Kevin Xu
yes subs get a front row seat to the power of my instinct every buy and sell live with receipts....
2 hours agoKevin Xukevinxu
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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The poster bought $RAM at $10.07 as a short-term, 2x levered memory bounce play, holding a position valued at $49,383.69. They also hold $568K of $DRAM in their 401k bought in the ~$48 range. The trade is supported by a memory bottleneck thesis with products sold out into 2028, and notes that Citadel acquired a sizable MU and SNDK portion.

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About Kevin Xu
Kevin Xu

Kevin Xu

By kevinxu

CEO @alpha_ai. Net worth $10,602,789.50. Current swing $IREN