Amazon $AMZN 10,000 Sep. 2027 $300 calls buy for $25M, similar to the MSFT trade with AWS and Azure the likely sustained AI winners
Costco $COST monthly bull flag
Costco valuation haters about to be very upset, again
Microsoft $MSFT with over $20M in September 2027 $600 calls bought today
$IWM retaking 200MA today and monthly lower value with 8/21 daily bull cross nearing
Russell (IWM) $8M buy of 4000 Sep. 2027 $290 calls $20.13
Consumer Discretionary $XLY rallying with TSLA, also big AMZN exposure, sees buyer 3K March $115 calls 7.26
$KNSA been a small biotech just crushing it and a favorite for a few years now, cashed out w/ the move today
It's been this way for months, but every single morning opening bell a ton of $FSLR prints go off, assuming lots of adjusting daily, but super weird, wonder what the player is doing
SPGI big surge on earnings and news, follows MSCI as those names come back to life
RGEN, HCA also reported and continue to Healthcare/LST recoveries
Financials $XLF recent outperformance off 200MA base sees 15K Dec. 2028 $60 calls buy for over $9M










