Cheddar Flow
987 subscribers
8.3K photos
58 videos
472 files
8.7K links
Cheddar Flow
Download Telegram
Someone just DOUBLED DOWN on $QQQ Calls
(@CheddarFlow)
Someone just loaded ~$10M of $MU puts (Unusual Size)
(@CheddarFlow)
Someone just loaded $1.4M of $IREN puts in an hour
(@CheddarFlow)
Large $1M $VIX Call Detected
(@CheddarFlow)
MORE???

Non-stop $QQQ call buying all day
(@CheddarFlow)
Hedge funds have sold more AI stocks over the last 20 days than ever recorded, per Goldman

That's 6 straight weeks of selling
(@CheddarFlow)
The VIX opened Thursday at 16.6 and closed at 28.2, up +70%

Since 1990, only 2 spikes from a calmer start went further, and both ended with new S&P 500 highs
(@CheddarFlow)
Americans now see a 45.3% chance unemployment is higher a year from now

That's the highest since the pandemic, per the NY Fed
(@CheddarFlow)
Someone just bought $590K+ of $MU calls that expire THIS FRIDAY 🚨

790 contracts, 760 strike, all at the ask
(@CheddarFlow)
Someone just loaded $9.6M+ of $NVDA puts in about 5 minutes 🚨

$5.3M of it on ONE print: 1,800 Jan '28 175p

$NVDA is trading at $172 right now...
(@CheddarFlow)
$IREN has now collapsed -8%, a day after they loaded puts
(@CheddarFlow)
Incredible.

$NVDA whales have been buying MILLIONS worth of PUTS since before and even after the Chinese spy news came out

They are now up MILLIONS in profit as Nvidia prints fresh lows
(@CheddarFlow)
Someone just loaded $2.9M+ of $SOXL puts that expire THIS FRIDAY 🚨

The 58 strike had 162 open contracts & 1,809 just traded (Opening)
(@CheddarFlow)
$SPX is under 7,500, its biggest put wall

Dealers are now short $28.6B of gamma

Bulls want to reclaim this level by end of day to allow a squeeze higher
(@CheddarFlow)
Short-Dated $SPY Call Sweepers Are Flooding the tape
(@CheddarFlow)
Today's most unusual trades on Wall Street, ranked by size 👀

1. $NVDA puts: $50M
2. Micron puts: $23.4M
3. Microsoft calls: $12.9M
4. ASML calls: $12.8M
5. SpaceX calls: $10.7M
6. Valero calls: $5.3M
(@CheddarFlow)
This media is not supported in your browser
VIEW IN TELEGRAM
If you missed today's flow, here's the 6 most unusual trades from the session, and it was mostly tech puts 🚨
(@CheddarFlow)
The $VIX went −20%, +70%, then −22% in a week

The only match since 1990 is Brexit, and 11 sessions after that vote the S&P hit a record high
(@CheddarFlow)
Hedge fund net exposure is at a 5-year LOW while gross sits near the top
(@CheddarFlow)