Corning (GLW) spread sold 1575 September $150 puts and bought 1050 of the $195/$260 call spreads

SYNA seeing some June IV surge w/ OTM 160 calls active here

Cerebras (CBRS) first put sale signal in it with 500 January $130 puts selling 13.90 to 13.60 to open

CBRS up 14% here after that flow last week and the expected analyst initiation catalyst

LLY  calls up to 4200X in those July 1500, staying hot

Airbnb (ABNB) smaller lots but 1100 July 2nd (W) $133 calls bought early $650K, held up nicely and potential World Cup play winner

Vishay (VSH) buyer 1000 January $50 calls $23.20 as the name keeps seeing bull flows

Unum (UNM) size buyer 10,000 Dec. $105 calls 1.75, strong name

Nlight (LASR) large opening sale 7500 December $40 short puts for 5.10

Cytek (CYTK) seeing 2500 July $70 short calls open but also bull spreads in August selling 1250 $60 puts and buying $75/$100 call spreads

GDS (GDS) IV sure with buyers of 9K July 40 calls 1.20 to 1.25, strong chart

Semis (SMH) interesting rebound trade with July 450/480/510 call fly opening 2300X4600

AVTR 4500 low Delta June 10 calls bought here, IV rising

DUOL oddly strong here up 8%

IBKR 1050 June 88 calls buy 2.20, nice set-up

3M (MMM) 4800 June 12th (W) 157.5 calls bought here 1.47

Elden (ELDN) small biotech sees 1000 November 2.50 calls buy 1.55

ASML size buy 150 January $1900 calls $272, strong name

MSFT Aug 460 calls up to 65K bought
big adjustments

Qualcomm (QCOM) with 5000 July $175 short puts opening 5.83

GLXY with July 40 calls bought here 3500X, has held up firm

CBRS staying strong and 740 Oct. 500 OTM calls w/ buyers

Snowflake (SNOW) large ITM put sale with 600 Dec. $270 for $59

NVDA chart

NVDA bounce off the $212 support and reclaimed yday low....214.51 which can now be stop on entry 

Higher low, great risk to reward after todays reversal. Stop around $26.....nice reminder on this. lost track after IPO 

$210 to $230 in a few days, for a $5 trillion stock...........its ok to consolidate 

Visa (V) spread selling 700 August $320 puts to buy $340/$370 call spreads

Flutter (FLUT) 690 December $100 short puts opening near $15

SAIL highs, 7K June 20 calls hot today

Seeing a lot of large calls close in some of these big AI build winners today, MTSI, GLW, SMTC and others

Rivian (RIVN) highs and 1K Dec. 2028 $33 calls buy here 4.25 aggressive

Workday (WDAY) triggers large base breakout and sees 1000 Dec. 110 short puts open 9.70 to 9.50

DASH base breakout shaping up here

MagnaChip (MX) buyer 10,000 July 10 calls for 1.60

Healthcare (XLV) day low but flagging this week sees 10K July $153 calls buy 2.27

Software (IGV) highs with that rotation trade working well this week, 6K July 110 calls bought 1.65

Forgent (FPS) nice bull flag built and 1000 July $50 calls bought 5.20 against 1250 of the $60 calls sold

Google (GOOG) 1000 June 26th (W) $380 short puts open at $12.15, and GOOGL line with 6000 July 2nd (W) $380 short puts opening 11.60, willing buyers at this dip level

Bitmine (BMNR) rising here with buyers 5000 July 23 OTM calls

Penguin (PENG) been a huge winner and 1075 January $80 calls bought 14.90 today

INOD stays strong out of flag with June 110 calls hot this morning

Akamai (AKAM) 800 August $140 short puts open for 13.30

GEV breaking key levels here lower

Sherwin Williams (SHW) basing nicely and dragged down by weak housing market sees 3200 January $350 calls buying to open near $16

Logitech (LOGI) 2500 June $135 calls bought up to $1 here short-term play, hot name

Baidu (BIDU) early buying of 3150 January $175 calls for $3.8M

Blackstone (BX) 2000 January $145 calls buying $5.20 to $5.60 and KKR with 2000 January $120 calls buying $4.70 to $5.30

GNRC triggering a breakout here, remains an underloved play on Energy storage

Naterra (NTRA) 1140 January $270 calls bought for $2.6M, OI checks, follows big put sale yesterday

Ford (F) Dec. 2027 $30 upside calls buy 2435X at $1.38 as Energy storage story in focus

Microsoft (MSFT) early breakout trigger sees 10,000 December $520 calls bought $16.50 to $18

Redwire (RDW) early dip buy 3000 June $28 calls 2.35 to 2.45

if i had a $1 for every top call in here. 

Green's terrifying macro thesis about a passive endgame crash serves as an incredible marketing funnel for Simplify’s expensive, actively managed, downside-protected products. He is incentivized to highlight systemic risks because his firm sells the "insurance."

comparing Argentina or Venezuela to USA is funny. 

Speaking of Primos.....PRMB looks great, the best water here is. 

chart link 

GILD

nice looking short

did i miss something? 50 bips is the new "tanking" 

bear flagging again? 

.....................

killer add Matt!