President Trump has made a new announcement calling for a specific industry to move to meet the new demand created by the recent imposition of trade tariffs.
This has probably been analyzed in depth by some of the best and brightest traders in the market today. It is not a thesis, but a fact that can be recognized by retail investors today, provided they know what to look for and where.
The proof can be found in recent trading activity, but not in any kind of trading activity.
When investors recognize unusual call option activity in a particular stock $RIO (-0,46%) they know that a group of traders (or a large trader) in the market has a strong opinion on the underlying name, as options bring an aspect of leverage and timing, which significantly raises the stakes for the trade.