Yesterday’s bullish options flow is holding strong across the board, with all 15 names in positive territory and the group averaging +1.3%, led by XP’s 3.1% gain. The bearish plays are following through even more decisively, with all 15 names declining and averaging -2.4%, showing particular weakness in semiconductor and fintech names like ARM and HOOD. The split between winning and losing positions is stark, with bullish energy in commodities and streaming offsetting broad weakness in chip stocks and tech.
