Just putting this out here:
Recommended $MU on Oct 20 @ $29.69 (right here on this blog)
It’s up 11.5% to $33.08 since then (10 days).
I’m going to be replacing my stock with some PUTs. Perhaps 1/4th my position. +ve delta and theta.
And it turns out the scuttlebutt was right, the iPad Air 2 has 2Gb of RAM. (And a unexpected, to me at least, 3rd core)
Can anyone think of a reason why DRAM demand would fall from here on?