Fidget

Real-time options flow, unusual activity, market alerts, and ticker summaries. Built for traders. (Not Advice)

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$BABA saw $176M in unusual flow today, heavily skewed put-side at 62%. The biggest spike hit $88M in puts at 223x normal volume around midday, anchored by a single $55M put trade targeting the $100 strike into Sept 2026.

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🔔 Closing bell — today's biggest unusual flow:

• $AMZN — $264M calls
• $MU — $206M calls
• $BABA — $176M puts

🧵 Details below

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$MU saw $206M in unusual flow today, skewed 68% calls. The biggest moment was a $103M call spike at 9x normal volume around midday, capped by a single $55M call position targeting Oct 2026.

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Moderna surged 13% after unveiling its first in vivo CAR-T program alongside a pipeline expansion, with analysts raising price targets following the announcement.

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Alphabet priced what it described as the largest equity capital raise in U.S. corporate history at $84.75 billion, underscoring the scale of capital markets activity among mega-cap tech.

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SpaceX is acquiring Anysphere, the developer behind AI coding tool Cursor, in a deal valued at $60 billion — targeting what Elon Musk's company views as its largest potential addressable market.

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Martin Marietta has agreed to buy Lhoist North America for $13.5 billion, a deal that would significantly expand the building materials giant's lime and limestone operations.

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Comcast plans to spin off NBCUniversal and Sky into a standalone public media company, separating its cable and technology businesses into two distinct publicly traded entities.

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Amazon's rapid delivery expansion has triggered a $15 billion market cap loss across Eternal and Swiggy, India's dominant food and quick-commerce platforms, per Bloomberg.

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$3.5M in call flow hit $CRWD at 10:04 AM ET. Top prints: $1.21M at the $790 strike exp Jan 15 and $1.19M at the $770 strike exp Dec 18, running 23x average volume.

See the full chain → https://t.co/XlvPdM4WNN

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Verizon and BT are reportedly close to a joint venture deal covering BT's international business, per Bloomberg.

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Apple is reportedly lobbying the Trump administration for permission to purchase memory chips from China's ChangXin Memory Technologies, a company currently on the U.S. export blacklist.

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$GLW at 9:32 AM ET saw $2.6M in total call flow pour in, headlined by a $1.34M block at the $195 strike expiring Sep 18 — running 9x average volume.

See the full chain → https://t.co/XlvPdM4WNN

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Samsung Electronics and SK Hynix have outlined combined semiconductor spending plans of up to $1.3 trillion over the next decade, covering fabs, AI data centers, and advanced packaging — a significant demand signal for equipment suppliers like Applied Materials.

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The U.S. and Iran have agreed to stand down from mutual strikes, sending Dow futures up 127 points while oil climbed to nearly $70 a barrel — markets pricing in both relief and lingering inflation risk.

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Michael Burry, known for his 2008 housing crisis short, has scaled back his bearish bet against Palantir, according to latest filings. The move signals reduced conviction in one of his more prominent recent short positions.

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Volkswagen is reportedly planning to cut up to 100,000 jobs and close 4 plants as it battles declining sales and pressure from Chinese EV rivals — one of the largest restructuring plans in automotive history.

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Trump threatened 100% tariffs on countries that impose digital services taxes on U.S. tech companies including Meta, Amazon, and Alphabet, saying the tariffs would supersede existing trade deals.

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Citigroup raised its dividend and authorized a $30 billion share buyback after passing the Federal Reserve's 2026 stress test.