Episode

2 calls

It was only yesterday that $SKHY / $0660 was getting decimated in markets on any news (…

x/Jul 14/source only

Two long trades from @degentradingLSD: SKHY (SK Hynix) recovering from indiscriminate selling confirmed by +22% reversal, and NBIS (Nebius/neoclouds) oversold on a NY DC ban that has zero real impact since NY has no data centers.

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Latest calls

SKHY/long

SK Hynix was crushed on indiscriminate selling; markets converge to fundamentals, and the +22% single-day reversal confirms the overreaction is unwinding.

It was only yesterday that $SKHY / $0660 was getting decimated in markets on any news (good, bad). Markets can turn on a dime.

Peak+5.0%

NBIS/long

NBIS sold off on NY banning new data centers for 1 year, but NY has no DCs — the selloff is a pure overreaction with zero fundamental impact.

Today we have neoclouds and $NBIS down on NY banning DCs for 1 year - a state that doesnt have any DCs.

Peak+2.7%

Machine-readable

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