CEO/CIO at @LuptonCapital and @FirstWaveFund, long-biased hedge fund, focused on undervalued growth stocks that can triple within 3 years, we love big catalysts
Memory stocks ALL bouncing off their 50% fibs retracement from July lows... that's some insane correlation but not surprising since they're part of the same trade/theme
$DRAM $MU $SKHY $SNDK
Lots of the ai infrastructure names that ripped higher off the July lows are now testing the 50% fibs retracement, here are some examples:
$NBIS $AAOI $ORCL $CRWV