Roughly 96 million dollars in call premium hit four semiconductor names at the same time, all expiring on the same day about two weeks out. The bulk of it, around 85 million, landed in the two names most exposed to memory pricing, which is the DRAM, NAND and high bandwidth memory scarcity story this show has been tracking for months. The rest broadened it into a foundry name and a custom silicon and networking name. 📊 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 00:00 A big buyer back in chips 00:15 Where the rumor came from 00:54 Why to treat it with caution 01:15 The Micron ticket 01:26 The SanDisk ticket 01:50 Why memory is the focus 02:11 Intel and Marvell broaden it 02:46 A wager on the AI buildout 02:55 Paying a fortune for time 03:33 Four ways to read the structure 04:00 Why t...