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Options Montage: Decimated Put/Call ratios while gamma creeping higher

Moomoo News ·  Aug 14, 2020 10:33  · Trending Now

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We are already well aware that the best price action and momentum has been off the session this summer. There's usually a solid hour to start the day, where sweepers are most aggresive, after that, the flow would usually go dead and sometimes we could see a bit of an uptick (Buying activities) into the closing bell. 

For this week, all the action and sweeper buying has remained early morning off the open but just as reliable has been this low volume fade mid afternoon while order flow is dead. 

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Large-Only, Buy-to-Open Source: Sentimentrader

Notes: This ratio focuses on large traders to get a better feel for what they're trying to do. Despite the fact that many large traders might be "smart money", this ratio is best used in a contrary manner. When the ratio is high, and large traders are buying a lot of put options relative to call options, it tends to be bullish for stocks. When the ratio is very low, it tends to be bearish for stocks, leading to either a plateau in prices or an eventual erasure of further short-term gains.

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Retail-Only, Buy-to-Open Source: Sentimentrader

Notes: This ratio focuses on small traders to get a better feel for what they're trying to do. When the ROBO put/call ratio is high, that means small traders are buying many puts in relation to calls, and suggests that they believe their stocks will decline. This is bullish for the market once it reaches an extreme. On the other hand, when these traders are so confident of their stocks rising that the ROBO ratio drops to a low level, then we need to be aware that sentiment is becoming too frothy, and a market decline may soon be at hand.

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Gamma exposure Source: Sentimentrader

Notes: Gamma exposure refers to the sensitivity of existing option contracts to changes in the underlying price of the S&P 500. On the chart, a GEX value of 6 billion implies that if price moves +/-1%, 6 billion shares will come to market to push price in the opposite of the prevailing direction. The highest values tend to occur as prices peak and the lowest values as prices bottom.

For now as the charts show above, decimated Put/Call ratios and $S&P 500 index(.SPX.US)$ gamma creeping higher, it's all could be the consequences of a potential meltup with aggresive rotation. That's why we want you to be prepared ahead of time for such a climate change because it can drive you nutes. 

The following is a snapshot of noteworthy changes in stock and option volumes, as well as changes in option implied volatilities. By monitoring this market data, traders can create strategies that capitalize on this often over looked information.

Options with increasing option implied volatility: 

$Oracle Corp(ORCL.US)$ $Target Corp(TGT.US)$ $Lowe's Companies Inc(LOW.US)$

$GSX Techedu(GSX.US)$ $Riot Blockchain Inc(RIOT.US)$ $Silver Trust Ishares(SLV.US)$

$Sea Limited(SE.US)$ $Ishares Iboxx $ Investment Grade Corporate Bond Etf(LQD.US)$

$Jumia Technologies AG(JMIA.US)$ $Farfetch Ltd(FTCH.US)$ $DraftKings Inc(DKNG.US)$

$Glu Mobile Inc(GLUU.US)$ $COUPA SOFTWARE INC(COUP.US)$ 

$Corcept Therapeutics Inc(CORT.US)$ $eXp World Holdings Inc(EXPI.US)$ 

$AMC Entertainment Holdings Inc(AMC.US)$ $Gap Inc(GPS.US)$ $Applied Materials Inc(AMAT.US)$

$Blink Charging Co(BLNK.US)$ $iQIYI, Inc.(IQ.US)$

Options with decreasing option implied volatility: 

$Pinterest Inc(PINS.US)$ $Intel Corp(INTC.US)$ $Alteryx Inc(AYX.US)$ 

$Seres Therapeutics Inc(MCRB.US)$ $Intra-Cellular Therapies Inc(ITCI.US)$

$Signet Jewelers Ltd(SIG.US)$ $NIO Inc.(NIO.US)$

Options expected to have increasing volume: 

$DraftKings Inc(DKNG.US)$ $Farfetch Ltd(FTCH.US)$ $Dillard's Inc(DDS.US)$

$Tesla, Inc.(TSLA.US)$ $Baidu Inc(BIDU.US)$ $Applied Materials Inc(AMAT.US)$

$PayPal Holdings Inc(PYPL.US)$ $Blink Charging Co(BLNK.US)$ $iQIYI, Inc.(IQ.US)$

Increasing unusual call option volume: 

$PURE STORAGE, INC.(PSTG.US)$ $Colony Capital Inc(CLNY.US)$ 

$GrowGeneration Corp(GRWG.US)$ $Ishares Tips Bond Etf(TIP.US)$

$Sundial Growers Inc(SNDL.US)$ $Teucrium Commodity Trust Corn Fd Shs(CORN.US)$

$Corcept Therapeutics Inc(CORT.US)$

Increasing unusual put option volume: 

$Purple Innovation Inc(PRPL.US)$ $Southwestern Energy Co(SWN.US)$ 

$Edison International(EIX.US)$ $Vroom Inc(VRM.US)$ $Revolve Group Inc(RVLV.US)$

$American Eagle Outfitters Inc(AEO.US)$ $Tencent Music Entertainment Group(TME.US)$

$Farfetch Ltd(FTCH.US)$

$Tesla, Inc.(TSLA.US)$ August weekly call option implied volatility is at 62, August is at 64; compared to its 52-week range of 34 to 154 into upgraded to Equal Weight from Underweight at Morgan Stanley. Call put ratio 2.2 calls to 1 put.

$GSX Techedu(GSX.US)$ August call option implied volatility is at 118, September is at 112; compared to its 52-week range 61 to 167 into the expected release of quarter results before the bell on August 24. Call put ratio 3.1 calls to 1 put.

Notable bettings toward broader market indices ETF on 8/13

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Individuals breakdown by sectors (8/13 notable bets)

Tech

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Industrial

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Healthcare

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Financial

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Communication Services

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Consumer Cyclical

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Consumer Defensive

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Energy

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Basic Materials

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Utilities

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Real Estate

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Options Montage from moomoo news team, the most exclusive and insightful order flow details we delivered. They provide increased cost-efficiency, they have the potential to deliver higher percentage returns and strategic alternatives.

by Eli, Rachel, Nicole

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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