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“Anthropic was cash flow positive for 2Q - though they dont intend to be for 3Q and 4Q (growth?)”
@degentradingLSD
Anthropic turning CF-positive in Q2 proves premium inference pricing works, making GPU cloud providers like CRWV the biggest winners
CRWVLONG@ $103.16
$71.94-30.26%
since call Jun 24
in postLONG
“$MU reported amazing earnings. 41B of rev? that's what i call a monster print.”
@degentradingLSD
MU's $41B revenue print crushes estimates and forces institutions to re-risk into memory into July
MULONG@ $1,188.13
$815.46-31.37%
since call Jun 24
in postLONG
“Currently we are at 250 for $NBIS, 605 for $SMH and 990 for $MU - i think adding length here may not be a bad idea.”
@degentradingLSD
Technical selling in semis is over; MU earnings give institutions the green light to re-risk the whole sector into July
SMHLONG@ $650.34
$530.54-18.42%
since call Jun 24
in postLONG
“Currently we are at 250 for $NBIS, 605 for $SMH and 990 for $MU - i think adding length here may not be a bad idea.”
@degentradingLSD
NBIS is the memory complex neo that leads the next leg of the rally after the MU earnings print clears the air
NBISLONG@ $274.01
$188.61-31.17%
since call Jun 24
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