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Sometimes the best trades aren’t the ones everyone’s chasing — they’re the ones hiding in plain sight, benefiting from structural shifts nobody’s really connecting yet.
I’ve been thinking about something that feels almost too obvious once you see it. We’re about to hit a convergence of two major changes in how options trading works, and there are a handful of stocks positioned to benefit directly from the increased activity.
In my opinion, just thinking logically, there’s going to be more trading, more options trading and more broker commissions as these changes roll in.
Let me walk you through the setup.
The Rule Changes That Change Everything
The Magnificent Seven stocks now have Monday, Wednesday, Friday options, and Broadcom (AVGO) does as well. That’s not a small shift — it’s a major expansion of trading opportunities across the largest and most active names in the market.
But the bigger catalyst is what’s coming next: The pattern day trade rule is expected to go away as soon as brokers can implement it. That rule has boxed in smaller accounts for years. Once it’s removed, a wave of previously restricted traders will suddenly be able to move in and out of positions with far more freedom.
Put these together and the conclusion is pretty straightforward — more products, fewer restrictions and a market environment that naturally drives higher trading volume. That means more commissions cycling through the system every single day.
So who benefits? The companies that collect the tolls.
The Stocks That Collect the Tolls
The first category of winners is the exchanges that list and facilitate the trades — names like Chicago Board Options Exchange (aka CBOE) and Chicago Mercantile Exchange (aka CME). As options trading becomes more available across more tickers and more days, it’s hard not to wonder whether they’re going to continue to “eat profits like crazy” as they expand their offerings and capture the flow.
CBOE in particular has been in an amazing trend. I haven’t made a major play into any of these stocks, but it’s hard to ignore how clean the setup looks for the exchanges as these structural tailwinds build.
The second category is brokerages. Every time a trader places an order on Thinkorswim, they’re paying Charles Schwab (SCHW). When you think about more products being listed and more traders freed up to trade intraday, SCHW’s revenue naturally scales with that activity. It’s a direct line from market structure to their bottom line.
Same goes for Robinhood (HOOD), which is largely why this stock has been on an absolute tear since news broke that the $25K rule was going away.
This isn’t the kind of flashy trade that gets people hyped up. But the mechanics — more options products, more trading frequency and more commissions flowing to the infrastructure layer — make this one of the cleaner structural setups forming under the surface.
Graham Lindman
Graham Lindman Trading
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*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.Â
P.S. My No. 1 Daily setup and What Happens When You Hold Till the CloseÂ
I’ve been showing everyone how to target 50% a day in less than an hour…
Every morning using my No. 1 daily setup.
However, if you hold the same trade until the close, that 50% target quickly transforms into what could be a 100% payout!
