techfund1

X · 17 atoms · 2026-06-23 → 2026-06-27 · 信用档先验 cred3

🟦 fact 4 · 🟥 take 13 · stance ▲9/▼4/◆0

覆盖实体 (top 10)

• Cerebras — 3 atoms
• Jalapeño — 3 atoms
• DRAM — 2 atoms
• MU — 2 atoms
• NVDA A100 — 1 atoms
• OpenAI — 1 atoms
• DRAM capex — 1 atoms
• DRAM 节点 — 1 atoms
• MRVL — 1 atoms
• ASML — 1 atoms

话题分布 (top 8)

个股表现 (1) · 板块分化 (1) · 风险回报 (1) · 股价水平 (1) · 建仓操作 (1) · 逢低买入 (1) · 价格趋势 (1) · 产品性能 (1)

样例 atoms

• 2026-06-25 · MU · "Even as we expect industry supply to improve gradually in 2028, we currently do not have line of sight as to when memory supply will be able to catch up with increasing demand. Me
• 2026-06-23 · CBRS · All semis are down but $CBRS is rallying
• 2026-06-23 · CBRS · when the share price gets close to USD 200, imo the risk-reward starts to look attractive
• 2026-06-23 · CBRS · Took a smaller position recently after the huge sell off
• 2026-06-24 · NVDA A100 · Even $NVDA A100 prices are still climbing in China

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