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in postLONG
“Areas of interest for me $NBIS 240s, $ALAB 360s $CRDO 240s $SMH 605s - not saying the market will get there but these would be where i would look to add to my p”
@degentradingLSD
ALAB is a dip-buy at the 360s as rebalance flows ease and institutions chase semi performance into July.
ALABLONG@ $395.86
$310.51-21.56%
since call Jun 26
in postLONG
“Areas of interest for me $NBIS 240s, $ALAB 360s $CRDO 240s $SMH 605s - not saying the market will get there but these would be where i would look to add to my p”
@degentradingLSD
SMH semis basket is a dip-buy at 605 as rebalance flows lift and institutional under-ownership forces chasing in July.
SMHLONG@ $597.95
$530.60-11.26%
since call Jun 26
in postLONG
“Areas of interest for me $NBIS 240s, $ALAB 360s $CRDO 240s $SMH 605s - not saying the market will get there but these would be where i would look to add to my p”
@degentradingLSD
CRDO is a dip-buy at the 240s; technically-driven semi selling sets up a constructive July entry.
CRDOLONG@ $236.65
$209.63-11.41%
since call Jun 26
peak +3.2%
“The noise around $MSTR has also heated up tremendously with everyone thinking that Saylor has to collapse...”
@degentradingLSD
MSTR is primed for an extreme short squeeze if BTC rallies; the bearish consensus is conflating eventual risk with imminent collapse.
MSTRLONG@ $81.04
$91.34+12.70%
since call Jun 26
peak +25.3%
in postLONG
“$MU and $SNDK continued to be bid yesterday. Of course, investors arent stupid. They see the massive beat in EPS, in growth and more importantly in guidance.”
@degentradingLSD
MU is outperforming memory peers on a massive EPS beat and sold-out HBM supply; the sector dip is a buy.
MULONG@ $1,133.85
$815.18-28.10%
since call Jun 26
in postLONG
“$NBIS has been the most resilient with $CRWV and $IREN leading on weakness. I dont really expect to see this dynamic change because the market currently rewards”
@degentradingLSD
NBIS is the most resilient neocloud because the market rewards execution; the 240s dip is the level to add.
NBISLONG@ $240.55
$188.55-21.62%
since call Jun 26
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