quad witching happens four times a year and it seems to suggest high volatility, which should be good for option premiums.
谋
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+5
[Zhou's Weekly] The Fed can't print RAM even with rate hikes (Week 38, 2026 | Issue No. 288)
This week, three things are simultaneously getting more expensive. First is money. On Wednesday, the Federal Reserve raised interest rates by 25 basis points to 3.75%-4.00%, passing unanimously 12-0, marking the first rate hike since July 2023. Second is memory. According to DigiTimes, Apple has agreed to purchase DRAM at nearly $2 per GB and NAND at $0.33 per GB starting from Q1 next year, a 30%-40% increase compared to Q3 this year. This is the buyer with the strongest bargaining power in the world. Third is storage stocks. SanDisk surged 11% on Friday alone...
