| Date | Tweet |
|---|
| 2026-07-23T04:49:37 | $INTC and $AMD to sign CPU LTAs with Chinese customers for AI DCs (Reuters).
- Prices of some CPU products have risen more than 40% in China since the start of the year from sources.
- Month-on-month increases topping 10% for some products
CPUs were already a bottleneck, following CPU ratios du… → · 1149 likes · 327,538 views |
| 2026-07-23T04:35:37 | Just some notes from $TSLA transcripts:
Elon Musk: "I think Optimus will be the biggest product ever" from Q2 earnings transcripts.
Even from Q1, Elon Stated: "I think Optimus will be our biggest product. Not just Tesla's biggest product ever, but probably the biggest product ever.
And I remain c… → · 1728 likes · 377,219 views |
| 2026-07-21T17:41:05 | Wow, a historic single day recovery.
$SIVEF +30.89%
$IQEF +28.6%
$AEHR +26.53%
$CIFR +17.82%
$NBIS +17.3%
$AAOI +15.6%
$LPK +14.48%
$AXTI +14.12%
$MU +12.54%
$SNDK +12.8%
$SOI +11.1%
$TSEM +10.39%
$LITE +9.25%
$INTC +8.22%
$AMD +8.11%
$MRVL +7.27% → · 4564 likes · 668,804 views |
| 2026-07-17T03:16:07 | Kim Sunwoo of Meritz Securities: "This Is Not the Time to Sell Samsung Electronics and $SKHY"
They claim markets are excessively misunderstanding the situation with semis. And that DRAM shortage will intensify in the second half of this year.
- H2 2026: "suppliers can fulfill only 75%–80% of DRA… → · 1644 likes · 536,131 views |
| 2026-07-16T13:54:10 | Today, $MU announced it signed memory LTAs with $QCOM.
Interesting reaction to see Micron proceeded to drop 5.37% right after.
Doesn’t quite feel like there’s anything individually wrong with memory or AI names with all these structural agreements signed?
More like the tail end of deleveraging / … → · 2217 likes · 692,781 views |
| 2026-07-15T16:01:18+00:00 | @michaelsikand DRAM 20%+ hike for next quarter, $SNDK LTAs with $META, $MU 16+ LTAs.
Market: proceeds to sell off memory.
800G transceiver revision sharply upward? Lasers completely sold out into early 2029?
Market: sells off photonics and laser companies. → · 372 likes · 72,260 views |
| 2026-07-15T15:07:50+00:00 | I don't see any fundamentally wrong. There's probably going to be large corrections from time to time flush out margin/leverage before things move higher.
And this month seems like that time of year?
$POET confirmed your big optical giants like $LITE, $COHR are completely sold out for the next 2 … → · 261 likes · 33,712 views |
| 2026-07-15T03:08:23 | Well, looks like SLC NAND is forcasted to rise up 120-170% for H2 2026 per Trendforce.
There's $MU (21%), Kioxia (20%) as largest share, but clearer beneficiaries appears to be:
1. Winbond (2344): ~15% of the SLC NAND market
2. Macronix (2337): ~11% market share
3. SkyHigh Memory via Puya Semi: ~… → · 1042 likes · 408,595 views |
| 2026-07-13T00:45:13 | Just a semi recap TLDR:
- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term
- $SPCX Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL.
- PCB supply shortages are pr… → · 2042 likes · 666,769 views |
| 2026-07-07T14:03:29 | Just putting it out there:
If everything crashes together from $NBIS, $MRVL, $INTC, $SNDK, $AMD, $SIVE, $MU, $LITE, and others...
Which are all down -4% to -10%+ today so far.
Probably doesn't have anything to do with individual fundamentals.
Indiscriminate selloffs from things like cascading… → · 5092 likes · 1,229,049 views |
| 2026-07-06T21:14:10 | Was a sad few months for $RDDT. But glad it's finally back above $200.
Reddit was doing:
- $663M revenue w/ 91.5% gross margins
- $204M GAAP net income
- 45%+ fwd Y/Y growth after 69%+ growth.
- Net profit is ~30.7% of revenue
Felt very weird to see a profitable company get dragged down after ear… → · 826 likes · 364,150 views |
| 2026-07-06 | @VixOver20 They’re publishing stupid sensational reports.
