Giovanni Di Grezia @xgiovio: "I’m initiating short positions on..."

Italy

I’m initiating short positions on $MU (Micron Technology, Inc.) $WDC (Western Digital Corporation) and $SNDK (Sandisk Corp/DE) . Despite strong AI‐driven demand and the leaders’ solid data-center positioning, these names remain highly cyclical. With zero overnight fees, I’m taking advantage of anticipated near-term and long-term pullbacks.

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