Neither side owned this week: aggressive call and put buyers traded blows, with premium swept at the ask both ways. 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
$26.4M Micron Technology calls, backed by the dark pool
The largest print of the week: $26.4M in $MU calls expiring October 2026 (7 days out), swept above the ask on Friday and flagged live on Bluesky within minutes of the print. It printed alongside a block in Micron Technology's dark pool activity the same session, the convergence pattern we weight most heavily.
$2.3M Strategy call sweep
$2.3M in $MSTR calls expiring November 2026 (52 days out), swept at the ask on Tuesday and flagged live on Bluesky within minutes of the print. The strike sits roughly 16% out of the money.
$2M Datadog put sweep
$2M in $DDOG puts expiring November 2026 (50 days out), swept at the ask on Thursday and flagged live on Bluesky as it hit the tape. The strike sits roughly 13% out of the money.
Strategy Corner
The week's standout multi-leg position was a $10.4M $XOM call spread: sold the Oct $170 calls, bought the Nov $170s for a net debit.
Runner-up: a $6.3M $CXW call spread (sold the Nov $36 calls, bought the Nov $31s).
By the Numbers
| Metric | This week |
|---|---|
| Alerts posted | 20 |
| Total premium flagged | $40.6M |
| Bullish vs bearish | 12 / 8 |
| Largest single print | $26.4M MU calls |
| Most-flagged symbol | CRWV (2 alerts) |
| Multi-leg strategies flagged | 2, led by $10.4M XOM spread |
How Last Week's Flags Resolved
We score every flag and delete nothing. There is a familiar name near the top: the $AAOI flag we featured in last week's recap kept working. From the Sep 25-Oct 1 cohort:
- $CCL 10/09 $23C · stock +13.4%, option +285.2%
- $AAOI 10/09 $105C · stock +7.7%, option +207.9%
- $BE 10/02 $280P · stock -8.9%, option +177.7%
9 of 21 flags closed green the next session. Next-session scoring is the strictest possible window: plenty of the positioning we flag is built to play out over weeks, not overnight. 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 PepsiCo (Thu), Delta Air Lines (Fri), and Constellation Brands (Tue), with 7 more names on the calendar. Also on watch: a court date for Micron Technology expected Tuesday; a court date for United Therapeutics 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.
