A decisively bullish week: most of the flagged premium went into calls swept at the ask, and the aggressive side of the tape kept paying up. Every trade below cleared the same bar our live flow feed applies: aggressive ask-side execution and verified order sides.
Missed last week's recap? View it here.
The Week's Top Flow
$3.8M Applied Optoelectronics put sweep
$3.8M in $AAOI puts expiring September 2026 (35 days out), swept at the mid on Friday and flagged live on X within minutes of the print.
$164K CLEANSPARK INC put sweep
$164K in $CLSK puts expiring September 2026 (17 days out), swept at the ask on Tuesday and flagged live on X as it hit the tape. The strike sits roughly 7% out of the money.
$999K Cipher Digital puts, backed by the dark pool
$999K in $CIFR puts expiring December 2026 (122 days out), swept at the ask on Tuesday and flagged live on X as it hit the tape. It printed alongside a block in Cipher Digital's dark pool activity the same session, the convergence pattern we weight most heavily.
Strategy Corner
The week's standout multi-leg position was a $8.9M $NVDA call credit spread: sold the Jun $240 calls, bought the Jun $300s for a net credit.
Runner-up: a $8.3M $RCL call spread (sold the Sep $330 calls, bought the Dec $330s).
By the Numbers
| Metric | This week |
|---|---|
| Alerts posted | 37 |
| Total premium flagged | $29.6M |
| Bullish vs bearish | 23 / 13 |
| Largest single print | $6.5M CBRS calls |
| Most-flagged ticker | AXTI (4 alerts) |
| Multi-leg strategies flagged | 11, led by $8.9M NVDA spread |
How Last Week's Flags Resolved
We score every flag and delete nothing. From the Aug 14-20 cohort:
- $TEM 08/21 $61C · stock +8.8%, option +192.6%
- $LITE 08/21 $920P · stock -9.9%, option +156.5%
- $AXTI 09/04 $80C · stock +17.6%, option +83.6%
18 of 40 flags closed green the next session. Keep in mind that next-session scoring is the strictest possible window: many of the positions we flag are longer-dated, like the December 2026 Cipher Digital puts above, and are built to play out over weeks or months rather than pay off overnight. Institutions accumulating ahead of a catalyst rarely need the very next candle to go their way. Flow shows you where they are positioned; it is not a guarantee of direction, and we publish the full scoreboard either way.
The Week Ahead
Earnings from Nvidia (Wed), Marvell Technology (Thu), and CrowdStrike Holdings (Wed), with 47 more names on the calendar. Also on watch: a regulatory deadline for Two Harbors Investment expected Tuesday; a regulatory deadline for Agroz expected Tuesday. When flow starts printing against these events, it hits the live feed first, and you can track dealer positioning into the prints with gamma exposure.
