Mar. 18 at 2:27 PM
🔋
$BE — Most lopsided flow on my scanner today.
$31.3M in CALLS.
$215K in puts. That's a 145:1 call/put premium ratio.
Big sweeps:
$100C &
$110C June exp hitting ABOVE ASK (
$5.8M,
$5M,
$3.5M clips). Deep ITM — someone is building a massive leveraged long.
Catalyst:
$20B backlog,
$5B Brookfield partnership, capacity doubling to 2GW by EOY. 2026 guide:
$3.1-3.3B rev (+58% YoY). AI data centers can't get grid power fast enough — BE deploys in 55 days.
Geopolitical bonus: Iran war + oil at
$100 = alt energy bid.
$BE 📈
