Option Movers | Nvidia is Expected to Show a 7% Swing Post-Earnings; PDD Holdings Shows Bearish Sentiment

Option_Movers
11-19

U.S. stocks ended lower on Tuesday (Nov 18), with the S&P 500 putting in a fourth straight session of losses as valuation worries hit big technology-related shares and a disappointing forecast pressured Home Depot.

Regarding the options market, a total volume of 54,083,269 contracts was traded on Tuesday, call ratio accounted for 55%.

Top 10 Option Volumes

Top 10: $Nvidia(NVDA)$; $Tesla(TSLA)$; $Amazon(AMZN)$; $AMD(AMD)$; $Meta(META)$; $Palantir(PLTR)$; $Netflix(NFLX)$; $Apple(AAPL)$; $Microsoft(MSFT)$; $Strategy(MSTR)$

Source: Tiger Trade AppSource: Tiger Trade App

Wall Street will get a sense of where the billions of dollars being spent on artificial intelligence are going when $Nvidia Corp.(NVDA)$ reports its earnings after the bell on Wednesday. How the sinking stock market will react is another question.

Analysts expect the chip behemoth to show more than 50% growth in both net income and revenue in its fiscal third quarter. The risk is that these numbers could become unreliable if the big AI spenders, in particular closely held OpenAI, have to pull back on their commitments.

The expected move for NVDA options expiring on Nov 21, 2025 (2 days) (m) is ±$12.83 (7.06%), with a price range of $169.05 - $194.71.

Source: OptionChartsSource: OptionCharts

Call open interest expiring this Friday totals at 1,428,431, while puts stand at 1,126,842 — indicating bullish tilt among options traders. Open interest for $200 and $180 calls expiring this week are particularly high, with 143,599 and 134,589 unclosed contracts as of Nov 18.

$NVDA 20251121 180.0 CALL$

$NVDA 20251121 200.0 CALL$

Source: OptionChartsSource: OptionCharts

Unusual Options Activity

Source: Market ChameleonSource: Market Chameleon

PDD Holdings' U.S.-listed shares fell 7% on Tuesday. PDD said revenue rose 9% in the quarter, while JD.com reported steady sales growth last week, pointing to strong demand for general merchandise and staples.

"We have seen many industry peers deploy significant capital to develop new business models, leading to increasingly fierce competition," said PDD's co-CEO Zhao Jiazhen on a post-earnings call with analysts.

"Today, with a rapid evolution of trade barriers, we are seeing a significant shift in the regulatory environment for the global business. We will inevitably face greater challenges and uncertainties," said co-CEO Chen Lei.

Market sentiment for PDD stock is quite bearish on Tuesday.

The largest delta volume came from the 16-Jan-26 120 Put, with traders getting short 590,798 deltas on the single option contract.

$PDD 20260116 120.0 PUT$

Source: Market ChameleonSource: Market Chameleon

TOP Bullish & Bearish Single Stocks

This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).

If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.

Top 10 bullish stocks: $COIN(COIN)$; $NFLX(NFLX)$; $TSLA(TSLA)$; $TXN(TXN)$; $AAPL(AAPL)$; $VZ(VZ)$; $UAL(UAL)$; $PLTR(PLTR)$; $MRK(MRK)$; $PEP(PEP)$

Top 10 bearish stocks: $BA(BA)$; $META(META)$; $ACN(ACN)$; $MOH(MOH)$; $UNH(UNH)$; $AMZN(AMZN)$; $ORCL(ORCL)$; $HOOD(HOOD)$; $GOOGL(GOOGL)$; $PM(PM)$

Source: Market ChameleonSource: Market Chameleon

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$(NVDA)$ $(PDD)$
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