Power.

Not the metaphorical kind. The literal, plug-in-the-wall, keep-the-lights-on kind.

AI data centers are turning into absolute power hogs. We’re talking demand that’s expected to explode some serious forecasts put data center power needs up 175% by 2030. And the big tech companies aren’t playing around anymore. Microsoft is literally restarting Three Mile Island to feed its data centers. Google, Amazon, and Meta are all cutting major nuclear deals and putting out RFPs for new reactors.

Why nuclear? Because AI doesn’t do “intermittent.” It needs 24/7, rock-solid, carbon-free power. Solar and wind are great, but they don’t run when the sun’s down or the wind’s not blowing. Nuclear does. It just works.

And here’s the part that got our attention:
To build and run all this new nuclear capacity, you need uranium. A lot of it. The supply side is tight, the U.S. has been importing the vast majority of its uranium for years, and the entire nuclear fuel chain is suddenly getting a massive wake-up call.

This isn’t just another commodity cycle.
This is the fuel behind the AI energy revolution.
That’s why we started digging deeper into uranium stocks.

This Is NOT a “Buy Now” List — Here’s What We Actually Do (The JarvisFlow Way)

Before we go any further, I want to be crystal clear about something important.

This is not a “BUY NOW” or “SELL NOW” recommendation.
We’re not in the trade alert business. We don’t drop tickers and tell you to pile in. That’s not what JarvisFlow is about.

Our job is to show you how to narrow down to the tickers early how to find them, how to watch where the smart money is flowing, and how to connect the dots before the rest of the market catches on.

AI is creating an insane demand for reliable, 24/7 power → Big Tech is turning to nuclear → uranium supply is structurally tight → money started flowing into the companies that can actually deliver.

So what you’re about to see a “hot watch list”

We’ll walk through the names that showed up on our radar, show you the charts, and explain exactly what the money flow is telling us. Not so you blindly follow, but so you learn how to spot these setups yourself.
That’s the real edge.

CCJ (Cameco) — The blue-chip leader of the uranium world. The biggest, lowest-cost producer with real production, cash flow, and global scale.

May 21: 22,500 contracts of the July 2026 $80 puts were sold in a single block for $1.25M premium.

Selling puts at that level is a clear bullish stance — institutions are happy to own Cameco down at $80 while collecting premium today. The 10-day flow shows heavy put selling overall, and the cumulative chart has turned strongly bullish.

Classic smart-money signal we love to see when a sector is heating up.

Chart with Levels we are watching

UEC (Uranium Energy Corp) — America’s rising uranium producer. One of the only companies actually mining in the U.S. right now with low-cost ISR operations and a massive domestic resource base.

May 11: 190 contracts of the Jan 2027 $20 calls were bought at $3.05 in a single block.

Long-dated bullish bet. 10-day flow shows 93%+ of bought premium went into calls, with the cumulative chart trending sharply higher on the bullish side.

Clear institutional conviction on the upside.

Chart with Levels we are watching

UUUU (Energy Fuels) — America’s largest uranium producer by capacity. Owns the only conventional uranium mill in the U.S. and is ramping up domestic production while also playing in rare earths and vanadium.

May 11: 2,449 contracts of the Jan 2027 $30 calls were swept and bought at $4.45 — $1.09M premium in one trade.

Aggressive long-dated bullish positioning. 10-day flow shows heavy call buying (75.6% of bought premium), with the cumulative chart trending strongly higher on the bullish side. But DO NOT forget to check the flows from May 6th and May 7th.

Chart with Levels we are watching

LEU (Centrus Energy) — The U.S. enrichment powerhouse. Critical for American nuclear fuel security and the only company already producing HALEU for next-generation reactors and SMRs.

May 11: 119 contracts of the June 2026 $240 calls were bought in a block at $13.70.

Aggressive bullish positioning on shorter-dated, high-strike calls. 10-day flow shows 83.3% of bought premium in calls, with the cumulative chart trending strongly bullish.

Smart money stepping up on the long side.

Chart with Levels we are watching

NUCL (Eagle Nuclear Energy) — The vertical integration play. Developing one of the largest undeveloped uranium deposits in the U.S. while building its own small modular reactor technology.

May 18: 200 contracts of the Dec 2026 $12 calls were swept and bought at $1.25.

Pure bullish positioning on long-dated options. 10-day flow is 100% calls, with the cumulative chart showing a sharp bullish move on the day.

