Someone Just Bought $2.2 Million in Microsoft Calls 6% Out of the Money. [IlCkczDF6z4]
Roughly 2.2 million dollars in bullish Microsoft call premium hit the tape this week, and the structure is the tell. The calls reach past the July 29 earnings report into late August, so the bet is not a one day pop but a move that holds and extends after the print. It is a reversion bet on one of the most hated Mag 7 names, with Azure and AI run rate still growing fast while free cash flow takes the CapEx hit. Amazon has the cleaner operating story into its own report but no matching options signal yet. For both, the question is when AI spending finally turns into AI returns. 📊 tastylive: 📰 Get Tom's pre-market analysis every morning: 📘 FREE Options Strategy Guide: 📱 Follow tastylive on X: Chapters 00:00 Two AI names, two setups 00:45 The $2.2M Microsoft call trades 02:00 A continuation bet, not a pop 03:00 Microsoft's Azure and AI numbers 04:00 Where Wall Street targets sit 04:40 Amazon's story with no signal 06:15 When AI spending becomes returns #tastylive #microsoft #msft #optionstrading #unusualoptionsactivity #amazon #aws #earnings #signalvsnoise #optionsflow tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.