RHouseResearch

X · 67 atoms · 2026-06-23 → 2026-06-29 · 信用档先验 cred3

🟦 fact 29 · 🟥 take 38 · stance ▲21/▼14/◆3

覆盖实体 (top 10)

• Galaxy — 8 atoms
• MSFT — 6 atoms
• Galaxy Digital Helios data center campus — 6 atoms
• GLXY — 4 atoms
• $IREN — 3 atoms
• Kalshi — 3 atoms
• MSTR — 3 atoms
• AMZN — 2 atoms
• Google — 2 atoms
• DraftKings — 2 atoms

话题分布 (top 8)

AI竞争格局 (4) · 现金流增长 (3) · 资产负债表 (3) · 现金流 (3) · 营收规模 (2) · 社区沟通 (2) · 数据中心约束 (2) · 社区关系 (2)

样例 atoms

• 2026-06-23 · $IREN · It's been ~8 months since they announced their 200MW "AI Cloud" contract with Microsoft.. And they are yet to bring a single MW online..
• 2026-06-24 · Galaxy Digital Helios data cen · Galaxy Digital's Helios data center campus is coming online very quickly.. 133MW (IT Load) energized for CoreWeave by the end of June
• 2026-06-24 · Galaxy Digital Helios data cen · they have firm ERCOT approval for another 830MW of gross power that energizes starting in 2028
• 2026-06-25 · Galaxy · Galaxy signs $20B lease with Amazon
• 2026-06-24 · Blackstone · they didn’t invest in any office real estate, only data centers

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