The aggressive money leaned bullish this week, with most of the flagged premium going into calls swept at the ask. 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
$2.1M Super Micro Computer call sweep
The largest print of the week: $2.1M in $SMCI calls expiring September 2026 (1 days out), swept at the ask on Thursday and flagged by Robinflow within minutes of the print.
$1.8M Lumentum Holdings puts, backed by the dark pool
$1.8M in $LITE puts expiring October 2026 (18 days out), swept at the ask on Monday and flagged live on X within minutes of the print. It printed alongside a block in Lumentum Holdings's dark pool activity the same session, the convergence pattern we weight most heavily.
$1.7M Freeport-McMoran call sweep
$1.7M in $FCX calls expiring September 2027 (365 days out), swept at the ask on Thursday and flagged by Robinflow as it hit the tape. Positioning this far out is built to play out over months, not sessions.
Strategy Corner
The week's standout multi-leg position was a $19.1M $TEM call spread: sold the Jan $105 calls, bought the Jan $85s for a net debit.
Runner-up: a $9.9M $UNH call credit spread (sold the Sep $355 calls, bought the Sep $360s).
By the Numbers
| Metric | This week |
|---|---|
| Alerts flagged | 21 |
| Total premium flagged | $13.4M |
| Bullish vs bearish | 14 / 7 |
| Largest single print | $2.1M SMCI calls |
| Most-flagged symbol | AAL (2 alerts) |
| Multi-leg strategies flagged | 3, led by $19.1M TEM spread |
How Last Week's Flags Resolved
We score every flag and delete nothing. This week's number one is a familiar name: the $FPS flag we featured in last week's recap kept running. From the Sep 11-17 cohort:
- $FPS 10/16 $30C · stock +9.5%, option +41.8%
- $BE 10/23 $220C · stock +0.9%, option +23.0%
- $VSH 04/16 $17.5P · stock -7.3%, option +17.6%
4 of 22 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 September 2027 Freeport-McMoran calls 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 Costco Wholesale (Thu), Cintas (Wed), and AutoZone (Tue), with 8 more names on the calendar. Also on watch: a product launch for CME Group expected Monday; an FDA decision for GRAIL expected Wednesday. 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.
