danielnewmanUV

X · 52 atoms · 2026-06-23 → 2026-06-29 · 信用档先验 cred3

🟦 fact 12 · 🟥 take 40 · stance ▲29/▼4/◆3

覆盖实体 (top 10)

• MU — 22 atoms
• QCOM — 16 atoms
• BofA — 2 atoms
• AI factory — 2 atoms
• AI forecasts — 1 atoms
• AI capex — 1 atoms
• Modular — 1 atoms
• US CPI — 1 atoms
• DAT — 1 atoms
• Apple — 1 atoms

话题分布 (top 8)

产品路线图 (4) · 营收预测 (3) · AI芯片销售 (2) · 投资者日 (2) · 数据中心 (2) · 收购 (2) · 市场情绪 (2) · 景气周期 (2)

样例 atoms

• 2026-06-23 · BofA · BofA raised its 2030 global semiconductor TAM forecast to $2.7T from $2.3T, saying AI could add the next $1T in chip sales within five years.
• 2026-06-23 · AI capex · The bull case is over $11 trillion in 2030 capex.
• 2026-06-24 · MU · $MU 2026 Earnings are what 2024 $NVDA earnings were.
• 2026-06-24 · QCOM · We see a low single digit (1-5%) market share opportunity over the next few years.
• 2026-06-24 · QCOM · This isn’t an $NVDA compete story.

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