The monthly PUT sellers digest

This post is for the investors amongst us who would rather not watch the markets ups-downs daily and just take a set of select trades with deliver on the third Friday of each month. The ideas presented below comprise just a sampling of what we ourselves are looking to lock up into trades that will expire on Friday Aug 21, 2026:

Trade ideas

Check out our quarterly performance from the links below:

1. https://app.screencast.com/61lSAzpsFnXrB
2. https://app.screencast.com/WvpvvZIMLsbVr
3. https://app.screencast.com/CXxo0toZssBLp

Give our service a try. We now have only quarterly subscriptions for options investors. Drop us a note at info@tradeguidance.com or call us at +1(913) 730-6462 and we can advise on optimal portfolio size that fit the investment profile for this style of investing. 

The most newsworthy fact from the past couple of weeks

By now most of you would've heard the news of the disastrous Korean stock markets and the huge effects on investors. In summary, South Korea’s AI-fueled memory-chip boom turned sharply in July 2026, sending the KOSPI down about 25% from its late-June peak and pushing SK Hynix more than 40% lower. On July 13, SK Hynix fell more than 15% in its worst one-day drop in 20 years, triggering margin calls on more than 1.2 million leveraged retail accounts and forcing brokerages to liquidate roughly 320,000. The reversal exposed the risks of record margin lending, which had exceeded 60 trillion won, and the popularity of leveraged ETFs tied to major chipmakers.

The shock also spread to consumer electronics supply chains. In Shenzhen’s Huaqiangbei market, for what it is worth, China Times reported that 32GB DDR5 kits rose to nearly 4,000 yuan, up about 344% from 900 yuan last year, while 1TB SSDs more than doubled to 950 yuan. Analysts and industry executives say the surge reflects manufacturers shifting capacity toward high-bandwidth memory for AI systems, tightening consumer chip supply even as Samsung and SK Hynix report record profits and raise capital to expand.

In the US, the recent meltdown among storage, and memory plays which had earlier gone parabolic has caused the markets to take a step back as we witnessed the broad markets continuing to take a breather. The tech heavy Nasdaq which lends 37+ percent of its weight to the S&P, fell dragging everything else including small caps lower and the continued war in the middle-east did not help the overall situation.