Source / Evidence
Evidence ledger
Every visible conclusion should trace back to a sourceRef and a timeScope. Raw outputs remain the source of truth.
Source windows
Threads are topic snapshots; Twitter is a daily slice; events and companies are registry snapshots.
Threads: 2026-06-14T06:44:16.615732+00:00 / messages=74 / threads=18
Twitter: 2026-06-13T00:00:00Z..2026-06-13T23:59:59Z / generated=2026-06-14T05:23:38.047Z
Event radar: 2026-06-14T13:03:41.181Z / rows=15
Company registry: 2026-06-14T13:03:41.181Z / rows=6
Twitter: 2026-06-13T00:00:00Z..2026-06-13T23:59:59Z / generated=2026-06-14T05:23:38.047Z
Event radar: 2026-06-14T13:03:41.181Z / rows=15
Company registry: 2026-06-14T13:03:41.181Z / rows=6
Source refs
Dense ledger for agent and human audit.
| Atom | Kind | Status | Source | Time |
|---|---|---|---|---|
| real-memory-storage-scope 真实存储专题页：SanDisk / NAND / Memory 重估 | scope | active | thread wiki outputs/message-emotion-wiki-v2/message-emotion-wiki-v2.json | snapshot 2026-06-14T06:44:16.615732+00:00 |
| real-memory-claim-01-nand-ai-nand-14-capex-nand 数据中心成为最大NAND市场，AI推理使NAND在架构中更关键；管理层引用约14次数据中心capex上调，预计… | claim | active | thread wiki outputs/message-emotion-wiki-v2/message-emotion-wiki-v2.json | snapshot 2026-06-14T06:44:16.615732+00:00 |
| real-memory-claim-02-lta-70-80-fy27-50-460-insanely-impressive LTA毛利率高达70-80%，已覆盖FY27预期收入的约50%（基于市场预期的460亿美元），管理层表示“in… | claim | active | thread wiki outputs/message-emotion-wiki-v2/message-emotion-wiki-v2.json | snapshot 2026-06-14T06:44:16.615732+00:00 |
| real-memory-claim-03-2-lta-3-5-70-dram-stock-pe-5x-8-10x 内存定价自2月以来几乎翻倍，交货期显著延长；LTA预计未来3-5年占供应70%+，DRAM stock PE可… | claim | active | thread wiki outputs/message-emotion-wiki-v2/message-emotion-wiki-v2.json | snapshot 2026-06-14T06:44:16.615732+00:00 |
| real-memory-claim-04-kioxia-nand-from-needing-bailout-to-the-largest-in-japan Kioxia超越丰田成为日本市值最高公司，标志NAND/存储板块的极端重估，用户评论“from needing… | claim | active | thread wiki outputs/message-emotion-wiki-v2/message-emotion-wiki-v2.json | snapshot 2026-06-14T06:44:16.615732+00:00 |
| real-memory-claim-05-sndk-sndk-2000 SNDK创历史新高，过去一周除黑色星期五外每日都有买盘，讨论中有人喊“$SNDK 2000!”。 | claim | active | thread wiki outputs/message-emotion-wiki-v2/message-emotion-wiki-v2.json | snapshot 2026-06-14T06:44:16.615732+00:00 |
| real-memory-twitter-dt-2026-06-13-2026-06-13-micron-supply-capacity Micron 产品进展主线 | twitter_signal | active | Twitter daily digest https://x.com/DrNHJ/status/2065775350001627346 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-micron-supply-capacity Micron 产品进展主线 | twitter_signal | active | Twitter daily digest https://x.com/Vengineer/status/2065769209205010690 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-micron-supply-capacity Micron 产品进展主线 | twitter_signal | active | Twitter daily digest https://x.com/paurooteri/status/2065752673698427004 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-micron-supply-capacity Micron 产品进展主线 | twitter_signal | active | Twitter daily digest https://x.com/paurooteri/status/2065751131943494006 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-tsmc-supply-capacity TSMC 政策/监管主线 | twitter_signal | active | Twitter daily digest https://x.com/DrNHJ/status/2065769728925430192 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-tsmc-supply-capacity TSMC 政策/监管主线 | twitter_signal | active | Twitter daily digest https://x.com/DrNHJ/status/2065769027696251298 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-tsmc-supply-capacity TSMC 政策/监管主线 | twitter_signal | active | Twitter daily digest https://x.com/aleabitoreddit/status/2065736884752703865 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-tsmc-supply-capacity TSMC 政策/监管主线 | twitter_signal | active | Twitter daily digest https://x.com/cnfinancewatch/status/2065653576081572198 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-sandisk-ipo-registration Sandisk IPO / S-1 讨论 | twitter_signal | active | Twitter daily digest https://x.com/ParadisLabs/status/2065478424513097915 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-sandisk-ipo-registration Sandisk IPO / S-1 讨论 | twitter_signal | active | Twitter daily digest https://x.com/ParadisLabs/status/2065478335346434388 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-sandisk-ipo-registration Sandisk IPO / S-1 讨论 | twitter_signal | active | Twitter daily digest https://x.com/FarhanFani81242/status/2065477486356361556 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-sandisk-ipo-registration Sandisk IPO / S-1 讨论 | twitter_signal | active | Twitter daily digest https://x.com/jzyiykyk/status/2065477475124056185 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-sandisk-supply-capacity Sandisk 供应链/产能讨论 | twitter_signal | active | Twitter daily digest https://x.com/paurooteri/status/2065757076031484334 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-sandisk-supply-capacity Sandisk 供应链/产能讨论 | twitter_signal | active | Twitter daily digest https://x.com/paurooteri/status/2065748442882998382 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-sandisk-supply-capacity Sandisk 供应链/产能讨论 | twitter_signal | active | Twitter daily digest https://x.com/paurooteri/status/2065554195282112571 