$NVDA$
NVIDIA's earnings are solid and definitely beat expectations, but whether the stock will rally is another story.

Compared to Monday, Tuesday's opening positions were more extreme on both long and short sides, likely because the break below $180 prompted some to bet on a rebound while others continued to short.

Overall, even the bulls are leaning cautious. Although bullish openings like the 170 $NVDA 20251128 170.0 CALL$  are mostly buy-driven, this deep in-the-money call activity doesn’t necessarily signal a strengthening trend.

There are some single-leg, near-expiration longs like the $NVDA 20251121 205.0 CALL$ , but overall it looks difficult to break above $200.

The put side is also divided—several large put orders continue betting on a drop toward $170 or even a flash crash:
$NVDA 20251121 172.5 PUT$ 
$NVDA 20251128 155.0 PUT$ 
$NVDA 20270115 180.0 PUT$ 

That said, there are buyers willing to step in at the $170 strike:
$NVDA 20251121 170.0 PUT$ 

With the stock rebounding today, consider selling calls:
$NVDA 20251121 210.0 CALL$ 

$GOOGL$
On such a bearish day for the broader market, Google surged 6%, apparently driven by the release of Gemini 3, which markets see as cementing Google’s leadership in the AI ecosystem. On Tuesday, someone opened a 7,386-contract position in the 310 call:
$GOOGL 20251219 310.0 CALL$ 

In other words, Google could well become the top player in the AI ecosystem from here.

$SPY$
SPY gives a "take profits while you can" vibe—at least on Tuesday, the focus wasn’t on weekly puts except for Friday’s:
$SPY 20251121 631.0 PUT$ 
So even if NVIDIA’s earnings spark a bounce, it may not be time to relax just yet.

$AMD$
AMD still looks poised to test the 60-day moving average:
$AMD 20260918 210.0 PUT$ 
$AMD 20260417 190.0 PUT$ 

The strategy remains selling into strength:
Sell $AMD 20251121 260.0 CALL$ 

$TSLA$
A large sell put order appeared in the 345 strike expiring in late December:
$TSLA 20251226 345.0 PUT$ 
This suggests the current pullback may find a floor around the 120-day moving average.

Finally, watch for a potential bottom toward the end of November. We’re seeing heavy volume in November 28th puts—professional order flow direction is unclear, but the strikes cluster near support levels:

• $ORCL 20251128 200.0 PUT$  – 18k contracts opened

• $TSM 20251128 267.5 PUT$  – 18k contracts opened