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in postSHORT
“For the upcoming catalyst from Micron earnings, suggest caution regarding a potential "sell on fact" reaction of likely strong earnings results and a minor posi”
@RJCcapital
Micron earnings likely beat but GS warns of "sell on fact" positioning unwind post-earnings — short-term price drop ahead
MUSHORT@ $1,129.07
$815.85+27.74%
since call Jun 23
peak +34.1%
“The sell-off today was primarily flow-driven across APAC region. In Taiwan, we saw hedge funds unwinding positions today, while regional peers such as Samsung, ”
@RJCcapital
HBM sell-off was flow-driven not fundamental; GS channel checks confirm no halt to HBM progress, setting up upward earnings revisions
SKHXLONGIDEA · NOT YET PRICED
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