Updated
Updated · CNBC · Aug 27
SpaceX Call Buying Jumps as Implied Volatility Falls to 57
Updated
Updated · CNBC · Aug 27

SpaceX Call Buying Jumps as Implied Volatility Falls to 57

3 articles · Updated · CNBC · Aug 27

Summary

  • 335,000 call contracts traded in SpaceX on Thursday, versus 75,000 puts bought, as traders leaned bullish after the stock spent three weeks near $140.
  • Implied volatility has dropped to 57 from above 120 before earnings, and Sept. 25 weekly options now price only about a $16, or 11%, move.
  • Open interest still shows slightly more puts than calls, but the put-call ratio eased to 1.1 from a record 1.2 on Monday while the seven busiest contracts were all calls.
  • Analysts say the calmer trading reflects holders sitting through the first lockup expiry and SpaceX's addition to major indexes, which can damp swings.
  • Even after the volatility collapse, realized volatility remains lower, suggesting outright option purchases may look cheaper than they really are.

Insights

Is the sudden drop in SpaceX options volatility masking the underlying financial strain of declining Starlink revenue per user?
Will SpaceX's upcoming lockup expirations shatter its newfound stability as insiders finally flood the market with shares?
Could the planned $60 billion Cursor acquisition ignite a hidden volatility time bomb for passive index funds holding SpaceX?