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$16 Million in Calls While Michael Burry Is Short Micron
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ticker lesson
Breakdown
0:00lesson
Options activity amid sector tension
- Unusual options activity signals market debate on memory sector fundamentals
- Micron and SK Highix show 20-30% price declines from peaks
- Bullish calls bought on ask despite bearish sentiment
- Market questions if growth narrative sustains
1:45Micron· ticker
Micron — momentum bet with 8.76M call premium
- August 14th 865 call at 5.74M premium
- August 14th 920 call at 3.02M premium
- 78-79% implied volatility for 3-day expirations
- No earnings report until next month
3:30SK Highix· ticker
SK Highix — 45DTE call positioning
- September 25th 150 call at 4.79M premium
- September 25th 145 call at 1.79M premium
- 85% implied volatility for 45-day expirations
- Open interest near zero pre-trade
5:19lesson
Sector fundamentals vs market reaction
- Micron's 41.46B revenue vs 9.3B year earlier
- Earnings beat at 25.11 vs 20.49 expected
- Operating cash flow up to 25.39B from 4.61B
- HBM3e/HBM4 sold out through 2027
5:20lesson
Signal vs noise in options positioning
- 45DTE calls signal longer-term bullish thesis
- Short-term momentum bets lack earnings catalysts
- Market pricing reflects conflicting narratives
- Traders debate if shortage persists beyond 2027
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