degentrading
Verified record/TRACE receipts
Score—W·L0·0Win—
Avg-2.0%Win50%
Shows
Top tickers
NBIS21 calls
META16 calls
SKHX13 calls
CRWV13 calls
NVDA12 calls
SKHY11 calls
SHAZ9 calls
SNDK7 calls
MU6 calls
BTC6 calls
Speaker record
KIOXIA/long/tweets
Kioxia ($285A) is absorbing Bain's entire exit quietly — the last time Bain sold, the stock went on to do a 5x from that level
$285A is also about 6% higher. Again, this stock has been remarkable in absorbing all the sell flow from Bain's exit.
Peak+0.2%
NBIS/long/tweets
NY DC ban selloff in neoclouds is panic noise — inference demand, 2-year payback cycles, and NVDA-backed financing make NBIS the next memory trade
Everyone wanted to buy $NBIS at 290, yet at 190 everyone is scared. Markets never change.
Peak+1.8%
SKHY/long/tweets
SK Hynix at 4-6x 2027 EPS trades near its structural floor as the HBM shortage extends to 2028+, with $0660 already up 8% today confirming momentum
$0660 is up 8% today (as of now, the spread between $SKHY and $0660 is at about ~35%).
Peak+1.0%
KIOXIA/long/tweets
Kioxia ($285A) absorbs Bain Capital's full exit and trades up 6% — a prior 5x after Bain's last sale signals the overhang is gone and structural NAND demand drives the next leg