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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
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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
今天的“期权星期三”显示了顶级股票的情绪明显分歧：
看涨势头：
英伟达(NVDA)：维持主导看涨趋势，看跌/看涨期权未平仓合约比率为0.74[1.5.1].交易员们正在密切关注$185近期评级罢工。
华纳兄弟探索频道(WBD)：在首席执行官大卫·扎斯拉夫(David Zaslav)的净收入可能达到8.87亿美元派拉蒙与Skydance交易完成后。
看跌压力：
联合航空(UAL)：因能源成本飙升和中东地缘政治紧张局势影响燃油价格而承压。分析师最近将该股评级下调至“持有”。
英特尔(INTC)：在NVIDIA的GTC公告（Vera CPU）表明英特尔可能在某些人工智能数据中心路线图中被边缘化后，市场情绪略有恶化。
The current market environment is not blindly optimistic, but is based on the dual logic of "narrowing interest spreads" and "AI productivity revolution". According to the latest dot plot of the Federal Reserve, the market expects that interest rates have entered a downward track, which is a major benefit for growth assets such as technology stocks, because the low interest rate environment can significantly reduce the financing costs of enterprises and increase the valuation premium. From the data point of view, the average profit margin of technology leaders in the S&P 500 index remains at a high level of over 20%, far exceeding the market average, which proves that large enterprises have strong bargaining power and cash flow resilience in the face of inflation fluctuations.
The reason why I am bullish is that the core kinetic energy comes from the fact that the construction of AI computing infrastructure has not yet peaked. Although the market is occasionally worried about bubbles, looking at the latest financial reports of hardware giants such as NVIDIA, their data center revenue is still growing at more than triple digits, which shows that the capital expenditure of cloud service providers (CSPs) is still expanding. At present, although the expected P/E ratio of S&P 500 is at a historically high range, the valuation of other constituent stocks is still reasonable if the seven technology giants with high valuation are deducted. Therefore, as funds spread from leading stocks to other sectors, the bull market foundation of the market will become more solid.
However, this bullish stance must be paired with a repeated alert to geopolitics and inflation. If the core CPI cannot steadily drop to the target range, resulting in the delay of interest rate cut expectations, the market will experience a drastic valuation correction. In summary, supported by the continued growth of corporate earnings, I think the current upward trend of the market has substantial support, and short-term fluctuations are more like a healthy pullback than the beginning of a crash.