The Analysts

Call · @tradexwhisperer · #234 on the leaderboard

@tradexwhisperer

@tradexwhisperer · Sat, Aug 22

Trade Whisperer@TradexWhisperer
$MU $SKHY $SNDK 5-yr SCAs/LTAs/NBMs will account for the majority of bits sold. Customers recognized the supply challenges for the next decade and according to CEOs, they were happy to sign, with an option to extend. So why is the market still pricing like 2019, pre-HBM/AI era?
13d agoview on X ↗

tweeted Sat, Aug 22 · counted from Mon, Aug 24 close

Read as

Long MU, Long SKHY, Long SNDK · Medium confidence

Confidence

Medium0.82

Counted from

Mon, Aug 24 · market close

Rank since this call

#172 → #234 · 7 scored days

#172

Aug 28

#169

Aug 29

#164

Aug 30

#119

Aug 31

#157

Sep 1

#205

Sep 2

#234

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.