Paid Daily · Resources · Ask Plutus
Four Chip Names, One Expiration, One Very Short Clock
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Chapters8 segments · tap to seek
ticker lesson
Breakdown
0:04lesson
Options activity analysis
- Unusual options activity on the tape
- Signal vs. Noise approach
- ZeroHedge inspired session
- Short-dated calls in tech names
1:59Micron· ticker
Micron — 10k calls bought at $44
- 10k October 2nd 1,000 calls bought
- 44 million in premium
- Break even at $1,044
3:38SanDisk· ticker
SanDisk — 14 days to expiration
- 14 days to expiration October 2nd
- 1,600 calls purchased
- 41 million in premium
- Break even at $1,697.60
3:39Intel· ticker
Intel — 20k calls bought at $365
- 20k October 2nd 115 calls
- 7.3 million in premium
- Break even at $11,860
3:40Marvell· ticker
Marvell — 3,500 calls bought at $11
- 3,500 October 2nd 250 calls
- 3.85 million in premium
- Break even at $261
3:41lesson
AI infrastructure buildout
- Two-week wager on AI buildout
- Concentration of expirations
- Timing as part of the bet
- Short clock on trades
3:42lesson
Motivations behind trades
- AI momentum burst speculation
- Stock replacement strategy
- Relative macro view
- Memory and compute supply
3:43lesson
Signal vs. noise debate
- Leopold Ainsworth Brenner speculation
- Noise vs. meaningful signal
- Individual trade vs. basket
- October 2nd expiry focus
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