stevehou

X · 43 atoms · 2026-06-23 → 2026-06-29 · 信用档先验 cred3

🟦 fact 3 · 🟥 take 40 · stance ▲12/▼12/◆14

覆盖实体 (top 10)

• stevehou — 5 atoms
• earnings inflection stocks — 3 atoms
• US pharma industry — 3 atoms
• Apple — 2 atoms
• AI GPU rental — 2 atoms
• DeepMind — 2 atoms
• 美国 — 1 atoms
• Snowflake CEO — 1 atoms
• GLM 5.2 — 1 atoms
• Cerebras — 1 atoms

话题分布 (top 8)

市场情绪 (2) · 波动性 (2) · 药品定价 (2) · 组织独立性 (2) · 对华脱钩 (1) · 地缘贸易 (1) · 模型评价 (1) · 用户反馈 (1)

样例 atoms

• 2026-06-28 · Google DeepMind · Acc to @scmallaby the tension and the fight over over whether to let GDM remain more or less independent was a key reason why Google/GDM find themselves behind Anthropic and OpenAI
• 2026-06-25 · Samsung · Samsung has a non-memory consumer electronics half of the business that’s dying from the surging memory price
• 2026-06-27 · Apple · Apple iPhones make over 80% of the profits of the smartphone market despite owning only 20% of the market.
• 2026-06-27 · US pharma industry · US pharma innovates and the RoW/generics copy, which reduces the profitability hence the incentives to innovate.
• 2026-06-27 · US pharma industry · Historically high drug prices in the US subsidized the development costs for the whole world.

← Author 索引 · 实体目录