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1 episodes · 10 trades · 2 speakers
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RA
@RASMR
1mo
rasmr - IS SAYLOR ABOUT TO IMPLODE & IS MEMORY A BUBBLE? full discussion...
IDEAS · 10
MU
MU
SHORT
Micron leadership capped prices at the money, signaling the memory boom top is in for big customers
$809.83
+29.09%
›
SP5
SP500
SHORT
A flood of new equity supply will overwhelm risk asset demand and pressure the whole market lower
$734.66
-1.37%
›
CRW
CRWV
SHORT
AI capex flywheel is fragile circular financing that can unwind fast if spenders pull back
$71.12
+27.71%
›
MST
MSTR
SHORT
Market will force Saylor to sell Bitcoin to cover his perp-long position and repeg Stretch
$91.65
-11.73%
›
+6 more ideas →