In early July 2025, notable increases in net options delta were observed across several major stocks including NVIDIA (NVDA), Apple (AAPL), SolarEdge Technologies (SOXL/SEDG), Palantir Technologies (PLTR), and the SPDR S&P 500 ETF Trust (SPY). NVIDIA's net options delta rose from 2.5 million shares on July 2 to 3.5 million shares on July 3, and further to 3.3 million shares by July 8, with call options volume exceeding 1.1 million within the first 30 minutes on July 15. Apple’s net options delta increased from 1.9 million shares on July 3 to 1 million shares on July 10. Palantir saw a net options delta increase to 2.6 million shares by July 14. On July 15, there was significant growth in open interest for NVDA, PLTR, Tesla (TSLA), and NIO, with a total of 48.1 million option contracts changing hands. The top new positions included 56,000 NVDA September 2025 165 calls and 37,000 Bank of America (BAC) July 2025 44 puts. Lucid Motors (LCID) experienced the largest single change in call options open interest with an increase of 100,036 contracts for its January 16, 2026 $2 calls. Implied volatility for NVIDIA’s 30-day options stood at 36, within a 52-week range of 32 to 89, while SolarEdge Technologies’ 30-day implied volatility was 117, within a range of 86 to 149. Additionally, over 3 million out-of-the-money put options rolled into SPY, indicating active positioning ahead of options expiration (OPEX). The semiconductor sector showed potential for heavy options volume and possible exhaustion moves as OPEX approaches.