$SIVE
After recent pullback and slowly grinding back up, I thought maybe the shorts were finally backing off.
But today the borrow fee jumped back to 45.5%.
Looks like some shorts still can’t resist pressing harder. Are they getting impatient again?
@aleabitoreddit Japanese materials companies often sit on real supply-chain chokepoints, but they rarely monetize that power aggressively right away. How about Korean?
@aleabitoreddit Someone getting paid?
First pushed the $MU / HBM4 “no Nvidia Rubin demand” — completely wrong.
Now drop a CPO “delay” note, while Nvidia says Spectrum-X CPO mass production + deliveries in 2H26.
At what point do we stop calling this “research” and start asking who benefits?
Someone getting paid?
First pushed the $MU / HBM4 “no Nvidia Rubin demand” — completely wrong.
Now drop a CPO “delay” note, while Nvidia says Spectrum-X CPO mass production + deliveries in 2H26.
At what point do we stop calling this “research” and start asking who benefits?