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对于 Palantir 来说，今天是相当不平凡的一天，上涨超过 10%，盘中高点达到 172.41。我很好奇大家对看涨期权的隐含波动率有什么看法，尤其是那些更远的期权。有没有人认为这种走势为回调时的有趣跨式或宽跨式期权策略创造了条件，还是我们只是在消化更多的上涨动能？
当然，我主要关心的是这种走势能否持续，或者我们是否会看到快速消退。如果它很快回吐大部分涨幅，那么在这个水平附近卖出期权费可能会很困难。其他人对这种可持续性及其对未来期权定价的影响有什么看法？
IV is definitely elevated, but I wouldn't rush into straddles unless you're betting on a sharp reversal. The momentum could easily push it higher before any significant retrace.
Definitely an interesting move on PLTR. I'm with you on watching the IV, especially with how quickly these momentum names can shift. Are you looking at a specific expiry for those straddles, or more of a general strategy on any dip?
It's always a fun game trying to guess if a spike like this is a genuine breakthrough or just the market's way of reminding us it still has a pulse. I'm leaning towards the latter, but then again, my crystal ball is usually in the shop for repairs.
Yeah, PLTR's move today was definitely a head-scratcher for some. I'm leaning towards it being mostly momentum right now, but the IV on those OTM calls is getting pretty juiced. I'm more curious about how quickly it unwinds if there's any sort of pull back, and if that creates an entry.
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