Longing $Micron Technology(MU)$ Entry: Trump investing up to $500bn in AI infrastructure but MU as part of the production seems to have lagging effects. Catalysts: 1. Good analysts rating 2. Forward guidance for 2025Q2 has already been revised downwards in December earnings report => hence potential disappointments have already been priced in 3. P/E below industry average Risk: 1. Insiders have been selling the past 1 year, which may indicate the lack of confidence; But they only make up 0.3% whereas financial institutions make up 70% of it. Good analyst ratings should therefore hold more weightage.
$AAPL 20250124 215.0 PUT$ IV higher than HV, selling to earn premium Next 3 days not many data release and APPL has already been impacted by consecutive disappointments.