In the early hours of tomorrow morning, Nvidia options will detonate the entire U.S. stock market?

Mondo Finance Updated on 2024-02-21

Options trading has heated up sharply, and the stock price has changed sharply after betting on Nvidia's results.

In the U.S. ** market overnight, Nvidia ended its multi-day rally the day before the earnings release, falling nearly 7% intraday and closing down about 44% at 694$52 shares, pulling down the ** stock index, the market value was overtaken by Amazon and Google.

According to the ** compilation data, options market pricing is currently expected within the first trading day after the earnings reportNvidia stock price will have 10Fluctuations of around 6%., or the largest single-day volatility on record, resulting in a $170 billion change in Nvidia's market capitalization.

Traders are betting that Nvidia's share price will move around 11% after earnings reports until Friday, according to data from CBOE Global Markets.

Driven by the frenzy of artificial intelligence, Nvidia's stock price has surged nearly 240% last year and has risen more than 40% this year, contributing about 25% of the S&P 500's gain.

Wall Street News previously mentioned that Morgan Stanley believes that Nvidia's earnings report may become a volatile event that affects the trend of U.S. stocks, and they said that if Q4 revenue is higher than consensus and more optimistic about future revenue guidance, the stock price still has 5-15% room for **. Christopher Jacobson of Susquehanna International Group said:

"The volatility of stock prices has left some people worried about valuations and afraid to add or reduce their positions, but at the same time they are worried that they will miss out on opportunities when the stock price goes higher again. ”

"As a result, a lot of people are turning to call options that are relatively less risky. ”

In recent months, Nvidia's options trading volume has risen sharply, and traders have been ** Nvidia's call options, which are at a much higher premium than put options, indicating that the market is betting that Nvidia's stock price will go further**.

According to Piper Sandler, the notional trading volume of Nvidia options was about $500 billion last week, outpacing all other constituents in the Russell 3000 index.

Other data shows that most of the current open interest contracts are call options in the range of $1010-1380, and some of these options will expire at the end of this week, which means that the ** price of Nvidia this week needs to soar more than 45% from the current stock price level.

However, some analysts warn that due to the current call options crazy bets on Nvidia and other AI stocks, after Nvidia announces its earnings report, the implied volatility of the entire options market may decline, and Nvidia's related call options ** followed**, and drove *** Susquehanna compilation data shows that the market still has 25% options bets, and Nvidia's **price on Friday will **10% to $620 or **22% to $850.

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