TheValueist

X · 322 atoms · 2025-12-12 → 2026-06-29 · 信用档先验 cred3

🟦 fact 164 · 🟥 take 158 · stance ▲97/▼32/◆23

覆盖实体 (top 10)

• MU — 76 atoms
• SK Hynix — 44 atoms
• NVDA — 20 atoms
• Cerebras — 17 atoms
• Vertiv — 13 atoms
• Dell — 12 atoms
• SGLang — 11 atoms
• GLM-5.2 NVFP4 — 10 atoms
• QCOM — 9 atoms
• DeepSeek DSpark — 8 atoms

话题分布 (top 8)

财报 (17) · 营收增长 (9) · 资本开支 (8) · 模型量化 (6) · 股权结构 (5) · 市场份额 (4) · 股价预期 (4) · 产能扩张 (3)

样例 atoms

• 2026-06-26 · Cerebras Systems · Wafer-scale integration produces a structural latency advantage for high-value inference workloads that conventional GPU cluster configurations cannot match through software optimi
• 2026-06-26 · Cerebras Systems · The OpenAI commitment and AWS distribution partnership are the commercial anchors that transform a hardware differentiation story into a viable cloud platform thesis.
• 2026-06-24 · SK Hynix · $000660 (Bloomberg) -- SK Hynix Inc. is planning to raise 45.45 trillion won ($29.4 billion) in a landmark US listing
• 2026-06-24 · SK Hynix · SK Hynix controlled 57% of the global market share by revenue in the fourth quarter of 2025, according to data from Counterpoint Research.
• 2026-06-24 · SK Hynix · SK Hynix shares listed in Seoul climbing more than 300% this year

← Author 索引 · 实体目录