@farmerjoe0x · Long SNDK

Call · @farmerjoe0x · #109 on the leaderboard

@farmerjoe0x

@farmerjoe0x · Sat, Sep 12

The bet on AI (memory and compute longs) hinges on capex acceleration. Current capex projections for this year are funded largely by Mag7 FCFs (sustainable). The fear is that to accelerate further, new money needs to be created through debt markets. There’s no question that AI

74d agoview on X ↗

tweeted Sat, Sep 12 · counted from Mon, Sep 14 close

Read as

Long SNDK, Long DRAM · High confidence

Confidence

High0.98

Counted from

Mon, Sep 14 · market close

Rank since this call

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Sep 14

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Sep 15

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Sep 16

#485

Sep 17

#109

Sep 20

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