A bullish week with an unusually long fuse: the biggest sweeps were not chasing the front month, they reached out to November and deep into 2027, with semiconductors taking most of the size. Every trade below cleared the same bar our live flow feed applies: aggressive ask-side execution and verified order sides.
The Week's Top Flow
$6.8M Intel calls out to January 2027
The largest print of the week: $6.8M in $INTC calls at the $120 strike expiring January 2027 (191 days out), swept at the ask on Wednesday and flagged live on X as it hit the tape. Break-even sits at $142.60, roughly a 34% move higher by expiration: someone paid up for more than six months of runway on a big repricing.
$5.7M SanDisk sweep a week from expiry
The opposite shape of trade: $5.7M in $SNDK calls at the $1670 strike with just 8 days to expiry, swept at the ask on Thursday and flagged live on X. The strike sits 12% in the money and break-even is only a 3% move higher, so this is high-delta, stock-replacement sizing on a near-term move rather than a lottery ticket.
$5.3M AMD calls targeting a 33% move
$5.3M in $AMD calls expiring November 2026 (136 days out), swept at the ask on Tuesday and flagged live on X. The position targets roughly a 33% move by expiration: real size, months of time, and an aggressive fill, the combination we weight most.
By the Numbers
| Metric | This week |
|---|---|
| Alerts posted | 22 |
| Total premium flagged | $43.9M |
| Bullish vs bearish | 18 / 4 |
| Largest single print | $6.8M INTC calls |
| Most-flagged ticker | BE (3 alerts, calls and puts) |
| Multi-leg strategies flagged | 0 |
How Last Week's Flags Resolved
We score every flag and delete nothing. This is the first week on the board, so there is no prior cohort to grade yet: the weekly scoreboard debuts in next week's recap, scored on the strictest window there is, the very next session's close. Flow shows you where institutions are positioned; it is not a guarantee of direction, and we will publish the full scoreboard either way.
The Week Ahead
Bank earnings kick off the season: JPMorgan, Goldman Sachs, and Citi (Tue), Morgan Stanley and BlackRock (Wed), and Netflix (Thu), with 109 more names on the calendar. 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.
