# @tastyliveshow on YouTube - **Type:** Video - **Original URL:** https://youtube.com/watch?v=6mAihmHLeKk - **Gondola URL:** https://gondola.cc/posts/65275762-tastyliveshow-youtube - **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/d218278cd9.jpg - **Posted:** 2026-05-11T23:00:06.000+00:00 - **Account Owner:** tastylive (@tastyliveshow) — https://gondola.cc/tastyliveshow ## Caption Unusual options activity in the memory sector just flashed two opposing signals in the same week. One trader bought $1.2 million in Micron December 1300 calls while the stock was at $700 a strike that sits 86% out of the money and above every analyst target on the street. The other bought $1.08 million in Western Digital May puts expiring in four days, effectively calling the top on a stock up 1000% in a year. Options trading breakdown covers both trades side by side: the fundamental case for Micron with high bandwidth memory fully booked for 2026 and AI demand through the roof, versus the bear case built on market breadth at three standard deviations below its 30-year average, with only 22% of stocks outperforming the S&P over the past 30 days. SanDisk up 550% year to date. Seagate and Western Digital up 200%. Memory is the only thing moving right now. Both trades are signal. One of them is wrong. Helpful links: tastylive: https://www.tastylive.com/ FREE tasytlive Newsletters: https://info.tastylive.com/newsletters FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 Follow tastylive on X (Twitter): https://x.com/tastyliveshow CHAPTERS: 00:00 Memory Stocks: SanDisk Up 550%, Micron Up 175% YTD 00:43 Two Opposing Trades in the Same Sector 00:49 Trade 1: $1.2M Micron December 1300 Calls at $700 01:43 Strike Is 86% OTM, Above Every Analyst Target 02:23 HBM Supply Fully Booked, AI Demand Through the Roof 03:08 Memory Is No Longer a Commodity 03:38 Trade 2: $1.08M Western Digital May Puts in 4 Days 04:17 Calling the Top After a 1000% Move 04:55 Market Breadth at 3 Standard Deviations Below Normal 05:21 Only 22% of Stocks Outperforming the S&P Right Now 05:57 Both Sides Are Signal. One of Them Is Wrong. #signalvsnoise #unusualoptionsactivity #optionstrading #micronstock #westerndigital #unusualwhales #semiconductorstocks #memorystock #stockmarket #tastylive 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. ## Stats - **Views:** 7,464 - **Likes:** 164 - **Shares:** 0 - **Comments:** 29 ## Tags tastylive, optionstrading, westerndigital, unusualwhales, stockmarket, micronstock, signalvsnoise, unusualoptionsactivity, semiconductorstocks, memorystock --- Copyright (c) Gondola