Semiconductors nu over 100 % oppe på få måneder: Er det holdbart?
9/5 12:50
Grafer fra Nomura, Morgan Stanley, Data Trek , Goldman Sachs og LSEG That Upside Force Nobody owned enough upside, and the market is still paying the price for it. Calls have been chased aggressively, skew has collapsed, and upside realized volatility has gone completely abnormal. Today finally saw the first real pressure emerge in the […]...