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-sandisk-supply-capacity Sandisk 供应链/产能讨论 | twitter_signal | active | Twitter daily digest https://x.com/paurooteri/status/2065554238244274508 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-broadcom-supply-capacity Broadcom 供应链/产能讨论 | twitter_signal | active | Twitter daily digest https://x.com/bubbleboi/status/2065506469466792084 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-sandisk-market-price-action Sandisk 股价/市场反应 | twitter_signal | active | Twitter daily digest https://x.com/EhrmantrautCap_/status/2065505725485400433 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-micron-earnings Micron 存储/内存供需与价格：Fun fact: If you own 1,000 share | twitter_signal | active | Twitter daily digest https://x.com/The_AI_Investor/status/2065554121676218388 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-micron-earnings Micron 存储/内存供需与价格：Fun fact: If you own 1,000 share | twitter_signal | active | Twitter daily digest https://x.com/AnalysisOp/status/2065823808619982932 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-sandisk-sandisk-nand-storage-earnings-e Sandisk 讨论："I have cash. What should I buy? | twitter_signal | active | Twitter daily digest https://x.com/babyfolio/status/2065698209800835243 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-sandisk-sandisk-nand-storage-earnings-e Sandisk 讨论："I have cash. What should I buy? | twitter_signal | active | Twitter daily digest https://x.com/TShirtnJeans2/status/2065497870061486103 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-sandisk-sandisk-nand-storage-earnings-e Sandisk 讨论："I have cash. What should I buy? | twitter_signal | active | Twitter daily digest https://x.com/RYANHINGSHING/status/2065499276227293512 | daily 2026-06-13T00:00:00Z |
| real-memory-twitter-dt-2026-06-13-2026-06-13-tesla-funding Tesla 融资/估值讨论 | twitter_signal | active | Twitter daily digest https://x.com/Midnight_Captl/status/2065576100873285764 | daily 2026-06-13T00:00:00Z |
| real-memory-event-2026-dell-tech-world-keynote Dell Technologies World keynote | catalyst | stale | event radar ai-tmt-event-radar/watchlist_2026_seed.csv | point in time 2026-05-19 01:00 |
| real-memory-event-2026-computex COMPUTEX 2026 | catalyst | stale | event radar ai-tmt-event-radar/watchlist_2026_seed.csv | point in time 2026-06-02 |
| real-memory-event-2026-apple-wwdc WWDC26 | catalyst | confirmed | event radar ai-tmt-event-radar/watchlist_2026_seed.csv | point in time 2026-06-08 |
| real-memory-event-2026-hot-chips Hot Chips 2026 | catalyst | confirmed | event radar ai-tmt-event-radar/watchlist_2026_seed.csv | point in time 2026-08-23 |
| real-memory-event-2027-aaai AAAI-27 | catalyst | confirmed | event radar ai-tmt-event-radar/watchlist_2026_seed.csv | point in time 2027-02-16 |
| real-memory-event-2026-jpm-tmc J.P. Morgan Global TMT Conference 2026 | catalyst | stale | event radar ai-tmt-event-radar/watchlist_2026_seed.csv | point in time 2026-05-18 |
| real-memory-event-2026-marvell-computex-keynote Marvell COMPUTEX 2026 Matt Murphy keynote | catalyst | stale | event radar ai-tmt-event-radar/watchlist_2026_seed.csv | point in time 2026-06-02 11:00 |
| real-memory-event-2026-cvpr CVPR 2026 | catalyst | stale | event radar ai-tmt-event-radar/watchlist_2026_seed.csv | point in time 2026-06-03 |
| real-memory-event-2026-ai-engineer-worlds-fair AI Engineer World's Fair 2026 | catalyst | confirmed | event radar ai-tmt-event-radar/watchlist_2026_seed.csv | point in time 2026-06-30 |
| real-memory-event-2026-icml ICML 2026 | catalyst | confirmed | event radar ai-tmt-event-radar/watchlist_2026_seed.csv | point in time 2026-07-06 |
| real-memory-open-question-01 Hynix ADR上市后MU的估值锚定如何演变？ | open_question | active | thread wiki outputs/message-emotion-wiki-v2/message-emotion-wiki-v2.json | snapshot 2026-06-14T06:44:16.615732+00:00 |
| real-memory-open-question-02 做空memory的论据是否成立？ | open_question | active | thread wiki outputs/message-emotion-wiki-v2/message-emotion-wiki-v2.json | snapshot 2026-06-14T06:44:16.615732+00:00 |
| real-memory-company-mu Micron Technology / MU | entity_map | active | company registry ai-tmt-event-radar/company_coverage_audit.json | open ended 2026-06-14T13:03:41.181Z |
| real-memory-company-sndk SanDisk / SNDK | entity_map | active | company registry ai-tmt-event-radar/company_coverage_audit.json | open ended 2026-06-14T13:03:41.181Z |
| real-memory-company-stx Seagate Technology / STX | entity_map | active | company registry ai-tmt-event-radar/company_coverage_audit.json | open ended 2026-06-14T13:03:41.181Z |
| real-memory-company-wdc Western Digital / WDC | entity_map | active | company registry ai-tmt-event-radar/company_coverage_audit.json | open ended 2026-06-14T13:03:41.181Z |
| real-memory-company-000660-ks SK Hynix / 000660.KS | entity_map | active | company registry ai-tmt-event-radar/company_coverage_audit.json | open ended 2026-06-14T13:03:41.181Z |
| real-memory-company-005930-ks Samsung Electronics / 005930.KS | entity_map | active | company registry ai-tmt-event-radar/company_coverage_audit.json | open ended 2026-06-14T13:03:41.181Z |