thetaOwl

SMCI

Super Micro Computer, Inc.Close $25.97EOD only
Max Pain
$24.00
Next expiry Apr 17, 2026
Expected Move
±$1.64
6.3% from close
Price Gap
-1.97
Distance to max pain
IV Rank
2
Low premium
P/C OI
0.83
Slightly call-heavy
Consensus
5.0/10
Consensus signal
Published snapshot: Apr 13, 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 13, 2026 close
SMCI Theta Report
Analysis based on market close April 13, 2026

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

Theta Verdict

Attractiveness8 / 10
Sizing: Moderate
Primary: Defined-risk call spreads and cash-secured puts (30-45 DTE); weekly defined-risk iron condors for near-term premium
Invalidation: Close below $23.00 (next-week max pain / support) — below that, reduce short call exposure and move to protective put spreads
Confidence:
4.5 / 10
base 4.5 (base 5; -1 GEX/flow contradict; +1 GEX pinning; -1 spot 8.2% from MP; +0.5 VIX 19.1)

IV Environment

IV Regime
High
IV vs VIX
Avg IV 80.6% vs VIX 19.12 — IV is extremely rich vs market vol
Favorable?
Yes

Term structure: Front-week ATM IVs: 4d=67.4%, 11d=69.3%, 18d=71.7% then stays elevated into 30-45 DTE (~82%). Slightly higher mid-term skew — good for calendar/wing selling but main edge is rich IV overall.

💰Avg IV 80.6% — huge edge for premium sellers relative to VIX 19.12
📈Term structure stays elevated through 30-45 DTE (ATM ~82% at 32 DTE) — use 30-45 DTE for best roll economics

Pin Risk Assessment

Spot vs MP: Spot $25.97 is above near-term max pain ($24 on 4/17; $23 on 4/24 & 5/01) — ~8% above earliest MP

GEX regime: Pinning (Total GEX +$87.2M; concentrated positive GEX at $26.00 of +$21.1M)

Gamma flip: ~$20.00Gamma flip ~ $20 — below this dealers may amplify moves; well below current spot so tail gamma flip risk is remote for near-term trades

OI concentrations: Heavy call walls at $26.00 (38,998 OI), $27.50 (30,056 OI), $32.00 (51,030 OI); largest put OI at $20.00 (30,396 OI) — call clusters sit inside +10% range and act as magnetic resistance

Verdict: Favorable — strong positive GEX and near-term call OI concentration (especially $26.00) increase pinning likelihood near current spot and support selling premium on the call side; downside put floor is farther away.

Premium Opportunities

#1
call credit spread
Sell 27.50/30.00 call spread 2026-05-15 (32 DTE)
Large call OI concentration at $27.50 and $26.00 + positive GEX (+$21.1M at $26.00) favors pinning/limited upside; IV is very rich at ~82% for 32 DTE so call spreads pay well relative to risk.
Credit: $0.65-$1.10
Max loss: $2.35
BE: short strike + credit (27.50 + credit) ~ 28.15-28.60
Mgmt: Take profit at 50-65% of max credit; roll up 1-2 strikes and out 14-30 days if tested; cut losses at 60% of max loss or if underlying closes > short strike on a daily basis with rising IV.
#2
cash-secured put
Sell 25.00 put 2026-05-01 (18 DTE)
25.00 put has decent OI and bid/ask liquidity; spot is just above max pain and GEX pinning suggests downside is cushioned near $24-$25; high IV inflates put premium making CSP attractive for income buyers looking to own stock at effective lower cost.
Credit: $0.90-$1.40
Max loss: Strike - premium received (approx $23.60-$24.10 per share)
BE: $24.10
Mgmt: Close for 50-70% of max profit; if price trades below $24.00 (strong support breach) roll down and out to next monthly or buy back and convert to a put spread; avoid holding into earnings (earnings 2026-05-05).
#3
iron condor (weekly defined-risk)
Sell 25.00/24.00 put spread + Sell 28.00/30.00 call spread 2026-04-24 (11 DTE)
Short-dated defined-risk iron condor collects rich weekly IV while limiting directional risk; call side supported by large call OI at 26/27.5 and positive GEX (pinning), while put side is tight given next-week max pain at $24 and put OI lighter inside ±10%.
Credit: $0.80-$1.40
Max loss: $1.60
BE: downside ~24.20; upside ~29.40 (short strikes ± net credit)
Mgmt: Take profit at 50% of max credit; close/hedge if short strike is touched or if underlying breaches short strike with >1% daily move; avoid assignment risk by closing short ITM options before expiration day.
#4
put spread
Sell 24.00/23.00 put spread 2026-05-15 (32 DTE)
Max pain for near-term expirations sits at $23-$24; selling a defined-risk put spread near those levels capitalizes on pinning and high IV while keeping risk small if the market grinds down to MP.
Credit: $0.40-$0.80
Max loss: $0.60
BE: 24.00 - credit ~23.20-23.60
Mgmt: Take profit at 60%+ of max debit collected; roll down-and-out if price closes below $23.50 for two consecutive sessions; cut loss at 80% of max loss or if price < $23.00 with expanding IV.

Risk Alerts

!Earnings 2026-05-05 (within ~3 weeks) — do not sell uncovered premium through earnings; close or avoid positions that will be exposed to earnings vol move.
!Gamma flip near $20 — while remote (>10% below spot), a large tail move through the gamma flip would accelerate moves and hurt wings; keep defined-risk sizing.
!Concentrated call OI at $26.00 and $27.50 — pinning can compress premium but also cause sharp short-squeeze pop if an event triggers upside; manage short calls tightly if price tests these strikes.
!Net premium flow is negative ($-13.1M) while P/C OI ratio 0.83 — mixed flow suggests institutional directional activity exists; watch for sudden directional flow spikes.
!Unusual heavy put flow for far-OTM/odd strikes (e.g., large notional at $70 and some concentrated calls into Sep) — indicates non-standard institutional activity; monitor flow but don't let this dictate near-term small-cap position sizing.

Read the Theta analysis for SMCI for 2026-04-13. Each report is a market-close snapshot with regime read, key levels, and strategy context that translates options positioning into an actionable setup.