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Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) Options Positioning, Max Pain & Unusual Sweeps

$23.40 -1.85% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $23.28

Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) carries a Roarable Rating of D (Sell) with 44/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D • SELL / AVOID Cap $818.7M
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is AIO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Virtus Artificial Intelligence & Technology Opportunities Fund of (NYSE: AIO) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 44/100 at a spot price of $23.40 (-1.85% 1D, market cap $818.7M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 7/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 4/20, and SEC Balance-Sheet Forensics 9/20. Across 1096 tracked Financials issuers, AIO ranks #824 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does AIO compare to MFIC and AEF in the Financials sector?
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Within the Financials sector (Finance/Investors Services), AIO carries a Roarable D (44/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, MFIC (MidCap Financial Investment Corporation) holds a D- grade (39/100 RQD, P/E 13.6x, ROIC 4.8%, cap $853.4M) and AEF (abrdn Emerging Markets ex-China Fund Inc.) posts a D- grade (43/100 RQD, P/E N/A, ROIC —, cap $867.5M). Among the 5-stock peer group, MFIC leads on earnings multiple (13.6x) while MFIC leads on capital efficiency (4.8% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for AIO?
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For Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity. and sector rank #824 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately. and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $23.28 (-0.52%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 0.6% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (44/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-6.5% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERSELL / AVOID • D
025507510044
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D · Rk D-
Cash (11)Whales (7)SEC (13)Macro (4)CEO (9)
Each axis scored 0–20
12M PRICE TARGET CONE-6.3% Base Target
$30 Bull$22 Base$17 Bear
📬 FREE AIO RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for AIO)Realized 20D OHLCV Swing Band: ±5%
Deterministic 5-Pillar Attribution (44/100 Composite)
🔍 WHY AIO SCORES 44/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (30% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Cash Engine Quality+11/20 pts (25% of score)

SEC XBRL Trailing 12 Months: 0.6% FCF Margin ($22.9M FCF) & 52% Gross Margin

▼ #1 Drag / Risk Factor: Macro Regime Fit4/20 pts (-16 pt drag)

Macro rate sensitivity & RSI-14 (46.1) create a -16 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
52
Grade C-$24.62-5.2% Next Q
Q2 (-2Q)
49
Grade D$23.33+0.3% Next Q
Q3 (-1Q)
47
Grade D$23.41+0% Next Q
Current
44
Grade D$23.40-6.5% Hist 90D α
Trajectory: C- (52) → D (44)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a AIO Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While AIO currently carries a cautious 44/100 (D) rating due to Macro Regime Fit (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Financials with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($24.81) and Max Pain ($24.57) forces dealer call-delta covering toward $30.03.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $AIO• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “AIO Beats Next Quarter EPS Consensus (Upcoming Quarter) & Holds Above 200D SMA”
YES 44%NO 56%Trade / Inspect Odds →
CALL VS. PUT WHALE SHARE
— (No Active Options Snapshot)
Put/Call Ratio: — (No Active Options Snapshot)
MAX-PAIN EXPIRATION MAGNET
— (No Active Options Snapshot)
No active options chain max-pain snapshot on file
HISTORICAL 20D VOLATILITY SWING
±5%
Derived from 20D OHLCV bars (No Active Options Snapshot)

Active Strike Call vs. Put Concentration Ladder (AIO)

— (No Active Options Snapshot) — No unusual CBOE strike concentration anomalies recorded in the current database snapshot for AIO.

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Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring AIO)

  • ✓Walkthrough of AIO's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
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AIO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -5.68%▼ DESCENDING CHANNEL
2026-11-03O $24.19H $24.19L $23.40C $23.40VOL 122.8K
RES: $25.14SUP: $22.61SMA50: $24.81SMA200: $24.69
$29.01$27.32$25.63$23.94$22.25RES $25.14SUP $22.61$23.402026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

AIO Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 AIO Butterfly Map → + Track AIO →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
8.0%/yr Implied 5Y Growth

vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on AIO today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for AIO. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for AIO today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (AIO)

Financials Rank #824 of 1096 ⚔️ MFIC vs AIO Full Matrix →

1. Head-to-Head Financials Peer Comparison (AIO vs. MFIC, AEF, FDUS, PDX)

Industry: Finance/Investors Services (37 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) ranks #824 by composite RQD confidence (44/100, grade D) and #592 by equity capitalization ($818.7M). Within this direct 5-issuer industry benchmark cohort, MFIC leads on earnings valuation at 13.6x trailing P/E, while MFIC leads on capital efficiency and profitability with 4.8% ROIC and — gross margin. PDX currently holds the highest overall quantitative score in the immediate peer group at 50/100 (D) compared with AIO at 44/100 (D).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
AIO ACTIVE
Virtus Artificial Intelligence & Technology Opportunities Fund of
D 44/100 — — — -1.85% $818.7M Benchmark Subject
MFIC
MidCap Financial Investment Corporation
D- 39/100 13.6x — 4.8% -0.68% $853.4M /mfic-vs-aio →
AEF
abrdn Emerging Markets ex-China Fund Inc.
D- 43/100 — — — -0.99% $867.5M /aef-vs-aio →
FDUS
Fidus Investment Corporation
D- 39/100 — — — +0.88% $732.9M /fdus-vs-aio →
PDX
PIMCO Dynamic Income Strategy Fund of
D 50/100 — — — +0.58% $931.2M /pdx-vs-aio →

2. AIO Fundamental Profitability, Capital Efficiency & Balance-Sheet Forensics

TRAILING 12M & FORWARD QUANTITATIVE SNAPSHOT

Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) operates in Finance/Investors Services (Financials) with an equity capitalization of $818.7M, trailing P/E of N/A, forward P/E of N/A, and EV/EBITDA of N/A. Operating profitability registers a gross margin of —, operating margin of —, net profit margin of —, ROIC of —, and free cash flow yield of —, alongside an Altman Z-Score of N/A and Piotroski F-Score of N/A.

