Casino Covering

I covered this morning’s speculative package shorts (still there with what I started the day short, though!)

* ($MU) $917.99

* ($SNDK)   $1576.55

* ($AMD)  $494.12

From earlier today:

The Casino (Part Deux)

I (unemotionally) added to my speculative short package in premarket:

* (MU) $972.02
* (SNDK) $1,632.11
* (AMD) $515.09

Given the volatility I will remain very small in these trading short rentals.

Again, this is not for homegamers – I am just being transparent.

Positions: Short MU VS SNDK VS AMD VS

BY Doug Kass · May 27, 2026, 8:54 AM EDT

The Casino (Part Deux)

I (unemotionally) added to my speculative short package in premarket:

* ($MU) $972.02
* ($SNDK) $1,632.11
* ($AMD) $515.09

Given the volatility I will remain very small in these trading short rentals.

Again, this is not for homegamers – I am just being transparent.

Positions: Short MU VS SNDK VS AMD VS