← 3X Long LabubuTrade on Hyperliquid →
in postSHORT
“Negative for breadth across KR/TW/JP semis.”
@labubu_trader · 3X Long Labubu
TRS pause pulls Chinese HF marginal demand from KR/TW/JP semis, removing a key price discovery buyer from Samsung and peers
SMSNSHORTIDEA · NOT YET PRICED
in postLONG
“Thanks to the Chinese government, $MU's ER was stable.”
@labubu_trader · 3X Long Labubu
Chinese HFs forced to hold MU by TRS pause, removing the dominant "sell the news" ER pressure and stabilizing price
MULONG@ $1,197.98
$813.66-32.08%
since call Jun 24
TIMESTAMPS
in post
in post