Selling calls into strength still fits the current setup, ideally using strikes above 190.
Monday’s flow increased the odds of a pullback toward 160 within the next month. The Dec 5th 165P $NVDA 20251205 165.0 PUT$ saw 41k new contracts, and despite the overall positive delta (implying seller control), that amount of open interest still adds downside pressure.
A retest of 170 is on the table this week. If you’re considering selling puts, it’s safer to pair the position with a protective long put — or wait for an actual dip before entering.
Broad open interest shows NVDA may struggle to break above 200 before the Jan 16 monthly expiration. The two largest call OI levels are the Jan 200C and Dec 200C, which reinforces that ceiling.
Put flow continues to hint at weakness. Personally, a move toward 160 wouldn’t surprise me. Position with protection on any rallies.
$SPY$
The market attempted another push above 687 today, but visibility beyond this week is limited. There’s still a meaningful risk of a pullback toward 650 over the next month.
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