basedjensen

X · 31 atoms · 2026-06-23 → 2026-06-29 · 信用档先验 cred3

🟦 fact 1 · 🟥 take 30 · stance ▲9/▼19/◆2

覆盖实体 (top 10)

• Anthropic — 4 atoms
• SpaceX — 3 atoms
• OpenAI — 2 atoms
• USG — 2 atoms
• ASE(持有者) — 1 atoms
• basedjensen投资群体 — 1 atoms
• ASE — 1 atoms
• AVGO — 1 atoms
• Open source models — 1 atoms
• 美国政府 — 1 atoms

话题分布 (top 8)

芯片研发周期 (2) · 竞争格局 (2) · IPO前景 (2) · 估值承压 (2) · 责任归因 (2) · 抛压风险 (1) · 股价走势 (1) · IPO后表现 (1)

样例 atoms

• 2026-06-25 · 美国 · there would be a massive arms race to close the gap in the comming months while americans are busy shooting themselves in the foot with licensing rest of the world would catch up a
• 2026-06-25 · USG · TAM for frontier american models is effectively set by usg
• 2026-06-29 · Anthropic · Anthropic and dario fumbling xmm put them in very dangerous path
• 2026-06-23 · ASE(持有者) · This is only 5% of float too it will be a blood bath when unlocks happen
• 2026-06-23 · SPCX · If you bought $SPCX on the open market anytime after 5 minutes from IPO, you're now underwater.

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