Salesforce earnings will fuel a software slump, options traders say

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A big, bearish bet on Salesforce in the options market may be bad news for the software space.

That trade represents a $625,000 bet that Salesforce will plunge at least 8% between Monday's closing price of $161 per share and December expiration, and came on a day where the company's options traded at twice their daily volume. Interestingly, as Nathan would point out, the options market is only implying aof about 4%, which is slightly less than the average post-earnings move in the stock.

However, if Salesforce's numbers disappoint investors, Nathan sees the stock plunging even further than the 8% decline that this trader is betting on. "You see that resistance here [at $165], it's been unable to break out," said Nathan. "Look at this multiyear uptrend. [Salesforce] has, obviously, been a big outperformer over that period of time, but to my eye, you have some support at $140."

If Salesforce were to tumble down to that level of support, it would represent a decline of 12.5% from Monday's close.

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