thetaOwl

TSM

Taiwan Semiconductor ManufacturClose $440.83EOD only
Max Pain
$442.50
Next expiry Jun 26, 2026
Expected Move
±$15.73
3.6% from close
Price Gap
+1.67
Distance to max pain
IV Rank
18
Low premium
P/C OI
1.37
Slightly put-heavy
Consensus
8.5/10
Bullish tilt
Published snapshot: Jun 24, 2026 close
End-of-day snapshot

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

Published Snapshot
Jun 24, 2026 close
TSM Theta Report
Analysis based on market close June 25, 2026

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

Theta Verdict

Attractiveness7 / 10
Sizing: Moderate
Primary: Bearish call spreads or iron condors; avoid short puts near expiry
Invalidation: Break above $440 or VIX>25; gamma flip <$350 risk
Confidence:
8 / 10
base 5; +2 GEX/flow strongly aligned; +0.5 spot 1.7% from MP; +0.5 VIX 19; override: Base 8 +2 GEX bearish, +.5 near MP, +.5 VIX 19

IV Environment

IV Regime
High
IV vs VIX
IV 57.5% vs VIX 18.9: extreme premium, skew high
Favorable?
Yes

Term structure: 1DTE put IV 111%, steep backwardation; long-dated ~52%

⚠️High put IV signals fear; selling puts requires wide strikes
🔴Dealer gamma -$9.5M: negative delta, bearish tilt

Pin Risk Assessment

Spot vs MP: Below

GEX regime: Trending ($-9.5M)

Gamma flip: ~$350.00Approx — based on put OI concentration of 21,825 (19.5% below spot)

OI concentrations: Max pain $442 (6/26); put wall $350-400, call wall $480-560

Verdict: Spot $438.87 below max pain, likely drift to $442; gamma flip ~$350

Premium Opportunities

#1
Call credit spread
Sell 2026-07-17 $470.00/$500.00 call spread
Sell $470/$500 call spread; defined risk, bearish bias.
Credit: $4.73-$5.78
Max loss: $24.22
BE: $475.78
Mgmt: Close at 50% max gain or near $442 invalidation. No adjustment needed.
#2
Iron condor
Sell 2026-07-17 $400.00/$380.00 put wing and $480.00/$500.00 call wing
Sell $400/$380 put wing and $480/$500 call wing; neutral outlook.
Credit: $5.92-$7.23
Max loss: $12.77
BE: 392.77 / 487.23
Mgmt: Monitor for breakout; close wing if tested. Roll if needed at 21 DTE.
#3
Call diagonal
Sell 2026-07-17 $480.00 call / buy 2026-08-21 $470.00 call
Sell short-term call, buy long-term call; benefits from IV flattening.
Debit: $13.84-$16.91
Max loss: $16.91
BE: Path-dependent
Mgmt: Adjust if spot drops below 420; roll short call if tested.

Risk Alerts

!Pin risk at $442 tomorrow; avoid naked options
!Front-end put IV extreme, avoid short puts near expiry
!Gamma flip ~$350; hedge with put spreads
How to Use These Reports
This theta reflects the market close on June 25, 2026.
What the reports do

Each report translates the same market-close options snapshot into a specific lens such as directional bias, premium-selling posture, flow quality, or earnings setup.

How traders use them

Reports are most useful for narrowing the playbook, surfacing entry and risk context, and deciding which raw data page to inspect next.

What to remember

These are interpretation layers, not execution guarantees. Validate the setup against chain liquidity, expected move, and exposure before sizing risk.

If the report conviction and the raw data disagree, slow down and resolve the mismatch before sizing risk.