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🧨 $NVDA Options Flow Recap — Wall Street’s $15B Call on Nvidia

🧨 $NVDA Options Flow Recap — Wall Street’s $15B Call on Nvidia

From China’s chip green light to a $7M put sweep, Nvidia’s tape is LIT—and the smart money isn’t waiting around 👇

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Ben The Bull
Jul 21, 2025
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T&G’s Substack
T&G’s Substack
🧨 $NVDA Options Flow Recap — Wall Street’s $15B Call on Nvidia
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Wall Street didn’t tiptoe into Nvidia today—they came in hot 🔥. With China reopening its doors to Nvidia’s prized H20 AI chips, bulls and bears both flooded the options market.

The stakes? A potential $15 billion revenue injection, analysts upgrading the stock en masse, and Nvidia becoming the first $4 TRILLION company ever. So yeah—this isn’t just hype. It’s an inflection point.

Now let’s break down what the whales did today, and what it could mean next…

📰 The News Catalyst: Why $NVDA Flow Is Erupting

✅ China gives the green light: Nvidia is now allowed to resume H20 chip exports to China, reversing prior U.S. restrictions
✅ Analysts cheer: $15B in potential new revenue this year—pushing sales to $20B+ in China alone
✅ Stock surges: $NVDA is up 29% YTD and just became the world’s first $4T company 🏆
✅ AI dominance: Nvidia controls 80%+ of the AI chip training market, thanks to its proprietary CUDA platform
✅ Earnings coming up: Last quarter crushed expectations—revenue up 69%, EPS beat, and $27B in operating cash 💰

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