Jin Kang(@TheJinKang):People don't seem to understand that most hedge funds in the US have missed out on the memory cycle. They didn't properly size their conviction in the past six months and with this sudden wind down, I imagine most funds will start loading up names like $MU $SNDK

Jin Kang

@TheJinKang

Learning how to think | @princeton

Joined June 2021

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Jin Kang@TheJinKang

2026.07.03 19:18

People don't seem to understand that most hedge funds in the US have missed out on the memory cycle. They didn't properly size their conviction in the past six months and with this sudden wind down, I imagine most funds will start loading up names like $MU $SNDK