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
$2.3M Cloudflare put sweep
The largest print of the week: $2.3M in $NET puts expiring November 2026 (60 days out), swept at the ask on Monday and flagged live on Bluesky the moment it printed.
$2.1M CoreWeave calls, backed by the dark pool
$2.1M in $CRWV calls expiring October 2026 (23 days out), swept at the ask on Wednesday and flagged live on Bluesky as it hit the tape. It printed alongside a block in CoreWeave's dark pool activity the same session, the convergence pattern we weight most heavily.
$1.7M Bloom Energy call sweep
$1.7M in $BE calls expiring February 2027 (151 days out), swept into the offer on Monday and flagged live on Bluesky as it hit the tape. Paper this long-dated reads as accumulation, not a day trade.
Strategy Corner
The week's standout multi-leg position was a $40.5M $TSM multi-leg combo: bought the Sep $400 puts, bought the Sep $530s for a net debit.
Runner-up: a $18.4M $SNDK call credit spread (sold the Nov $1700 calls, bought the Nov $1870s).
By the Numbers
| Metric | This week |
|---|---|
| Alerts posted | 21 |
| Total premium flagged | $13.4M |
| Bullish vs bearish | 16 / 5 |
| Largest single print | $2.3M NET puts |
| Most-flagged symbol | WYNN (1 alert) |
| Multi-leg strategies flagged | 5, led by $40.5M TSM spread |
How Last Week's Flags Resolved
We score every flag and delete nothing. One familiar name gave some back: the $RIOT flag we featured in last week's recap landed near the bottom of the cohort. From the Sep 18-24 cohort:
- $VKTX 09/25 $32C · stock +2.0%, option +118.0%
- $INOD 05/21 $85C · stock +2.9%, option +35.4%
- $MU 10/16 870/970P spread · net +32.5%
13 of 24 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 February 2027 Bloom Energy 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 Micron Technology (Wed), Accenture (Thu), and Nike (Mon), with 6 more names on the calendar. Also on watch: a product launch for Alphabet expected Tuesday; a product launch for Space Exploration Technologies expected Monday. 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.
