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We should go for Del Monte (FDP). F the memory shortage. Real problem is honeydew shortage.
Investor summaryBullish
Author jokingly buys FDP calls, claiming a nationwide honeydew shortage is a bigger black swan than memory shortages.
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Spotted this at Panera today.
"Due to a temporary, nationwide gap in supply, honeydew may be substituted for cantaloupe."
Nationwide.
MU? SNDK? Nah.
Honeydew supply chain is the black swan nobody priced in.
Full port FDP calls at open. Honeydew is the new memory.
Not financial advice. I'm just a regard who likes melon and losing money 🍈🚀
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