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$26 Million Puts on Intel AMD While Pelosi Buys In
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ticker lesson
Breakdown
0:00lesson
Options tape signals bearish sentiment
- 26M put buying in Intel & AMD
- Single largest trade: 14.6M July 17th 130 put in Intel
- AMD sees clustering of shortdated puts around 515-520 area
- Same week downside bets as stock wobbled
- Put buying seen in Micron and SanDisk setups
1:48lesson
Political traders and market signals
- Nancy Pelosi bought >$5M in Intel calls
- Anonymous trader put up 15M in Intel puts
- Most famous political trader long deep ITM calls
- Signal vs noise setup in Intel options
3:32INTC· ticker
Intel — 248% YTD gain, geopolitical driver
- Up 248% YTD, 5x in over a year
- 580% from Aug 19 low of $19
- Hit record high of 141
- Government took 10% stake at $10.47B
- AI represents 60% of revenue vs 25% a year ago
5:18AMD· ticker
AMD — put buying in shortdated puts
- Clustering of shortdated puts around 515-520 area
- Few same week downside bets
- Stock started to wobble recently
- July and October trades give room to breathe
6:47MU· ticker
Micron — 1.28T market cap, potential growth
- 1.28T market cap
- SanDisk at 310B market cap
- If SanDisk gets quarter of Micron size, it's ultimately there
- Probability of trillion-dollar company uncertain
8:44lesson
Seasonal trends and market bounce
- Christmas in July window: 78% higher over 40 years
- Final three days of June + first nine of July average 2.5% gain
- News from South Korea supports trade
- Governments treat compute buildout like national defense
10:19lesson
Intelligent long positioning
- Putting on long-term short put to buy call type situations
- Keep size in check
- Trade intelligently
- Be paid in efficient way
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