The Option Block 1506: AI Bloodletting and the Ghost of Rodney Dangerfield

A concentrated AI-stock selloff (Oracle, NVIDIA, Micron) coexists with contained VIX and a rallying energy sector, testing trader discipline.

• AI names sold off hard: Oracle swung from $142.25 to $135 intraday (off ~4.5% to $137.25) on OpenAI capex-panic headlines and reports it will truck in natural gas for power; NVIDIA fell 2.5% to $234, Micron -4.25%, Tesla -2%, Intel -6.75%.
• Energy vs. tech split: XLE rose 2.8% while XLK fell 1.8%; Uncle Mike's covered-call 'Triple Income' portfolio held up (-0.12% vs S&P -0.6%) via diversification across names like Taiwan Semi (-2.7%) and Chubb (+2%).

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