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BBBeacon

@BullBear_Beacon

Options & stock analysis tools. Accepting applications for closed beta.

Katılım Haziran 2025
42 Takip Edilen203 Takipçiler
BBBeacon
BBBeacon@BullBear_Beacon·
@WinstonCLU Don't think this is a recession bet. More like a bet on the Iran war ending. I expect they will take profit if yields drop back to 4%ish. This is what I meant through the bullish stocks comment.
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Winston941
Winston941@WinstonCLU·
@BullBear_Beacon If TLT hits $120 we will be in a severe recession. Not good for stocks at all.
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BBBeacon
BBBeacon@BullBear_Beacon·
$TLT large call spread add for 1/21/28 and some extra calls. $15.6M in 105C $4.6M in 120C sold This position was started on May 20th with around 35k contract. Yesterday's activity increases it by 200%. $3.3M in 100C for 5/21/27 If these realize it would be very bullish stocks.
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BBBeacon
BBBeacon@BullBear_Beacon·
$NOK put spread $NTAP sold calls $OKTA calls $PCOR sold puts $RDW sold calls $SMH puts $SOXX sold puts $SWKS bull roll $TTMI calls $UBER sold calls $VST calls $W sold calls $WBD puts $WIX sold puts $XSP short put roll
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BBBeacon
BBBeacon@BullBear_Beacon·
$AAPL short put roll $AMAT puts + call spread $AMD calls + synth long $ASML puts $BURL sold puts $CRWV sold calls $DDOG puts + sold calls $ETHA sold puts and calls $EWY puts 1w, short puts 2w $F calls $INTC calls $IREN sold calls $JD sold puts $LUNR calls $LWLG calls $MXL sold calls
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BBBeacon
BBBeacon@BullBear_Beacon·
$IGV seeing the follow up activity in software names I believe those put spreads were indeed hedges. Big boys are back long software. 75P short put rolled into 85P 8/21 for $17.9M. Had another 16M short in it already. 85 will be extremely strong support if IGV goes lower. $2.1M in 85P for 6/17/27 also sold.
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BBBeacon@BullBear_Beacon

$ACN $ADBE $CRM $DELL $NOW $PLTR $SAP $SNOW $WDAY Software names getting large 1/15/27 put spreads at the same time. Highly unusual. These were bought, but that doesn't necessarily mean it's bearish. Might be some institutional hedge.

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BBBeacon
BBBeacon@BullBear_Beacon·
$BRK.B $2.3M in 480P 8/21 sold. This one has been going sideways for two years. Looks ready to wake up.
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BBBeacon
BBBeacon@BullBear_Beacon·
$ACHR $1M in 8C 7/17 $308k in 9C 7/17 $340k in 10C 7/17
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BBBeacon
BBBeacon@BullBear_Beacon·
$TTWO large call spread for 9/18 $24.5M in 270C $10.8M in 310C sold GTA 6 wasn't delayed. No idea why it reversed the initial earnings spike.
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BBBeacon
BBBeacon@BullBear_Beacon·
$GLD call spread for 9/18 $33.9M in 500C $15.8M in 550C sold
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BBBeacon
BBBeacon@BullBear_Beacon·
$ALAB call spread for 9/18 $17.8M in 350C $13.4M in 400C sold
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BBBeacon
BBBeacon@BullBear_Beacon·
$PTGX financed call spread $PUMP calls $QBTS calls $SEDG calls $SHLS bull roll $SIRI calls $SKY calls $SNDK sold puts $SOXX bull roll $TER calls $TSLA calls $U long strangle $VRT sold calls $VST bull roll $W calls $WMT calls + sold puts $WOLF bull roll
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BBBeacon
BBBeacon@BullBear_Beacon·
$AMAT calls $AMPX sold puts $BKNG call spread $BL calls $CCJ sold puts $CMCSA sold calls $CRWD bull roll $IBM calls $INFY sold puts $KWEB calls $LBRT calls $LITE calls $LLY calls $MCHP profit take $NBIS bull roll $PANW bull roll $POET puts
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BBBeacon
BBBeacon@BullBear_Beacon·
$XRT getting bullish activity for the second day in a row. Now a large call spread for 5/29. Very large for this name and short dated. $3.3M in 84C $800k in 87C sold
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BBBeacon
BBBeacon@BullBear_Beacon·
$GM $1.6M in 85C 7/17
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