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in postLONG
“Neoclouds took a big hit on the face with the entire sector down ~7-8%. $NBIS was not spared from the pain today, being hit till $258 as i type. However, becaus”
@degentradingLSD
NBIS showed relative strength in a neocloud sector down 7-8%; compute leads the July re-risk rotation, not memory
NBISLONG@ $255.98
$188.07-26.53%
since call Jun 24
“$NVDA may also find some strength into July.”
@degentradingLSD
NVDA finds strength into July as institutions re-risk and neocloud/compute rotation lifts the GPU platform at the center of it
NVDALONG@ $199.76
$199.55-0.10%
since call Jun 24
peak +6.5%
“In the battery space, $BE has shown some good strength as DC delays increasingly means switching over to $BE to meet timelines.”
@degentradingLSD
Data center build delays are pushing operators to switch to Bloom Energy fuel cells to meet power timelines, driving structural demand
BELONG@ $332.35
$205.21-38.25%
since call Jun 24
in postLONG
“$MU and $SNDK are almost 7% lower from their pre market highs. Notably, we have $MU results later. I would say that this presents one of the best pre earnings s”
@degentradingLSD
MU's ~7% intraday sell-off ahead of earnings creates the best pre-print setup for a July re-risk rally
MULONG@ $1,029.88
$813.11-21.05%
since call Jun 24
in postLONG
“Memory pooling remains relatively resilient, $ALAB is up ~1.7% with $CRDO being flat.”
@degentradingLSD
Memory pooling (ALAB) shows relative strength on a red semi day and is named as a July rotation leader alongside neoclouds
ALABLONG@ $403.08
$310.03-23.08%
since call Jun 24
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