Healthcare names catching bids while the chip complex bleeds
By Steve Strazza
July 2, 2026
This note highlights a select group of stocks showing the most unusual — and highly directional — options activity.
The goal is simple: follow the big money and trade in the direction of the underlying trend.
Here is the list of Unusual Options activity from Jul 2:
*Click to enlarge view
DaVita $DVA — Dialysis isn't a sexy business, but DVA has quietly ripped about 25% over the past month and someone just backed the trend with real premium.
700 contracts of the 1/15/27 $280 calls just landed for $882K, a clean long-dated bet that this strong uptrend keeps going.
Vertex Pharmaceuticals $VRTX — The biotech giant is leading a space that's finally coming to life, ripping over 24% on the month and closing the week at fresh all-time highs.
300 contracts of the 1/15/27 $620 calls hit the tape for $618K, positioning for a serious leg higher into next year.
Vishay Intertechnology $VSH — Semis have been getting hammered and VSH is right in the wreckage, down over 26% in a month with sellers clearly in control.
Two separate bearish bets stacked up here: 2,555 contracts of the 1/15/27 $20 puts for $455K and 2,999 contracts of the 10/16 $20 puts for $280K, and that's a loud vote that the pain isn't done.
