Option Focus | AMD’s $11.44 Million Synthetic Long and $7.44 Million Double-Call Bet Signal Strong Bullish Institutional Conviction

Option Witch07:01

Advanced Micro Devices closed at $505.74, up 5.90%.

Large options trades underscored a decisively bullish institutional bias, highlighted by an $11.44 million synthetic long position and a $7.44 million double-call purchase. The flow favored leveraged upside exposure over defensive hedging, with traders placing long-dated bets on a meaningful advance while accepting near-term volatility.

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Options Indicators

AMD’s implied volatility is 55.62%, and with an IV percentile of 23.11%, current option volatility sits on the low side relative to its own recent history, indicating that options are cheaply priced rather than expensive. At the same time, the IV/HV ratio of 1.24 shows implied volatility is still running modestly above historical realized volatility, suggesting the market is pricing in some forward uncertainty, but not at an unusually rich level. The Call/Put volume ratio is 1.73.

Large Trades

A synthetic call position worth $11.44 million stood out among the displayed large trades, built through buying the February 19, 2027 $650 call and selling the February 19, 2027 $420 put, both for 1,600 contracts. The structure carried a net debit of $1.25 million and reflects a clearly bullish stance, as the trader is using an out-of-the-money long call together with an out-of-the-money short put to replicate long stock exposure with leverage. With AMD referenced at $505.74, the $650 call is out of the money and the $420 put is also out of the money, indicating the trader is positioning for a meaningful upside move over a longer-dated horizon while accepting downside assignment risk below the short put strike.

A directional double-call purchase with a net debit of $7.44 million was the other featured trade, consisting of a buy of the September 9, 2026 $485 call and a buy of the October 23, 2026 $530 call, 1,300 contracts each. This is not a spread but a same-direction dual call accumulation, signaling a strong directional bet on a large upside move and elevated volatility. Relative to the $505.74 reference price, the $485 call is in the money while the $530 call is out of the money, giving the trader a blend of higher delta exposure and additional upside convexity. Overall, the bulk-order flow leans bullish on AMD, with the most important displayed trades emphasizing leveraged upside exposure rather than defensive hedging, suggesting institutions are positioning for further gains while tolerating near-term volatility in pursuit of a larger advance.

Strategy Reference

For sellers seeking low assignment probability, the February 19, 2027 $420 put sold in the synthetic long offers a reference; alternatively, a bull call spread using the $530/$650 strikes could provide upside participation with reduced upfront margin versus naked long calls.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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