[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Yam_Trades](/creator/twitter/Yam_Trades) "$SPX End of day review. Initial Game plan from premarket -XX minute face ripper out of the game --Followed by hours of X pt chop -Once we lost 6325 positioning took over and market makers sent it lower ---We ended basically at the open. Still a small gap up Flow chart from @ConvexValue -Deltas generally turned negative once we lost 6325 SPX across $SPY and $QQQ but remained elevated in $SPX. Next Few days positioning from @OptionsDepth -Very thin positioning into tomorrow. Powell speaks tomorrow morning. -Clear path in the data (although light positioning with plenty of air pockets.) Hold"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947388515953872941) 2025-07-21 20:09:37 UTC 3353 followers, 3376 engagements "@PurpleDrink_LLC $SG should give you a XX% gap up tomorrow"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947763232770560133) 2025-07-22 20:58:37 UTC 3361 followers, XXX engagements "$VNET $KC $GDS $VNET up to 9$ and XX% above the 21D EMA Probably needs to cool off as we see AUG 7Cs and some SEP calls likely close at open on this big move since I've been highlighting it in my daily flow posts. I'd guess we see a move back to XXXX or so and flagging (declining volume) while the averages move up before the next leg up $KC looks like a solid catchup play since $VNET and $GDS are both up XX & XX% respectively in a month"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1945097274683502911) 2025-07-15 12:25:03 UTC 3356 followers, 3294 engagements "$SPX One last update for the day. From @OptionsDepth -Net exposure says IC trader likely wins today. There's really nothing actionable in the positioning - we might eek out a few more points to the upside or chop down into '60. Really we're directionless. From @ConvexValue Transactional Deltas remain elevated. POLR shows a chance at a few more points to the upside. I did one trade (added on a dip) and that's it"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948440768533635412) 2025-07-24 17:50:54 UTC 3360 followers, 6643 engagements "All of the $HOOD $APP $LNG $VEEV posts about inclusion and its $XYZ Thanks for playing"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1946329972341112847) 2025-07-18 22:03:21 UTC 3358 followers, 2037 engagements "07-22 Flow Highlights China Silver and Gold Flow Multiples $AEHR 15.5x Bull Premium $CLOV XXXX Bull Premium $HP 9.5x Bull Volume $CIFR 5.3x Bullish Vol Interesting Trades $GOOGL September 40000x 210Cs $GOOGL 08/01 Sell 2500x190P $CIFR 5800x October 10Cs & 4500x Jan2026 12Cs RR/IRR $ELV September Sell 14500x270P / Buy 11900x290C $GLD Jan2026 Sell 10100x250P / Buy 5050x375C $ETHA September Sell 16000x25P / Buy 16000x25C $HP December Sell 2000x12.5P / Buy 2000x20C $IGV September Sell 2500x105P / Buy 2500x120C $KWEB September Sell 5000x40P / Buy 5000x40C $KSS August Sell 2500x12P / Buy 2502x15C"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947762376448606571) 2025-07-22 20:55:12 UTC 3360 followers, 5585 engagements "@DrRezaD Today I did 0DTE 80/90 because data showed we go up for 2$ first tranche and added more a bit lower. Sold a portion on the first move up to buy some cushion"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948406038933205101) 2025-07-24 15:32:53 UTC 3361 followers, XX engagements "$AES I guess the 40k NOV 15C buyer didn't get the memo that renewables are dead under Trump. This goes along the theme I've seen of $BE getting upgraded and up XX% on an upgrade after large SEP calls and $NPWR getting XXX% premium flows on July 3rd and now up 30%"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1944735246265819557) 2025-07-14 12:26:28 UTC 3362 followers, 1782 engagements "$SPX Market Data from @ConvexValue -Term structure remains at the relative lows (yellow = today red = yesterday). There's a steep rise in term structure or volatility expectations going into August Opex. -From spot 6372 the straddle is XX pts giving us a daily range of 63526391 -Weekly Straddle remains 62276366 -POLR to 6380 -Overnight volumes are slightly higher for puts than calls with 6400 calls and 6330 puts the highest ON volumes -Deltas are up slightly overnight Dealer Exposure from @OptionsDepth -Pivot is a range around 6375 due to the structure of the chain today. -We have the very"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948718456075158005) 2025-07-25 12:14:20 UTC 3360 followers, 1309 engagements "05-27 Flow Highlights Flow Multiples $ETHA 35x Volume $FLYW 13.41x Bull Premium $CPNG - 6.32x Bullish Volume $PSQH 6.1x Bullish Premium (Can Don JR pump two at the same time) $ETHE 3.45x Bullish Premium $SMR 3.4x Bullish Premium $NNE 3.4x Bullish Premium RR/IRR $EEM September Sell 10000x43P / Buy 10000x48C $IGV 5000x June 6th 97/107 Bullish RRs $TMC Jan2027 Sell 750x4P / Buy 750x5.5C OTM Strikes $CCL 2000x SEP 26Cs $ETHA 65k DEC 21Cs (oh my) $FSLR 1000x MAR2026 260Cs $PCT 1950x NOV 21Cs $SBSW 10000x Jan2026 7.5CS $CPNG 1500x Mar2026 37Cs $CPNG 1600x August 33Cs & 20k June 30Cs Grifts $IRBT"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1927490028311056457) 2025-05-27 22:20:08 UTC 3362 followers, 5046 engagements "$SPX Powell speaks in about an hour so let's see how that goes. Daily Info from @ConvexValue -XX pt straddle close = 6305.6 giving us a range of 62806330 -Weekly Straddle remains 62276366 -Overnight volumes XX% higher on puts than calls with 6280 puts highest volume and 6325 calls -Deltas are generally flat overnight -POLR shows 6325 (Underneath is like 6220) -Term strucutre is generally the same structure - relative lows for now rising into August OPEX Dealer Exposure from @OptionsDepth -Pivot at 6300 -Upside targets at 6320 and 6335 with 6345 as a target higher but that's outside the"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947625355952427475) 2025-07-22 11:50:44 UTC 3357 followers, 4648 engagements "$VNET up XX% again Hope someone took the play"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1945084735945859379) 2025-07-15 11:35:13 UTC 3349 followers, 3662 engagements "Not long for $EWJ to rip off Japan tariffs Banana republic with flows front running the administration lol"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947818519187623946) 2025-07-23 00:38:18 UTC 3361 followers, 5234 engagements "$SPX I missed the note to slam calls at open on the generational PM dip and