The creator notes that Nvidia's (NVDA) Vera Rubin ramp is showing a slowdown according to industry reports, potentially impacting HBM4 demand.
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The creator discusses Micron's (MU) upcoming earnings, highlighting recent positive price action and the br...
financein90sNew
The creator discusses Micron's (MU) upcoming earnings, highlighting recent positive price action and the broader memory market's volatility. They express skepticism towards negative third-party reports about SK Hynix and potential demand issues, preferring to wait for management commentary. To protect their position, the creator outlines a collar options strategy to hedge against downside risk while retaining upside potential.
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The creator is holding Micron (MU) and plans to use a collar options strategy to protect their gains ahead of earnings, expressing skepticism towards negative third-party reports.
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