Called it yesterday:
TurboQuant is selling off like memory is dead.
But this paper's been out since Apr 2025, and 3-bit / 4.8x KV cache compression was already a thing in 2024. Old news.
Good thing I bought the MU dip.
https://x.com/gaoj0017/status/2037532673812443214
Posted by Critical-Gene-1422
9 Comments
Bought some MU yesterday and today
The MU dip is not about turbo quant. Its profit taking and sk hynix and chinese dram makers. The war and oil crisis can possibly means unbanning Chinese dram like the usa did with Iranian oil.
Loaded up on SNDK and WDC yesterday and today 🤑
https://preview.redd.it/qg45eima4prg1.jpeg?width=1170&format=pjpg&auto=webp&s=d23290fe3583dec698eba2b842499d418ccd3c21
Still dipping 😬
But so stupid old news is all of a sudden “new” news
I think it could cool down a bit more. Depending on your average, it could still be a good time to add.
I don’t think the market is this dumb to react to old news, this paper has been out for a while.
Am I supposed to know who and what any of those things are aside from the ticker?
I think that you’re looking at the price last week, and comparing it to this week, and then calling it a drop… without looking at the past 6 weeks where it’s still way up.
i think MU and SNDK will continue up, but i believe they will both continue downward another 10-15% before heading back up. so while i dont think youre wrong, i do believe youre early.
This confirms my SNDK put. WSB is always wrong