Clear smart-money conviction with zero put noise.

Chart with Levels we are watching

NXE (NexGen Energy) — The high-grade developer with world-class assets. Home to the Arrow deposit — one of the best undeveloped uranium projects on the planet.

May 13: 25,251 contracts of the June 2026 $13 calls were swept and bought at $0.75.

Huge size, short-dated bullish bet. 10-day flow shows 100% calls bought, with the cumulative chart exploding higher on a single massive green bar.

Strong institutional conviction on the upside.

Chart with Levels we are watching

We have been pounding the table on LMND as high short float technically high risk/reward setup
Bullish momentum dominates with $LMND’s last price at $74.96, trading above key EMAs (8-day at $67.77, 21-day at $60.71) and a positive MACD histogram of $2.49. RSI at 69.86 shows strength without overbought risk; it’s breaking Keltner upper bands for potential continuation.

Flow

Big players showed heavy action on $LMND last week, with 61 trades spotted across sweeps and blocks—mostly sells on out-of-the-money calls expiring in November through January 2026, like $75 strikes at spots around $70-$75. Premiums hit over $1M total on calls, signaling profit-taking after the recent run-up, but bullish sweeps on longer-dated calls (up to $90-$100 strikes) suggest some conviction for upside into early 2026.
Puts were lighter, mostly near-term sells around $70, pointing to limited downside bets

TSLA

With the week that’s past, it has some work to do. RSI neutral at 47 amid cooling momentum (MACD 7.16 below signal 10.16, histogram -2.99). Emas show downtrend with 21-day at $443 resistance, 50-day SMA $421 support; Bollinger middle $443 with contraction, Keltner middle $429 tight around last price.
Neutral overall, watch $421 low for breakdown or $440 resistance push,

Flow
Volume spikes in Nov 14 $450 calls (sells at $15.73, total premium $534K) signal resistance test at current spot $429, while put protection builds, mirroring volatility from recent earnings flow hints at choppy range $410-$450 before potential breakout.
Bullish signals emerge in low-strike call buys ($400-$420, NTM for Feb-Mar, total $3-4M premium in high-conviction blocks), indicating dips seen as buying ops by institutions; overall flow leans neutral short-term but shifts bullish for Q1 2026.

NVDA

Bollinger Bands ($187-$209) and Keltner ($182-$202) indicate low volatility compression, supporting range-bound action; watch for breakout above $190 EMA (193.71) for upside confirmation.

Flow

Over the next 3 months (expirations Nov 2025-Feb 2026), NVDA shows balanced but elevated unusual options activity with a slight bullish tilt calls dominate premium volume (est. $12M+ across sweeps/blocks) vs. puts ($10M+), focused on OTM strikes $195-$250 (e.g., Dec 19 $200 calls saw $576K sweeps interpreted as buys signaling upside bets).
Spot prices hovered $180-$190, moneyness mostly OTM for calls (high conviction buys at $220-$230 strikes) and ITM/ATM for puts (protective hedging).
Net bullish bias in near-term expirations (Nov 14/21) where large CALL sweeps ($50K+ premiums at $190 strikes) outnumbered PUT sells ($40K+ at $185 strikes), suggesting anticipation of a rebound amid spot volatility around $187

In the past month, analysts maintained strong Buy/Outperform consensus (e.g., HSBC upgraded to Buy Oct 15, Loop Capital and Rosenblatt raised targets to $350/$240 on Nov 3).
Key raises include BofA to $275 (Oct 29),
UBS to $235 (Oct 29),
Mizuho PT $225 (Oct 13) all above current $188, showing bullish confluence with TA’s potential upside breakout above $190

HIMS

Price pulled back to a last $41.03, with RSI at 33.98 flashing oversold conditions and MACD histogram deepening negative at -0.77, confirming weakening momentum below the $47 EMA_21 support. EMAs remain stacked bullishly longer-term, but near $38 Bollinger bottom risks further slide unless it holds.
Needs some work here.

Flow
Over the past week, $HIMS saw 109 unusual options trades, with heavy activity in sweeps and blocks targeting November 2025 through January 2026 expirations.
Spot prices hovered around $40-$46, with strikes mostly out-of-the-money (OTM) on puts at $35-$45 and near-the-money (NTM) calls at $40-$50, drawing $2M+ in total premiums.
Here it gets interesting:
Bullish signals emerged from put buys signaling protection below $40, while put sells and call sweeps point to big players betting on a rebound above $45.

