@degentradingLSD

Also i think the market still has the June PTSD and did not properly digest the news. This is Zuck putting his foot down and committing to Capex.

$META headlines actually indicate even more capex - they are just planning what to do if they overbuilt. https://t.co/7Uzu22Keum

btw - if the latest memory fud turns out to be this - $SNDK > $MU NAND players rejoice

On the 26th of June - I told everyone that “I see the current pain and sell off in the sector as technically driven….that these are the levels you should be bidding…areas of interest for me NBIS 240s, ALAB 360s, CRDO 240s, SMH 605s” https://t.co/ic2rulh8NY

On 22 June - “reduce down leverage going into end of June ….flows wise this current period will be met with headwinds” https://t.co/tnfTd9plqq