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in postLONG
“filled more $dram 74.x entry 73.4 stop”
@MoneyPrinter0x · MP
Post-Warsh macro phase 2 inflects toward risk-on; MU is the named primary alpha sector with entry already filled
MULONG@ $1,158.90
$812.42-29.90%
since call Jun 25
in postLONG
“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
CPU sector is first-class beta to DRAM in the post-Warsh rotation; QCOM's datacenter re-entry makes it the sharpest expression
QCOMLONG@ $186.43
$149.12-20.02%
since call Jun 25
in postLONG
“opportunistic / idiosyncratic plays $bb qnx thematics”
@MoneyPrinter0x · MP
BlackBerry QNX is an idiosyncratic agentic AI OS thematic play within the post-Warsh sector rotation
BBLONG@ $11.27
$8.50-24.54%
since call Jun 25
in postLONG
“further along the beta curve, 2nd-order beta sector: connectivity sector $alab, $crdo the new photonics sector now that the previous 2nd order beta sector is ro”
@MoneyPrinter0x · MP
Connectivity/photonics sector is the new 2nd-order beta in the post-Warsh rotation; ALAB is the named primary name as prior sector rotates out
ALABLONG@ $399.03
$309.68-22.39%
since call Jun 25
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