-22.1%return · 30D
$1,000 follows their calls into $779
VT $977
Sep 22Oct 19
- Win rate
- 35%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #75
- 4 ranked closes
- Longest streak 4
Basket now
3 positions · Oct 19- FCEL4%
Alasdair Mann@itsalasdairmannI will buy any $DRAM selloff on Monday because CXMT news is actually very bullish. First, why it is not the threat people think: 1. CXMT isn't new. It's already by far the world's 4th largest memory supplier. Everyone knew it existed. 2. But they make commodity DRAM, not HBM.
zerohedge@zerohedgeDone and done Apple Seeks US Clearance to Buy Memory Chips From CXMT: FT Memory limit down Monday
