To The Moon

Data showed a cooling job market, U.S. bond rates continued to slide, and technology stocks rallied. The July Job Openings and Labor Turnover Survey (JOLTS) showed a cooling job market, with the number of job openings in July falling by about 338,000 from June to 8.827 million, far below market expectations and the lowest since January 2021, marking the third consecutive month of decline.

Regional bank stocks rebounded despite proposed new U.S. rules to strengthen supervision of mid-sized banks. Apple shares rose more than 2% after the company announced that its fall event would take place in the early hours of Sept. 13.

Former White House economic adviser Kevin Hassett said on Tuesday he believes the Fed will raise interest rates again amid rising energy prices and high government spending. Hassett said in the interview that the United States will "see a zigzag inflation cycle" and that it will be a bit like the coronavirus wave, which will feel like it is under control, but then a new variant of the virus will emerge.

In the market, Dan Ives, a famous Wedbush analyst, said that Nvidia's strong earnings report is expected to trigger a large-scale rebound in technology stocks at the end of the year. He believes the new new tech bull market has arrived and believes Nvidia will lead the overall tech sector higher in the coming months.

$Pinduoduo Inc.(PDD)$ reported double growth in revenue and profit, Q2 revenue reached 52.28 billion yuan, an increase of 66% year-on-year, exceeding market expectations by nearly 10 billion yuan; Non-gaap net income was 15.27 billion yuan, an increase of 42%.

The big open options are all buy calls: $PDD 20230901 96.0 CALL$ $PDD 20240315 105.0 CALL$

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Option buyer open position (Single leg)

Highlight order:

Buy TOP T/O: $PDD 20240315 105.0 CALL$ $MU 20240315 55.0 PUT$

Buy TOP Vol: $AMZN 20230901 138.0 CALL$ $NVDA 20230908 472.5 CALL$ $GOOGL 20230929 143.0 CALL$

Note: This image data is from Tiger PC. This screening is a significant buy open position for options contracts in the market. The purchase of a call option means that the trader believes that the underlying has upward momentum, and the purchase of a put option means that the trader believes that the underlying has downward momentum. These contract openings typically indicate significant activity in the underlying stock, including whether the trader is willing to accumulate a long or short option position.

Option seller open position (Single leg)

Highlight order:

Sell TOP T/O: $C 20230915 47.5 PUT$ $JNJ 20230901 175.0 PUT$

Sell TOP Vol: $NIO 20231020 12.0 CALL$ $NIO 20231020 15.0 CALL$

$NIO Inc.(NIO)$ On August 29, the second quarter financial report data released by NIO showed that the operating income of NIO in the second quarter was 8.77 billion yuan, less than the market expectation of 9.254 billion yuan, down 14.8% from last year, and down nearly 20% from the first quarter of this year

$Johnson & Johnson(JNJ)$ On Wednesday, J&J updated its outlook following the complete separation of Kenvue and kept its dividend unchanged. J&j revised its 2023 adjusted diluted earnings per share guidance range to $10.00 to $10.10, with a new year-over-year growth forecast of 12.0% to 13.0%, compared with the previous guidance of $10.70 to $10.80 in the earnings report.

Note: This image data is from Tiger PC. This screen is a significant sell open position for an option contract in the market. A sell of a call option means that the trader believes that the underlying trend has peaked, and a sell of a put option means that the trader believes that the underlying trend has bottomed. These contract openings typically indicate significant activity in the underlying stock, including whether the trader is willing to accumulate a long or short option position.

Options portfolio open position

Note: This image data is from Tiger PC. This screening is a significant portfolio of options contracts in the market. Portfolio opening includes a variety of underlying trends, requiring traders to further master the basic knowledge of options for analysis and judgment.