The S&P 500 closed at another record high on Wednesday (Aug 27), just ahead of Nvidia’s much-anticipated earnings release—seen as the key test for the AI-driven rally that has pushed valuations to lofty levels. 📊 Options Market Overview Total contracts traded: 41.4M Call ratio: 62% Top 10 Option Volumes (Aug 27): $NVDA$, $TSLA$, $PLTR$, $NIO$, $AAPL$, $HOOD$, $AMD$, $INTC$, $MSTR$, $SOFI$ 🔥 Spotlight: Palantir ($PLTR$) Total option volume: 761.7K Heavy action at the $160 strike call expiring Aug 30 → 29,855 OI CNBC’s Jim Cramer once again highlighted his bullish view on Palantir, linking its upside potential to momentum in $MongoDB (MDB)$. On X, Cramer argued that MongoDB’s strong earnings could spill over into Palantir, making it the “next big AI/data winner.” “You know they are going

$NIO Inc.(NIO)$ will release Q2 2025 unaudited financial results on Sept 2, before U.S. market open. This update is crucial as Nio expands both its vehicle lineup and battery-swapping network. Revenue forecast: RMB 19.74B EPS estimate: –$0.31 (same as last year) 📊 Recap: Q1 2025 Deliveries: 42,094 (+40.1% YoY; –42.1% QoQ due to seasonality) Revenue: RMB 12.03B (+21.5% YoY) Vehicle margin: 10.2% (vs. 9.2% last year) Gross margin: 7.6% (vs. 4.9% last year) Net loss: RMB 6.75B (+30.2% YoY), due to higher R&D + SG&A Takeaway: Nio is still loss-making but improving efficiency. 🔑 Lessons from Management Guidance Volume = Profitability Driver Q2 delivery guidance: 72K–75K vehicles Goal: 50K monthly deliveries by Q4 2025 Strategy: scale aggressively with new multi-brand approach (Nio, Onvo