$META saw aggressive call buying throughout the session with traders targeting both short-term momentum and longer-dated upside exposure. 👀Flow Highlights:
• Over $11.8M in call premium vs $3.3M in puts
• Multiple large buyers stepped into the 06/18 $720 Calls, including blocks worth $700K+ and $660K+
• Repeated opening positions in the 06/05 $612.5 Calls, including a notable $1M buyer
• Aggressive call sweeps continued hitting the ask into the afternoonSentiment:
• 76% of premium flowed into calls
• Put/Call ratio of just 0.31
• Traders targeting upside across weekly and June expirations
• Heavy call accumulation suggests continued bullish expectations following META's recent strengthBig money continues to lean bullish on Meta, with institutions repeatedly adding call exposure and targeting higher prices into June.$META saw aggressive call buying throughout the session with traders targeting both short-term momentum and longer-dated upside exposure. 👀
Flow Highlights:
• Over $11.8M in call premium vs $3.3M in puts
• Multiple large buyers stepped into the 06/18 $720 Calls, including blocks worth $700K+ and $660K+
• Repeated opening positions in the 06/05 $612.5 Calls, including a notable $1M buyer
• Aggressive call sweeps continued hitting the ask into the afternoon
Sentiment:
• 76% of premium flowed into calls
• Put/Call ratio of just 0.31
• Traders targeting upside across weekly and June expirations
• Heavy call accumulation suggests continued bullish expectations following META's recent strength
Big money continues to lean bullish on Meta, with institutions repeatedly adding call exposure and targeting higher prices into June.
$VLN
Humanoid robots are coming. But there’s one problem the whole industry is quietly trying to solve.
Every robot has cameras, lidar, radar all generating massive amounts of data that needs to reach the processor in real time, over long distances, with zero errors. That’s an incredibly hard problem. And until recently, every company was solving it differently with proprietary cables and incompatible connectors.
Then came MIPI A-PHY. Think of it like USB but for robots and autonomous systems. One open standard, any sensor, any processor, 32Gbps speeds, automotive-grade reliability. Already live in mass production in Geely-Volvo vehicles. Mobileye chose it for their autonomous driving chip deployed across multiple global automakers.
And yes automotive Ethernet exists. But it solves a different problem. Ethernet moves data between processors. A-PHY moves raw sensor data from the edge a camera sitting on a robot’s wrist to the central brain. They work together, not against each other.
The company co-chairing the MIPI humanoid robotics standards group, making the only production-ready A-PHY chips available today is $VLN. $86M cash. Zero debt.
Humanoid robot market hits $51B by 2035. Every single one needs a nervous system.
What am I missing? 👇
$SOUN numbers next week; calls off the charts … clean balance sheet. This agentic AI (over-looked and HUGELY shorted leader) could squeeze bigly … $CAR …
🚨 S&P JUST PRINTED THE DEADLIEST PATTERN
Bearish Broadening Top on 1D SPX spotted
Stages 1 through 5 played out clean, price bounced off major resistance
Stage 6 is next and it's pointing straight down
Not much room left here before the whole structure unwinds
SPX is tracing similar blueprint it did before every major flush of the last 15 years
Same expanding range, same euphoric final push, same delusional "this time is different" crowd
Follow + notifs on, most people will follow me too late