@thematictrader · Long PENG

I continue to aim to express my view of memory demand through the names more insulated or even benefiting from gross margin compression of the memory makers. To me, my two favorite ways to express my view are: $PENG $SIMO

Read asLong PENG+1 more

Since the call—

unrankedThe analyst's rank today

High · 0.95Confidence

Thu, Oct 1Tweeted

Fri, Oct 2 closeCounted from

1% of the basket · day 18fades out by Nov 12

Rank per close

#410

Oct 4

#450

Oct 5

#346

Oct 6

#249

Oct 7

#283

Oct 8

#171

Oct 11

#267

Oct 12

#148

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Oct 19