Roughly $7.3 million of call buying turned up in two semiconductor names on a red Monday, and both buyers need a very particular week. One is tied to Marvell, which reports Thursday, the day after Nvidia. The other is a broader bet that the memory selloff stops here. The catch is the calendar. These are short dated calls, so the buyer has to get through Nvidia, then Marvell, then Jackson Hole, and still have the move land in time. Both stocks sit a long way below their highs, which is part of the rebound argument. 📊 tastylive: tastylive.com 📰 Get Tom's pre-market analysis every morning: tastylive.com/newsletters 📘 FREE Options Strategy Guide: tinyurl.com/bp9ms763 📱 Follow tastylive on X: x.com/tastyliveshow Chapters 0:00 Two big bets before earnings 0:35 What happened on Friday 1:12 Call buyers step into weakness 1:47 A very tight clock 2:25 What the move needs to be 3:06 The obvious risk in sequencing 3:44 A different animal in SanDisk 4...