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in postLONG
“Memory pooling names like $ALAB, $CRDO, $PENG have also been very firm through the drop yesterday. $ALAB sits comfortably at 400, 60% higher from the previous l”
@degentradingLSD
Memory pooling leaders ALAB held firm through the semi selloff and should lead the sector rebound as memory complex recovers
ALABLONG@ $399.79
$310.51-22.33%
since call Jun 24
in postLONG
“i also believe that $SHAZ will be filed in the 13G as Situational Awareness exceeds a 5% stake”
@degentradingLSD
Situational Awareness's 5%+ stake and led equity deal gives SHAZ cash to build 102MW, unlocking 1-1.3B ARR and potential 2-3x to fair value
SHAZLONG@ $85.54
$48.97-42.76%
since call Jun 24
in postLONG
“baring a big miss from $MU, i would lean on the balance of probability that $MU and the memory complex in general would stage a strong rebound through July”
@degentradingLSD
MU earnings beat ends technical selling and launches a memory complex rebound through July
MULONG@ $1,079.36
$815.31-24.46%
since call Jun 24
in postLONG
“$NBIS looked like it was going to roll over into the open before staging a 15% rebound that brough it almost to the top of the range - this on a day where $SMH ”
@degentradingLSD
NBIS's massive relative strength during the semi selloff signals neocloud sector leadership into the next rally leg
NBISLONG@ $277.69
$188.58-32.09%
since call Jun 24
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