NVDA
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).
The $200 call selling combined with $210-$220 buyer skew is textbook profit-taking behavior at resistance while maintaining bullish conviction higher. What's interesting is the sweep activity at $230 strikes suggesting some players are positioning for a bigger move than just the 1.618 extension. If we get a clean hold above $210 through next week's expiry, those $220 calls could see rapid delta expanion as dealers rehedge.