Option Pit is a trading education firm offering mentoring for all level of traders from retail to hedge funds. Mark Sebastian’s Account, Views are my own
Teaching my friend with NO experience what liquidity means and why the market moves the way it does
This is the most dumbed down version I could think of
No matter who you are in the world you should be able to understand this
No trades for me today
Just got home from watching new Odyssey movie
Will probably wake up around 12pm eastern so I’ll post what potential trade I would’ve taken
Why $RMBS Is Critical to $MU:
Think of it this way:
$MU builds the memory.
$RMBS owns many of the rules, designs, and traffic systems that make memory work at AI speeds.
Why it matters
• Patents & Licensing
Micron licenses Rambus IP to build modern DDR5, DDR6, and future.
In Taipei, CEO $NVDA Jensen Huang says $MU is the biggest bottleneck in AI.
Elon Musk and $DELL agrees with him. Trump even said to buy $MU stock.
Here's 4 obvious plays to buy & hold:
1. $MU — Only US-listed HBM chip maker. AI servers need it to think.
Buy zone: $600–$650
Bitcoin's market cap at the start of 2023: $318 billion
Bitcoin's market cap today: $842 billion
Bitcoin has added back $500+ billion to its market cap since the start of the year.