Option Focus | SPCX Sees $3.84 Million Short Put Sale and Synthetic Long as Bullish Flow Hits $15.88 Million

Option Witch07:00

SpaceX closed at 143.34 USD, down 1.98%.

Large options trades in SPCX showed a decisively bullish tilt, led by a $3.84 million short-put sale and a synthetic long position. Total bullish flow reached $15.88 million, dwarfing $0.42 million of bearish flow and leaving a net bullish difference of $15.45 million. The mix of upside exposure and supportive downside-selling structures suggests confidence in forward price stability to appreciation rather than demand for protection.

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Options Indicators

SPCX’s implied volatility stands at 68.62%, and with an IV percentile of 80.09%, current option pricing sits in an elevated regime, indicating options are relatively expensive versus their own recent history. At the same time, the IV/HV ratio of 0.66 suggests implied volatility is running below historical realized volatility, which softens that “expensive” reading somewhat, but overall the percentile still points to a market where volatility expectations are on the high side and option premiums remain rich in relative terms. The Call/Put volume ratio is 1.37.

Large Trades

A synthetic long position with a net debit of $0.21 million was the standout structured trade, pairing the purchase of 2,250 June 17, 2027 $200.00 calls with the sale of 2,250 June 17, 2027 $120.00 puts. With SPCX referenced at $143.34, the $200.00 call is out-of-the-money and the $120.00 put is also out-of-the-money, creating a classic synthetic long stock setup. The use of a net debit indicates the trader paid to establish upside exposure, suggesting a directional bullish bet rather than income generation, with the short put leg also signaling willingness to take on downside assignment risk in exchange for financing part of the call purchase.

A bullish short-put sale worth $3.84 million was the largest outright single-leg trade, involving the sale of 1,800 January 21, 2028 $110.00 puts. With the strike well below the current reference price of $143.34, the put was out-of-the-money at execution, which makes the trade consistent with premium collection and constructive positioning. Strategically, this points to a trader expressing confidence that SPCX can remain above $110.00 through expiration, while also showing comfort with potentially accumulating exposure at a lower effective entry point if the shares decline materially.

Overall sentiment was decisively bullish, with total bullish flow at $15.88 million versus just $0.42 million of bearish flow, leaving a net bullish difference of $15.45 million. The directional judgment is clearly positive: large traders overwhelmingly favored upside or supportive downside-selling structures, led by the synthetic long and multiple put sales, which together reflect confidence in forward price stability to appreciation rather than demand for protection.

Strategy Reference

For a lower assignment probability, a seller could target the January 21, 2028 $90.00 put, which sits further below the $110.00 strike already sold in the large flow; alternatively, a bull put spread using the $110.00/$90.00 strikes would cap margin while maintaining a supportive stance.

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