期权数据显示，英伟达财报后的走势将超过隐含的5.9%且看涨，基于高行权价的看涨期权大量买入。
逐段跳播
这条视频里关于 $NVDA 说的每一段，按说话顺序排列。点任意一行，上面的视频跳到那一刻。
英伟达在收盘后将会公布什么业绩？
what is Nvidia going to report after the bell?
但请记住，过去三天我们一直在讨论PCE、英伟达财报，当然还有周五在怀俄明州杰克逊霍尔举行的凯文·沃演讲。
But remember, the last three days we've all been talking about PCE, Nvidia earnings, and of course the Kevin War speech on Friday from Jackson Hole, Wyoming.
英伟达显然是重头戏。英伟达此前已连续下跌多日，基本上持续了一周或更久。昨天它确实反弹了，但在我们迎来财报之际，我一直关注的一个因素是，我们办公室里有几位期权交易员，今天早上我和他们聊过，我问他们：“听着，期权市场在告诉我们什么？”
因此，隐含波动率，即期权溢价所定价的，是财报公布后股价将波动5.9%。但这并不能告诉你它是上涨还是下跌。所以这就是市场定价的5.9%。然而，在更高的行权价上有大量的看涨期权买入。
换句话说，即使是看涨期权买入，其规模也可能达到机构级别。有那么多资金在买入。我们说的是，我想是130美元，甚至是230美元，抱歉，是230美元的看涨期权。再说一次，这并不意味着它是正确的，但我们的工作是跟随线索和数据，而数据现在告诉我们，大资金认为英伟达的波动将超过5.9%，且方向偏向上涨。
信不信由你。我是否持有英伟达的多头或空头头寸？没有。但在财报公布后，我显然会密切关注。
Nvidia's obviously the big one. Nvidia had been down multiple basically for a week straight or over a week. Yesterday, it did bounce, but as we come into earnings, one of the factors that I am always watching and we have someone, we have multiple traders that are options traders in the office and I talked to them this morning and I said, "Listen, what are the options, what's the options market telling us?" So the implied move is what the options premiums are pricing in is a 5.9% move on earnings. Now that doesn't tell you if it's up or down. So that's what the market is pricing in 5.9%. However, there is a lot of call buying at much higher levels. In other words, even call buying to ex the extent that it could be institutional. It's that much money are buying. We're talking about the one I think the 130s even the 230s excuse me the $230 call options. Now again it doesn't mean it's correct but the job is to follow the breadcrumbs right and the data and the data is telling us right now that big money is thinking Nvidia is going to get a bigger than 5.9% move and that direction is favoring the upside. Take it for what it's worth. Am I long or short in video? No. But I will obviously be monitoring this after the bell when the earnings do come out.
他说在等什么
他自己说在等的东西，一段话一条记录。同一件事说过几次就出现几次，我们不合并，也不判断它有没有兑现。
这个频道对 $NVDA 的历次判断
Verified Investing 在这只股票上共 3 条判断，这里只列相邻的几条。