LOPE

OPEN

Closed Friday at $6.55, pulling back from last week’s highs below the EMA 21 at $7.38, with RSI neutral at 42 and MACD dipping negative at -0.16 momentum cooling fast. Volume spiked to 210M shares, but it’s testing support near $6.50; a break below could hit $6.20, while $7 resistance holds the bull case.

Flow
Last week’s trades on $OPEN show heavy action around $7-$8 strikes, signaling big players betting on a push higher in the near term while hedging downside. For next 3 months’ expirations (Nov ‘25-Feb ‘26), call buys dominate with over $1.2M in premiums on $7 strikes alone
Key levels to eye: $7 for upside breakout, $8 as resistance with real money behind it.

FSLY

Finally filled the gap from the FEB earnings. Strong momentum here, we can expect a kiss of $12 level

Flow
Recent unusual options activity on $FSLY shows mostly call selling over the past week, signaling caution from big traders.
Key trades hit the $10 strike for January 2026 expiration (sweeps totaling over $52K premium, ITM at $11 spot) and $7.5 strike for March 2026 (trades around $28K-$34K, ITM). One put sale at $7.5 for December 2025 expiration moved $31K premiums (OTM at $8 spot).
Next three months’ expirations (November 2025 to February 2026) lean bearish with $100K+ total premiums on these strikes, highlighting $10 and $7.5 as pivotal levels where money’s concentrating watch for downside protection or capped upside.

LAC, USAR, CRML, MP

Same bucket

All these rare earth stocks somewhat similar in nature.

Flow
Some very interesting things going on here from flow perspective. Check out the flow on our app.

Along with these rare earth names we are going to be watching some special deep sea mining stocks.

That’s all for this week, we wish you luck for next week, connect with us on x.com or discord, let us know what works and what does not about this substack also we want to know what more or what less you would like to see here. We appreciate your feedback.

We have been pounding the table on NVDA’s move to 220+ Its the FIB 1.618 extension level. Earlier this week NVDA breached the psychological level of 200 (also a FIB extension level) with ease.

Flow

Technically, $NVDA traded in a $200–$212 range last week, with bullish flags forming (RSI ~65, above 50-day MA). Volume-supported breakouts above $210 could target $220 (prior high), supported by call flow.

Activity was particularly heavy on October 29 and 31, with spot prices hovering around $200–$210 during the trades. The flow shows a mix of sweeps and blocks, with slightly more bullish conviction in calls (e.g., OTM call sweeps indicating upside speculation around $220–$230 strikes)

Flow wise top price levels to watch :

$200 : big call selling here and some put buying

$210 and $220: skewed by buyers indicating speculative upside.

TSLA

Our bullish take is still intact for $TSLA, 488 being the cup and handle projected move we actually projected $TSLA to move into 506—520 pocket which are next FIB extension levels.

Flow

Based on aggregate premium volume across all listed expirations, the top call and put strikes by total money traded are as follows:

$500, $480 : strong sweeps in Nov 7, bullish direction

$450 : Highest with ~$9.4M in premium (notable block sells sugesting defensive positioning)

$455 : ~$500k premium (NTM/OTM sells).

CRWV

Closing and holding above 128.37 or FIB 618 is a great sign. Best case however always is the back test of that level and bounce.

Flow

Levels suggested by the flow

$140: (high-volume sweeps, mixed buy/sell, OI ~29K; key resistance level).

$150: $1.62M (bullish sweeps on Nov 7/21, volume 10K+ contracts; upside target)

$145: $1.12M (near-term Nov 7 focus, interpreted buys; momentum driver).

$100: $1.41M (massive Nov 21 sweep sell, OI 12K; downside hedge below support).

$130: $1.05M (Nov 7/Dec 19 buys, OI 3K+; protection at current spot).

You know what to expect about the sold calls unwind when CRWV crossed $140

FSLR

We have been pretty clear about our FSLR stance on x for quite some time.

https://x.com/JarvisFlow/status/1968883604710101397

https://x.com/JarvisFlow/status/1975054036924555445

Flow
Top Calls:
$280 (Dec 19 exp) led with ~$1.2M total traded premium (mix of buys/sells), followed $300 (Nov 21 exp) at ~$1M (heavy sweeps)
$242.5 (Nov 21 exp) at $615K (large sell block).
These indicate key resistance/upside levels with significant capital positioning.

