Crude crashing — Brent -6% to $98. GIFT Nifty above 23,000. FIIs sitting on 2,48,712 shorts — added MORE into ceasefire rally. Sensex expiry at 74,000 GEX flip zone. Full positioning: FII (-2,48,712 short) vs Clients (+1,48,527 long) vs Pros (selling premium). 1 SD ranges: Sensex 73,569–75,031, Nifty 22,712–23,437. IV crush: Sensex ATM 42%→28%. TK Screener rotation (IT, Infra, Auto → Buy). GEX education. 5-min pre-market edge.

Timestamps:

[0:00] Cold Open — GIFT Nifty above 23K, crude crashing -6%[0:15] Intro[0:30] Global Cues — Crude -6%, Asia ripping, gold $4,583[1:15] FII/DII — Full positioning: FII vs Client vs Pro vs DII[2:15] Options — Sensex 74K expiry + 1 SD ranges + IV crush 42%→28%[3:15] TK Screener — IT, Infra, Auto flip Buy; indices Sell[4:00] Tanmay's Read — GEX education + trending day POV + RupeeCase[4:40] CTA ...