akramsrazor

X · 23 atoms · 2026-06-24 → 2026-06-27 · 信用档先验 cred3

🟦 fact 6 · 🟥 take 17 · stance ▲5/▼12/◆0

覆盖实体 (top 10)

• MU — 10 atoms
• Meta — 4 atoms
• SMCI — 3 atoms
• datacenter capex names — 1 atoms
• AMD — 1 atoms
• LITE — 1 atoms
• Hyperscaler — 1 atoms
• 记忆体价格 — 1 atoms
• Quant funds — 1 atoms

话题分布 (top 8)

盈利倍数 (2) · 盈利对比 (2) · 营收增长 (1) · 现金消耗 (1) · 股权融资 (1) · 估值范式 (1) · 营收预测 (1) · 数据中心 (1)

样例 atoms

• 2026-06-27 · Quant funds · Buying something every other fund can buy is not unlimited budget material
• 2026-06-24 · SMCI · $smci went from $5bl in rev to $40bl since chatgpt came out
• 2026-06-24 · SMCI · managed to burn like $7bl
• 2026-06-24 · SMCI · need to raise $7bl in equity capital immediately
• 2026-06-24 · datacenter capex names · Why shouldn't all datacenter capex names be trading on earnings multiples convos like storage/memory

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