Top Puts:
$245 (Nov 21 exp) topped at ~$300K (mostly buys), then
$310 (Dec 19 exp) at ~$270K (sells)
$290 (Nov 21 exp) at ~$65K (sells).
Focus here points to support zones with moderate hedging interest.

CRM

Its still significantly damaged technically. We want it to take out

Flow
Total premiums exceeded $3.5M, split ~60% calls (bearish conviction high) vs. 40% puts. Limited buys on $270-$300 OTM calls suggest mild upside probes. No dominant expiration beyond November.

Callside
$257.50: ~$1.2M (heavy Nov 2025 sells; NTM positioning).
$280: ~$800K (mixed Nov/Dec 2025; OTM sweeps).
$290: ~$650K (Dec 2025 OTM; buy/sell balance).

$280: ~$750K (Dec 2025 ITM; consistent sells).
$270: ~$450K (Nov/Dec 2025 ITM; bearish volume).
$250: ~$300K (Dec 2025 NTM; lower conviction trades).

OPEN

Pretty Explosive setup, bounced off from the 0.5 FIB sitting above 0.618 .. Can produce large move.

Flow

Activity skewed toward sells in ITM puts (bearish protection) and buys in OTM calls (bullish speculation), particularly sweeps. Key highlights include heavy buying interest in $15 calls expiring December 19.
Overall, call premiums dominated at ~$2.1M versus put premiums at ~$0.9M, suggesting net bullish flow amid elevated volume on near-term expirations.

$15 strike: ~$1.25M (primarily OTM buys on December 19, highest conviction bullish positioning).
$8 strike: ~$0.45M (NTM sells on November 7/14, mixed directional flow).
$8.5 strike: ~$0.32M (OTM activity on November 7, balanced buy/sell sweeps).

PLTR

We have been projecting 200 target for PLTR for quite some time, it formed a nice cup and handle and produced a decent breakout at the top.

Flow

Puts were lighter (OTM strikes $150-$200, ~$500K premium), mostly protective. Key conviction: higher on calls for near-term targets above $200.

Top Calls (Bullish Concentration):

• $200 strike: $1.2M+ premium (heavy sweeps near spot, Nov 7/14/21 expirations).

• $190 strike: $850K+ premium (ITM/NTM activity, Nov 7/21 expirations).

• $195 strike: $620K+ premium (OTM bets, Nov 7/21 expirations).

Top Puts (Bearish/Protective Bets):

• $195 strike: $450K+ premium (NTM downside hedge, Nov 7/21 expirations).

• $200 strike: $380K+ premium (ATM protection, Nov 7/14 expirations).

• $190 strike: $320K+ premium (near-spot caution, Nov 7/21 expirations).

ACHR

Seems like still decent gas in the tank for this. Above 11.60 it can start attacking the 12.66 and new ATH levels

Flow

Activity focused on OTM calls with high-conviction sweeps indicating bullish interest, particularly at strikes around $12-$13 expiring November 2025.
Notable sells emerged on near-term calls, suggesting profit-taking, while put volume remained low with one key buy signaling mild downside protection.

The $12 strike led with $292,894 in total premium across multiple trades, followed by $13 at $90,200 and $11 at $58,884 highlighting concentrated bullish positioning.

The $11 strike dominated with $65,250 in premium from a single buy, outpacing the $10 strike at $43,300, reflecting limited but targeted bearish bets.

SMR

One of our favorite nuclear names along with OKLO (ran too much too fast, needs to rest) and NNE .. same boat as SMR

Expecting push to 48.60 and then possibly new highs

Flow

Flow is mixed with slightly bearish tilt.

• Biggest Call Strikes: $43 strike (Nov 7 exp) led with $320k premium (sells indicating neutral positioning); $44 strike (Nov 7 exp) followed at $356k (sells near spot); $38 strike (Dec 5 exp) at $172k (heavy sells).

• Biggest Put Strikes: $43 strike (Nov 21 exp) dominated with $485k premium (major sells); $35 strike (Nov 21 exp) at $144k (buys suggesting targeted bets); $40 strike (Dec 19 exp) at $359k (sells for hedging).

Before we start diving into the ER stocks for the week, lets look at what we posted a few weeks ago .