did no day trades on the index today. Market data from @ConvexValue -Deltas rolled over and are now negative on $SPY and $QQQ while $SPX remain elevated. -Call IVs Put IVs for 0DTE We just flushed the O/N high so maybe that was a generational dip At 1213 EST I posted this. 0DTE positioning from @OptionsDepth -6315 is make or break. Ifi t holds we likely can bounce back to 6330. If we get under can probably get down to 6300. Rest of the week net positioning -From Left to right 0DTETUEWEDTHUFRI"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947375600605266055) 2025-07-21 19:18:18 UTC 3353 followers, 6429 engagements "@agnostoxxx 25k $EWZ AUG opex 25P STO. Monkeys loading $ERJ calls. Brazil bounce back soon on TACO"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947400791456686513) 2025-07-21 20:58:24 UTC 3362 followers, XXX engagements "07-14 Flow Highlights Yet another day of Railroad flows. Flow Multiples $CP 15.7x Bullish Volume $NIO XXX Bullish Premium $GLXY 7.78x Bullish Premium $ATKR 5.85x Bullish Premium $SP 5.55x Bullish Premium $URA 5.1x Bullish Premium $GEV 3.8x Bullish Premium RR/IRR $OKLO Weekly Buy 5941x66C / Sell 5940x55.5P (Rolled up from 44/57) $BABA Jan2026 Sell 7000x100P / Buy 7000x140C $SMR Weekly Sell 4216x36.5P / Buy 4219x46C $GEV September Sell 1540x540P / Buy 1540x540C $APP August 1st Sell 1000x350P / Buy 960x400C / Buy 1000x320P $NFLX Jan2026 Sell 123x1200P / Buy 94x1500C $TECK August Sell 1920x38P /"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1944860292070170805) 2025-07-14 20:43:22 UTC 3361 followers, 4550 engagements "@anandragn Options flows are looking incredible for $CIFR"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947764772348563559) 2025-07-22 21:04:44 UTC 3358 followers, XXX engagements "$RDDT Nice call by the kool aid man himself Big RR's coming in today for June 2026"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1946282494506189261) 2025-07-18 18:54:41 UTC 3359 followers, 1493 engagements "@ZaStocks Oh yeah - maybe nuclear holocaust from Iran/Israel I've loved your takes on $UBER -Let's see how the market digests the $BIDU partnership into earnings and upcoming guidance"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1945104417302397106) 2025-07-15 12:53:26 UTC 3360 followers, XXX engagements "@BostonTCapital Check out $CRESY for some VIva Argentina Cement diversification"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948734735066534064) 2025-07-25 13:19:01 UTC 3360 followers, XX engagements "$SPX Posted this to my substack yesterday at 1700 EST. This represented balance and the upper edge of the straddle yesterday at close. it's just a guess looking at positioning - sometimes I get it right. sometimes I get it wrong. I sold my upside into the rally but didn't fade the move lower. Market Update from @ConvexValue -Deltas continue to climb across the complex - Note these are transactional deltas across expiration dates. X Day view of Net Dealer Positioning from @OptionsDepth -on EUR/US trade deal there was a large 17k contract Call Credit spread sold on the big spike up. That trader"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948058929335844907) 2025-07-23 16:33:36 UTC 3360 followers, 5699 engagements "@VolSignals This is very informative Thanks @VolSignals - did you finish your TA on $VIX I can't wait to see all the line (/sarcasm)"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947731655009177745) 2025-07-22 18:53:08 UTC 3360 followers, 1131 engagements "$VNET Chinese Data center Courtesy @VintageGame10 - ManifestWallSt Today's Options flows Some nice flows today on 6/20 saw some big flows (See my flow highlights) $VNET 5000x Sep 7Cs Ideal price action would be a breakout and backtest"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1942669852600127980) 2025-07-08 19:39:20 UTC 3359 followers, 2511 engagements "$SPX Post open update Flow chart Update from @ConvexValue -Deltas up across complex -Put IVs Call IVs 0DTE Net positioning Update from @OptionsDepth -Left = net -Right = since open ---Alot of sold puts shifted to bought puts"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948382216569930055) 2025-07-24 13:58:14 UTC 3360 followers, 5743 engagements "$TECK Clear laggard in copper miners. Someone looking for a catchup into earnings later this month"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1944808586787573823) 2025-07-14 17:17:54 UTC 3356 followers, 1114 engagements "@Citrini7 But if you had to choose a merger of two 2021 meme stocks. what two would it be"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947679628157440145) 2025-07-22 15:26:24 UTC 3359 followers, XXX engagements "@KingOfInvestors @thisisorlando King - you said you were that BABA RR"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1945235815451263337) 2025-07-15 21:35:33 UTC 3357 followers, XX engagements "07-23 Flow Highlights Airlines Mortgages and Restaurants Oh my Flow Multiples $RKT 16.8x Bull Premium $ASPN 11.4x Bull Volume Interesting Trades $AAL 08/22 Buy 37500x14C $AAL Weekly Buy 73540x13C $CPB August Sell 6000x32.5P $RKT August Buy 5000x17C $CAKE August Buy 2100x72.5C $EAT August Buy 1500x180C $NRG September Buy 1000x200C $RKT Weekly Sell 4332x16P $HNRG September Buy 750x17C RR/IRR $PYPL August 1st Sell 13000x70P / Buy 13000x70C (Synthetic Long ) $KMI September Sell 5000x24P / Buy 5000x28C $OKLO 8/01 Sell 6123x63P / Buy 6123x74C $TXN August Sell 2500x180P / Buy 2500x195C (Knife catch"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948127361414897843) 2025-07-23 21:05:32 UTC 3360 followers, 5499 engagements "$SPX I published a week ahead over the weekend: 7-21 Daily info below Daily Info from @ConvexValue -XX pt straddle from spot 62946332 -Weekly Straddle remains 62276366 -POLR to 6320 -Overnight volumes equal (and appear to be a bit lower than normal tbh) with 6300P highest volume and 6330 for calls. -Deltas are up overnight -term structure has generally moved up a bit from Friday Dealer Exposure from @OptionsDepth Market remains supported with dealer exposure providing support. -6310 Pivot -Over Pivot lies 6325 6345 -Below pivot are large supports at 6295-6300 -Under 6295 lies 6285 6260."  