RJCcapital — sniff.trade

2 trades tracked · RJCcapital · 1mo agoview on X

in postMSFMSFTSHORTFIRST CALL

@RJCcapital

MSFT is burning $37.5B/quarter on AI capex with no margin expansion, making it a sell as ROI skepticism builds

MSFMSFTSHORT@ $381.47

$472.06-23.75%

since call Jun 25

@RJCcapital

Micron's HBM is sold out, DRAM is tight, NAND is repricing — AI is memory-starved with no supply relief in sight

MUMULONG@ $1,106.10

$815.21-26.30%

since call Jun 25

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