By taking a new architecture then overreaching by saying the entire TAM will drop 40-50%.
It’s like if I said OpenAI optimized memory compression so $MU TAM drops 80%. → · 111 likes · 23,702 views |
| 2026-07-06 | Let’s just say I don’t think markets view them as objective anymore.
There’s been tendencies to post overreaching claims over a nuanced technical details. Like how $MU had no HBM4 share with $NVDA few months back.
I’m personally just listening to $NVDA direct statements and roadmap. → · 171 likes · 28,817 views |
| 2026-07-05T15:36:44 | Just some consolidated updates on memory:
- $MU leads new 1.5T Yen investment in Hiroshima ~$9.3B. (bullish read through for Disco, Advantest, Resonac, Towa) since capex is localized.
- Morgan Stanley pointed out NAND will continue to be in short supply into 2027 so $SNDK / Kioxia type players a… → · 2268 likes · 691,590 views |
| 2026-06-29 | @gurukid5995 Markets tend to rotate from bottleneck to bottleneck.
Memory from $SNDK to $MU was the market's main focus this month, while optical names like $AAOI corrected.
I think we'll see a rotation back into photonics eventually, it's personally my highest concentration theme. → · 336 likes · 53,994 views |
| 2026-06-26T07:47:43 | Just Elon Musk casually sounding the alarm.
On the massive demand + price hikes for $MU / SK Hynix / Samsung memory relative to supply.
He probably has higher visibility into the memory bottleneck than others… https://t.co/iszX0YJHuS → · 2411 likes · 1,087,837 views |
| 2026-06-26 | FYI, I posted ideas about $AXTI at $15, $AAOI at $30, $TSEM at $115, $LITE $300, $MU $300, $SNDK $400, $EWY $110, $SIVE $4.
$IQE $13, $SOI $44 and so on.
So when they finally have a massive correction due to macro drop the ideas are wrong? And most are still up a few hundred percent.
TW CPO names… → · 205 likes · 28,846 views |
| 2026-06-25T16:55:54 | Nah, gonna fill out the job application for $WEN and set up camp behind the dumpsters.
Even $MU and $SNDK ridiculous performance today couldn't save my port.
Cheering on Japan though, hoping Sweden gets mogged with a 2-0 to represent the 20% drop. → · 1009 likes · 538,797 views |
| 2026-06-25T14:51:04 | Feels like the only thing that hasn’t crashed…
Is memory like $MU, indexes, or large cap semis like Intel so far.
- Photonics from $AXTI to $SIVE down 40%.
- Space from $ASTS and $RKLB down 40% 1M.
- Popular AI names like $PLTR is down ~35% YTD.
- Software like $CRM down -40%.
- Bitcoin sub … → · 3023 likes · 839,344 views |
| 2026-06-25T03:45:23 | Very interesting statement today: $MU CEO predicts a multi-decade memory demand cycle driven by humanoid robots.
"Humanoid robots, he says, will require roughly ten times more memory than today’s Level 2+ autonomous vehicles."
"And that demand wave is set to begin before the decade is out."
Somet… → · 3552 likes · 1,063,930 views |
| 2026-06-25 | @AliTava2020 $DRAM is one of the more positive ETFs I have a view on since it's exposure to SK Hynix, Samsung, $MU, and $SNDK.
Which is everything people kinda want for memory exposure. → · 227 likes · 40,128 views |
| 2026-06-24T21:16:46 | Always amazing looking at $MU earnings:
Revenue: $41.46B vs. $35.8B est.
EPS: $25.11 vs. $20.78 est.
Forecasts:
Revenue: $49B to $51B, vs $43.24B est
EPS: $30.00 to $32.00, vs. $25.31.
“Micron said on Wednesday that it has signed 16 long-term agreements”
"When completed, we expect approximate… → · 2534 likes · 501,391 views |
| 2026-06-24 | @Zenctwill $MU earnings are probably a good read through on SK Hynix/Samsung, which is majority of KOSPI weighting (passively too). So seems more likely than not for SK index.
It’s also a positive read through on AI demand, which is why $LITE, $AAOI, and others jumped a tiny bit AH. → · 129 likes · 28,550 views |
| 2026-06-23T15:42:09 | Curious if anyone's portfolio is green after today's fun day.
