Massive institutional sweep flow targeting $1040 calls as AI hyperscaler capex boom (GOOGL guided $180-190B) drives direct semiconductor memory demand — MU is a primary beneficiary while RSI sits a…
Sweep: $1.86M in $1040 calls bought this weekGOOGL guided $180-190B AI capex — direct MU tailwindRSI 43 (prior close Jul 22) — room to run