3. AIO Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is AIO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Virtus Artificial Intelligence & Technology Opportunities Fund of (NYSE: AIO) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 44/100 at a spot price of $23.40 (-1.85% 1D, market cap $818.7M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 7/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 4/20, and SEC Balance-Sheet Forensics 9/20. Across 1096 tracked Financials issuers, AIO ranks #824 in composite RQD confidence.

How does AIO compare to MFIC and AEF in the Financials sector?

Within the Financials sector (Finance/Investors Services), AIO carries a Roarable D (44/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, MFIC (MidCap Financial Investment Corporation) holds a D- grade (39/100 RQD, P/E 13.6x, ROIC 4.8%, cap $853.4M) and AEF (abrdn Emerging Markets ex-China Fund Inc.) posts a D- grade (43/100 RQD, P/E N/A, ROIC —, cap $867.5M). Among the 5-stock peer group, MFIC leads on earnings multiple (13.6x) while MFIC leads on capital efficiency (4.8% ROIC).

What are the biggest fundamental strengths and SEC risk factors for AIO?

For Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity. and sector rank #824 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately. and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is AIO trading relative to its 50-day, 200-day, and 52-week technical levels?

AIO last traded at $23.40 (-1.85% on volume of 99,106 shares), positioning the stock -5.68% below its 50-day simple moving average ($24.81) and -5.22% below its 200-day simple moving average ($24.69). Across its 52-week range of $20.91 to $28.60, AIO sits at the 32.4% percentile with a 14-day RSI of 46.1 (NEUTRAL RANGE) and an implied next-earnings move of ±5.0% ($22.23 to $24.57).

Direct Sub-Reports: AIO RQD Cockpit AIO 12M Forecast AIO Earnings & Move AIO Dividends & DRIP AIO Insiders & 13F AIO Whale Options AIO Profit Sankey AIO News & Why
ROARABLE RATING BRIEF • RQD 44/100 (D) ✓ SEC XBRL & RQD VERIFIED

AIO — Virtus Artificial Intelligence & Technology Opportunities Fund of: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-11-03

1. Roarable Rating Brief: What This Means to a Prospective Investor

Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) earns a live Roarable RQD composite score of 44/100, corresponding to a D letter grade (Roarable Sell) at a spot price of $23.40 (-1.85% 1D, market capitalization $818.7M).

  • Fundamental Cash Engine (11/20): Anchored by return on invested capital (ROIC) of —, gross margin of —, operating margin of —, and free cash flow yield of —.
  • Whale 13F & Options Flow (7/20) + Insider Conviction (13/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (4/20) + Forensic Balance Sheet (9/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of N/A, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) is a NYSE-listed operating company in the Finance/Investors Services industry (Financials sector) with an equity market capitalization of $818.7M. The business operates with a gross margin of 0%, an operating margin of 0%, and a return on invested capital (ROIC) of 0% (free cash flow yield of 0%). Within the Finance/Investors Services peer group, investor evaluation centers on operating leverage, unit margin durability, and capital allocation efficiency across market cycles.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (D • RQD 44/100): Established market leader in Financials with deep daily trading liquidity. Free cash flow yield of — and institutional whale pillar of 7/20. With Fundamental Cash Engine at 11/20 and Institutional Whale Flow at 7/20, sustained execution supports upside toward the upper end of the $20.91 – $28.60 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against — operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

The source does not identify upstream suppliers, downstream customers, or sector correlations. The only sector context available is the Financials sector and Finance/Investors Services industry.

  • Key Question #1: Can AIO sustain or expand its — operating margin and — ROIC against Finance/Investors Services peers over the next 4 quarters?
  • Key Question #2: Will free cash flow conversion (— FCF yield) strengthen balance-sheet liquidity (Altman Z-Score N/A) toward the $28.60 52-week high?
  • Key Question #3: How sensitive is AIO's equity valuation to Financials capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

AIO Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to AIO Debate Forum (3) ↓
🟡 MARKET WIRE TechPowerUp • 4d ago
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🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

AIO Bull vs. Bear Conversation Board — What's Your Call at $23.40?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON AIO 🐻 33% BEARISH CONVICTION
1. Pick Your Side on AIO:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
QU QuantViper RQD DEBATE OPENER • Systematic Momentum Desk 🐂 BULLISH 🎯 Target: $28.13 (+18.0%)
📌 Pinned Debate

The balance-sheet pillar is the strongest component at 13 / 20, with an Altman Z of 2.5, a Piotroski F of 6/9, and Debt/Equity of 0.5.

Here is why I am bullish on AIO here at $23.84: The balance-sheet pillar is the strongest component at 13 / 20, with an Altman Z of 2.5, a Piotroski F of 6/9, and Debt/Equity of 0.5.. Compare AIO's 0.0% operating margin and 0.0% ROIC against the rest of Finance/Investors Services. As long as cash conversion holds up, dips toward $22.65 are getting bought.

RetailWhale_TX 🐂 BULL

Both sides have a point here — AIO's 13/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

RE RedlineAuditor RQD DEBATE OPENER • Accounting Quality Watch 🐻 BEARISH 🎯 Target: $20.50 (-14.0%)
Spot @ $23.84

ROIC and FCF yield are both 0% and the Macro Regime Fit pillar scores only 4 / 20.

Careful chasing AIO at $23.84. ROIC and FCF yield are both 0% and the Macro Regime Fit pillar scores only 4 / 20.. Gross margin is 0.0%, but operating margin is 0.0%, which shows SG&A and reinvestment are eating into bottom-line EPS. Target $20.50 on multiple compression.

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