$KORU: -32.06%
$SOXL: -22.98%
$IQE: -13.58%
$DRAM: -12.6%
$AXTI: -12.57%
$FLNC: -12.5%
$AAOI: -11.2%
$SIVE: -11.7%
$TSEM: -10.24%
$SNDK: -12.5%
$MU: -11.8%
Sk Hynix: -12.35%
Samsung: -9.6%
$MRVL: -8.3%
$LITE: -7.6%
$SOI -7.15%
$TSM: -6… → · 2433 likes · 783,540 views |
| 2026-06-19T12:19:38 | I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I'm glad I chose the literal top performers for each segment from $NBIS to $EWY leaps to $SIVE.
However, I still have p… → · 2374 likes · 853,958 views |
| 2026-06-19 | i personally don't see any chance of oversupply, if anything photonics/lasers will be extremely supply constrained.
it would be the same media playbook that went on with YMTC/CXMT earlier in the year with Chinese DRAM/NAND flooding narratives, now $MU, $SNDK, Samsung, and others are ATH. → · 136 likes · 24,336 views |
| 2026-06-18T14:54:06 | Just a reminder: 99% of X was bearish on memory 3 months ago...
Since then:
$MU $380 -> $1122 (+195.26%)
$SNDK $565 -> $2155 (+281.42%)
$EWY $132 -> $219 (+65.91%)
SK Hynix 849K -> 2.685M KRW (+215.5%)
Samsung 172K -> 362K KRW (+110.7%)
If you see a bunch of projections on https://… → · 2236 likes · 807,010 views |
| 2026-06-16T07:54:44 | I did say $MU looked like the next $NVDA. Now we're at a $1.23T MC.
Started talking more about Samsung Electronics/Sk Hynix back in 2025.
Put more concentration into the memory theme like $SNDK and others, Jan of this year.
And I'm glad my prediction with Micron + memory is https://t.co/u23M2Xa… → · 2089 likes · 863,279 views |
| 2026-06-16 | @The_AI_Investor thanks for baiting me in with a stupid rely.
I modeled $MU gross margins way ahead of time and got that spot on months before.
That's called pricing in earnings ahead of time. After that there were more DRAM/NAND hikes. → · 121 likes · 24,964 views |
| 2026-05-24 | AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections.
You're not bullish enough.
And it might be a good idea to stay exposed + own the keys of the AI Kingdom:
-> $AXTI controls the materials buildout with photonics.
-> $SOI controls the AI… → · 2665 likes · 549,651 views |
| 2026-05-23 | I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe.
Do you remember these thesis anon?
1. $AXTI
2. $SIVE
3. $AAOI
4. $LITE
5… → · 4991 likes · 1,757,190 views |
| 2026-05-22 | ??? $RDDT is literally lower IQ than $IREN investors?
I didn't do all this research on $AXTI ...
Just for you all to make 380% on it, call it a $MU memory competitor and then a scam?
The lack of technical literacy is exactly why I got banned from there. https://t.co/sgrFTgcwfM → · 858 likes · 345,228 views |
| 2026-04-23 | Not the best idea to feel FOMO about the new “bottleneck” in every news cycle.
It’s going from:
$NVDA GPUs -> $MU Memory -> $IREN Power -> $LITE EMLs -> $SNDK Memory -> GPUs -> $AAOI transceivers -> Advanced Packaging -> Transformers -> $INTC CPUs… etc
And next would be stuff like $LPK glass sub… → · 2812 likes · 339,954 views |
| 2026-03-25 | Google's TurboQuant...
And it's effect on $SNDK, $MU, SK Hynix, and others:
What it does:
-> 6x reduction in KV cache memory footprint
-> 8x Speedup on H100 GPUs
It's a compression algorithm.
Now... Will it beat down memory?
-> Prob not.
Implications might be bullish for $ARM and others though… → · 686 likes · 111,505 views |
| 2026-03-24 | @HeLiuLeo I ended up preferring SK Hynix over $MU at these levels, but memory as a whole is a good long.
