Yesterday's bullish options flow is performing solidly today, with semiconductor and financial names leading the way as SOXS jumps 7.1% and C gains 2.2%, pushing the group to a +1.9% average with all 15 names in positive territory. The bearish flow is following through as expected, with cybersecurity and chip stocks getting hit hardest, particularly CRWD down 4.4% and DRAM off 3.8%, keeping that cohort at a -1.9% average with all 15 names red. The split reflects continued strength in select tech and financials against weakness in semiconductor and security software names.