Promo Code at the end of the newsletter 👇

link back to : https://jarvisalerts.substack.com/i/146738621/semi-spy-and-qqq

Our Jarvis algo did it’s job and warned and screamed about the sentimental shift.
We knew that the week ending 19th July was special, that’s why we had a two part newsletter that week.
Hope you followed and listened to the Flow Commentary we had on that newsletter edition.
If you did not, not to worry, it’s all there please go back and read up again and check the expiration dates.

SPY Chart:

Anyways, lets resume back to ER plays for this gone week.

Very busy ER week.

$TSLA $CMG $GOOGL $VZ $VRT $SPOT $AAL $ENPH $F $UPS $CLF $GE $NOW $GM $T $V $IBM $VKTX $LVS $NUE $KO $FCX $NEM $LW $APH $CLS $DXCM $TXN $SAP $NXPI $NEE $LMT $BMY $ABBV $CB $HAS $SKX $TFC $TXRH $STX $COF $CMCSA $CHTR $HON $MMM $LUV $MEDP $CCK $RTX

courtesy :@eWhispers

NXPI

Flow for the NXPI ER expiration was reported as all bearish.

Here we are interested in looking at different timeframes. If you look for any expiration dates reported. You would find a BLOCK 300C order for NXPI for 18th Oct 2024 for total to 2.17M + 480K
Now this is significant, should have to keep this is mind, but the expiration is for Oct so whale was probably looking past ER. Also, we checked the OI on those options, the recent OI showed a significant drop, that kind of spooked us.

chart: NXPI drops on ER
all the reported puts 275P, 265P and 285 are now DEEP in the money

275P from 5 —> 13
285P from 7.37 —> 22.5

chart:

CDNS

Flow did not show any clear edge on any direction. The flow was mixed.

On our platform you just don’t only see what to pick up for your radar, but when the data is like this you see what you should skip.

The ER reaction was pretty much premium burning action. You would be glad to avoid taking any ER plays* for such.

chart:

DHR

The flow was only green for the ER day

Risk takers were rewarded on the ER Play : Really amazing 8.4% up.
Those 250C and 260C are deep in the money.
260C from 1.8 —> 12 🚀🚀
250C from 3.6 —> 24 🚀🚀

GE

Not every ER you have play before the earnings are out. No matter how you slice it, ER plays before ER are risky and are little bit of gamble. Good news, you don’t have to do it. You can always play it after the ER is out, so let the whales digest the flow for you and tell you the way forward.
This is a classic example of post ER play.

Pre ER : Although more bullish flow than bearish, but hey market opens every weekday. Just freaking wait.. no ?

Post ER : Whales and market both got time to digest all the complicated numbers and future guidance and what not.

Those 175C at 1 went to 4+ within minutes

BOOM

LMT

Really clean flow into the ER, not much to dissect here much.

chart: paints the picture nice

DXCM

This one is extreme, very hard to identify but this person turned 28K into 830K
https://x.com/Jarvis_Alerts/status/1816577269256667588
Who ever this was they put their trade in the last 30 mins of the market close.
They went for same week expiration of 93P while stock was trading at 109
The second trade came in 2 mins before market close for 105P while stock was trading at 108.

Disaster for DXCM longs the stock dropped and closed at 64 next day.

PCT

Pretty neat, overly bullish, the charts in sync pretty well.

Chart:

RCL

Monday of the week into the day before 25th.

chart:

ER play** :
ERs are extremely risky, Jarvis will try to reduce risk for you by showing you truly unusual and highly directional bets from big boys in the market.
They either know something that others don’t. They could be right or wrong, but they tend to nail more than retail player who is just gambling (Trust me it’s a Lottery).

Like this flow in real-time ?
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Semi, SPY and QQQ

We started noticing very large bearish flow on SMH, amplified quite a bit early this week. This kinda of put us on alert to as to something is due. But its not just 1 ETF flow that does it. We were seeking more confirmations of this sentiment shift.

SQQQ solidified out thesis and served us as an early sign

SOLX sentiment turned from highly bullish to mixed

Again as I mentioned above not 1 flow does it. We always seek more confluences. Be it other related ETFs or Stocks that are part of that ETF. It’s not an exact science, you have to look beyond and try to find gather more evidence to support your thesis

Overall flow and charts definitely put us on alert.
Along with the Flow, in our Jarvis Alerts community we use charts quite a lot. Following comments were posted after market close on 15th July

The Chart was buying bearish divergences on 4h chart. Something we never take lightly, may not be immediately actionable but these divergences play out. Our job is to notice these subtle signals and align ourselves in the path of money or at the very least get out the path of a freight train.

