Someone Bought $70M in Micron and SanDisk Calls Before SK Hynix. Mike Butler Says They Did It Wrong
Options trading and stock market news: SK Hynix IPOs today as the biggest foreign listing in US history. Ahead of it, someone poured nearly $70 million in combined call premium into Micron and SanDisk. The Micron trade was $24.4 million in 7-day calls at 108% IV. The SanDisk trade was $40 million in 14-day calls at 129% IV. Chris Vecchio reads the flow. Mike Butler loses his mind explaining why the same trade in the monthly cycle costs the same, survives a selloff, and could actually make more money because you keep extrinsic value. His verdict: these people need a tastylive seminar. 📊 tastylive: https://www.tastylive.com/ 📰 Get Tom's pre-market analysis every morning: https://www.tastylive.com/newsletters 📘 FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 📱 Follow tastylive on X: https://x.com/tastyliveshow Chapters 00:00 SK Hynix IPOs today, Micron and SanDisk used as proxies 00:59 Micron: $24.4M in 7-day calls at 108% IV 01:46 The strike is within the expected move, not a miracle 02:02 SanDisk: $40M in 14-day calls at 129% IV 02:30 Who buys at 130% IV? Someone with deep pockets 03:07 Combined $70M in call premium across two names 04:00 Chris: is this stock replacement to free up capital for SK Hynix? 04:16 Mike goes off: these seven-day calls will get eviscerated 04:58 The monthly has four times the staying power for the same price 05:32 You can make more on the further out call because extrinsic stays bid 06:14 Jermal: we did the same comparison with gold calls 06:32 Chris's twin absorption story, the doctor moment 07:43 The challenge: would you buy the 7-day or the 42-day? #tastylive #micron #sandisk #skhynix #optionstrading #impliedvolatility #signalvsnoise #shortdatedoptions #callbuying #tastytrade tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.

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