MU/long
CXMT IPOs at just ~$80B cap on $50-60B revenue — the DRAM supercycle is wildly underpriced, and Micron is the direct US-listed beneficiary
Who the hell priced the CXMT IPO???
Peak+1.8%
Zephyr's CXMT IPO pricing shock — IPOing at ~$80B cap on $50-60B revenue — is a direct signal that the DRAM supercycle is wildly underpriced. Routed to Micron (MU) long on Hyperliquid perp as the closest US-listed pure-play DRAM peer, with the CXMT STAR Market IPO on July 16 as the near-term catalyst.
originalWho the hell priced the CXMT IPO???