Lot of LNG/helium/crude fears don’t really impact opex much. And demand looks structural past 2028 → · 38 likes · 11,378 views |
| 2026-02-24 | Year to Date: 412.72%
Lot of it is just picking the right sector, profiting off of Jane Street algos weekly, and a bit of luck.
In terms of bottleneck longs, these are currently my favorite:
1. Memory - Samsung, Sk Hynix, $SNDK, $MU, $SIMO
2. Photonics - $LITE, $COHR, $AAOI, $AXTI, (maybe Ya… → · 3849 likes · 1,001,737 views |
| 2026-02-24 | $MU - ended up liking SK Hynix more but safer made in America play
$AXTI long way to go, 1 year wait until extreme shortage hits. Prob my favorite in photonics sector for return potential
$EWY - tail end of Vega expansion, IV will likely send it a tad higher. But if you’re buying calls do it becau… → · 43 likes · 4,745 views |
| 2026-02-20 | 71% IV $MU (1 week) volatility.
vs.
40% IV $EWY (same day) volatility.
Just putting it out there… 2028 OTM leaps benefit from once a generation IV volatility mispricing.
This is a structural shift from AI memory supercycle.
Especially when MMs are looking at historical 10 year flat periods … → · 393 likes · 102,108 views |
| 2026-02-20 | $EWY looks like it's about to get more volatile.
Market makers might not be pricing in leap option IV correctly as IV may expand past 55%.
Two reasons due to unrealized (but upcoming) volatility.
- 10X leveraged Samsung / Sk Hynix through Defi are here as they begin ramp-up.
This creates a gre… → · 305 likes · 174,227 views |
| 2026-01-25 | TLDR of my top foreign stocks:
1. Nitto Boseki - T-Glass (Japan)
2. Unimicron - Substrates/Glass Core (Taiwan)
3. Samsung/SK Hynix - HBM (Korea)
4. Kioxia - NAND w/ $SNDK (Japan)
5. Nanya Technologies - Memory (Taiwan)
US supply chains like $INTC (foundry), $MU (memory), or $LPTH (germ… → · 744 likes · 351,357 views |
| 2026-01-25 | People are long $MU / $SNDK for "The Memory Supercycle".
Or "Copper" because of demand.
But is obvious trade in front of you?
$BBW - Build a Bear.
5y Return:
Teddy Bear: 1301.55%
Nvidia: +1,258.68%
While you're fighting for crumbs in the GPU/Memory/Copper supply chains, you could have just bou… → · 573 likes · 150,065 views |
| 2026-01-25 | @sarfatti_IR Yeah this is incredible for $MU and all these price hikes break traditional modeling.
I did some calculations again and forward p/e might compress to ~8.2-8.5 of 77.2% gross margins
The valuation can’t keep up with the stock price → · 11 likes · 2,442 views |
| 2026-01-25 | @TechEquityEng With this insane price hike, some napkin math calculations might bring $MU back to forward p/e ~8.9 from previous expectations.
Micron fundamentally keeps getting cheaper every day and stock price can’t keep up. → · 33 likes · 5,741 views |
| 2026-01-25 | @DheerajNam Wow thanks for pointing out that it’s actually more than a 100%+ increase. I missed that.
These numbers just break traditional modeling estimates for companies like $MU, $SNDK, SK Hynix, and Samsung. → · 20 likes · 3,840 views |
| 2026-01-25 | This was just NAND prices that were raised to 100%. DRAM prices were also raised by ~10-15% above estimates.
This is a massive gross margin expansion for companies like $SNDK, Samsung, $MU, and SK Hynix.
Fwd blended gross margins for $MU might actually be 77%+ from 68%... I just did napkin modeli… → · 26 likes · 5,447 views |
| 2026-01-25 | Holy crap. This just happened:
"Samsung increases NAND prices by 100%" - ETNews
Estimates were 33-38% Q/Q growth - Trendforce
This is an absolute shock.
It's called the "Memory Supercycle" for a reason with $MU, Samsung, and SK Hynix + $SNDK.
In simpler terms:
That extra 65% increase (from 35… → · 1339 likes · 635,003 views |
| 2026-01-25 | @jukan05 Wow. I've seen DRAM estimates be ~55% – 60% and NAND ~33–38%.
So the jump to 100% is just... unbelievable.
