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What's Your Assumption? - August 6, 2025 - What's Your Assumption -- Global Viewer Trades: AFRM, UNH, APP, JD, HIMS, CAT, VST, INTC, DKNG, CZR-LVS
Join Tom and Tony as they dissect today's market dynamics with a variety of trades from viewers all over the world. They kick things off with a Skewed Strangle on AFRM, diving into the challenges of trading in an unchanged market. Their strategy arsenal includes strangles on UNH and JD while a custom strangle on HIMS adds a tailored touch. They then discuss the struggles of wide markets in APP and the difficulty in getting filled. A strangle on VST highlight their tactical prowess, while unfortunately being unable to be filled in CAT. INTC and DKNG fall under their scrutiny with put strategies, and a pairs trade on CZR/LVS spices things up and rounding off the segment.