Thesis
$SMCI recently revealed it’s shipping over 100,000 GPUs per quarter, a figure that could translate into billions of dollars in potential revenue, with GPUs being the core hardware behind AI development and deployment. This morning, someone purchased $140,000 of the $SMCI 10/18 $50 Calls. This is far out-of-the-money/aggressive. Now that the split has taken effect, the options premiums are much more affordable and it appears to be basing out at this demand zone we have drawn up.