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Published 24 Jun 2026, 08:25 UTC · fetched 20 Oct 2026, 08:29 UTC
kook
@KookCapitalLLC
micron earnings tonight imo the memorty trade is intact despite the recent unwind there is infinite demand for intelligence thus there is infinite demand for memory $mu going up from here https://t.co/DaF6xWNmrZView original on X ↗
Deterministic: the same prices and policy always give the same result
unresolved Price missing or stale within toleranceNo price is estimated or interpolated. The outcome stays unresolved until a valid observation exists.
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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