Today, treasury yields went down, but the entire AI industry chain took a big hit. neocloud gpu cpu 光 电 存储 The main reason is that OpenAI's September $50 billion APR revenue fell short of the previous $70 billion expectation, triggering panic selling. On top of that, many stocks were sitting at support levels, and sudden option breaches amplified the volatility. Now there's clarification saying it's a statistical issue: the $70 billion includes channel distribution revenue, while the $50 billion is OpenAI's net revenue. A lot of calls were wiped out in the market today, and puts have accumulated heavily. With tomorrow being Friday and options expiration day, if the macro fundamentals remain unchanged, there's a very high chance of a put squeeze.