@theraymyers · Long SND

Call · @theraymyers · #473 on the leaderboard

@theraymyers

@theraymyers · Wed, Sep 2

Memory prices are not coming down soon, and I don't believe we have seen peaks in $SNDK $MU $SKHY share prices. 1) Jefferies said that the current shortage is expected to begin easing only after 2029. As of August 2026, only 60% of big tech's memory and AI substrate needs are

16d agoview on X ↗media on X

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

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Long SND, Long MUND, Long SKHY · High confidence

Confidence

High0.94

Counted from

Thu, Sep 3 · market close

Rank since this call

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Sep 11

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Sep 15

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Sep 16

#473

Sep 17

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

Active call · day 15 · counts fully until Sep 30 · fades out by Oct 14