digest: 2026-07-06 (人形劳动替代加速: AMZN规避600k招聘/JD取代700k配送员/SVRC"国家冠军"榜列Figure-CCXI-TSLA+稀土-执行器脆弱点+"2027两起整合"/她讲Figure≈$39B被按$158B买vs CCXI≈$4.3B pre-money+SPCX≈$1.75T锚定错杀; 光学激光: 她重仓论SIVE成"下一个LITE"[≈$1.4B/fab-lite/拟H2'26-Q1'27上NASDAQ映射O-Net/JBL/GFS/Ayar-NVDA/AMD/POET/MRVL九条超大厂关系]+Nomura口径InP衬底涨42-78%[AXTI/IQE领先]+Kepler升XFAB至Buy[2027 EV/EBITDA 4.8x vs同业14.5x]+NVDA辟谣Kyber延迟"路线图完好"但台日韩已被砸; 上游涨价: MU领投广岛1.5万亿日元≈$9.3B+MS称NAND短缺到2027[SNDK/SIMO]+UBS预期DDR Q3+32%/Q4+18%/NAND+30%+三星Q3 DRAM+20%超预期+她"复利"外推; BBU高功率圆柱电芯短缺[Samsung SDI-Simplo供META/AMZN, 间接VRT/ETN/BWA/ENS]; Neocloud: WULF今日与Anthropic签$19B数据中心租约+Anthropic泄露文件拟锁澳洲1.4GW≈$21.6B利好IREN/SHAZ[她无持仓]+NBIS海上算力遐想; 元层面: 苹果治瓶颈梗/人形多头论/散户vs机构买同样名字被媒体双标/致谢Bloomberg META算力+CPO唱空并重申photonics-memory-energy-physical AI长期跑赢)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

Author: lanfuli

reports/aleabito-60d-dashboard.html

@@ -1,6 +1,6 @@
 {
   "status": "ok",
-  "generated_at": "2026-07-04T03:30:19.115Z",
+  "generated_at": "2026-07-06T19:52:05.953Z",
   "handle": "aleabitoreddit",
   "mode": "incremental",
   "include_replies": false,
@@ -10,51 +10,51 @@
   "timezone": "America/Los_Angeles",
   "fetch_ranges": [
     {
-      "startTime": "2026-06-30T21:30:57.000Z",
-      "endTime": "2026-07-04T03:30:17.607Z",
+      "startTime": "2026-07-02T00:07:23.000Z",
+      "endTime": "2026-07-06T19:52:04.712Z",
       "reason": "incremental-overlap"
     }
   ],
   "files": {
     "events": "/Users/vincentlan/Documents/us stock marketplace/reports/aleabito-mentions-events.csv",
     "summary": "/Users/vincentlan/Documents/us stock marketplace/reports/aleabito-stock-mentions-cumulative.csv",
     "daily": "/Users/vincentlan/Documents/us stock marketplace/reports/aleabito-stock-mentions-daily.csv",
-    "dated_summary_snapshot": "/Users/vincentlan/Documents/us stock marketplace/reports/aleabito-stock-mentions-2026-07-04.csv",
+    "dated_summary_snapshot": "/Users/vincentlan/Documents/us stock marketplace/reports/aleabito-stock-mentions-2026-07-06.csv",
     "meta": "/Users/vincentlan/Documents/us stock marketplace/reports/aleabito-mentions.meta.json",
     "state": "/Users/vincentlan/.follow-aleabito/analytics-state.json"
   },
   "stats": {
-    "existing_events": 6384,
-    "fetched_events": 28,
-    "added_events": 8,
-    "total_events": 6392,
-    "tickers": 768,
+    "existing_events": 6392,
+    "fetched_events": 36,
+    "added_events": 18,
+    "total_events": 6410,
+    "tickers": 775,
     "pages_used": 2,
     "earliest_event": "2025-07-02T10:48:09.000Z",
-    "latest_event": "2026-07-04T00:07:23.000Z"
+    "latest_event": "2026-07-06T19:31:28.000Z"
   },
   "rate_limit": {
     "limit": "10000",
     "remaining": "9998",
-    "reset": "1783136718"
+    "reset": "1783368424"
   },
   "page_details": [
     {
       "page": 1,
-      "result_count": 28,
-      "data_count": 28,
+      "result_count": 36,
+      "data_count": 36,
       "next_token": false,
-      "end_time": "2026-07-04T03:30:17.607Z",
-      "oldest_seen": "2026-07-01T02:56:04.000Z",
+      "end_time": "2026-07-06T19:52:04.712Z",
+      "oldest_seen": "2026-07-02T06:38:51.000Z",
       "reason": "incremental-overlap"
     },
     {
       "page": 2,
       "result_count": 0,
       "data_count": 0,
       "next_token": false,
-      "end_time": "2026-07-01T02:56:03.000Z",
-      "oldest_seen": "2026-07-01T02:56:04.000Z",
+      "end_time": "2026-07-02T06:38:50.000Z",
+      "oldest_seen": "2026-07-02T06:38:51.000Z",
       "reason": "incremental-overlap"
     }
   ]

