grow your pile

grow your pile

Market Intelligence Report

We ran the same trade twice and ended up with two butterflies that can't lose

SQTC Squared T Capital Online's avatar
SQTC Squared T Capital Online
Jul 30, 2026
∙ Paid

The panic we sold into on Tuesday unwound in a single session.

Two days ago we wrote about a memory complex being taken apart — Sandisk down 55% on the month, Marvell 43%, Intel 40%. Today:

Look at tho…

User's avatar

Continue reading this post for free, courtesy of SQTC Squared T Capital Online.

Or purchase a paid subscription.
© 2026 Grow Your Pile · Publisher Privacy ∙ Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture