Bought the dip on $SKHYNIX and closed both trades for profits of +326K U and +282K U, with returns just over 16%. My $SNDK and $SKHYNIX long positions are still up +110K / +120K U, while a $BTC short I took along the way has hit a +191% return.
I called the storage rebound early and nailed the timing.
Do Xingchen’s fans still remember that a week ago, during the livestream, I told you at the top of my storage that a huge crash was coming? Didn’t you all disbelieve me?
$SKHYNIX long trade closed out—feeling great today.
Entered around 822.7 and closed at 866.5. With 3x leverage, that move netted +16.55%, putting just over $280,000 in the bank on a single trade. Sentiment around the storage sector has been strong this time; it feels great when you get the timing right. Still holding my core position—I'll keep riding it.
The professor will always save you! Hold on tight to the long position opened at $SKHYNIX 822.7, ride it all the way to 860+, and lock in an unrealized profit of +13.55%. If Hynix pulls back and holds support, that’s an opportunity. Get the timing right, then hold on—don’t let go.
I'm here to save you! SK HYNIX got slammed down to -14% at one point during the day, so I casually went long and bought the dip. Now I'm up +6.89%, with unrealized P&L of +119K U and counting. Panic selling creates the best opportunities to make money. $SKHYNIXUSDT
Fully closed the short positions on the storage trio, going from an unrealized loss of 800,000 U to banking 1.45 million U in a single day.
$MU $SNDK $SKHYNIX Shorted all three legs in sync and rode out the overnight pullback. Closed everything out in one go this morning. Nailed the timing during this AI valuation squeeze.
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.
All our short positions in storage and semiconductors are in the green: SK Hynix, Micron $MU , SanDisk $SNDK , plus $HYPE —we went all in on shorts. The squeeze on the AI financing chain is only just getting started. If Japanese stocks crash, these high-flying semiconductor and storage names will fall the fastest.
We’ve nailed the timing. We’re holding our shorts—just sit back and watch, guys.
SK Hynix $SKHYNIX and Micron $MU perpetual longs are all in the green, and we’re holding our positions steady. The thesis is simple: the midterm elections + Anthropic’s IPO are driving this rebound in tech and memory stocks.
Called it, and it shot straight up. When you’ve got the timing right, just hold on and make money. Who’s already on board?
Gold and silver are plunging, U.S. tech stocks and storage hardware are plunging, China’s STAR Market and ChiNext are plunging, and the South Korean market is following suit.
Markets are broadly down worldwide, but things are looking good on the professor’s end. I managed to hold on through this rebound, and I’m keeping my storage shorts open.
Short position $MU is up +5.84%, and short position $SNDK is up +6.18%. Both positions are still open. Keep shorting this storage bubble.
Only turning bearish now? You’re a full 17 days behind me 😄
I shorted this AI compute bubble while everyone was still shouting “infinite expansion.” The logic isn’t complicated: once creditors stop keeping alive companies that pile up GPUs with leverage and rely on renting out computing power to pay their debts, their valuations can’t hold up.
$MU $SNDK Both positions are comfortably in the green so far. I got the timing right; now all that’s left is to hold on.