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“think $MU beats on ER makes a fresh new all time high & then thats the memory top for a couple months”
@blknoiz06 · Ansem
MU beats earnings as expected, but the post-ER pump fails to hold — that prints the memory-cycle top and drags Q3 red.
MUSHORT@ $1,152.10
$812.04+29.52%
since call Jun 25
peak +34.7%
“mag7 still weak and still trapped in the loop of spending infinite while open source models improve for much cheaper”
@blknoiz06 · Ansem
Mag7 is caught spending infinitely on capex while open-source AI erodes the ROI case; the group stays weak through Q3.
GOOGLSHORT@ $338.43
$360.71-6.58%
since call Jun 25
peak +6.2%
“wrong if weeklies & monthlies close beneath $60k / $60 & they would likely haircut -30%+ from breaking those lows”
@blknoiz06 · Ansem
BTC trading just above the $60k weekly/monthly close threshold; a sustained close below triggers a -30%+ flush to the bear-market low.
BTCSHORT@ $60,074.00
$62,926.50-4.75%
since call Jun 25
“hype has been weaker on LTFs since last week, lots of narra around its strength has been from tradfi eyes & think they are more valuation sensitive than crypto ”
@blknoiz06 · Ansem
HYPE is weakening on short timeframes with flat revenues; TradFi buyers are valuation-sensitive and will wait for real revenue growth before re-rating higher.
HYPESHORT@ $64.33
$52.64+18.18%
since call Jun 25
peak +18.5%
“wrong if weeklies & monthlies close beneath $60k / $60 & they would likely haircut -30%+ from breaking those lows”
@blknoiz06 · Ansem
SOL risks a -30%+ drop on a weekly/monthly close below $60; the decentralized inference narrative is the 12-month long re-entry after that flush.
SOLSHORT@ $71.87
$72.88-1.40%
since call Jun 25
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