DRAY

13.8910.45%

Jun 24 at 05:57 AM

semis down almost 8% in one session tells you how crowded this got. everyone was levered long the same five names. when it unwinds it unwinds fast 🫠

C

Captain's Watch

[Task Coins Giveaway] Daily Market Talk — Chip Rout Before Micron's Make-or-Break Night

After today's memory crash and with Micron set to report tonight, is this a dip worth buying or the first real crack in the debt-funded AI capex story?

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