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in postLONG
“$NVDA has also been hit at -3%. This is getting close to strong value levels at 180-190 zone. Which presents a strong set up for buyers.”
@degentradingLSD
NVDA hits strong value zone at 180-190 on technical selling, setting up a powerful buyer re-entry before July re-risking.
NVDALONG@ $189.89
$199.67+5.15%
since call Jun 25
peak +11.1%
in postLONG
“$NBIS again demonstrates resiliency with it being the only ticker in the green vs the rest of the complex (Of course it is down from initial prices)”
@degentradingLSD
NBIS is the only Neocloud staying green in a broad AI infrastructure sell-off, signaling institutional preference for the highest-quality GPU cloud names.
NBISLONG@ $238.44
$188.19-21.07%
since call Jun 25
“$MU and $SNDK has pretty much reversed all the selling.”
@degentradingLSD
SNDK's selling fully reversed alongside MU as institutions re-risk into NAND flash on real demand, not rebalancing noise.
SNDKLONG@ $2,067.19
$1,233.25-40.34%
since call Jun 25
in postLONG
“the buying flow from instis rerisking into memory is present. Why? Because the EPS print is real, the growth is real. And the LTAs are real.”
@degentradingLSD
Institutional re-risking into memory is real; MU's EPS print and LTAs make today's dip a buy, not a breakdown.
MULONG@ $1,123.23
$813.65-27.56%
since call Jun 25
in postLONG
“$AAPL also announced the increase in pricing because of memory, this has led $AAPL for the first time to be leading the sell-off with $GOOG $AMZN $META and $MSF”
@degentradingLSD
AAPL led the hyperscaler sell-off on memory-driven price hike fears, but value investors are already stepping in to pick up the pieces.
AAPLLONG@ $283.01
$304.10+7.45%
since call Jun 25
peak +21.3%
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