Bulls did the paying this week: the bulk of the flagged premium landed in calls swept at the ask rather than resting in the book. 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
$22.8M Taiwan Semiconductor Manufacturing put sweep
The largest print of the week: $22.8M in $TSM puts expiring June 2027 (255 days out), swept at the ask on Monday and flagged live on Bluesky as it hit the tape. Positioning this far out is built to play out over months, not sessions.
$12.8M Sandisk calls, backed by the dark pool
$12.8M in $SNDK calls expiring December 2026 (72 days out), swept at the ask on Wednesday and flagged live on Bluesky as it hit the tape. It printed alongside a block in Sandisk's dark pool activity the same session, the convergence pattern we weight most heavily.
$5M ASML Holding call sweep
$5M in $ASML calls expiring October 2026 (10 days out), swept into the offer on Tuesday and flagged live on Bluesky the moment it printed.
Strategy Corner
The week's standout multi-leg position was a $16.3M $META call credit spread: sold the Mar $900 calls, bought the Mar $1100s for a net credit.
Runner-up: a $12.8M $MU call spread (sold the Mar $1200 calls, bought the Mar $1100s).
By the Numbers
| Metric | This week |
|---|---|
| Alerts posted | 19 |
| Total premium flagged | $56.7M |
| Bullish vs bearish | 12 / 7 |
| Largest single print | $22.8M TSM puts |
| Most-flagged symbol | CRWV (1 alert) |
| Multi-leg strategies flagged | 4, led by $16.3M META spread |
How Last Week's Flags Resolved
We score every flag and delete nothing. This week's number one is a familiar name: the $BE flag we featured in last week's recap kept running. From the Oct 2-8 cohort:
- $BE 10/09 $267.5C · stock +3.2%, option +20.4%
- $MRNA 10/30 $240C · stock +4.8%, option +19.2%
- $WGS 11/20 $85P · stock +4.4%, option +9.4%
8 of 20 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 June 2027 Taiwan Semiconductor Manufacturing 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 JPMorgan Chase & (Tue), Johnson & Johnson (Tue), and Bank of America (Wed), with 32 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.
