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in postLONG
“2nd-order beta sector: connectivity sector $alab, $crdo the new photonics sector now that the previous 2nd order beta sector is rotated out”
@MoneyPrinter0x · MP
ALAB is the author's named 2nd-order beta in the new photonics/connectivity rotation as capital flows from memory to data-center interconnects.
ALABLONG@ $389.24
$309.27-20.54%
since call Jun 25
in postLONG
“filling up a bit more $dram calls”
@MoneyPrinter0x · MP
Author personally adds to DRAM calls; memory ETF is the primary alpha vehicle ahead of Friday's cool inflation print.
DRAMLONG@ $72.24
$51.10-29.26%
since call Jun 25
in postLONG
“primary alpha sector: $dram $mu”
@MoneyPrinter0x · MP
Micron is the co-primary alpha in the memory trade; explosive fundamentals plus a Friday cool inflation print create the setup.
MULONG@ $1,118.91
$810.66-27.55%
since call Jun 25
“first-class beta sector: cpu sector $intc $qcom $arm primary upside recipient of upcoming anthropic ipo having to heavily bullpost agentic ai as their primary b”
@MoneyPrinter0x · MP
ARM is first-class CPU beta to the memory trade: Anthropic's IPO forces agentic AI hype, lifting CPU/IP demand; ARM architecture underlies the entire inference stack.
ARMLONG@ $334.94
$240.92-28.07%
since call Jun 25
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