Option Focus | Palantir's $4.3 Million and $2.6 Million OTM Put Sales Signal Bullish Premium Collection as Large Traders Bet on Downside Support

Option Witch07-23

Palantir Technologies Inc.’s shares closed at USD 124.57, down 6.10 percent from the prior close. The session saw notable options activity, headlined by two substantial out-of-the-money put sales worth a combined $6.85 million, suggesting large traders are positioning for the stock to find support at lower levels.

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Options Indicators

PLTR’s implied volatility is 73.15%, and with an IV percentile of 94.42%, current option volatility sits in a clearly elevated range, indicating that contracts are priced expensively relative to their own historical levels. The IV/HV ratio of 1.54 further shows implied volatility is running well above realized volatility, suggesting the options market is assigning a sizeable premium to future uncertainty and event risk. In this setup, outright option buyers face a relatively high entry cost, while premium-selling approaches or defined-risk spreads may offer a more efficient way to structure exposure. The Call/Put volume ratio is 2.39.

Large Trades

A PUT sale worth $4.29 million was the largest displayed trade, with 2,000 contracts sold on the December 15, 2028 $95.00 put. With PLTR referenced at $124.57, the strike sits out of the money, making this a moderately bullish short-put position. Strategically, the seller is collecting premium while expressing confidence that the stock can remain above $95.00 through expiration, or at least not fall far enough to make assignment unattractive. The trade reflects willingness to take downside exposure at a lower effective entry level, which is typically consistent with constructive longer-term sentiment rather than outright bearish positioning.

A second large single-leg trade worth $2.56 million involved the sale of 2,000 contracts of the June 17, 2027 $100.00 put. This strike is also out of the money versus the $124.57 reference price, so the position again signals a bullish premium-collection stance. By selling downside puts at a level well below the current stock price, the trader appears to be betting that PLTR will hold above $100.00 over time, while monetizing elevated option premium. Taken together with the larger 2028 put sale, this trade reinforces the view that institutional-sized flow is comfortable leaning long through cash-secured or margin-backed put writing rather than chasing upside through call buying.

Overall sentiment across all large trades was bullish, with $7.59 million in bullish flow versus $2.12 million in bearish flow, for a net bullish difference of $5.47 million. The directional judgment is clearly positive: large traders showed a meaningful preference for bullish structures, led by substantial out-of-the-money put selling that suggests confidence in downside support and a willingness to accumulate risk at lower levels. While there was some bearish or capped-upside activity in call selling, the magnitude of bullish premium-selling and supportive directional positioning outweighed those trades decisively, leaving the broader large-trade picture constructive for PLTR.

Strategy Reference

For traders seeking to collect premium with a low probability of assignment, selling puts at strikes like $90.00 or $85.00—further out of the money than the observed trades—could be considered; for those preferring to limit margin requirements, a bull put spread using these strikes would define the maximum risk.

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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