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📈 Wednesday — Options Market Analyze options open interest and implied volatility to track short-term market movements.
Top 10 bullish stocks: NVIDIA, Warner Bros. Discovery, Ford, Ondas Holdings Inc., Advanced Micro Devices, Olaplex Holdings, Inc., Tesla Motors, Pfizer, MARA Holdings, Clover Health Corp
Top 10 bearish stocks: United Airlines, Block, Inc., Freeport-McMoRan, SoFi Technologies Inc., SUPER MICRO COMPUTER INC, Opendoor Technologies Inc, Intel, Hecla Mining, Unity Software Inc., GameStop
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Which stock options do you currently hold? Are you bullish or bearish? Why?
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What stands out to me is the drop in MAUs but rise in paying users and ARPPU. This tells me TME is now optimizing value per user. The “super membership” strategy is key—driving higher spending through better content and premium experiences, not just price hikes.
At the same time, non-subscription revenue like live events is growing fast, adding a second growth engine. While user growth may face pressure from short video platforms, I see TME evolving into a more profitable, multi-stream monetization platform.
@TigerStars @Tiger_comments @TigerClub
Today's "Options Wednesday" shows clear divergence in sentiment across top tickers:
Bullish Momentum:
NVIDIA (NVDA): Maintains a dominant bullish lean with a Put/Call open interest ratio of 0.74 [1.5.1]. Traders are heavily eyeing the $185 strike for near-term calls.
Warner Bros. Discovery (WBD): Seeing unusual activity following news that CEO David Zaslav could net up to $887M from the Paramount-Skydance deal completion.
Bearish Pressure:
United Airlines (UAL): Under pressure due to surging energy costs and geopolitical tensions in the Middle East affecting fuel prices. Analysts recently downgraded the stock to "Hold".
Intel (INTC): Sentiment has soured slightly after NVIDIA's GTC announcements (Vera CPU) suggested Intel might be sidelined in certain AI data-center roadmaps.
目前的市场环境并非盲目乐观，而是建立在「利差收窄」与「AI 生产力革命」的双重逻辑之上。根据联准会最新的点阵图显示，市场预期利率已进入下行轨道，这对于科技股等成长型资产是重大利好，因为低利率环境能显著降低企业的融资成本并提升估值溢价。从数据来看，标普 500 指数中科技龙头的平均利润率依然维持在 20% 以上的高位，远超市场平均水平，这证明了大型企业在面对通胀波动时具备极强的议价能力与现金流韧性。
我之所以看涨，核心动能来自于 AI 算力基础设施的建设尚未见顶。虽然市场偶尔担心泡沫，但观察辉达（NVIDIA）等硬体巨头的最新财报，其数据中心收入的增速依然超过三位数，这说明云端服务供应商（CSP）的资本支出仍在扩张。当前标普 500 的预期本益比虽处于历史高位区间，但若扣除估值偏高的科技七巨头，其余成份股的估值仍算合理。因此，随著资金从龙头股扩散至其他板块，市场的牛市根基反而会变得更加稳固。
然而，这种看涨立场必须配合对地缘政治与通胀反复的警觉。如果核心 CPI 无法稳定降至目标区间，导致降息预期延后，市场将会出现剧烈的估值修正。总括而言，在企业盈利持续增长的支撑下，我认为市场目前的上升趋势具备实质支撑，短期的波动更像是健康的回调而非崩盘的开端。