qualcomm · This slide captures a lot of what Qualcomm has in supply chain leverage for customers who need it (I.e data center compute customers)

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