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Wall Street rebounded Monday after President Trump hinted at a possible end to the Iran conflict. Total options volume reached 61.5 million contracts. Nvidia rose 2.7% amid strong AI demand, with 3.08 million options traded (57% calls). Notable activity was seen in April 2 $160 puts. Hims & Hers Health surged 41% after Novo Nordisk partnership news, with options volume quadrupling to 573,920 contracts (68% calls), led by March 13 $25 calls. The rebound followed last week's selloff, with investors monitoring geopolitical developments and tech sector strength.

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voteNvidia Gains and Declines Vote(Single choice)
45 people voted· Ended
# 💰Stocks to watch today?(12 Mar)

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  • Shyon
    ·03-11 11:20
    TOP
    我今天关注的股票是 $Oracle(ORCL)$ 其最新财报显示人工智能需求仍明显超过供应。该公司报告收入为$17.19 B,同比增长18%,调整后每股收益为$1.79,超出预期。

    真正引人注目的是管理层将2027财年收入预期上调至900亿美元,表明人们对人工智能驱动的云热潮仍有充足的跑道充满信心。随着对人工智能训练和推理的需求持续激增,甲骨文认为增长势头可能会远远超出短期。

    另一个有趣的点是,人工智能也在提高甲骨文的内部效率。该公司提到,人工智能工具使其能够用更小的开发团队构建更多软件。如果甲骨文能够在控制成本的同时扩大云需求,随着时间的推移,它可能会带来更高的利润率和运营杠杆。

    @TigerStars @Tiger_comments @TigerClub

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  • 這是甚麼東西
    ·03-11 12:48
    As of early 2026, US tech stocks are experiencing a "haves and have-nots" bifurcation, balancing intense AI-driven growth with high valuations and rising skepticism over investment returns. While giants like Alphabet show strength, others face pressure to prove AI investments are paying off, leading to a more selective, volatile, and earnings-focused market.
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  • 這是甚麼東西
    ·03-11 12:48
    The AI "Proof" Phase: Wall Street is shifting from excitement to demanding proof of profitability for AI investments, creating volatility for companies with high capital expenditures.
    Performance Divide: While some tech stocks hit new highs, others are experiencing corrections, leading to a "haves and have-nots" market rather than a uniform sector rally.
    High Valuations: Despite some pullbacks, many technology-oriented companies still hold high valuations, making them sensitive to interest rate changes and earnings reports.
    Macroeconomic Pressures: A cooling, yet still present, inflation rate and fluctuating interest rate expectations in early 2025/2026 have caused, at times, a more cautious approach to growth stocks.
    Market Concentration: Tech-heavy indices, such as the NASDAQ, continue to be dominated by a few major players, with some, like Alphabet (GOOGL), performing strongly while others face intense scrutiny.
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  • ECLC
    ·03-11 15:54
    Market generally bullish but limited by fears of Middle East tensions.
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  • solidperoni
    ·03-11 16:51
    In the days of Trump at least there's one constant. NVDA will keep bouncing within 170 to 195 with regular frequency, being rapidly shot down from tops, and rapidly pushed back up from the lows. So it spends most of the time hovering at 180-185 as options expire. Until it's finally released to fly or sink according to big money's whims. Until then, buy up under 175, sell off over 190 for modest yet reliable profits.
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  • icycrystal
    ·03-11 17:56
    US tech stocks are currently navigating a significant valuation reset in early 2026, shifting from record premiums to more attractive levels after a volatile start to the year. While the "Magnificent Seven" historically powered the market, they have largely underperformed the broader S&P 500 year-to-date as investors rotate toward "old economy" sectors like industrials and energy.
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  • koolgal
    ·03-11 18:21
    🌟🌟🌟I believe that $NVIDIA(NVDA)$ will increase 5% or less tomorrow (Option No. 2).  NVIDIA is currently in an upward momentum, having an increase of 1.16% to close at USD 184.77.

    There is also strong trading volume, which is a positive technical indicator suggesting continued buyer interest.

    Analysts are bullish on NVIDIA with Strong Buy ratings and a potential upside toward USD 240 to USD 250.

    As an investor of NVIDIA I am happy with its current performance .

    @Daily_Discussion @TigerStars @Tiger_comments @TigerClub @CaptainTiger

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  • 1PC
    ·03-11 23:37
    I'm choosing an increase of 5% or less. I maintained Bullish 📈 on NVDA but staying cautious in the short term with the uncertainty of Middle East situations 🙏 @Shernice軒嬣 2000 @Aqa @DiAngel @koolgal @Shyon @JC888 @Barcode
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  • BTS
    ·03-12 00:45
    Increase of 5% or less
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