MUU/USDT OI 5min Up 17.44% $2.82M rose to $3.31M, Price 0.36%, New Longs Entering
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smart_money7/23market
MUU/USDT Smart Money Whales Bullish Long $1.28M to $1.41M AvgEntry $36.20, Short $996K to $964K AvgEntry $35.29, L/S Ratio 1.46
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meme7/23meme
$INTC and $AMD to sign CPU LTAs with Chinese customers for AI DCs (Reuters).
- Prices of some CPU products have risen more than 40% in China since the start of the year from sources.
- Month-on-month increases topping 10% for some products
CPUs were already a bottleneck, following CPU ratios due to AI inference...
But the broader trend of LTAs seems to be appearing from:
- Memory, with $MU, Samsung, $SNDK, and SK Hynix signing DRAM/NAND LTAs.
- Photonics, with $LITE, $COHR signing EML LTAs. And recent Trendforce reports that $AMD and hyperscalers are now pursuing CW LTAs.
And I'm sure there's many more from MLCCs to all the way to substrates.
+1 for the bottleneck investors... hard to be a "bubble that pops" if you have take or pay demand spanning multiple years.
75·ALong
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meme7/23meme
🚨 JUST IN: On Tesla's Q2 earnings call, Elon Musk said Micron gave Tesla a "significant" allocation of memory chips.
Semiconductor Memory Stocks Continue Surging: Is It Time to Go All-In on the AI Memory Boom?. Introduction Semiconductor memory stocks delivered meme-like gains overnight as Micron Technology soared on blockbuster earnings
Stocks making the biggest moves midday: Coinbase, Micron, Nebius, Hasbro, Utz Brands & more https://www.cnbc.com/2026/07/21/stocks-making-the-biggest-moves-midday-coin-mu-nbis-has-utz.html?taid=6a5fa50e1e90770001880129&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter