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Kyle Soska — sniff.trade
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KS
Kyle Soska
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2 episodes · 3 trades · 1 speakers
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TRACKED TRADES
KS
@SoskaKyle
1mo
So $MU's best customers will never pay higher than Q2 2026 prices for the next 5 years …
IDEAS · 1
MU
MU
SHORT
MU locked in price ceilings at CQ2 levels for 5 years, destroying the margin expansion story
$825.33
+30.76%
›
KS
@SoskaKyle
1mo
Saylor is in the money on STRC and its simpler than you think
IDEAS · 2
MST
MSTR
SHORT
MSTR is a leveraged BTC hedge fund, not a treasury vehicle; when the perp unwinds, equity holders absorb all losses
$92.20
+15.50%
›
BTC
BTC
SHORT
Saylor must sell 30,000-60,000 BTC to fund STRC buybacks, adding $1.8-3.6B of spot sell pressure to Bitcoin
$62,858.50
-0.21%
›