Covering Unusual Options Flow + Dark Pools + Gamma Exposure In Real Time. Free course: https://nitter.gq/t.co/hY4cg1xx1N
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Uncover unusual options activity by following the smart money! Real time option order flow, dark pool prints, AI power alerts and personal watch list builder.
Learn more at cheddarflow.com
2026 just broke the 2020 record for corporate bond sales: $1.76 TRILLION
And BofA expects November to be the biggest November ever with $175B, up 27% from last year
The AI buildout runs on debt
Big Tech's debt raising is the highest on Bloomberg's chart going back to 2016
At least 18 data-center financings now yield double digits
One $5B loan just priced above 11%
Retail just dumped Communication Services at a record pace
$4.8B out last week alone
This was the biggest outflow since the sector was created in 2018
And Retail did 70% of the selling
If you missed today's flow, here's the 6 most unusual trades from the session 🚨
>$META Dec 800P: $52 MILLION+ of puts
>$MU calls: $11.4M in the first 10 minutes, led by a $6.7M Jan '27 550C block. Call Wall now moved to 1000
>$QQQ: $11M in Nov 715C + Mar '27 805C
>$TSM Dec 440C: 7 call sweeps worth $6.1M
>$AMGN Jan '28 420C: $4M opening call orders
>$TSLA Nov 380C/400C: $19M+ call stack this morning
These were the 6 most unusual trades out of ~2 MILLION prints that hit the system today
If you want to access the other 1.9M+ prints, here's a free trial: cheddarflow.co/x
$36M+ of $META puts and every single one was bought at the ask or above
$2M+ of $MRNA calls that expire NEXT WEEK
250 strike and stock is trading at 217
Volume 5,968 - Open interest 551 (BTO)
Someone just loaded $11M+ of $MU calls in 9 minutes
$6.7M of it on one deep in-the-money block
Plus a 1,180 strike with MU at 976...
$TSLA Options Flow: $12M April Call Sweep Puts the $445.60 Break-Even in Focus. Read More 👇️
cheddarflow.com/blog/tsla-op…
The midterms are 1 week away
After the last 9 midterms with a Republican president and a divided Congress, the S&P 500 was up 6 months later every single time
Average gain: +15.7% (SocGen)
Gas has never been this expensive in the fall
$4.27 a gallon (AAA)
Higher than 2008 and 2022 at this point in the year
Apollo's life insurer has more AI data center exposure than its entire capital cushion
Athene: ~105% of statutory surplus (Barclays)
The industry average is ~23%
Your retirement annuity is in the AI trade
