The Analysts

Call · @mf_camillus · #167 on the leaderboard

@mf_camillus

@mf_camillus · Mon, Aug 10

LBM_LXXVIII@MF_Camillus
And while the last degenerates stop out of their positions, memory prices keep climbing... LTA contracted prices are now lagging substantially behind spot memory prices. What does it mean? Plenty of room for higher ASPs from memory makers going fwd, even if spot prices stall
25d agoview on X ↗media on X

tweeted Mon, Aug 10 · counted from Tue, Aug 11 close

Read as

Long MU, Long SKHY, Long SNDK · High confidence

Confidence

High0.95

Counted from

Tue, Aug 11 · market close

Rank since this call

#137 → #167 · 7 scored days

#137

Aug 28

#137

Aug 29

#132

Aug 30

#109

Aug 31

#144

Sep 1

#131

Sep 2

#167

Sep 3

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