How to protect against Memory Volatility - A Recipe to Protect Gains

Musings from BluBird Capital, July 7th, 2026

Jul 07, 2026

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Overnight, Samsung reported preliminary second quarter results: revenue of 171 trillion won, up 129 percent year over year, and a record operating profit of 89.4 trillion won, a 19-fold increase from the year-ago quarter. The stock fell more than 8 percent. Micron traded down to the low 940s after hours, well off its record high, and the memory ETF foll…

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