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“Popular AI names like $PLTR is down ~35% YTD.”
@aleabitoreddit · Serenity
PLTR is down 36% YTD on margin liquidations not fundamentals — AI software demand intact and the selloff looks overshot
PLTRLONG@ $111.17
$124.87+12.33%
since call Jun 25
peak +20.9%
“Space from $ASTS and $RKLB down 40% 1M.”
@aleabitoreddit · Serenity
Space names like RKLB are down 40% in a month on macro fears — the selloff looks overshot as the underlying buildout thesis is unchanged
RKLBLONG@ $86.46
$63.57-26.48%
since call Jun 25
in postLONG
“Feels like the only thing that hasn't crashed… Is memory like $MU, indexes, or large cap semis like Intel so far.”
@aleabitoreddit · Serenity
MU is the last man standing in the AI capex selloff — memory held while everything else crashed, and fundamentals should reassert
MULONG@ $1,146.26
$813.64-29.02%
since call Jun 25
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