子逸辰
2026.07.31 01:26

$AAPL 260731 315 Put(AAPL260731P315000.US)$Apple(AAPL.US) bought some doomsday put options and checked them early in the morning. It has multiplied eightfold 🤔

Apple's original biggest advantage was its absolute pricing power, with information asymmetry among suppliers. The surge in memory prices has broken this pricing power, so Apple is expected to experience volatility in the short term.

Earnings were quite stable this month, wrapping up perfectly without any issues on the last day. $Novo Nordisk AS(NVO.US)$Meta Platforms(META.US)$AMD(AMD.US)$HUA HONG GRACE(01347.HK)$XIAOMI-W(01810.HK)

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