Memory supercycle for a reason with $MU, Samsung, and SK Hynix. This is going to be fun when markets open. → · 118 likes · 17,450 views |
| 2026-01-25 | I'm genuinely amazed by X.
I started posting in September, and now I have 47,000+ followers! Thank you all so much.
I'm happy I met so many cool people here when talking stocks from $MU to $NBIS.
日本の皆様に感謝 🙇♂️
한국 팔로워분들께 감사
And I'm humbled people find my content interesting enough that people wo… → · 915 likes · 99,887 views |
| 2026-01-23 | @Lotharinvest I’m aware of $AEHR, it has the structure of a moonshot (eg. $5.5M Sonoma order recently in line with $MU HBM4 16-hi qualification phase) as you mentioned. No confirmed links yet. → · 12 likes · 3,797 views |
| 2026-01-23 | I've hold positions in the $MU that markets sleep on:
Unimicron.
This one is an incredible long at $16B as they're foundational for:
- $MU and Samsung memory substrates
- $NVDA Rubin/Blackwell
- TSMC for CoWoS process
- Apple (iPhones and M-series)
- Google TPUs
- AMZN/Hyperscaler ASICs
- Intel f… → · 454 likes · 112,732 views |
| 2026-01-22 | @Lotharinvest $MRAM does not sit inside the $NVDA / $MU HBM4 stack. → · 31 likes · 43,725 views |
| 2026-01-22 | Yeah, $RMBS is a sleeper pick. Samsung went out and said "availability of Rambus HBM4 IP solutions will be critical".
They're just profiting off Samsung, Sk Hynix, and $MU off during memory cycle with 81%+ gross profit margins.
They don't quite get the same pricing power like the big three do but… → · 70 likes · 16,145 views |
| 2026-01-22 | Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$ADEA ($2.18B) - Hybrid bonding
$ACLS ($2.9B) - Ion implantation
$FORM ($6.43B) - HBM wafer testing
$ONTO ($10.6B) - Pack… → · 1242 likes · 353,393 views |
| 2026-01-22 | $RMBS is a good shout, I have positions in it.
Reminds me of $ARM but for HBM, pretty nonexistent in retail eyes.
It doesn’t get the same pricing power like $MU but all its licenses to sk Hynix, Samsung, and micron should pay dividends. Gross margins are crazy high
Id expect it to get rerated as… → · 36 likes · 16,720 views |
| 2026-01-22 | $WMT trades at 40.43 forward P/E.
Yes, Walmart the bath towel reseller that's growing revenue 4.9% Y/Y in line with inflation.
$MU trades at 11.6 forward P/E growing revenue 133% Y/Y, and EPS 319% Y/Y.
There's a long way to go for Micron, looking at prices alone is a not the brightest way to in… → · 116 likes · 19,694 views |
| 2026-01-22 | It's extremely easy to overthink things with qualification risk or Sk Hynix ramp + competition.
$MU has the biggest moat in the world:
US national security + Made in America supply chains.
The White House + US hyperscalers won't let $INTC or $MU fail. And it's trading at 11 forward p/e.
This i… → · 145 likes · 27,072 views |
| 2026-01-22 | $MU looks like the next Nvidia.
When Nvidia was $400B (now $4.5T+), markets thought GPUs were a short-term cycle.
Same with memory today.
AI has broken that cycle.
With the same "Made in America" and White House backing like $INTC:
Don't overthink things with Micron. https://t.co/LBhbVjoKGz → · 1896 likes · 3,267,751 views |
| 2026-01-21 | So this is just an oversimplified bull case scenario for $MU.
There's obviously bear cases too, one being HBM4 qualification execution risk for stuff like $NVDA Rubin that @MarkosAAIG mentioned.
Similar thesis with $INTC here, Micron is in the US.
US government likely tarrifs on hynix/samsung to… → · 37 likes · 9,016 views |
| 2026-01-21 | @GVDInvestor Completely agree, having the former chairman of $TSM buy $8m of $MU on the open market last week is a bullish tell. → · 26 likes · 5,107 views |
| 2026-01-21 | @Thomas_james_1 Just reminds me of $NVDA during the rise to $4T+ valuation where everyone kinda knew it would go up.