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947262289825943749) 2025-07-21 11:48:02 UTC 3350 followers, 7166 engagements "$CLOV No position This is like day X or X in the past few weeks of large bullish flows. These comparative premium calculations build on each other. so it's impressive. Is this the next Scamath company to rip after interest in OPEN dissipates"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947685962860892370) 2025-07-22 15:51:34 UTC 3360 followers, 1780 engagements "$SPX Just finished walking my dog and before I left. posted this in my substack (1318 EST) -Fun to see the data from @OptionsDepth work out It just happened immediate It's a bit of chicken/egg but as soon as we made a force climb over 6300 deltas turned up across the complex and we made a quick push into 6310. Transactional deltas flow chart update from @ConvexValue Net positioning from @OptionsDepth for today through 07/29 (Left = 0DTE you get the idea.) Charm model from @OptionsDepth for today Barring a complete change in positioning. I'd lean to a close at 6310 for that generally flat close"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947716766202798188) 2025-07-22 17:53:58 UTC 3360 followers, 10.7K engagements "$DNN 10k+ October 2.5Cs XXX% premium. Small cap Canadian Uranium Miner. Wonder if it's going for that ATH break. Held this previous but no position now"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1945565312293773500) 2025-07-16 19:24:51 UTC 3362 followers, 2929 engagements "$SPX End of day Review I took one trade today and that's it. Upside call spreads and closed at a double. Premarket Gameplan -Nothing says excitement like a XX pt range -Some days when we get range expansion call spreads don't work out. but on days like today the call spreads help avoid premium burn via theta and capture a good amount of deltas. Flow chart by @ConvexValue -Flow charts show deltas generally grinded higher all day while oscillations in vix (yellow) pushed and pulled the index up/down -The end of day spike down was largely caused by a VIX spike (chicken or egg - just a visual on"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948477111372832934) 2025-07-24 20:15:18 UTC 3360 followers, 3700 engagements "$TSCO Logged a very abnormal trade on $TSCO on 4/14 XXX% average volume and 1200% higher premium. $TSCO SEP Sell 2000x48P / Buy 2000x58C from 4/14 Not the biggest winner (up 22%) but always interesting to see these abnormal flows work out. I took some Jan calls on this at the time"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948362843536887995) 2025-07-24 12:41:15 UTC 3360 followers, XXX engagements "$CAKE No position in it but a buddy of mine has preached this stock for the past X years. Today saw XXX% higher bullish premium that the past XX days centered pretty much entirely on SEP 75Cs"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947685186185138677) 2025-07-22 15:48:29 UTC 3361 followers, 2673 engagements "07-16 Flow Highlights Flow Multiples $AISP 13.9x Bullish Premium $DNN 8.13x Bullish Premium $IBB 7.94x Bullish Premium $BTBT 4x Bullish Volume $ASPI 3.5x Bullish Volume Interesting Trades $ARKK August Buy 7900x70C $PINS Jan2026 Sell 2000x33P $DNN 12000x October 2.5Cs $SIRI November Sell 2475x25P $SIRI August Buy 4483x26C RR/IRR $ETHA SEP Sell 10000x25P / Buy 10000x25C (Synthetic Long) $GE Weekly Sell 1500x255P / Buy 1500x280C $NN August Sell 1000x12P / Buy 1000x20C $GE September Sell 1100x250P / Buy 1100x300C $CRCL August Sell 300x190P / Sell 300x240C $GEO 730x July 25th 24.5/27 RRs $CEG"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1945589754776440994) 2025-07-16 21:01:59 UTC 3361 followers, 6718 engagements "07-15 Flow Highlights Rare Earths & Ethereum are so in right now Flow Multiples $MP 18.75x Bullish Volume $UUUU 14x Bullish Volume $ETHA 5.72x Bullish Premium Interesting Trades $CHWY 08/01 Buy 5000x39C $IBIT September Buy 25000x75C $SBET October Sell 3000x 28P $SBET August Buy 2500x41C $UUUU August Buy 10000x9C $ETHA Sep Buy 9500x22Cs $ETHE August Buy 4000x32Cs $FRSH August Buy 2150x15C $GDS August Buy 1900x40C $GTLB October Buy 3000x57.5C $MP August Buy 2300x75Cs $OMEX August Buy 2250x2C $PCOR August Buy 1000x77.5C $ASTS October Buy 975x75C RR/IRR $CSX November Sell 7500x32.5P / Buy"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1945452117847662656) 2025-07-16 11:55:04 UTC 3362 followers, 5368 engagements "$LNG Always love to see the SP500 bets come flowing in @Sleepysolcap @PurpleDrink_LLC Maybe an energy stock replaces HESS or maybe everyone loses money on SP500 inclusion bets. anyways. let's see I'm long term bullish on this stock and SP inclusion sends this much higher due to how low the average volume"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1946279689670017106) 2025-07-18 18:43:32 UTC 3362 followers, 3139 engagements "$HNRG Coal company transitioning to an IPP in MISO Zone X with ability to trade power into Ft. Wayne Indiana - where MAG7 data centers are going in. Check out the PJM Interconnection data from yesterday. XX% increase Year over Year. High AI data center increase. Press release from PJM:"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948063047790280963) 2025-07-23 16:49:58 UTC 3358 followers, 1411 engagements "$AAPL Data from @ConvexValue -Heavy Call volume this week up to XXX. -Yesterday looked very similar. Flow chart looks great Transactional Deltas up all day with call buys Decent put sales as well"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947741743170130379) 2025-07-22 19:33:13 UTC 3361 followers, 2031 engagements "07-02 Flow Highlights $UPST is back baby Day X of Auto Parts & rotational plays - $MGA yesterday Flow Multiples $UPST 18x Bullish Premium $FMC 35x Bullish Premium $SBET 8.5x Bullish Volume $ADNT 6.45x Bullish Premium $RBLX 6x Bullish Premium $NXT 3.7x Bullish Premium $WM 3.5x Bullish Premium Interesting Trades $ETHA 5000x July 20Cs & 5000x August 20Cs & 1000x August 18P STP $ADNT 5800x August 22.5Cs $SBET 15k July 15Cs $UPST 7200x July 11th 74Cs rolled from weekly 66Cs RR/IRR $WM August Sell 2050x210P / Buy 1360x230C $NRG September Sell 1756x140P / Buy 1756x180C $WELL July Sell 1183x140P /"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1940516580158276024) 2025-07-02 21:03:00 UTC 3362 followers, 7716 engagements "$CIFR $AAPL $GLD $HOOD $IBIT $SOFI $CLSK $EFA $GLXY $JOBY Net Delta scanner ticker/exp combos I found interesting. The basic premise of this scanner is to track transactional deltas from a point in time and identify large percentage increases across ticker/exp combinations. When the transactional deltas undergo a large increase