Thanks. Do you mind sharing avg price of EWY and Mu $400 calls ? I’m considering getting in

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Amd 340$ call dec 2027 bought August (bought 5 sold 4) 500 ewy shares 10 mu 400 calls for Dec 2027

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What calls on MU or EWY would you buy now ?

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What calls on MU or EWY would you buy now ?

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Long amd Nvidia ewy and mu. Then you unlock the tendies

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Exactly ewy literally doubled in the last few months and I think the trend is going to continue. I build PCs for fun and just looking at those ram prices makes me want to buy even more calls.

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Ewy basically doubled in the last year lmao

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Hell yeah, I've also full ported into MU calls and shares, I think the RAM shortage has the greatest upside, especially since NVDA and the likes has already reached sky high valuations, but why ewy though? To get exposure to Samsung or something

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I haven’t looked at EWY but I suppose you’re using as a proxy for Samsung and SK Hynix. Seems reasonable, but MU is plenty enough for me. I like the pureplay on DRAM and a little NAND. There is no end yet in sight to the DRAM supply issue - so I think we still have time to run. The RAM party usually ends 6-12 months before supply issues starts becoming addressed but 2026 is sold out and 2027 is when the TPU and Rubin go into volume production. Only thing that ends the party early is if OpenAI goes bust, but they have Microsoft and Softbank, and Nvidia standing behind them with deep pockets. Anything can happen but this cycle is definitely the craziest one we’ve ever seen.

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Exactly, what do you think of ewy? it's basically doubled since I bought in last August and is now at ath.

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