Yesterday we had some thoughts on Taiwan Semiconductor’s (TSM) Q1 earnings disappointment and what it might mean for the rest of the PC and Smartphone supply chain (Chips and Dips): This outlook should be concerning to …
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Event: Semiconductor equipment maker Applied Materials (AMAT) reports fiscal Q1 results tonight after the close. The options market is implying about a 4.5% one day move tomorrow, which is rich to the 4 qtr one …
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The devastation in semiconductor stocks on Friday into Monday was fairly staggering with the Philadelphia Semi Index (SOX) having declined 16% from the mid-September multi-year highs to yesterday’s close at the nice round number of …
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Naturally, Thursday’s half-day saw very light options volumes, with technology names the most active as the major indices hit new highs once again. 1. CSCO – CSCO rallied to its highest level since last August. Calls …
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Below is our list of the most interesting untied stock, etf and index options activity on the day: 1. INTC – a trader sold 25,000 Jan 15 30/32 call spreads at .21 to close. 2. COH …
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Macro themes continued to dominate the options flow, but there was an interesting seller of premium, likely a large holder looking to add yield to existing longs. Below is our list of the most interesting …
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Our list of the most interesting untied stock, etf and index options activity on the day: 1. EBAY – Stock had a wild ride today, closing up a tad after trading up more than 10% …
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