at the Ticker/EXP combination I grab it into a giant database. I have it captured for decreases as well but thats been largely unfruitful as nearly every trigger on that scanner is profit taking on calls that were bought weeks/months ago. Explanation of the scanner"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1939833616479273084) 2025-06-30 23:49:09 UTC 3361 followers, 2814 engagements "@ecommerceshares Open going on now Next is probably $CLOV lol - their margins are huggggeee 420.69$ target OMG"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947648946391945344) 2025-07-22 13:24:29 UTC 3358 followers, 1015 engagements "@s3m0nnard0s with the $CAKE preach. Up X% today after large upside call premium. It's like magic sometimes"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948031622445707735) 2025-07-23 14:45:06 UTC 3359 followers, XXX engagements "07-11 Flow Highlights Flow Multiples $ETHW (31x Bullish Premium $SBET 15.7x Bullish Premium $PCOR 15.18x Bullish Premium $AVAV 5.67x Bullish Premium $SLV 5.4x Bullish Volume $BYON 4.1x Bullish Premium $AG 3.7x Bullish Premium Interesting Trades $ETHA 12500xJuly 24.5C $BE 12500xAugust 17P (STO) $GRAB August Buy 8000x5.5C (Saw 27k 08/01 5Cs earlier this week) $ACHR 4210x EOM 12C $FRSH 1500xAugust 17.5C $EQT 15000x July 56Cs Drone Flows $KTOS 1950x August 40P STO $AVAV 1000xSEP 370C $UMAC 3000x July 12.5Cs RR/IRR $AAP July Sell 247x56P / Buy 494x65C $ORCL SEP Sell 11000x200P / Buy 11000x200C"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1944113912582222307) 2025-07-12 19:17:31 UTC 3357 followers, 6941 engagements "07-24 Flow Highlights Flow Multiples $AEO 37x Bull Premium $UNIT 20x Bull Volume - REIT w/ a XXX year weekly IHS. Hated Sector + flows $FCEL 13x Bullish Volume - Is 2021 meme mania so back $CENX 10x Bull Premium Interesting Trades $CMG November Sell 1600x40P $FCEL 08/01 Buy 2335x7C $UUUU End of August Buy 8001x12C & Buy 6374x12C $ACHR September Buy 4079x15C $GEO September Buy 5349x25C RR/IRR $INTC June 2026 Sell 15000x13P / Buy 5000x45C $OKLO 8/01 Sell 6269x66P / Buy 6271x75C $CENX Jan2026 Sell 5000x16P / Buy 5000x24C / Sell 5000x35C $GLXY 08/01 Sell 2484x29P / Buy 2484x35C $TRGP August Sell"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948491615901024276) 2025-07-24 21:12:57 UTC 3360 followers, 1910 engagements "First highlighted odd Options flows on $ATAI on 4/30 Thanks for the RFK Jr watchlist @BisonHerd11"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948056886949151058) 2025-07-23 16:25:29 UTC 3360 followers, 1422 engagements "$SPX End of Day review That 6330 pin from yesterday was off Data evolved with upside dealer long gamma that drug us higher off the rejection at 6345. That 6360 sold call was too magnetic. Premarket Gameplan -Took one long just above the pivot and closed at 6345. -Clear opportunity to short under 6330 to go lower. but that was a generational 12pt dip. Shorting a bull market is hard Market Update from @ConvexValue -Term structure is back below levels - volatility expectations are low Flow Chart from @ConvexValue -Deltas up all day and options net sold - Vol patrol is out in full force Next 5"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948110322663063619) 2025-07-23 19:57:49 UTC 3361 followers, 3189 engagements "07-10 Flow Highlights Bets that TACO on Brazil by August China deal coming soon Flow Multiples $ERJ 11x Bullish Premium $OPTT 13.8x Bullish Premium $NIO 9.92x Bullish Premium $ASHR XXX Bullish Premium $EXPE 8.95x Bullish Premium $KEY 7.19x Bullish Premium XXX Year breakout $BE 4.8x Bullish Volume $SQM 3.5x Bullish Premium Interesting Trades $ERJ 1250x August 50Ps $KEY 4700x August 8th 20Cs (Rolled up from 07/11 17Cs) $SQM 1600x AUG 42.5Cs (rolled up from 40Cs) $METC 6000x July Opex 17Cs $ETHA 2000x EOM 24Cs RR/IRR $ERJ August Sell 1000x50P / Buy 1000x60C $SLV AUG 58500x 32/32 RRs Synthetic"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1943414406651535631) 2025-07-10 20:57:56 UTC 3355 followers, 5517 engagements "@jbulltard1 When are they switching to $CLOV and pumping another chamath spac"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947647174499565589) 2025-07-22 13:17:26 UTC 3360 followers, XXX engagements "$SPX Lunch time Update I put on one (two trades) today and closed for a double. At open I opened some upside 10W call spreads and closed some on the opening run towards 6375. I added more at the pivot and closed them all on this last run. Don't over trade the index - Spreads are your friend Flow chart check in from @ConvexValue -Flow chart shows positive deltas and a small divergence from the dips in price -Small variance in 0DTE Put IV Call IV X Day Positioning view from @OptionsDepth -Large Iron Condor in play (6410/6415 CS 6315/10 PCS) -Tomorrow we have those 18000 6400 dealer short calls."  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948403764748054825) 2025-07-24 15:23:51 UTC 3360 followers, 6426 engagements "07-18 Flow Highlights China and RDDT Flow Multiples $EWJ 17.6x bullish volume $ACTR 9.8x Bullish Volume $MKC 9.6x Bullish Premium $ATAI 8.83x Bullish Volume $BABA XXXX Bullish Volume (4th scanner hit in X days) Interesting Trades $CPNG Weekly Buy 8000x32.5C $EWJ September Buy 25000x77C $MMM August Buy 7500x160C $PCT August Sell 3644x13P $TEM October Sell 2700x55P $EQT 8/29 Sell 8205x51P $ESTC August Buy 878x100C $HAS August Buy 3389x82.5C $LUNR ITM calls for next X weeks (One to watch) $FXI 22000x Octover 42Cs RR/IRR $BABA September Sell 2000x110P / Buy 2000x130C $AAOI Weekly Sell 3538x24.5P"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1946917531328864665) 2025-07-20 12:58:06 UTC 3361 followers, 8667 engagements "$VNET got some brief pull backs towards XXX. Looks like next leg up begins. Anytime you miss a big move check out the short ter moving averages and try a pullback to them to get long versus blindly chasing higher. I'd imagine we get some upwards moves with some consolidation towards 10-10.5"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1945841879565943187) 2025-07-17 13:43:50 UTC 3359 followers, 1195 engagements "@Sleepysolcap Check out $QFIN for a china play - $VNET did good and is setting up for another rip I think"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947686176250368184) 2025-07-22 15:52:25 UTC 3362 followers, XXX engagements "$SPX Data out in XX - will update anything if it changes significantly. Market Data from @ConvexValue -Term structure remains at the low (volatility expectations) but rises into EOM and remains elevated (from current levels) into August Opex. -DX Surface shows Buy the dip on any move lower and suppressive dealer action on a move higher. -POLR shows 6375 -Overnight volumes are XX% higher for puts than calls - 6330 puts and 6380 calls Both are net sold -Deltas are up slightly overnight -Straddle is 20pts as of now XXX giving us a range of 63476387 for the day - I mentioned yesterday in the"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1948354154092794352) 2025-07-24 12:06:43 UTC 3360 followers, 4059 engagements "$ELV Straight down and this trade is setting a floor. 