ThetaOwl

SMCI

Super Micro Computer, Inc.Close $25.26EOD only
Max Pain
$23.00
Next expiry Apr 17, 2026
Expected Move
±$1.97
7.8% from close
Price Gap
-2.26
Distance to max pain
IV Rank
6
Low premium
P/C OI
0.91
Balanced positioning
Consensus
5.5/10
Consensus signal
Published snapshot: Apr 10, 2026 close
End-of-day snapshot

This page reflects SMCI options positioning from the latest published market-close snapshot. Intraday price and contract changes are not displayed.

Published Snapshot
Apr 10, 2026 close
SMCI Theta Report
Analysis based on market close April 8, 2026

Historical consensus-supported lens with full content, report chain context, and metric rail.

You are viewing an older report from April 8, 2026. A newer theta report is available for April 10, 2026.

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Theta Verdict

Attractiveness8 / 10
Sizing: Moderate
Primary: Sell put spreads near dealer-backed put floor (22/21) and short OTM calls for covered holders; prefer defined-risk spreads 30-45 DTE
Invalidation: Close below gamma flip ~$20 (dealer behavior flips) — reassess if price < $20.00
Confidence:
4 / 10
base 4.0; +1 for strong positive GEX pinning (+$89.0M); +1 for very high IV (Avg IV 87.4%); -1 spot 6.2% above max pain; -1 mixed flow

IV Environment

IV Regime
High
IV vs VIX
ATM Avg IV 87.4% vs VIX N/A — IV is very rich for an equity; sellers get paid
Favorable?
Yes

Term structure: Front-month (2d–23d) IV is high (82%–81%), then peaks ~30d (90.9%) and remains elevated across 30–90d — good for 30–45 DTE premium selling and calendar/skew plays.

💰Avg IV 87.4% (ATM 30d 90.9%) — rich premium for sellers
⚖️Term structure elevated and sticky — favors defined-risk spreads 30–45 DTE

Pin Risk Assessment

Spot vs MP: Above by 6.2% (spot $23.37 vs short-term max pain $22.00 → $23.00 series)

GEX regime: Pinning (GEX +$89.0M) — dealers are long gamma net which encourages pinning toward concentrated OI

Gamma flip: ~$20.00Below ~$20 dealers flip; below this level negative gamma accelerates moves and threatens credit positions

OI concentrations: Call OI wall $25-$32 (large call interest at $25.00 OI 40,783 and $32.00 OI 52,885); put floor shows concentration $13-$20 (notably $20.00 put OI 30,490). Near-term strong GEX magnets at $23.50 (+$31.7M) and $24.00 (+$24.7M).

Verdict: Favorable — strong positive GEX and near-term GEX magnets ($23.50/$24.00) support short premium positions, but watch upside call walls that can cap upside and create assignment/management events for covered sellers.

Premium Opportunities

#1
put spread
Sell 22 / buy 21 put spread exp 2026-05-08 (~30 DTE)
Put spread sits at dealer-backed put floor (put OI cluster $20, put floor $13-$20) and inside EM 1w/2d guardrails ($21.15/$22.23). Positive GEX (+$89M) and near-term GEX magnets near $23.50-$24.00 reduce downside sweep risk — selling downside defined-risk here captures rich IV (Avg IV 87.4%).
Credit: $0.55-$0.75
Max loss: $0.45
BE: $21.45
Mgmt: Take profits at 60-70% of max credit; roll down 1-2 strikes or close if underlying closes below $20.00 (gamma flip). Cut losses at 50% of max width (i.e., if spread costs >$0.50).
#2
iron condor
Sell 23.5C / buy 25C and sell 21P / buy 20P exp 2026-05-08 (~30 DTE)
Wide two-way defined risk takes advantage of elevated IV and pinning near $23.50/$24.00 GEX magnets. Short 23.5C is just above spot and sits under heavy call stacking toward $25; call protection to $25 limits assignment/large loss. Works with mixed flow and strong dealer gamma to collect theta.
Credit: $0.60-$0.95
Max loss: $1.05
BE: Put-side BE ~20.40 / Call-side BE ~24.55
Mgmt: Take profits at 50% of max credit; tighten or buy back if either short strike is closed/tested intraday; cut losses if underlying trades beyond short strike and fails to reverse within 2 trading days or price < $20.00.
#3
covered call
Covered stock holders: sell 25.00 call exp 2026-05-08 (~30 DTE)
For long stock holders, selling the $25 call captures rich call premium with a clear resistance zone (call OI wall $25-$32). High IV and call stacking mean good income; avoids naked downside exposure.
Credit: $0.80-$1.20
Max loss: Downside stock risk minus premium
BE: $22.57
Mgmt: Close at 50% of max premium; buy back if price > $25.00 and call shows heavy buying (risk of assignment) or if price drops below $21.15 (1w EM guardrail). Consider rolling up-and-out if assigned is acceptable and you want to retain position.
#4
calendar (directionally neutral / income)
Buy 2026-05-08 24.00 put / sell 2026-04-17 24.00 put (short front-week), or vice versa for calls depending on positioning — target 16–30 DTE short leg
IV term structure shows elevated mid-dated vol and relatively high short-dated vols; calendars can harvest front-week theta while being long vega if adverse moves occur. Use small size because front-week can gap.
Max loss: Debit paid
BE: Varies by pricing
Mgmt: Keep small allocation; close short leg early if underlying approaches short strike or if front-week IV spikes; take profit if >50% return on debit or roll short leg forward for credit.

Risk Alerts

!Gamma flip ~$20 — dealer behavior changes below this level; avoid naked short puts or wideners that rely on dealer pinning if price < $20.00.
!Large positive GEX (+$89.0M) creates pinning risk — good for short premium while intact but can flip quickly if dealer hedges unwind.
!Very high IV (Avg IV 87.4%) means rich premiums but also larger expected moves (30d EM ±$4.81). Use defined-risk structures and avoid naked exposure.
!Call OI wall $25-$32 — heavy upside concentration can cap rallies but also indicate crowded upside flow; short-call management needed for covered sellers around $25.
!Unusual flow in deep strikes (e.g., big net put premium at $70 and increased OI at $26 call/25 call) — watch for directional blocks that could overwhelm short-dated pinning.

Read the Theta analysis for SMCI for 2026-04-08. Each report is a market-close snapshot with regime read, key levels, and strategy context that translates options positioning into an actionable setup.