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in postLONG
“2nd order beta sector: $alab $crdo”
@MoneyPrinter0x · MP
CRDO is a 2nd-order beta in the semiconductor rotation, a slower-moving high-speed interconnect play that catches the wave after the alpha tier runs
CRDOLONG@ $264.31
$209.00-20.93%
since call Jun 25
“3rd order beta sector: 800vdc power (laggard)”
@MoneyPrinter0x · MP
800VDC power is the 3rd-order laggard in the semiconductor rotation — last to move, but Bloom Energy's recent billion-dollar datacenter deals make it the cleanest route
BELONG@ $302.13
$205.75-31.90%
since call Jun 25
in postLONG
“alpha sector: $dram $mu”
@MoneyPrinter0x · MP
DRAM is the alpha sector in the current semiconductor rotation, and Micron just posted blowout earnings that confirm the cycle
MULONG@ $1,234.87
$810.69-34.35%
since call Jun 25
in postLONG
“1st order beta sector: $qcom $intc $arm”
@MoneyPrinter0x · MP
Qualcomm is the 1st-order beta to the DRAM alpha cycle, with a major Investor Day datacenter re-entry catalyst today
QCOMLONG@ $202.09
$149.07-26.24%
since call Jun 25
in postSHORT
“decent hedges to short for long exposure protection: $igv”
@MoneyPrinter0x · MP
IGV (software ETF) is a recommended short hedge against long semiconductor exposure as capital rotates from software into hardware
IGVSHORT@ $86.14
$92.79-7.73%
since call Jun 25
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