A lot of the market looked calm on the surface, but underneath it was busy in a very specific way. Nvidia options stayed wild even after earnings, oil kept leaning on rates and inflation, and traders were already gaming out what a SpaceX options market might look like before it even really exists.

• Nvidia after earnings
• How traders handled the Nvidia setup
• Liquidity and sizing still matter
• Dividend, buyback, and the bigger Nvidia question
• Vol crush beyond Nvidia
• Oil, backwardation, and why equities care
• Rates, inflation, and the war trade
• Bonds and macro mood
• AI capex, breadth, and where the money is going
• SpaceX IPO chatter and the options trap
• Metals, crypto, and sentiment
• Short-dated tactics and risk controls

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