1. $WEN is today's meme ticker, with the sub flooded by Wendy's YOLOs, new CEO hype, and pure FOMO energy. Some DD floats a screwworm cattle thesis and a DCF in the $8-11 range, but this crowd isn't reading DCFs. High engagement, large positions, classic pile-on. Treat it as a contrarian signal, not a trade thesis.
2. $MU jumped ~9% after reporting revenue that roughly quadrupled on a memory crunch. The crowd that held through the fear posted gains today. Real catalyst, not a meme. If the memory cycle is genuinely turning, semis could find some footing here.
3. $MSTR's unrealized loss reportedly crossed $12.5B, which the crowd is noting is bigger than Archegos at its worst. Not a crowd trade today, just a data point worth watching. If bitcoin stays heavy, that number doesn't get better.
Aggregated and distilled by Two Sentence Traders. Not financial advice.