Today's read

Two things moved in your book overnight, both on your biggest holdings. NVDA, your largest at 34 percent of everything you hold, crossed above a line we call the gamma flip at $172, the switch between calm and trending, so a name that was drifting now leans with the trend. And HOOD climbed back above $84, a floor dealers have defended 71 percent of the time, lifting you to up 26 percent there.

A heads up, the market is closed, so these prices are from the last session and may move at the open. On NVDA you are up 41 percent from your $124 cost, now sitting just under a ceiling at $180 where selling stacks up. AAPL is next at 22 percent of the book, up 12 percent from your $198 cost, in calm trade just above a floor at $230 that dealers have held 78 percent of the time. On MSTR you sold a call against your shares and you are down $340 as the stock pushed toward your $420 strike, a level defended 64 percent of the time. PLTR rounds out the book at 9 percent, about even from your $61 cost and quiet, with no strong dealer pull either way.

The one thing to know today: your largest position just flipped into trend mode.