1.9M net credit on this trade so as long as it's above XXX they make it (also IV rerate will pay them well)"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947689824498159724) 2025-07-22 16:06:55 UTC 3360 followers, 1596 engagements "07-21 Flow Highlights Make Weed Regional Banks and cigarettes great again Brazil flows are betting on resolution by August. Time will tell. Flow Multiples $MSOS 60x Bullish Premium $VERI 16x Bullish Premium $BYON 12.9x Bullish Premium $BROS 7.5x Bullish Premium $TWLO 6.6x Bullish Premium (roll up) $MNMD 5.5x Bullish Volume $ONDS 5.2x Bullish Premium $SPCE 4.2x Bullish Premium $DLO 3.5x Bullish Volume Interesting Trades $ONDS September 10000x3.5Cs $ACHR Weekly Buy 3580x11.5P $EWZ August Opex Sell 25000x25P $IWM August Opex Buy 10000x216P $KVUE September Buy 15000x22C RR/IRR $KRE August 8th"  [@Yam_Trades](/creator/x/Yam_Trades) on [X](/post/tweet/1947395872121360760) 2025-07-21 20:38:51 UTC 3359 followers, 5907 engagements
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@Yam_Trades
"$SPX End of day review. Initial Game plan from premarket -XX minute face ripper out of the game --Followed by hours of X pt chop -Once we lost 6325 positioning took over and market makers sent it lower ---We ended basically at the open. Still a small gap up Flow chart from @ConvexValue -Deltas generally turned negative once we lost 6325 SPX across $SPY and $QQQ but remained elevated in $SPX. Next Few days positioning from @OptionsDepth -Very thin positioning into tomorrow. Powell speaks tomorrow morning. -Clear path in the data (although light positioning with plenty of air pockets.) Hold" @Yam_Trades on X 2025-07-21 20:09:37 UTC 3353 followers, 3376 engagements
"@PurpleDrink_LLC $SG should give you a XX% gap up tomorrow" @Yam_Trades on X 2025-07-22 20:58:37 UTC 3361 followers, XXX engagements
"$VNET $KC $GDS $VNET up to 9$ and XX% above the 21D EMA Probably needs to cool off as we see AUG 7Cs and some SEP calls likely close at open on this big move since I've been highlighting it in my daily flow posts. I'd guess we see a move back to XXXX or so and flagging (declining volume) while the averages move up before the next leg up $KC looks like a solid catchup play since $VNET and $GDS are both up XX & XX% respectively in a month" @Yam_Trades on X 2025-07-15 12:25:03 UTC 3356 followers, 3294 engagements
"$SPX One last update for the day. From @OptionsDepth -Net exposure says IC trader likely wins today. There's really nothing actionable in the positioning - we might eek out a few more points to the upside or chop down into '60. Really we're directionless. From @ConvexValue Transactional Deltas remain elevated. POLR shows a chance at a few more points to the upside. I did one trade (added on a dip) and that's it" @Yam_Trades on X 2025-07-24 17:50:54 UTC 3360 followers, 6643 engagements
"All of the $HOOD $APP $LNG $VEEV posts about inclusion and its $XYZ Thanks for playing" @Yam_Trades on X 2025-07-18 22:03:21 UTC 3358 followers, 2037 engagements
"07-22 Flow Highlights China Silver and Gold Flow Multiples $AEHR 15.5x Bull Premium $CLOV XXXX Bull Premium $HP 9.5x Bull Volume $CIFR 5.3x Bullish Vol Interesting Trades $GOOGL September 40000x 210Cs $GOOGL 08/01 Sell 2500x190P $CIFR 5800x October 10Cs & 4500x Jan2026 12Cs RR/IRR $ELV September Sell 14500x270P / Buy 11900x290C $GLD Jan2026 Sell 10100x250P / Buy 5050x375C $ETHA September Sell 16000x25P / Buy 16000x25C $HP December Sell 2000x12.5P / Buy 2000x20C $IGV September Sell 2500x105P / Buy 2500x120C $KWEB September Sell 5000x40P / Buy 5000x40C $KSS August Sell 2500x12P / Buy 2502x15C" @Yam_Trades on X 2025-07-22 20:55:12 UTC 3360 followers, 5585 engagements
"@DrRezaD Today I did 0DTE 80/90 because data showed we go up for 2$ first tranche and added more a bit lower. Sold a portion on the first move up to buy some cushion" @Yam_Trades on X 2025-07-24 15:32:53 UTC 3361 followers, XX engagements
"$AES I guess the 40k NOV 15C buyer didn't get the memo that renewables are dead under Trump. This goes along the theme I've seen of $BE getting upgraded and up XX% on an upgrade after large SEP calls and $NPWR getting XXX% premium flows on July 3rd and now up 30%" @Yam_Trades on X 2025-07-14 12:26:28 UTC 3362 followers, 1782 engagements
"$SPX Market Data from @ConvexValue -Term structure remains at the relative lows (yellow = today red = yesterday). There's a steep rise in term structure or volatility expectations going into August Opex. -From spot 6372 the straddle is XX pts giving us a daily range of 63526391 -Weekly Straddle remains 62276366 -POLR to 6380 -Overnight volumes are slightly higher for puts than calls with 6400 calls and 6330 puts the highest ON volumes -Deltas are up slightly overnight Dealer Exposure from @OptionsDepth -Pivot is a range around 6375 due to the structure of the chain today. -We have the very" @Yam_Trades on X 2025-07-25 12:14:20 UTC 3360 followers, 1309 engagements
"05-27 Flow Highlights Flow Multiples $ETHA 35x Volume $FLYW 13.41x Bull Premium $CPNG - 6.32x Bullish Volume $PSQH 6.1x Bullish Premium (Can Don JR pump two at the same time) $ETHE 3.45x Bullish Premium $SMR 3.4x Bullish Premium $NNE 3.4x Bullish Premium RR/IRR $EEM September Sell 10000x43P / Buy 10000x48C $IGV 5000x June 6th 97/107 Bullish RRs $TMC Jan2027 Sell 750x4P / Buy 750x5.5C OTM Strikes $CCL 2000x SEP 26Cs $ETHA 65k DEC 21Cs (oh my) $FSLR 1000x MAR2026 260Cs $PCT 1950x NOV 21Cs $SBSW 10000x Jan2026 7.5CS $CPNG 1500x Mar2026 37Cs $CPNG 1600x August 33Cs & 20k June 30Cs Grifts $IRBT" @Yam_Trades on X 2025-05-27 22:20:08 UTC 3362 followers, 5046 engagements
