Zephyr — sniff.trade

2 trades tracked · Zephyr · 1mo agoview on X

@zephyr_z9

CXMT's $55B 2026 DRAM revenues confirm a supercycle that directly boosts Micron, its closest liquid analog

MUMULONG@ $1,095.59

$815.27-25.59%

since call Jun 23

in postDRADRAMLONGFIRST CALL

@zephyr_z9

CXMT's $55B 2026 DRAM revenues confirm AI memory supercycle powering the entire sector; DRAM ETF captures the basket

DRADRAMLONG@ $69.92

$50.85-27.27%

since call Jun 23

TIMESTAMPS

in post