Speaker holds a long position in DRAM (Micron proxy) via options expiring end-of-month; position is slightly profitable but not significantly up.
BullishHe framed it in weeks
“$NVDA Hits Record High as Yields Climb to 5.25% | PreMarket Playbook | October 5, 2026”
BenzingaPublished Oct 5 · 1 passage
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We did not, but but we traded DRAM, which is, you know, a little bit of a, you know, let's call it a proxy for Micron. Um, you know, the beta is is pretty high. The correlation's pretty high.
And, uh, full full disclosure, we are long DRAM. We did get long DRAM before Micron earnings. It's up a little. It's not up a lot, but it's an option position that expires out to the end of the month that we're going to hold.
What this channel has said about $DRAM
Benzinga has only this one call on this stock.
2026-10-05BullishThis one
We did not, but but we traded DRAM, which is, you know, a little bit of a, you know, let's call it a proxy for Micron. Um, you know, the beta is is pretty high. The correlation's pretty high. And, uh, full full disclosure, we are long DRAM. We did get long DRAM before Micron earnings. It's up a little. It's not up a lot, but it's an option position that expires out to the end of the month that we're going to hold.