The Applied Analyst

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Most Recent

Sep 4, 2026

The Daily Flow — Thursday, September 3

Twenty-three flows from Thursday's tape, confirmed this morning

Aug 4, 2026

A position we showed you in July just settled up 358%

Monday's tape produced 22 confirmed whales — and one large holder quietly halved a put we've tracked since July.

Aug 3, 2026

The whale who paid up, then sold some back

Eleven new positions held overnight. One didn't survive.

Jul 31, 2026

We're becoming The Applied Analyst

Same person, same standard — a bigger mission. Here's what changed and why.

Jul 31, 2026

The biggest print of the day went into a strike holding 86 contracts

Nine confirmed overnight — four of them placed within a day of a company's own results.

Jul 29, 2026

Tuesday's Flow — The Biggest Bet We've Ever Tracked

Nine figures, paid at the full offer, in the session’s last four minutes — and it stuck overnight.

Jul 28, 2026

Monday's Flow — A $10.7M Bear, a Paired Combo, and a Three-Month Ladder

Six of Monday's seven whales cleared the overnight open-interest check — one didn't, and was dropped. Plus the book: reductions in $BE and $PEP, and five positions enter their final week.

Jul 27, 2026

All Four Stuck — Plus Four Whales Who Started Backing Out

Friday's four positions all held. Elsewhere in the book, four big holders quietly reduced.