"$SPX Powell speaks in about an hour so let's see how that goes. Daily Info from @ConvexValue -XX pt straddle close = 6305.6 giving us a range of 62806330 -Weekly Straddle remains 62276366 -Overnight volumes XX% higher on puts than calls with 6280 puts highest volume and 6325 calls -Deltas are generally flat overnight -POLR shows 6325 (Underneath is like 6220) -Term strucutre is generally the same structure - relative lows for now rising into August OPEX Dealer Exposure from @OptionsDepth -Pivot at 6300 -Upside targets at 6320 and 6335 with 6345 as a target higher but that's outside the" @Yam_Trades on X 2025-07-22 11:50:44 UTC 3357 followers, 4648 engagements
"$VNET up XX% again Hope someone took the play" @Yam_Trades on X 2025-07-15 11:35:13 UTC 3349 followers, 3662 engagements
"Not long for $EWJ to rip off Japan tariffs Banana republic with flows front running the administration lol" @Yam_Trades on X 2025-07-23 00:38:18 UTC 3361 followers, 5234 engagements
"$SPX I missed the note to slam calls at open on the generational PM dip and did no day trades on the index today. Market data from @ConvexValue -Deltas rolled over and are now negative on $SPY and $QQQ while $SPX remain elevated. -Call IVs Put IVs for 0DTE We just flushed the O/N high so maybe that was a generational dip At 1213 EST I posted this. 0DTE positioning from @OptionsDepth -6315 is make or break. Ifi t holds we likely can bounce back to 6330. If we get under can probably get down to 6300. Rest of the week net positioning -From Left to right 0DTETUEWEDTHUFRI" @Yam_Trades on X 2025-07-21 19:18:18 UTC 3353 followers, 6429 engagements
"@agnostoxxx 25k $EWZ AUG opex 25P STO. Monkeys loading $ERJ calls. Brazil bounce back soon on TACO" @Yam_Trades on X 2025-07-21 20:58:24 UTC 3362 followers, XXX engagements
"07-14 Flow Highlights Yet another day of Railroad flows. Flow Multiples $CP 15.7x Bullish Volume $NIO XXX Bullish Premium $GLXY 7.78x Bullish Premium $ATKR 5.85x Bullish Premium $SP 5.55x Bullish Premium $URA 5.1x Bullish Premium $GEV 3.8x Bullish Premium RR/IRR $OKLO Weekly Buy 5941x66C / Sell 5940x55.5P (Rolled up from 44/57) $BABA Jan2026 Sell 7000x100P / Buy 7000x140C $SMR Weekly Sell 4216x36.5P / Buy 4219x46C $GEV September Sell 1540x540P / Buy 1540x540C $APP August 1st Sell 1000x350P / Buy 960x400C / Buy 1000x320P $NFLX Jan2026 Sell 123x1200P / Buy 94x1500C $TECK August Sell 1920x38P /" @Yam_Trades on X 2025-07-14 20:43:22 UTC 3361 followers, 4550 engagements
"@anandragn Options flows are looking incredible for $CIFR" @Yam_Trades on X 2025-07-22 21:04:44 UTC 3358 followers, XXX engagements
"$RDDT Nice call by the kool aid man himself Big RR's coming in today for June 2026" @Yam_Trades on X 2025-07-18 18:54:41 UTC 3359 followers, 1493 engagements
"@ZaStocks Oh yeah - maybe nuclear holocaust from Iran/Israel I've loved your takes on $UBER -Let's see how the market digests the $BIDU partnership into earnings and upcoming guidance" @Yam_Trades on X 2025-07-15 12:53:26 UTC 3360 followers, XXX engagements
"@BostonTCapital Check out $CRESY for some VIva Argentina Cement diversification" @Yam_Trades on X 2025-07-25 13:19:01 UTC 3360 followers, XX engagements
"$SPX Posted this to my substack yesterday at 1700 EST. This represented balance and the upper edge of the straddle yesterday at close. it's just a guess looking at positioning - sometimes I get it right. sometimes I get it wrong. I sold my upside into the rally but didn't fade the move lower. Market Update from @ConvexValue -Deltas continue to climb across the complex - Note these are transactional deltas across expiration dates. X Day view of Net Dealer Positioning from @OptionsDepth -on EUR/US trade deal there was a large 17k contract Call Credit spread sold on the big spike up. That trader" @Yam_Trades on X 2025-07-23 16:33:36 UTC 3360 followers, 5699 engagements
"@VolSignals This is very informative Thanks @VolSignals - did you finish your TA on $VIX I can't wait to see all the line (/sarcasm)" @Yam_Trades on X 2025-07-22 18:53:08 UTC 3360 followers, 1131 engagements
"$VNET Chinese Data center Courtesy @VintageGame10 - ManifestWallSt Today's Options flows Some nice flows today on 6/20 saw some big flows (See my flow highlights) $VNET 5000x Sep 7Cs Ideal price action would be a breakout and backtest" @Yam_Trades on X 2025-07-08 19:39:20 UTC 3359 followers, 2511 engagements
"$SPX Post open update Flow chart Update from @ConvexValue -Deltas up across complex -Put IVs Call IVs 0DTE Net positioning Update from @OptionsDepth -Left = net -Right = since open ---Alot of sold puts shifted to bought puts" @Yam_Trades on X 2025-07-24 13:58:14 UTC 3360 followers, 5743 engagements
"$TECK Clear laggard in copper miners. Someone looking for a catchup into earnings later this month" @Yam_Trades on X 2025-07-14 17:17:54 UTC 3356 followers, 1114 engagements
"@Citrini7 But if you had to choose a merger of two 2021 meme stocks. what two would it be" @Yam_Trades on X 2025-07-22 15:26:24 UTC 3359 followers, XXX engagements
"@KingOfInvestors @thisisorlando King - you said you were that BABA RR" @Yam_Trades on X 2025-07-15 21:35:33 UTC 3357 followers, XX engagements
"07-23 Flow Highlights Airlines Mortgages and Restaurants Oh my Flow Multiples $RKT 16.8x Bull Premium $ASPN 11.4x Bull Volume Interesting Trades $AAL 08/22 Buy 37500x14C $AAL Weekly Buy 73540x13C $CPB August Sell 6000x32.5P $RKT August Buy 5000x17C $CAKE August Buy 2100x72.5C $EAT August Buy 1500x180C $NRG September Buy 1000x200C $RKT Weekly Sell 4332x16P $HNRG September Buy 750x17C RR/IRR $PYPL August 1st Sell 13000x70P / Buy 13000x70C (Synthetic Long ) $KMI September Sell 5000x24P / Buy 5000x28C $OKLO 8/01 Sell 6123x63P / Buy 6123x74C $TXN August Sell 2500x180P / Buy 2500x195C (Knife catch" @Yam_Trades on X 2025-07-23 21:05:32 UTC 3360 followers, 5499 engagements
"$SPX I published a week ahead over the weekend: 7-21 Daily info below Daily Info from @ConvexValue -XX pt straddle from spot 62946332 -Weekly Straddle remains 62276366 -POLR to 6320 -Overnight volumes equal (and appear to be a bit lower than normal tbh) with 6300P highest volume and 6330 for calls. -Deltas are up overnight -term structure has generally moved up a bit from Friday Dealer Exposure from @OptionsDepth Market remains supported with dealer exposure providing support. -6310 Pivot -Over Pivot lies 6325 6345 -Below pivot are large supports at 6295-6300 -Under 6295 lies 6285 6260." @Yam_Trades on X 2025-07-21 11:48:02 UTC 3350 followers, 7166 engagements
