The Chip Trade Hiding Amid the Gaming Crisis

by | Jun 30, 2026

🚨 I’ll be live at 1:30 p.m. ET 🚨

Oil prices are falling, tech spending is up and there’s a new sector attracting capital… so today we’ll cover what this means for your trading, how to capitalize, and we’ll even take a look at some earnings names hitting the scanner [tap to join us for Stonkamania]!

 

You’re probably not a gamer. And you know what? It doesn’t matter…

Because this isn’t really a gaming story — it’s a semiconductor story. Memory prices are surging, AI data centers are swallowing up supply, and some of the biggest tech CEOs in the world are all warning about the same crisis.

Meanwhile, three stocks are capturing the inflows and showing serious relative strength.

What we’ll cover in today’s video: 

💾 The three names: They’re going down less than the market on red days — and moving two to three times harder on green days.

📈 The entry: Be patient. I’m watching for a one- or two-day dip or a pullback toward the 20-day exponential moving average.

💰 The trade: Options are expensive, so you may have to pay to play. Call spreads, selling puts and bull put spreads can help control the cost.

The opportunity: This shortage may last until 2030. Institutions already see it — most retail traders don’t.

Order Flow: 

This is for informational and educational purposes only. These are not official alerts issued by Lance, but rather some interesting orders picked by the team at Lance Ippolito Trading.

When you look at these plays, always take the market maker move into consideration.

You can be right on the direction but still lose money if the stock doesn’t move enough. That’s where the market maker move comes in clutch.

With puts, they’re often downside hedges in case a stock tanks, especially around earnings. The further out of the money they are, the more likely they are to be hedges.

Also be sure and check when the company’s earnings date is because many of the plays we post here are centered around earnings!

If a stock is really expensive, consider a spread to lower the cost.

And finally, always remember the golden rule when it comes to buying calls: Buy dips, sell rips — and don’t chase!

If a stock’s moved a ton already today, maybe wait for a pullback.

There is inherent risk in trading. Trade at your own risk.

Note: If no date is listed after the month, it’s the monthly expiration (third Friday).

The team at Lance Ippolito Trading

Lance doesn’t want the CCP spying on him, so you’ll never find him on TikTok. Same goes for other social media sites, which are filled with impersonators, scammers and crypto bros.

You can only find him on his personal YouTube Channel — smash that Subscribe button! https://www.youtube.com/@LanceIppolito

And in his private Telegram channel: https://t.me/+-gVwEIwGJhplMTgx

Important Note: No one from the team at Lance Ippolito Trading, New Money Crew or any of its associated brands will ever contact you directly on Telegram.

*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk. 

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WRITTEN BY<br>Lance Ippolito

WRITTEN BY
Lance Ippolito

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