Now it’s starting to feel the same with $MU in round 2. → · 26 likes · 6,935 views |
| 2026-01-21 | @davesetton Like the others said i personally wouldn’t want to time the market with $MU.
It’s your decision in the end but in my opinion there’s a lot of re-rating to do given its fwd p/e is still 11. → · 16 likes · 4,204 views |
| 2026-01-21 | $MU forward P/E is still ~11.6
It's projecting:
- 133% Y/Y Revenue Increase
- 319% Y/Y EPS Increase
This is called the memory supercycle for a reason.
Even after a 40%+ this month, it's still hasn't even been fully re-rated yet.
At current prices, it would still be valued like a slow growth co… → · 1000 likes · 908,913 views |
| 2025-12-26 | HBM was a critical bottleneck in 2025 and we've seen that with $MU and SK Hynix.
Just researching components used for future hyperscaler ASIC deployments, the whole industry is moving to photonics.
If we go to the bottom of that supply chain it's just two companies for INP substrates. Which is ab… → · 67 likes · 36,169 views |
| 2025-12-17 | Just In: Amazon's $10B OpenAI Funding and The AI Supply Chain Ripple Effect.
$AMZN is set to invest $10B+ in OpenAI at a $500B+ valuation
Why this is a MASSIVE structural shift for AI stocks:
1. De-Risking the AI DC trade: ( $ORCL, $CRWV, $APLD, $CORZ )
With the SPEED Bill mentioned earlier, th… → · 89 likes · 87,243 views |
| 2025-12-15 | はい、多くの人が $MU （マイクロン）とメモリがAIチップの構築において中心的な役割を果たすという見解を持っていました。しかし、レポートによるマージン縮小の懸念や、中国関連の懸念があり、人々は自分の見解が実現するのを待つ代わりに、結局は損失を抱えることになってしまいました。
今やメモリは不足しており、初期の人々がずっと正しかったことが証明されました。しかし、彼らはこの大幅な株価上昇の後には、もはやその株を所有していません。
現在、私たちは $NBIS のような銘柄でも同じ状況を目にしていると思います。皆、1年後にはロボタクシーと並んでAI版のアマゾン ウェブ サービス (AWS)** に… → · 22 likes · 8,398 views |
| 2025-12-14 | FinX is a bubble.
Same with traders on /r/wallstreetbets.
People own the same stocks $NBIS, $TE, $ASTS, $HOOD, $RKLB, $IREN, $KRKNF, $ONDS, $SOFI, $AMD, $TSLA and others.
However: It’s a positive thing.
I’ve seen this on repeat again and again throughout the years.
Short term when people buy … → · 359 likes · 188,938 views |
| 2025-12-12 | Broadcom [ $AVGO ] earnings results and its effect on the AI sector like $LITE and $NBIS:
Broadcom's ER was "double beat" with $18.02B revenue (+28% Y/Y) and $1.95 EPS, beating consensus.
But AVGO dropped -11.64% and brought down the AI sector.
Is this a buying opportunity?
Yes.
Broadcom is se… → · 130 likes · 29,196 views |
| 2025-11-25 | It’s hard for anyone in the AI space not to be bullish.
Capex is ramping up. Exponentially.
And flowing directly down to:
Neoclouds: $CIFR, $NBIS, $WULF, $IREN,
Connectivity: $ALAB, $CRDO, $CLS.
Energy: $VST, $FLNC, $TE, $EOSe
Semi/foundries: $NVDA, $AMD, $GOOGL, $TSM
Memory: $SNDK, $MU, … → · 278 likes · 119,311 views |
| 2025-10-22 | @AkaliOnYT Yeah /r/wallstreetbets is a great bottom signal for $NBIS and others.
They’re often directionally right long term $RKLB, $HOOD, $TSM, and $MU but have 1 month long attention spans.
It's a special skill to convince yourself to do the opposite. → · 39 likes · 4,351 views |
| 2025-09-25 | @taleino93 add $OPEN, $MU + $OKLO weeklies, and SPY 0DTE if we wanted to follow the WSB crowd.
I'm 80% convinced Citadel and others just want retail to lose money there.
But yeah your basket also is pretty promising. I need to bookmark this to see how well it performs next yr. → · 2 likes · 2,766 views |