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in postLONG
“first order beta curve sector: $intc $qcom $arm (cpu - agentic)”
@MoneyPrinter0x · MP
INTC leads the CPU/agentic AI first-order beta trade as a Friday inflation print drives risk-on into semis
INTCLONG@ $130.56
$88.04-32.57%
since call Jun 25
in postLONG
“alpha sector: $dram $mu (bellweather)”
@MoneyPrinter0x · MP
MU is the alpha bellwether for a post-inflation-print risk-on semi rally, with a blowout Q3 behind it
MULONG@ $1,203.03
$811.30-32.56%
since call Jun 25
in postLONG
“opportunistic sectors: $bb (qnx - idiosyncratic) $te (energy - idiosyncratic), expect to lag alpha & first, possibly second betas but not without upside”
@MoneyPrinter0x · MP
BB is an idiosyncratic opportunistic long on QNX momentum, lagging alpha but catching up in a risk-on semi tape
BBLONG@ $10.28
$8.50-17.30%
since call Jun 25
peak +9.7%
in postLONG
“second order beta curve sector: $crdo $alab (connectivity - cope bid magnet)”
@MoneyPrinter0x · MP
CRDO is a second-order connectivity bid magnet: retail flows from alpha/first-beta semis spill into CRDO as the narrative widens
CRDOLONG@ $271.87
$208.87-23.17%
since call Jun 25
in postSHORT
“on the short side of L/S , hedging long exposure with $igv / $mstr puts can be ok”
@MoneyPrinter0x · MP
MSTR short hedges the long semi book: a leveraged Bitcoin proxy that can absorb pain if the inflation print disappoints
MSTRSHORT@ $83.75
$91.01-8.67%
since call Jun 25
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