u/AnaIyze

currently debating between 8/21 expirations to play for a 10-20% pullback. Intel ran up harder and feels more susceptible to FOMO from the 24/7 recycled headlines of potential partnerships but at the same time they are already worth a third of TSMC while still burning billions and being a year or 2 from operational. Utilization and gross margins will remain questionable, apple seems to also want to only use them for lower end chips and market seems to not give a shit about any risk associated with their foundry anymore. As for AMD their IV only gone up like 5% this week vs intel 15% and they are starting to get pretty close to their Openai/Meta target that creates a 20% dilution but i remember seeing somewhere that about 80% of the shares unlock when the price hits 500

currently debating between 8/21 expirations to play for a 10-20% pullback. Intel ran up harder and feels more susceptible to FOMO from the 24/7 recycled headlines of potential partnerships but at the same time they are already worth a third of TSMC while still burning billions and being a year or 2 from operational. Utilization and gross margins will remain questionable, apple seems to also want to only use them for lower end chips and market seems to not give a shit about any risk associated with their foundry anymore. As for AMD their IV only gone up like 5% this week vs intel 15% and they are starting to get pretty close to their Openai/Meta target that creates a 20% dilution but i remember seeing somewhere that about 80% of the shares unlock when the price hits 500.

Anyone know if theres a way to check the daily close for IV on specific contracts? Trying to check know how elevated the IV is for august AMD puts