Jul. 22 at 9:07 PM
Defensive tape into the close: utilities, materials and energy bid, big tech and comms soft, buyers reaching for downside protection all day.
Live signal book:
$AAPL $290C still leads at +410% (peaked +522%), deep ITM into Friday.
$NVDA $210C clawed back over its strike today as the stock recovered.
$GS $1050C +29% (peaked +109%) as money rotates to financials on a steeper curve.
$KWEB +45%.
Watching
$KO on the defensive rotation. Two mega-caps report tonight, a big chip name tomorrow, FOMC next Wed.