“I sold out of all my Micron stuff yesterday just because the news coming out on Micron as well as Elon kind of.”

“I’m probably going to cut down on my – on the exposure on my trade at this point… probably cut the exposure down in half.”

Memory/AI trade holdings are being trimmed because good earnings aren't producing price reaction and the thesis is partially invalidated, though still bullish long-term.

“The numbers are really good, but the stock isn’t reacting exactly as I would expect it to… I’m still bullish”

Still bullish on Micron despite muted reaction to good earnings; a show-me story.

“Overall, still have my options positions on”

Update on his Micron options trade: he was stopped out of the perp position at the lows after earnings but still holds options, which he prefers for the defined risk.

“I bought some more this morning and then I basically just hit it out. I got out of it at like 1033”

He sold the stock/perp trade near 1033 after a weak open but kept his November calls and stays bullish on re-rating from LTA visibility.

“I went long into the print, I bought some calls for November and then I put on a position in perps.”

gmoney went long Micron into earnings through November calls and a perp, reading the guidance, the capital return plans and tight supply into 2028 as bullish.