Second Sight: Positioning + Options Flow + Neuroscience · Aug 12, 2026

Aug 12 MMR (Morning Market Report)

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CRWV + NBIS earnings posted while CPI is on deck

Morning Market Report

Aug 12, 2026

Overnight Tape

Asia 4/6 green, EU 2/4 green, SPY is up ~2pts in pre-market action with PPI on deck in about 45mins. CRWV and NBIS had strong earnings, helping give a jolt to the AI trade via the neo-clouds/periphery.

SPY Snapshot

IM: .7%

Gamma Regime: Positive, buying dips as long as 770 holds as support.

Read on 2ndskiestrading.substack.com ↗

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