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Jacob Mintz

Oct 16, 2026

27:26
Right
27:26
... like, uh, CBRS, Cerebras.
27:28
Um, there's been put buying in that one for a long time.
27:30
Um, so that is definitely...
27:32
There was the, there was bearish option activity leading into this, uh, steep decline for the neo clouds and a lot of these AI stocks.
27:39
Um, but we're starting to see some money rotating into the rest of the market and stuff that's been left behind for a while.
27:45
I wouldn't say it's overwhelming, but there was a buyer of 100,000 Walmart bull call spreads just last week.
32:13
Okay.

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