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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
Agentic AI CPU demand surge + Anthropic IPO hype + post-Warsh Phase 2 rotation makes the CPU sector the first-class beta play; INTC is the highest-conviction name with fresh catalysts
INTCLONG@ $129.70
$88.13-32.06%
since call Jun 25
“opportunistic / idiosyncratic plays $bb qnx thematics”
@MoneyPrinter0x · MP
BlackBerry QNX is called out as an idiosyncratic/opportunistic play in the Phase 2 post-Warsh playbook alongside the broader semiconductor rotation
BBLONG@ $10.39
$8.51-18.15%
since call Jun 25
peak +9.7%
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 r”
@MoneyPrinter0x · MP
Connectivity/photonics sector is the new 2nd-order beta in the post-Warsh Phase 2 rotation; ALAB leads as the named primary pick after the previous 2nd-order sector rotated out
ALABLONG@ $393.94
$309.29-21.49%
since call Jun 25
in postLONG
“primary alpha sector: $dram $mu”
@MoneyPrinter0x · MP
Post-Warsh Phase 2 macro rotation + cool June inflation print drives DRAM memory sector higher; MU is the primary alpha name
MULONG@ $1,191.17
$810.64-31.95%
since call Jun 25
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