reports/aleabito-digests/2026-07-06.md

@@ -7003,3 +7003,48 @@ date,ticker,mentioned_posts,raw_occurrences,post_mentions,quote_mentions,reply_m
 2026-07-02,TSLA,2,2,0,2,0
 2026-07-03,AEVA,1,1,1,0,0
 2026-07-03,LPK,1,1,1,0,0
+2026-07-04,AMZN,2,2,1,1,0
+2026-07-04,CCXI,1,1,0,1,0
+2026-07-04,DASH,1,1,1,0,0
+2026-07-04,HIMX,1,1,1,0,0
+2026-07-04,JD,1,1,1,0,0
+2026-07-04,LITE,1,1,1,0,0
+2026-07-04,MELI,1,1,1,0,0
+2026-07-04,NBIS,1,1,1,0,0
+2026-07-04,UBER,1,1,1,0,0
+2026-07-05,AMZN,2,3,2,0,0
+2026-07-05,AXTI,1,1,1,0,0
+2026-07-05,BWA,1,1,1,0,0
+2026-07-05,CCXI,1,1,1,0,0
+2026-07-05,ENS,1,1,1,0,0
+2026-07-05,ETN,1,1,1,0,0
+2026-07-05,FDX,1,1,1,0,0
+2026-07-05,FORD,1,1,1,0,0
+2026-07-05,GM,1,1,1,0,0
+2026-07-05,IQE,1,1,1,0,0
+2026-07-05,IREN,1,1,1,0,0
+2026-07-05,META,1,1,1,0,0
+2026-07-05,MU,1,1,1,0,0
+2026-07-05,SHAZ,1,1,1,0,0
+2026-07-05,SIMO,1,1,1,0,0
+2026-07-05,SNDK,2,2,2,0,0
+2026-07-05,TSLA,1,1,1,0,0
+2026-07-05,VRT,1,1,1,0,0
+2026-07-06,AAOI,1,1,0,1,0
+2026-07-06,AEVA,1,1,0,1,0
+2026-07-06,AMD,1,2,0,1,0
+2026-07-06,AMZN,1,1,1,0,0
+2026-07-06,CCXI,1,1,1,0,0
+2026-07-06,FN,1,1,0,1,0
+2026-07-06,GFS,1,1,0,1,0
+2026-07-06,JBL,1,1,0,1,0
+2026-07-06,LITE,1,3,0,1,0
+2026-07-06,META,1,1,1,0,0
+2026-07-06,MRVL,1,1,0,1,0
+2026-07-06,NVDA,4,4,3,1,0
+2026-07-06,POET,1,1,0,1,0
+2026-07-06,SILEX,1,1,1,0,0
+2026-07-06,SIVE,1,4,0,1,0
+2026-07-06,SPCX,1,1,1,0,0
+2026-07-06,WULF,1,1,1,0,0
+2026-07-06,XFAB,1,1,1,0,0