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in postLONG
“decoupled: $te t1 energy, $bb”
@MoneyPrinter0x · MP
BB is decoupled from the DRAM alpha cycle and moves on its own independent catalyst over the 1.5-2 week window
BBLONG@ $10.20
$8.51-16.59%
since call Jun 25
peak +9.7%
in postLONG
“2nd order beta sector: $alab $crdo”
@MoneyPrinter0x · MP
CRDO is a 2nd-order beta to the DRAM alpha cycle, expected to rally with a lag as capital rotates through semis
CRDOLONG@ $265.40
$208.83-21.31%
since call Jun 25
in postLONG
“alpha sector: $dram $mu”
@MoneyPrinter0x · MP
DRAM/Micron is the top-alpha sector for the next 1.5-2 weeks, expected to lead all semiconductor names
MULONG@ $1,214.91
$811.78-33.18%
since call Jun 25
in postLONG
“1st order beta sector: $qcom $intc $arm”
@MoneyPrinter0x · MP
QCOM is the best 1st-order beta on a DRAM-led semiconductor rotation, with fresh Investor Day catalysts today
QCOMLONG@ $202.94
$148.94-26.61%
since call Jun 25
“decent hedges to short for long exposure protection: $igv”
@MoneyPrinter0x · MP
IGV software ETF is the recommended short hedge to offset long semiconductor exposure over the next 1.5-2 weeks
IGVSHORT@ $84.53
$92.89-9.89%
since call Jun 25
TIMESTAMPS
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