Daily Options Brief — May 05, 2026

Camden Signals — Daily Options Brief

May 05, 2026

Market Pulse

Regime: Bull Trend

VIX at 18.3 (62th percentile). SPY $718.01 is 6.9% above the 200-day MA. 100% of stocks above their 50-day MA. Full offense. Bull trend confirmed. V8 scanner active — PUT breakdowns and CALL mean reversions. Standard position sizing.

Earnings Edge

Stocks where options are overpricing the expected earnings move — potential premium selling edge.

Ticker Edge Implied Avg Move Contain Strategy
FDMT 5.0x 0.1% 0.0% 1% Sell Premium
AKAM 4.2x 0.0% 0.0% 1% Sell Premium
AGRO 4.0x 0.0% 0.0% 1% Sell Premium

Flow Watch

SWKS BULLISH HIGH

SWKS: P/C ratio 0.21:1 — 1,904 calls vs 400 puts Vol: 2,304 1.0x avg

LAR BULLISH HIGH

LAR: P/C ratio 0.22:1 — 502 calls vs 112 puts Vol: 614 0.5x avg

NVT BULLISH MEDIUM

NVT: 3.9x normal options volume (3,827 contracts) Vol: 3,827 3.9x avg

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