crux_capital_

X · 44 atoms · 2026-06-23 → 2026-06-29 · 信用档先验 cred3

🟦 fact 6 · 🟥 take 38 · stance ▲25/▼2/◆9

覆盖实体 (top 10)

• GLW — 4 atoms
• Nokia — 4 atoms
• @crux_capital_ — 4 atoms
• COHR — 3 atoms
• photonics companies — 3 atoms
• $SYNA — 3 atoms
• SMTC — 2 atoms
• NOK — 2 atoms
• SYNA — 2 atoms
• $ON — 2 atoms

话题分布 (top 8)

相对强度 (3) · 垂直整合 (2) · 技术形态 (2) · 价格表现 (1) · 产品增长 (1) · 出货爬坡 (1) · 组合对冲 (1) · 股价预期 (1)

样例 atoms

• 2026-06-24 · Nokia · The new San Jose fab (the 6-inch site) backed by the CHIPS Act is moving through qualification now: “We’re qualifying it this year. It will start production late this year, early n
• 2026-06-24 · Nokia · That changes the manufacturing problem. The die is bigger, the process is more complex, and the yield math is harder, but the payoff is that far more of the optical system gets int
• 2026-06-23 · COHR · $COHR showing great relative strength
• 2026-06-23 · COHR · Almost hit new ATH yesterday
• 2026-06-23 · COHR · I think the market is rewarding them for their 6-inch ramp whereas back in Feb/March it didnt.

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