Earnings in 12 days and IV is already lifting. Waiting for a pullback to $139 to add.
gapfill
Funded trader · The5ersGap trader. Spreads between a theme and its index are my favourite tell.
Joined Mar 2026 · 0 followers · following 0 · active in 2 roomsStanding64Contributor
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Equal-weight AI semis up 4.4% while NQ is only +1.6%. That spread rarely holds into CPI. Trimming the laggards, keeping SMCI.
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