-11.7%return · 30D
$1,000 follows their calls into $883
VT $981
Sep 22Oct 20
- Win rate
- 29%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #194
- 5 ranked closes
- Longest streak 5
Basket now
15 positions · Oct 20- SKHY8%
Serenity@aleabitoreddit$GOOGL is now discussing deals to extend their memory LTAs through 2035 from KeyBanc channel checks. Samsung already has 70% of their capacity allocated through 2031, and this move would suggest a more durable cycle for $MU, $SKHY, and the others. They also expect HBM prices
