What's Your Assumption -- Treading Directionally: CRM, SPX, SOFI, RBLX, TSLA, UNH, CAVA, DAL, ETHA, OPEN
Update: 2025-08-20
Description
The session opens with mixed market performance, notably E-minis down 17 points and significant declines in NASDAQ. The segment starts out with chip stocks like Nvidia (NVDA) and AMD (AMD). Traders then discuss various strategies, including bullish neutral plays on Salesforce (CRM) and long-term positions on SoFi (SOFI) and Tesla (TSLA). They explore iron condors in Roblox (RBLX) and UnitedHealth Group (UNH), while also navigating market volatility. A bullish sentiment emerges for CAVA, and the conversation emphasizes strategic options trading based on current volatility metrics.
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