Jun. 22 at 11:45 PM
$GLW broke out +8% on aggressive call buying, the cleanest read on an otherwise defensive tape. Chips held the bid while big tech faded into the bell.
$DRAM +5.9% and
$INTC +4.9% lit up alongside it. On the live book:
$BE call +30% in the money after a +5% pop,
$STM call +29% and still riding. New entry added today on clean call flow. The big-cap calls were sellers, not buyers, so we are watching
$GLW into tomorrow rather than chasing the close.
