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pre mkt thoughts
MU @ 810, SNDK @ 1530 SMH @ 575 pre mkt - very strong bounce across memory names - sets up into some interesting trades to take on NYO.
Citrini dropped a new ticker - $WOLF. this is currently up 22% in pre market and was up almost 40% at one point... take about crazy moves. However, bear in mind $WOLF is pretty much a cheap binary play @ 2B mkt cap (then) on the SiC thesis....either this works or it doesnt and the company goes back into bankruptcy because of its capex. for those who arent familiar, go read the lore. it's quite juicy
Away from that, Unitree dropped its newest robot demo. The only issue i have with the robotics theme is that many of the leading companies are private at the moment. Unitree is also gearing up for an A share listing...which means no access for non chinese citizens broadly....
Leopold is also due to drop his 13F this week - fwiw - if he goes down the energy track, i suspect he will be adding a nuclear name into his list. Again - all these are conjectures and we should find out pretty soon!
Good luck!