← TBPNTrade on Hyperliquid →Trade on Hyperliquid →
11:35LONG
“the agent boom in AI … requires longer context windows and thus memory than back-and-forth LLMs, which has led to an industry-wide memory shortage.”
@TBPN
AI memory shortage with sold-out HBM and locked 2026 pricing keeps Micron's earnings and stock re-rating higher.
MULONG@ $784.77
$812.06+3.48%
since call May 22
peak +30.2%
13:42SHORT
“It's at $1.34. Hard to imagine SpaceX trading below that. So you're going to have his Mag7 company will be lagging his non-Mag7 company.”
@TBPN
SpaceX IPO pricing above Tesla siphons Musk-bull capital and strips Tesla's Elon-premium, pulling TSLA down.
TSLASHORT@ $437.20
$313.94+28.19%
since call May 22
peak +30.2%
TIMESTAMPS
11:35
13:42