Trump Praises Micron at Rally, Aggressive Bullish Bets Emerge in Options Market
On May 22, Trump publicly praised Micron at a large rally in Saffron, New York, calling it "a great company, Micron, just fantastic."
From noon to afternoon that day, multiple traders focused on buying deep out-of-the-money call options for Micron, with strike prices ranging from $750 to $1400, primarily expiring in January 2027 and July 2026. There were at least 9 large orders, with the most aggressive being a $1,400 strike contract with a premium of $1.41 million.
In March this year, Trump purchased $25,000 to $50,000 worth of Micron stock and praised the company on Fox News the following day, showing a similar timeline coincidence at this rally.
Source: Public Information
ABAB AI Insight
Trump previously bought Micron stock on March 25 and praised it the next day, attracting market attention. The large options trades before the May 22 rally continue his pattern of influencing the semiconductor sector through public statements. Micron, as a leading U.S. memory chip company, benefits from Trump's manufacturing return policies.
In terms of capital flow, traders aggressively bought deep OTM call options before Trump's statement, betting on significant gains for Micron under high AI bandwidth memory demand. Resources are concentrating on companies aligned with the "America First" semiconductor supply chain to capture policy dividends and industry cycles.
Similar to past cases where stocks fluctuated shortly after Trump's statements, and the historical impact of political-business interactions on market expectations, Micron is currently in an AI-driven expansion phase but relies on policy support to maintain competitiveness.
This essentially represents a transfer of pricing power: the combination of public statements by political figures and early capital positioning accelerates the flow of funds towards specific U.S. tech manufacturing companies. The mechanism lies in the overlap of policy signals and AI demand, shifting the pricing dominance in the semiconductor supply chain from pure market forces to a resonance between policy and capital.
ABAB News · Cognitive Law
Before political statements, smart capital has already voted early.
Policy dividends are never accidental but rather returns on early positioning.
Behind public praise often lies the true signal of capital flow.