publisheddirectional thesisLONGothernot an explicit trade
MU directional thesis
Micron is the next Nvidia; the obvious memory chip leader after detaching from the noise. All in.
$523.93entry snapshot
pendingcurrent snapshot
— pendingsince mention
“I swapped everything, including my position in Meta, straight into Micron. All in. it feels almost absurdly obvious where this is going. Micron is the next Nvidia.”138:25claim_id
mcl_b1657680244f29d3d2open evidence ↗Classification directional thesis
Human-reviewed public claim.
Evidence span 138:25
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