Net options delta in semiconductors is rising sharply. There's been aggressive accumulation of bullish exposure recently.
Delta breakdown:
$Micron Technology(MU)$ +1.1M (approaching $974)
$Advanced Micro Devices(AMD)$ +950K (near $544)
$Taiwan Semiconductor Manufacturing(TSM)$ +948K (above $425)
$SanDisk Corp.(SNDK)$ +428K
Institutional buying through derivatives points to significant continuation momentum across the chip and AI hardware space.
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