Jul. 21 at 5:02 AM
$BE massive call as Bloom Energy bounces after
$1.7B Nebius deal — BE at ~
$206, up 109% YTD.
+4,000 BE 100 15 JAN 2027 310.00 CALL @ 45.85, for
$18,340,000 total deltas.
$18,340,000 ×
$206 =
$3,778,040,000 in dollar exposure. 4,000 contracts — the single largest print by contract count across all three sessions today.
Management raised 2026 revenue guidance to
$3.4B–
$3.8B. Despite dropping 14% on July 16 as NBIS fell on the deal announcement, Clear Street called the pullback "opportunistic." Someone bought 4,000 calls at the 310 strike betting Bloom Energy reaches new all-time highs by year-end.
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