PythiaR

X · 107 atoms · 2025-10-06 → 2026-06-29 · 信用档先验 cred3

🟦 fact 21 · 🟥 take 86 · stance ▲54/▼25/◆6

覆盖实体 (top 10)

• MU — 12 atoms
• NVDA — 9 atoms
• Semicap — 8 atoms
• MSFT — 7 atoms
• ACMR — 6 atoms
• Meta — 4 atoms
• ASML — 4 atoms
• Apple — 4 atoms
• TWST — 3 atoms
• AVGO — 3 atoms

话题分布 (top 8)

长期协议 (7) · 资本支出 (4) · 产能扩张 (4) · 内存价格 (4) · 估值对比 (3) · 营收预测 (3) · 管理层表态 (3) · 仓位调整 (2)

样例 atoms

• 2026-06-23 · ASML · Once confidence in 2027 is there, attention shifts rapidly to 2028 where sell side expecs remain far below buyside bulls that are modelling €60-65.
• 2026-06-29 · Office add-on for AI · Suppose you sold a $100/ month add on for Office, justified by a few hours a week of extra productivity, if that penetrates 1/3 of users it's $100 billion in AI revenues
• 2026-06-29 · MSFT · the weight of existing tech debt/systems etc. I work at a bank with 40,000 employees. We have COBOL code, my trading system can generate stuff in pre-Eurozone currencies still, tha
• 2026-06-29 · Apple · the huge distribution machines of Apple Google Microsoft have really not monetized AI outside of cloud, but if they ever do, the upside is huge.
• 2026-06-29 · MSFT · the huge distribution machines of Apple Google Microsoft have really not monetized AI outside of cloud, but if they ever do, the upside is huge.

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