SPY

SBUX

This one is particularly difficult to identify. However there were breadcrumbs all over the Option Flow and Chart.

Chart made a double bottom and bounced, some whale got in on 2000 contacts for Sep and paid whopping 690K . Next few days the only flow came in was bullish and supporting. 85C and 80C, not as big though.

Any bottom fisher would have paid attention to this flow and noticed that flow into the year end is turning green as the stock has been destroyed literally.
Don’t beat up yourself if you did not catch it. This was a tough one. But hell, someone always knows and they made HUGE money on this move.

Chart:

Crypto Bitcoin, MARA RIOT MSTR COIN CLSK

While QQQ and SPY where having really bad days in the market with VIX Rampaging (if you reached this far in the newsletter you know how we were able to anticipate this move) anyways, while the major indexes were having bad days in the market the FLOW on Crypto names stayed very very strong. I have been covering it in previous newsletters too. The trend continued.

Flows:

charts: You would notice the common pattern of HUGE Friday upward thrusts on all these crypto related stocks

COIN

MSTR

RIOT

MARA

IWM TNA DIA

TNA : 3X Leveraged Small Cap ETF. When the flow just shows up like this overwhelmingly bullish, we have to pay attention to what this means.

We got additional confirmation about this in the flow for DIA

charts:

DIA

TNA

IWM move was initiated from last CPI print. These are just additional cherry on top plays, as super easy to detect.

Elevate your trading game with Jarvis Alerts – cutting-edge options intelligence and real-time precision alerts for the discerning investor.

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Coupon code: merica

Turns out a lot of people don’t understand what Options are and those who understand Options, far few in between of them understand what Unusual Options Activity is.
This newsletter is a way for us to highlight and demonstrate to you what we were looking at (last week) and how we filtered these tickers to pick up the winning trades. You can use these newsletters to pick up on the techniques we used, the filters we used, how we strategically used this data and more than anything how really simple Jarvis algo makes it for everyone who is willing to learn.

There are always those who don’t understand and YET don’t even want to learn. We simply say Thank You to them and we will keep doing our thing.

We are a community of traders who use Unusual Options activity via Jarvis algo, come join us if you want to learn and improve your trading game. The information to join is at the end of this newsletter.

So let’s get to it.

UPST

Overwhelmingly bullish action reported on our platform for UPST. Notice the flows from the days highlighted in the attached flow screenshot.

Chart:

Gold, Silver and Miners

Lots of bullish action on precious metal and miners $GLD $GDX $SLV $SILJ $AGQ keep an eye on these ones.
You going to hate yourself for not using Jarvis if you missed this. This was served on silver platter.

https://x.com/Jarvis_Alerts/status/1813052708556873936

The data is all here on the platform here are few screenshots. So how we were sure about this move ?
Answer: All these flows started hitting on our platform, pattern was very easy to detect. All precious metals and miners. Not just ETFs but the confirmation was seen on individual stocks too.

GLD

GDX

SLV

SILJ

AGQ

Charts on GLD and SLV should be sufficient to prove the point

GLD

GDX

SLV

CRYPTO rally

As seen on Jarvis Algo. We started noticing large calls on many Crypto names all at once. CLSK (included in previous newsletters too), MARA, COIN, MSTR, RIOT
It was not at all tough to connect the dots here. Another trend that was served to our users on silver platter.

MSTR

BTBT

MARA

RIOT

COIN

Its not at all that difficult to expect this rally. All these names went up so hard.

CLSK

COIN

MARA

MSTR

AEHR

ER play** Nothing but calls reported on our platform

Chart:

ASML

ER play** puts against calls were equally matched on our platform. This steered us not to gamble with this on the call side.

Chart:

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ER play** :
ERs are extremely risky, Jarvis will try to reduce risk for you by showing you truly unusual and highly directional bets from big boys in the market.
They either know something that others don’t. They could be right or wrong, but they tend to nail more than retail player who is just gambling (Trust me its a Lottery).

Notable options activity :
On 1st, 2dn and 3rd July we saw massive flows for BIDU .. very much an indication of reversal after such steep sell off.
Notably 90C, 95C,100C and 105C at various distant expiration dates.

Chart:
Bidu ripped 19% from the lows this week.

AMD

Notable option activity in last 14 days : Overwhelmingly bullish. Notice these dates on the #UnusualActivity

Chart: When we see such a Volume of Unusual Options action on a name that’s trading sideways. the breakout is usually very near.

