← AU🧲Trade on Hyperliquid →Trade on Hyperliquid →
in postLONG
“What we are seeing is a capital cycle.”
@au_xbt · AU🧲
The AI capital cycle is a structural feedback loop locking capital into memory semiconductors regardless of rates or macro
DRAMLONG@ $80.47
$50.89-36.76%
since call Jun 23
in postLONG
“$MU is the fate of America. If it crashes, the entire AI ponzi comes crashing down with it”
@au_xbt · AU🧲
Micron's Anthropic deal plus blowout Q3 earnings cement it as the AI memory bellwether, driving shares higher
MULONG@ $1,233.06
$815.47-33.87%
since call Jun 23
“Micron is paying for Claude enterprise, investing in Anthropic, and signing a supply deal with Anthropic. It's almost like they are paying Anthropic to buy thei”
@au_xbt · AU🧲
SK Hynix loses the MU/Anthropic deal and loses 10% in a single day as capital exits the Korean memory loser
SKHXSHORTIDEA · NOT YET PRICED
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