Jun. 23 at 6:44 PM
Notable flow from yesterday (OI confirmed)
$NOK 15C (7/24) —
$2.9M @ 1.29
$QRVO 115C (8/21) —
$6.5M @ 4.84
$AA 65C (8/21) —
$2.0M @ 3.11
$GDS 36C (9/18) —
$2.9M @ 2.68
$MU 1500C (12/17/27) —
$120M @ 444.01
Some of this feels more intentional than usual
Not every line item is short-term directional, but it’s worth watching how it bleeds into today’s tape
Especially the longer-dated stuff on
$MU that’s not retail noise
Could be nothing, could be positioning into a bigger macro leg
Either way, I’m just marking it, not overreading it
Next alert coming soon
If you’re not following with notifications on, you’re usually seeing the move after it’s already started