To The Moon

$NVIDIA(NVDA)$

Monday’s rally has boosted bullish sentiment, with big bets coming in for a move above $200 by year-end.

There are still some puzzling put positions opening up—likely institutional hedges, possibly speculating that a lack of new catalysts in the second half could trigger a pullback.

For this week’s close, I see two main ranges: either $170–185 or $180–190. Bottom line, earnings are solid—this is a great setup for selling puts to short volatility.

$Tesla Motors(TSLA)$

Institutions are rolling bear call spreads in the $350–367.5 range, and I see renewed short-squeeze risk.

For selling puts, the ideal strike range is $300–320.

$PDD Holdings Inc(PDD)$

First, the three massive call positions totaling $80 million haven’t closed: $PDD 20250926 130.0 CALL$ , $PDD 20250926 132.0 CALL$ , $PDD 20250926 135.0 CALL$ .

Second, more bullish flow hit on Monday, with both put selling and call buying: $PDD 20251017 130.0 PUT$ , $PDD 20251121 145.0 CALL$ .

There are also some recent $130 sell calls, but that’s not a big concern—$PDD$ remains a top candidate for put selling right now. Strike selection depends on your risk appetite; anything below $120 isn’t too aggressive.

$Alibaba(BABA)$

Compared to $PDD$, options flow in $BABA$ is much quieter. For earnings, the safest play is to sell the $110 put.