Negligible Capital — sniff.trade

2 trades tracked · Negligible Capital · 4w agoview on X

in postAAPAAPLLONGFIRST CALL

@negligible_cap

Apple's CXMT clearance bid would replace premium DRAM costs with cheaper Chinese supply, expanding margins

AAPAAPLLONG@ $288.87

$304.82+5.52%

since call Jun 27

peak +21.3%

in postMUMUSHORTFIRST CALL

@negligible_cap

Apple defecting to CXMT for memory chips undercuts Micron's biggest customer and pricing leverage

MUMUSHORT@ $1,155.58

$815.58+29.42%

since call Jun 27

peak +34.7%

TIMESTAMPS

in post