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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.
📌【Today’s Question】
What are your thoughts on the performance of US tech stocks?
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Nvidia Gains and Declines Vote(Single choice)Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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
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.
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 .
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