田中一郎2
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Columns Micron's 240% Surge in Past Year Bolsters Case for Buying Puts to Protect Gains: Options Chatter
$Micron Technology (MU.US)$'s 240% share price surge in the past year is bolstering the appeal of put options that can shield holders from a potential reversal of the memory giant's record-breaking rally.
In the first half hour of trading Friday, an active buyer paid a $21 million premium for put options that give their holder the right to sell Micron shares at $330 by March 20. That strike price is ab...
In the first half hour of trading Friday, an active buyer paid a $21 million premium for put options that give their holder the right to sell Micron shares at $330 by March 20. That strike price is ab...
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田中一郎2
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田中一郎2
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$NVIDIA (NVDA.US)$ Aim for 190🚀
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田中一郎2
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田中一郎2
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$NVIDIA (NVDA.US)$
Foreign exchange gains
When I first bought it, it was in the 90-yen range. Just from the exchange rate, it’s up 1.6 times.
This can't be achieved with short-term trading.
Foreign exchange gains
When I first bought it, it was in the 90-yen range. Just from the exchange rate, it’s up 1.6 times.
This can't be achieved with short-term trading.
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田中一郎2
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$NVIDIA (NVDA.US)$
Sell at $500, USD/JPY at ¥300
15 billion yen – anyone can profit here by buying and not selling
Within 5 years
Sell at $500, USD/JPY at ¥300
15 billion yen – anyone can profit here by buying and not selling
Within 5 years
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田中一郎2
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$NVIDIA (NVDA.US)$
Until now, AI has been a matter of technical discussion.
That's why analysts from humanities backgrounds haven't understood it. Consequently, there has been a disjointed debate about an 'AI bubble.'
CES 2026, the world's largest tech exhibition
In keynote speeches by CEOs of NVIDIA and Siemens at CES 2026, AI is entering the next phase—improving operational productivity through continuous inference. AI’s core value is moving into areas that analysts with humanities backgrounds can more easily understand, such as factory production management systems and logistics systems.
This isn’t just about one-off queries to chat GDP or GENINI—it applies to companies' main business operations.
Therefore, whether AI contributes to corporate earnings will become increasingly clear in upcoming financial results.
AI should be considered as an expensive machine in the factory, namely, one of the manufacturing machines. Therefore, I feel that analysts' evaluations will change for the better in the future.
Until now, AI has been a matter of technical discussion.
That's why analysts from humanities backgrounds haven't understood it. Consequently, there has been a disjointed debate about an 'AI bubble.'
CES 2026, the world's largest tech exhibition
In keynote speeches by CEOs of NVIDIA and Siemens at CES 2026, AI is entering the next phase—improving operational productivity through continuous inference. AI’s core value is moving into areas that analysts with humanities backgrounds can more easily understand, such as factory production management systems and logistics systems.
This isn’t just about one-off queries to chat GDP or GENINI—it applies to companies' main business operations.
Therefore, whether AI contributes to corporate earnings will become increasingly clear in upcoming financial results.
AI should be considered as an expensive machine in the factory, namely, one of the manufacturing machines. Therefore, I feel that analysts' evaluations will change for the better in the future.
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$NVIDIA (NVDA.US)$
People who sold yesterday are at their wit's end
Do not be swayed by every up and down; do not sell whether the price falls or rises
Buy when it drops, and do not take profits even if it rises
People who sold yesterday are at their wit's end
Do not be swayed by every up and down; do not sell whether the price falls or rises
Buy when it drops, and do not take profits even if it rises
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$NVIDIA (NVDA.US)$
Breakthrough above the cloud at 190 with triple roles
Breakthrough above the cloud at 190 with triple roles
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$Advanced Micro Devices (AMD.US)$
Just a little more until it breaks through the three key cloud layers ⤴
Just a little more until it breaks through the three key cloud layers ⤴
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