$MSOS call open interest (orange) working its way back to the highs ahead of 4/20

$SPX down just 75bps, but finally starting to see a decent vol reaction, thisis SPX may 5100 put vol below

$SLV breakout today, call volume over 1mm contracts

thanks for having me Oliver Renick !

Move in $ITB (housing ETF) following LEN comments and rates move

Large cap tech doing the heavy lifting, below is SPY relative to $IWM

Friday $NVDA Call volume reached 2.55mm, over $200bn notional.

$SPX April 5000 put volatility, basically back at levels we saw yesterday. Not seeing much of a bid for downside, as has become common on down days, puts rolled/monetized as opposed to added, limiting the bid to volatility

move in XBI today following $VKTX data

with bitcoin breaking out, crowded shorts outperformed the SPX by nearly 4%, relative performance below

$QQQ v $IWM today, NVDA about 80bps of $QQQ move, SMCI is 45bps of the IWM 80bp rally, incredible for a 2000 company index that is equal weighted

$SMH 1 week implied volatility (white) and blue is $SMH 20d realized volatility, all eyes on $NVDA earnings tomorrow.

one cut removed = worst day for $IWM the past year

reach for upside continues, this $SPX mar 5200 call volatility, stocks up + vol up, continues