Options Intelligence Report | Storage sector weak before market open; Nvidia drops 2%, Netflix up slightly in pre-market trading as funds build positions

Prospects OutlookAt the macro level, the Nasdaq 100 ETF fell by 1.19% in pre-market trading, while the S&P 500 ETF declined by 0.44% in pre-market trading. The market exhibits obvious structural differentiation: Anthropic’s second-quarter revenue soared 14 times year-on-year to $11.5 billion, driving continued gains in the AI infrastructure sector. However, overall market long-short divergences have intensified significantly—short positions in the Nasdaq have surged to $20 billion, while corporate insiders are currently in the largest buying cycle in 15 years, resulting in a sharp confrontation between bullish and bearish forces.