Archive

Confirmed: Both Hardware Whales Opened and Stuck

Wednesday's two big call buyers didn't just rent the exposure — the open interest says the positions are real.

Wednesday's Flow — Software Dumped, Hardware Got the Bid

A clear rotation — software sold off hard while the day's two heaviest bets leaned into hardware.

Flow Watch — July 21: A $17M Bet That Paid Off Fast

A lone trader opens a fresh $17M bet on Bloom Energy — and it's already working.

The Receipt — July 21: Yesterday's Flows Verified

Two opened and held; one didn't — and we'll own it.

OptionFlowTracker — July 20: 3 Clean Bulls Against a Fading Tape

A cruise whale doubles down while the mega-caps quietly fade.

The Receipt — July 20: Friday's Flows Verified

10 of 12 confirmed · the standing book is adding · one whale trimmed

OptionFlowTracker — July 17: A $100M Chip Campaign and a Wall of Put-Selling

12 institutional flows. Nothing confirmed until Monday.

The Receipt — July 16: All 7 Whale Flows Confirmed by Open Interest

7 flagged → 7 opened → 0 sold before close. Plus: our new hedge-vs-bet screen.

OptionFlowTracker — July 16: Bloom Energy Whales Load Up, SK Hynix Buys the Dip