Flow Watch

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.

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.

Friday's Flow — The Tape Went Defensive, and Two Calls Pushed Back

Friday's whales bought protection — two conviction shorts, and two calls built against the grain. Confirmation Monday.

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.

OptionFlowTracker — 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

The Receipt — Open-Interest Confirmed: July 15 Flows

Big Tech Gets Bid, Two Whales Cash Out: 3 Bulls, 1 Bear

Wednesday's institutional options flow — ranked, carded, and monitored

The Receipt — Open-Interest Confirmed: July 14 Flows

Did the money stay in? The settled open interest is in.

Silicon & Storage Stay Bid: 4 Bulls, 1 Bear

Tuesday's institutional options flow — ranked, carded

The Receipt — Open-Interest Confirmed: July 13 Flows

Monday's Flow — Whales Sold the Dips They Believe In: 8 Bulls, 3 Bears

The Receipt — Open-Interest Confirmed: July 10 flows

Next-day open interest on all four flagged flows

When the Tape Hedged, Four Didn't

Yesterday's Flow — July 9: 5 Bullish Setups

2 More Confirmed Flows — ATAI & PENG

Two off-watchlist call buys, verified as fresh opening positions.

Confirmed by Open Interest — Jul 8 flows

Four of five opened. One was an unwind — shown plainly.

Wednesday's Flow — Whales Anchor a Green Tape: 3 Bulls, 2 Bears

Confirmed by Open Interest — Jul 7 flows

Tuesday's featured flows that next-day open interest confirms opened.