Someone Put $76 Million in Calls on Google and Apple, One Timed Terribly

Roughly 76 million in calls hit Google and Apple on Tuesday, two very different setups, with one bet maybe poorly timed. Alphabet, down 21% from its May highs, reported Wednesday and fell hard, with management flagging that AI-mode queries monetize worse than classic search, what some call the beginning of the end of Google search. Apple is the opposite: near record highs at 40x earnings, reporting Monday under a new CEO, its 380 calls needing another 11% to beat a target below the current price. 📊 tastylive: https://www.tastylive.com/ 📰 Get Tom's pre-market analysis every morning: https://www.tastylive.com/newsletters 📘 FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 📱 Follow tastylive on X: https://x.com/tastyliveshow Chapters 00:00 76 million in calls, one poorly timed 00:18 Why Google and Apple, almost the same reason 00:44 The alarming line from Google's call 01:21 The trades, both January 360 and 380 02:23 Google's quarter, better than the price 03:01 Cloud up over 100% 03:36 Apple reports Monday under a new CEO 04:32 Wall Street's split targets 05:52 The secular decline of search? 06:19 Apple needs 11% more from a record #tastylive #signalvsnoise #alphabet #apple #optionsflow #earnings #aistocks #googlesearch #optionstrading #stockmarket 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 https://tastytrade.com/disclosures/. 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.