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Quality over Cheap: What CompoundingAlpha sees in Axon, Palantir, Toast, and FTAI Aviation
$PLTR $AXON $TOST $FTAI
Bluesky · Hashtag
#$DRAM
32
posts · 30d
21
users
1
posts / day
1.5
posts / user
+ 14% vs last week
#$DRAM is an active hashtag on Bluesky. In the last 30 days, 21 people shared 32 posts with it — around 1 a day. Activity is up 14% versus the previous week, peaking on Jul 14 with 4 posts.
#$DRAM posts per day (last 30 days)
Posts with #$DRAM
Will start adding to $DRAM today. Should be full position over 2-3 days. To hold until opex week then reassess.
3 0 8
speaking of Cathie I wrote and pinned a tweet in 2021 - my concern was her AUM doubled in two months...
$DRAM says hold my beer.
the etf has been trading for 38 days and has had cumulative inflows of $12.2 bil -$321 mil per day.
These numbers are unprecedented in market history
Be very afraid
3 2 29
$DRAM has filled the May gap - and has had exactly one day of meaningful outflows in its brief history (followed by back to back over $1 bil inflows)
popcorn
0 2 8
S&P 500 завершил июль примерно на том же уровне, что и в начале месяца, в то время как акции полупроводниковых компаний ($SOXX ETF) упали на 21%, а акции компаний, производящих память ($DRAM ETF), на 32%. Это произошло после параболического роста этих акций, который превзошёл рост в начале 2000 г.
0 0 0
S&P 500 завершил июль примерно на том же уровне, что и в начале месяца, в то время как акции полупроводниковых компаний ($SOXX ETF) упали на 21%, а акции компаний, производящих память ($DRAM ETF), на 32%. Это произошло после параболического роста этих акций, который превзошёл рост в начале 2000 г.
0 0 0
Will start adding to $DRAM today. Should be full position over 2-3 days. To hold until opex week then reassess.
3 0 8
You cannot buy China's #CXMT in the US. You can buy the Roundhill Memory ETF ($DRAM), which has $627 million riding on it. $SKHY $MU
aistockwire.com
Roundhill Memory ETF (DRAM) adds CXMT in a $627M swap
The Roundhill Memory ETF (DRAM) now holds $627.5M of CXMT via a total return swap, a 2.52% weight, days after its Shanghai listing. Full holdings and weights.
0 0 0
since Ben Reitzes had his peculiar appearance on CNBC $DRAM is down 35%+, $MAGS is essentially flat, while $IGV is up 5%+
John @roqueig.bsky.social
really not sure I understand what Ben Reitzes was just trying to say on CNBC. Also not sure I liked the confidence with which he said it. I've found it important to be very careful when analysts speak that way. Too much confidence is typically not a good sign
0 0 0
Sold August 7th 45p CSPs on $DRAM. BOFA on DRAM: x.com/markflowchat...
"We completed our weekly channel checks today, and found that more Tier 2 OEMs and module makers agreed to pay 15-20% higher PC DRAM contract prices for July vs June. This implies a 30-40% QoQ increase that exceeds consensus"
1 0 1
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