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Joe Weisenthal — sniff.trade

Joe Weisenthal

1 episodes · 2 trades · 1 speakers

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@thestalwart

1mo

MACFLATION (ht: @BijanTavassoli) IS HERE: In yesterday's newsletter, I wrote about th…

IDEAS · 2

MULONGAI buildout is exploding DRAM demand; Micron is the primary US beneficiary as prices surge and 2026 HBM supply is fully sold out$821.05-26.32%›AAP

AAPLSHORTApple is a consumer of memory, not a producer — soaring DRAM costs are forcing historic price hikes across its Mac lineup, destroying demand and transferring ~$150B of market cap to memory makers$307.31-9.85%›