Calls
2
u/hotforlowe
Reddit r/wallstreetbets
Win Rate
100.0%
return
+5.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Sep 09
$1021.34
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The author claims Chinese memory suppliers are coming to the table, which would lower component costs (e.g., next iPhone $20 cheaper) and pressure memory pricing. This supply-driven price compression would hurt incumbent memory makers' margins, making MU holders vulnerable. No specific timeframe or catalyst date is given beyond the next iPhone cycle.
AI Memory
Short
Sep 09
$1779.18
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The author claims Chinese memory suppliers are coming to the table, which would lower component costs (e.g., next iPhone $20 cheaper) and pressure memory pricing. This supply-driven price compression would hurt incumbent memory makers' margins, making SNDK holders vulnerable. No specific timeframe or catalyst date is given beyond the next iPhone cycle.
AI Memory
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u/hotforlowe has 2 trade ideas tracked on Buzzberg across 2 tickers since September 2026.
