我们应该去买 Del Monte (FDP)。去他的内存短缺。真正的问题是蜜瓜短缺。

投资者摘要看多

作者开玩笑地买入FDP看涨期权，声称全国蜜瓜短缺是比内存短缺更大的黑天鹅。

FDP MU SNDK半导体

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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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