Call · @skineeman · unranked
@skineeman
@skineeman · Sun, Aug 16
SKINEE@SkineemanSince January, HBM4 began shipping, NAND never flooded, and datacenter storage demand kept climbing. New supply is coming. Much of it is already spoken for. The cycle exists. The old model no longer fits. $MU $SNDK $STX $WDC $SKHY https://t.co/chuVAkmjHI19d agoview on X ↗
Since January, HBM4 began shipping, NAND never flooded, and datacenter storage demand kept climbing. New supply is coming. Much of it is already spoken for. The cycle exists. The old model no longer fits. $MU $SNDK $STX $WDC $SKHY https://t.co/chuVAkmjHI
tweeted Sun, Aug 16 · counted from Mon, Aug 17 close
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Long MU, Long SNDK, Long STX, Long WDC, Long SKHY · High confidence
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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.
Active call · day 18 · fades out by Sep 27
