《$NVDA Hits Record High as Yields Climb to 5.25% | PreMarket Playbook | October 5, 2026》
说话者通过本月底到期的期权持有 DRAM（作为 Micron 的替代标的）的多头仓位；该仓位小幅盈利，但涨幅并不显著。
我们没有，但我们交易了 DRAM，可以说它是 Micron 的一个替代品。它的贝塔相当高，相关性也相当高。完全披露一下，我们做多 DRAM。我们确实在 Micron 财报前就做多了 DRAM。
它涨了一点，涨得不多，但这是一个到期日到月底的期权头寸，我们会继续持有。
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.