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in postLONG
“2nd-order beta sector: connectivity sector $alab, $crdo the new photonics sector now that the previous 2nd order beta sector is rotated out”
@MoneyPrinter0x · MP
Photonics/connectivity sector (ALAB lead) is the new 2nd-order beta rotation target as prior sector rotates out and liquidity cascades down the risk curve
ALABLONG@ $395.07
$309.68-21.61%
since call Jun 25
in postLONG
“primary alpha sector: $dram $mu”
@MoneyPrinter0x · MP
DRAM memory leads the post-Warsh risk-on phase 2 rally into a cool June inflation print, with MU as the primary alpha name
MULONG@ $1,197.18
$812.44-32.14%
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 the first-class beta to the DRAM rally, with INTC carrying the densest near-term catalyst stack heading into the inflation print
INTCLONG@ $130.06
$88.17-32.20%
since call Jun 25
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