A Salesforce director just put ~$1M of his own money into $CRM at $239 — after a 60%+ rally off the lows.
What's he seeing? Check out our breakdown of the options positioning, fundamentals, and the key levels to watch:
$ERAS has shown promising data, with high expectations. The options market is bracing for a big move in the stock heading into their Nov 20 clinical data announcement.
NFTs were never that complicated.
Humans have always collected things - watches, stamps, cards, wtv.
NFTs just bring that online: borderless and without physical limits.
Use them as PFPs and your collectible becomes your identity and your community too.
Return to NFTs.
On the topic of "why doesn't the market seem to care"
Yesterday was the largest negative delta reading in SPX ever: -$20bn. The SPX only declined 75bps.
The prior most-negative reading was -$18bn, on 10/10/25.
👇 that big red candle, -2.75%, was 10/10.
SPX 3 month skew have made a sharp turn as oil has come down.
This suggests strong positioning for a year end rally, as call skew lifted (left) and put skew dropped (right).
Note that the call skew is near 1-year highs, with put skew at 1-year lows.