Noctra

Markets • Macro • Technology

Personal opinions only.

[Noctra @noctrahq]

Big September call buying hit $CIFR today as the stock consolidates just below ATHs after yesterday’s breakout.
Looks like positioning for a potential next leg higher.

Contract:CIFR 26 C 09/18/2026 (113D)

#CIFR #AI #DatacenterPower #OptionsFlow

[Shay Boloor @StockSavvyShay]

$PATH Q1 EARNINGS

• Revenue $418M vs Est. $397M
• EPS $0.15 vs Est. $0.16
• ARR $1.90B (+12% YoY)
• Net Retention Rate 109%
• Net new ARR: $49M

FY27 Guidance
• Revenue $1.78B vs Est. $1.76B
• ARR $2.06B

Achieved first quarter GAAP profitability for the first time in company history

[Noctra @noctrahq]

Massive $GLD call debit spread opened on May 22, 2026

110k+ contracts on both legs:
• 500C avg fill: $3.09
• 550C avg fill: $1.34

Spread is now significantly cheaper than the original entry.

If gold/commodities catch momentum again, this could move hard

#GLD #GOLD