"$CLOV No position This is like day X or X in the past few weeks of large bullish flows. These comparative premium calculations build on each other. so it's impressive. Is this the next Scamath company to rip after interest in OPEN dissipates" @Yam_Trades on X 2025-07-22 15:51:34 UTC 3360 followers, 1780 engagements
"$SPX Just finished walking my dog and before I left. posted this in my substack (1318 EST) -Fun to see the data from @OptionsDepth work out It just happened immediate It's a bit of chicken/egg but as soon as we made a force climb over 6300 deltas turned up across the complex and we made a quick push into 6310. Transactional deltas flow chart update from @ConvexValue Net positioning from @OptionsDepth for today through 07/29 (Left = 0DTE you get the idea.) Charm model from @OptionsDepth for today Barring a complete change in positioning. I'd lean to a close at 6310 for that generally flat close" @Yam_Trades on X 2025-07-22 17:53:58 UTC 3360 followers, 10.7K engagements
"$DNN 10k+ October 2.5Cs XXX% premium. Small cap Canadian Uranium Miner. Wonder if it's going for that ATH break. Held this previous but no position now" @Yam_Trades on X 2025-07-16 19:24:51 UTC 3362 followers, 2929 engagements
"$SPX End of day Review I took one trade today and that's it. Upside call spreads and closed at a double. Premarket Gameplan -Nothing says excitement like a XX pt range -Some days when we get range expansion call spreads don't work out. but on days like today the call spreads help avoid premium burn via theta and capture a good amount of deltas. Flow chart by @ConvexValue -Flow charts show deltas generally grinded higher all day while oscillations in vix (yellow) pushed and pulled the index up/down -The end of day spike down was largely caused by a VIX spike (chicken or egg - just a visual on" @Yam_Trades on X 2025-07-24 20:15:18 UTC 3360 followers, 3700 engagements
"$TSCO Logged a very abnormal trade on $TSCO on 4/14 XXX% average volume and 1200% higher premium. $TSCO SEP Sell 2000x48P / Buy 2000x58C from 4/14 Not the biggest winner (up 22%) but always interesting to see these abnormal flows work out. I took some Jan calls on this at the time" @Yam_Trades on X 2025-07-24 12:41:15 UTC 3360 followers, XXX engagements
"$CAKE No position in it but a buddy of mine has preached this stock for the past X years. Today saw XXX% higher bullish premium that the past XX days centered pretty much entirely on SEP 75Cs" @Yam_Trades on X 2025-07-22 15:48:29 UTC 3361 followers, 2673 engagements
"07-16 Flow Highlights Flow Multiples $AISP 13.9x Bullish Premium $DNN 8.13x Bullish Premium $IBB 7.94x Bullish Premium $BTBT 4x Bullish Volume $ASPI 3.5x Bullish Volume Interesting Trades $ARKK August Buy 7900x70C $PINS Jan2026 Sell 2000x33P $DNN 12000x October 2.5Cs $SIRI November Sell 2475x25P $SIRI August Buy 4483x26C RR/IRR $ETHA SEP Sell 10000x25P / Buy 10000x25C (Synthetic Long) $GE Weekly Sell 1500x255P / Buy 1500x280C $NN August Sell 1000x12P / Buy 1000x20C $GE September Sell 1100x250P / Buy 1100x300C $CRCL August Sell 300x190P / Sell 300x240C $GEO 730x July 25th 24.5/27 RRs $CEG" @Yam_Trades on X 2025-07-16 21:01:59 UTC 3361 followers, 6718 engagements
"07-15 Flow Highlights Rare Earths & Ethereum are so in right now Flow Multiples $MP 18.75x Bullish Volume $UUUU 14x Bullish Volume $ETHA 5.72x Bullish Premium Interesting Trades $CHWY 08/01 Buy 5000x39C $IBIT September Buy 25000x75C $SBET October Sell 3000x 28P $SBET August Buy 2500x41C $UUUU August Buy 10000x9C $ETHA Sep Buy 9500x22Cs $ETHE August Buy 4000x32Cs $FRSH August Buy 2150x15C $GDS August Buy 1900x40C $GTLB October Buy 3000x57.5C $MP August Buy 2300x75Cs $OMEX August Buy 2250x2C $PCOR August Buy 1000x77.5C $ASTS October Buy 975x75C RR/IRR $CSX November Sell 7500x32.5P / Buy" @Yam_Trades on X 2025-07-16 11:55:04 UTC 3362 followers, 5368 engagements
"$LNG Always love to see the SP500 bets come flowing in @Sleepysolcap @PurpleDrink_LLC Maybe an energy stock replaces HESS or maybe everyone loses money on SP500 inclusion bets. anyways. let's see I'm long term bullish on this stock and SP inclusion sends this much higher due to how low the average volume" @Yam_Trades on X 2025-07-18 18:43:32 UTC 3362 followers, 3139 engagements
"$HNRG Coal company transitioning to an IPP in MISO Zone X with ability to trade power into Ft. Wayne Indiana - where MAG7 data centers are going in. Check out the PJM Interconnection data from yesterday. XX% increase Year over Year. High AI data center increase. Press release from PJM:" @Yam_Trades on X 2025-07-23 16:49:58 UTC 3358 followers, 1411 engagements
"$AAPL Data from @ConvexValue -Heavy Call volume this week up to XXX. -Yesterday looked very similar. Flow chart looks great Transactional Deltas up all day with call buys Decent put sales as well" @Yam_Trades on X 2025-07-22 19:33:13 UTC 3361 followers, 2031 engagements
"07-02 Flow Highlights $UPST is back baby Day X of Auto Parts & rotational plays - $MGA yesterday Flow Multiples $UPST 18x Bullish Premium $FMC 35x Bullish Premium $SBET 8.5x Bullish Volume $ADNT 6.45x Bullish Premium $RBLX 6x Bullish Premium $NXT 3.7x Bullish Premium $WM 3.5x Bullish Premium Interesting Trades $ETHA 5000x July 20Cs & 5000x August 20Cs & 1000x August 18P STP $ADNT 5800x August 22.5Cs $SBET 15k July 15Cs $UPST 7200x July 11th 74Cs rolled from weekly 66Cs RR/IRR $WM August Sell 2050x210P / Buy 1360x230C $NRG September Sell 1756x140P / Buy 1756x180C $WELL July Sell 1183x140P /" @Yam_Trades on X 2025-07-02 21:03:00 UTC 3362 followers, 7716 engagements
"$CIFR $AAPL $GLD $HOOD $IBIT $SOFI $CLSK $EFA $GLXY $JOBY Net Delta scanner ticker/exp combos I found interesting. The basic premise of this scanner is to track transactional deltas from a point in time and identify large percentage increases across ticker/exp combinations. When the transactional deltas undergo a large increase at the Ticker/EXP combination I grab it into a giant database. I have it captured for decreases as well but thats been largely unfruitful as nearly every trigger on that scanner is profit taking on calls that were bought weeks/months ago. Explanation of the scanner" @Yam_Trades on X 2025-06-30 23:49:09 UTC 3361 followers, 2814 engagements
"@ecommerceshares Open going on now Next is probably $CLOV lol - their margins are huggggeee 420.69$ target OMG" @Yam_Trades on X 2025-07-22 13:24:29 UTC 3358 followers, 1015 engagements
"@s3m0nnard0s with the $CAKE preach. Up X% today after large upside call premium. It's like magic sometimes" @Yam_Trades on X 2025-07-23 14:45:06 UTC 3359 followers, XXX engagements
