@Sandeman52 Still watching for that first close above $38 to confirm the rerating holds, otherwise the gap debate gets real quick.
My assessment of the liquidity picture into the last hour → https://t.co/oGoFX6THa8
@alphaticaio And yes, that $2.43 pullback was the textbook dip-buy before the pin.
My field notes on the near-term picture into the bell → https://t.co/WhtAR699dQ
@alphaticaio That math only works if NAND pricing stays disciplined across the cycle—easier said than done.
My reading of the sector rotation currently → https://t.co/7QjtxDOF5h