Сигналы
1
u/iamshubhampathak
Reddit r/wallstreetbets
Винрейт
100.0%
доходность
+169.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
27 мар
$357.22
+169.6%
The Google AI memory compression paper is actually old news from April 2025, and AI memory demand still heavily outweighs supply. Algorithmic trading (TurboQuant) aggressively sold off memory stocks based on recycled headlines, creating an artificial, unwarranted dip. Buy the dip on Micron (MU) because the fundamental demand for memory remains intact despite efficiency gains. Broader market sell-offs due to geopolitical tensions (e.g., Iranian War mentioned in comments) could drag the stock down further regardless of fundamentals.
The Google AI memory compression paper is actually old news from April 2025, and AI memory demand still heavily outweighs supply. Algorithmic trading (TurboQuant) aggressively sold off memory stocks based on recycled headlines, creating an artificial, unwarranted dip. Buy the dip on Micron (MU) because the fundamental demand for memory remains intact despite efficiency gains. Broader market sell-offs due to geopolitical tensions (e.g., Iranian War mentioned in comments) could drag the stock down further regardless of fundamentals.
Память для ИИ
Показано 1 из 1 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У u/iamshubhampathak на Buzzberg отслеживается 1 торговых идей по 1 тикерам с марта 2026. Чаще всего покрывает: MU.
