《$150B Buyback! $NVDA Climbs as Futures Slip | PreMarket Playbook + T3 Live | September 29, 2026》
看空 FICO，持有看跌期权，理由是 Vantage 评分的普及带来竞争，削弱其在按揭定价上的话语权。
我们看到 FICO（Fair Isaac Corp）下跌了 165 美元。FHFA 的变动允许 Vantage 评分与 FICO 并存，加上房利美和房地美的抵押贷款定价，正在引发担忧，认为竞争可能削弱 FICO 长期以来的抵押贷款评分优势。
所以 FICO——我们不会用十英尺长的杆子去碰它——但 FICO 已从 840 跌到 675。
We got FICO Fair Isaac Corp is down $165. Uh it change FHFA changes allowing Vantage score alongside FICO and Fanny May Freddy mortgage pricing are fueling concern that competition could weaken FICO's longstanding mortgage scoring advantage.
So FICO and we're not going to touch this with a 10-ft pole but FICO is down from 840 to 675.