EricJhonsa

X · 36 atoms · 2026-06-22 → 2026-06-26 · 信用档先验 cred3

🟦 fact 22 · 🟥 take 14 · stance ▲5/▼7/◆2

覆盖实体 (top 10)

• Apple — 4 atoms
• ISU Petasys — 3 atoms
• VINATech — 3 atoms
• Samsung — 2 atoms
• JNTC — 2 atoms
• Pemtron — 2 atoms
• NVDA — 2 atoms
• MSFT — 2 atoms
• AMZN — 2 atoms
• DI Corp — 1 atoms

话题分布 (top 8)

估值 (17) · 市盈率 (8) · 投资偏好 (5) · 营收增长 (3) · 云业务 (3) · 市值 (2) · 销售倍数 (2) · HBM竞争 (1)

样例 atoms

• 2026-06-23 · SK · Seems unlikely to happen given all the political opposition and likely economic fallout if it went through.
• 2026-06-22 · Samsung · Samsung becoming more competitive in HBM
• 2026-06-22 · Samsung · It seems pretty cheap
• 2026-06-23 · DI Corp · Both firms trade for around 13x 2027E EPS.
• 2026-06-23 · ISU Petasys · ISU Petasys (007660, $5.2B MC)

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