In this episode of The OpEx Effect, we dive deep into the fascinating market dynamics following the recent election and explore the remarkable surge in options trading volume. We break down how Tesla's impressive rally is being driven by options flows and explain the mechanics behind gamma squeezes. We explore several key themes, including: How the post-election volatility crush led to a significant market rally Why Tesla has become the premier "Trump trade" and what the options flows tell us about its momentum The current state of meme stocks and the return of familiar faces like Cathie Wood Why the upcoming NVIDIA earnings could be a major catalyst for the broader market What dealer positioning and options skew tell us about potential year-end moves Throughout our discussion, we emphasize our core thesis that "flows over fundamentals" is increasingly driving market action, especially as options trading volume continues to hit new records. We also touch on our outlook for the crucial December OpEx period and share our thoughts on why the current rally may have more room to run despite stretched valuations in certain names. Join us for an in-depth conversation that combines technical analysis, market structure insights, and practical implications for long-term investors.

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