Jukan — sniff.trade

2 trades tracked · Jukan · 1mo agoview on X

@jukan05

GLM-5.2's 1M context window shifts the AI bottleneck from compute FLOPs to HBM and memory bandwidth, structurally lifting Micron

MUMULONG@ $1,163.37

$815.62-29.89%

since call Jun 21

in postLITLITELONGFIRST CALL

@jukan05

Scaling AI clusters to 8,000+ chips requires full optical interconnects; Lumentum is a pure-play optical component maker positioned to benefit

LITLITELONG@ $838.48

$724.56-13.59%

since call Jun 21

peak +1.7%

TIMESTAMPS

in post