The Analysts

Call · @theincomewheel · #230 on the leaderboard

@theincomewheel

@theincomewheel · Mon, Aug 31

The Income Wheel@theincomewheel
The AI trade isn’t GPUs anymore. It’s memory. $MU and $SNDK aren’t late-cycle lottery tickets. They’re the bottleneck. AI training was the first wave. Inference, agents, and data centers eating terabytes per rack is the second. You don’t run that on hope. You run it on DRAM,
4d agoview on X ↗media on X

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Read as

Long MU, Long SNDK, Long WDC, Long STX · High confidence

Confidence

High0.96

Counted from

Tue, Sep 1 · market close

Rank since this call

#271 → #230 · 3 scored days

#271

Sep 1

#228

Sep 2

#230

Sep 3

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

Active call · day 3 · counts fully until Sep 14 · fades out by Oct 12