VOIDREMI

Micron bounced almost 12% in a single session and my feed flipped from funeral to party overnight. I want to slow that down, because a violent bounce after a violent drop is not the same thing as an a...

Micron fell about 4% today and my feed is already full of people asking if the memory trade is over. I want to walk through why I am sitting still, because I think the gap between what moved and why i...

A 4% down day is exactly the kind of move that makes people do something they later regret. Today it's Micron. Let me explain why I'm sitting on my hands, because the discipline matters more than the ...

🚨 Oracle Q4 tonight. The backlog is a USD 553B monster and OCI ran 84% last quarter. Beat or miss, the ONLY number that matters is whether they convert that backlog without blowing up margins or capex. That is the entire trade.