ENVX

Notable Options Activity: Overwhelmingly bullish in past 14 days

Chart: says it all

IWM → CPI trade

Someone bet and won amazing trade on IWM 208C for 14 cents

We know what happened to IWM on CPI print

Chart:

SEDG — TAN — Solars

We have been noticing a turn around on Solar stocks in terms of sentiment on our platform, we did get initial pop on Friday last week.

Chart:

Heavy call side action reported on Jarvis. This was included in the previous week’s newsletter too.

Chart:

$RDDT

Purely one sided action reported on our algo for RDDT

heavy buying since last 2 weeks .

Chart: This has been just an amazing mover

Nothing but just calls reported on our platform for MBLY
pretty same since last 2 weeks. Notable calls include 30C for Aug and long term

chart: holding base

AMD

Overwhelmingly bullish compared to bearish bets on AMD and it served us very very well with the movement it had last week.

chart :

MAXN

Not everything has to be about Call side or Upside. here is an example of heavy Put side action reported on our platform.

Notable puts of size
1P for 591K for July 5th
1P for another 466K for July 19th

lot more 1P and 0.5P for 12th and 19th July expirations

Exception 1.5C 320K for 19th July call, but looking at the overall picture it is overshadowed by Puts. Whales were betting for downside

Chart:

Arrows where the puts were loaded by whales ..at the time of writing this newsletter the stock is trading at 17 cents from the range of $1.13 to $1
Erosion of about 80-80%

INTC

quite a decent call buying got us into INTC. Overwhelmingly bullish activity with a chart consolidating got us very excited for this name.

Chart: loooong consolidation and now testing the bearish gaps above. Longer it bores and frustrates bulls the more and more potential energy this will gather for the move in future.

Please share and spread the word about this newsletter on social media and also let us know what you think about this. This is the second week of this newsletter so far the response has been quite amazing, we hope to continue this practice for weeks to come. Your comments would be highly valuable for us.

[ The most special one is at the end 👇 ]

[ A great 4th July deal at the end 👇 ]

WULF

Heavy call side action reported by our algo on WULF Notably the
9C for Jan 2025 total of 325K
7C for Jan 2025 total of 243K
5C for 16th Aug 2024 total of 124K

Chart : yellow arrow marks where huge flow started being reported on our platform

CHWY

Heavy bullish flow started from 18th Jun. The heaviest of call buying seen on 18th, 24, 26 and 27th June

Chart:

yellow arrow marks where huge flow started being reported on our platform

MBLY

Heavy bullish call flow observed on our platform for MBLY which made us take a deeper look at the company. Now once a #Fintwit darling promotes by a few furus on Twitter, We did see this flow a positive sign and potential for at least a short term reversal.

Notice how clearly one sides it was on our algo.

Chart:

yellow arrow marks where huge flow started being reported on our platform

[ The most special one is at the end 👇]

ZI

First out of the blue moon calls were seen on
17th worth $375K
20th worth 165K

then 25th nd 25 were big days on the platform for ZI

chart:

don’t have to tell you now what yellow arrows mean

RDDT

Now this one is as clean as it gets on our platform. 17th 18th were first small flows.
Then it just went up quite a few notches on 27th June

Chart:

how beautifully does it all line up with a large cup and handle retest.

CCL

Now CCL has ER day on 25th. So lets focus on the flow before that.
17th and 18th they targeted 16C and 20C some short expiration dates and some long term. But clearly very very bullish flow.
Right 1 day before ER on 24th massive flow for 18C, 19C and 20C , they gobbled them at such a cheap preemos

ER day 25th June : CCL goes up 8.7 %

Chart:

RIVN

We saved the Most Shocking one for the last.
Now we all know after the fact about that happened to RIVN on the news. The JV with Volkswagen was announced after hours on 25th

I want you to focus on the 12.5C for July and 20C for the Dec which came in the last 15 mins before the market close. Our algo does not believe in confusing you with above below ask bid and all the 10,000 more flows on your screen for the same ticker.

We let the algo do all the hard work so you see the signals clearly

Chart:

As promised the 4th July sale is on, here is the promo code for July the 4th deals are

month_july: 50% off for first 3 months

year_july: $150 off from yearly sub

Click here to Subscribe now and reduce your confusion around #UnusualOption Activity. Let us help you.

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