Storage shorts—going all in and taking the whole haul 🔪
$MU Micron, $SNDK SanDisk, $SKHYNIX Hynix: all three short positions are firmly in the green, with just under a million U in the bag. The squeeze on the AI financing chain is only just getting started. Once Japanese stocks crack, high-flying semiconductor and memory stocks are the first to plunge.
The timing is absolutely nailed. Holding the shorts. Storage, just die already.
$MU Micron, $SNDK SanDisk, $SKHYNIX Hynix: all three short positions are firmly in the green, with just under a million U in the bag. The squeeze on the AI financing chain is only just getting started. Once Japanese stocks crack, high-flying semiconductor and memory stocks are the first to plunge.
The timing is absolutely nailed. Holding the shorts. Storage, just die already.