"07-11 Flow Highlights Flow Multiples $ETHW (31x Bullish Premium $SBET 15.7x Bullish Premium $PCOR 15.18x Bullish Premium $AVAV 5.67x Bullish Premium $SLV 5.4x Bullish Volume $BYON 4.1x Bullish Premium $AG 3.7x Bullish Premium Interesting Trades $ETHA 12500xJuly 24.5C $BE 12500xAugust 17P (STO) $GRAB August Buy 8000x5.5C (Saw 27k 08/01 5Cs earlier this week) $ACHR 4210x EOM 12C $FRSH 1500xAugust 17.5C $EQT 15000x July 56Cs Drone Flows $KTOS 1950x August 40P STO $AVAV 1000xSEP 370C $UMAC 3000x July 12.5Cs RR/IRR $AAP July Sell 247x56P / Buy 494x65C $ORCL SEP Sell 11000x200P / Buy 11000x200C" @Yam_Trades on X 2025-07-12 19:17:31 UTC 3357 followers, 6941 engagements
"07-24 Flow Highlights Flow Multiples $AEO 37x Bull Premium $UNIT 20x Bull Volume - REIT w/ a XXX year weekly IHS. Hated Sector + flows $FCEL 13x Bullish Volume - Is 2021 meme mania so back $CENX 10x Bull Premium Interesting Trades $CMG November Sell 1600x40P $FCEL 08/01 Buy 2335x7C $UUUU End of August Buy 8001x12C & Buy 6374x12C $ACHR September Buy 4079x15C $GEO September Buy 5349x25C RR/IRR $INTC June 2026 Sell 15000x13P / Buy 5000x45C $OKLO 8/01 Sell 6269x66P / Buy 6271x75C $CENX Jan2026 Sell 5000x16P / Buy 5000x24C / Sell 5000x35C $GLXY 08/01 Sell 2484x29P / Buy 2484x35C $TRGP August Sell" @Yam_Trades on X 2025-07-24 21:12:57 UTC 3360 followers, 1910 engagements
"First highlighted odd Options flows on $ATAI on 4/30 Thanks for the RFK Jr watchlist @BisonHerd11" @Yam_Trades on X 2025-07-23 16:25:29 UTC 3360 followers, 1422 engagements
"$SPX End of Day review That 6330 pin from yesterday was off Data evolved with upside dealer long gamma that drug us higher off the rejection at 6345. That 6360 sold call was too magnetic. Premarket Gameplan -Took one long just above the pivot and closed at 6345. -Clear opportunity to short under 6330 to go lower. but that was a generational 12pt dip. Shorting a bull market is hard Market Update from @ConvexValue -Term structure is back below levels - volatility expectations are low Flow Chart from @ConvexValue -Deltas up all day and options net sold - Vol patrol is out in full force Next 5" @Yam_Trades on X 2025-07-23 19:57:49 UTC 3361 followers, 3189 engagements
"07-10 Flow Highlights Bets that TACO on Brazil by August China deal coming soon Flow Multiples $ERJ 11x Bullish Premium $OPTT 13.8x Bullish Premium $NIO 9.92x Bullish Premium $ASHR XXX Bullish Premium $EXPE 8.95x Bullish Premium $KEY 7.19x Bullish Premium XXX Year breakout $BE 4.8x Bullish Volume $SQM 3.5x Bullish Premium Interesting Trades $ERJ 1250x August 50Ps $KEY 4700x August 8th 20Cs (Rolled up from 07/11 17Cs) $SQM 1600x AUG 42.5Cs (rolled up from 40Cs) $METC 6000x July Opex 17Cs $ETHA 2000x EOM 24Cs RR/IRR $ERJ August Sell 1000x50P / Buy 1000x60C $SLV AUG 58500x 32/32 RRs Synthetic" @Yam_Trades on X 2025-07-10 20:57:56 UTC 3355 followers, 5517 engagements
"@jbulltard1 When are they switching to $CLOV and pumping another chamath spac" @Yam_Trades on X 2025-07-22 13:17:26 UTC 3360 followers, XXX engagements
"$SPX Lunch time Update I put on one (two trades) today and closed for a double. At open I opened some upside 10W call spreads and closed some on the opening run towards 6375. I added more at the pivot and closed them all on this last run. Don't over trade the index - Spreads are your friend Flow chart check in from @ConvexValue -Flow chart shows positive deltas and a small divergence from the dips in price -Small variance in 0DTE Put IV Call IV X Day Positioning view from @OptionsDepth -Large Iron Condor in play (6410/6415 CS 6315/10 PCS) -Tomorrow we have those 18000 6400 dealer short calls." @Yam_Trades on X 2025-07-24 15:23:51 UTC 3360 followers, 6426 engagements
"07-18 Flow Highlights China and RDDT Flow Multiples $EWJ 17.6x bullish volume $ACTR 9.8x Bullish Volume $MKC 9.6x Bullish Premium $ATAI 8.83x Bullish Volume $BABA XXXX Bullish Volume (4th scanner hit in X days) Interesting Trades $CPNG Weekly Buy 8000x32.5C $EWJ September Buy 25000x77C $MMM August Buy 7500x160C $PCT August Sell 3644x13P $TEM October Sell 2700x55P $EQT 8/29 Sell 8205x51P $ESTC August Buy 878x100C $HAS August Buy 3389x82.5C $LUNR ITM calls for next X weeks (One to watch) $FXI 22000x Octover 42Cs RR/IRR $BABA September Sell 2000x110P / Buy 2000x130C $AAOI Weekly Sell 3538x24.5P" @Yam_Trades on X 2025-07-20 12:58:06 UTC 3361 followers, 8667 engagements
"$VNET got some brief pull backs towards XXX. Looks like next leg up begins. Anytime you miss a big move check out the short ter moving averages and try a pullback to them to get long versus blindly chasing higher. I'd imagine we get some upwards moves with some consolidation towards 10-10.5" @Yam_Trades on X 2025-07-17 13:43:50 UTC 3359 followers, 1195 engagements
"@Sleepysolcap Check out $QFIN for a china play - $VNET did good and is setting up for another rip I think" @Yam_Trades on X 2025-07-22 15:52:25 UTC 3362 followers, XXX engagements
"$SPX Data out in XX - will update anything if it changes significantly. Market Data from @ConvexValue -Term structure remains at the low (volatility expectations) but rises into EOM and remains elevated (from current levels) into August Opex. -DX Surface shows Buy the dip on any move lower and suppressive dealer action on a move higher. -POLR shows 6375 -Overnight volumes are XX% higher for puts than calls - 6330 puts and 6380 calls Both are net sold -Deltas are up slightly overnight -Straddle is 20pts as of now XXX giving us a range of 63476387 for the day - I mentioned yesterday in the" @Yam_Trades on X 2025-07-24 12:06:43 UTC 3360 followers, 4059 engagements
"$ELV Straight down and this trade is setting a floor. 1.9M net credit on this trade so as long as it's above XXX they make it (also IV rerate will pay them well)" @Yam_Trades on X 2025-07-22 16:06:55 UTC 3360 followers, 1596 engagements
"07-21 Flow Highlights Make Weed Regional Banks and cigarettes great again Brazil flows are betting on resolution by August. Time will tell. Flow Multiples $MSOS 60x Bullish Premium $VERI 16x Bullish Premium $BYON 12.9x Bullish Premium $BROS 7.5x Bullish Premium $TWLO 6.6x Bullish Premium (roll up) $MNMD 5.5x Bullish Volume $ONDS 5.2x Bullish Premium $SPCE 4.2x Bullish Premium $DLO 3.5x Bullish Volume Interesting Trades $ONDS September 10000x3.5Cs $ACHR Weekly Buy 3580x11.5P $EWZ August Opex Sell 25000x25P $IWM August Opex Buy 10000x216P $KVUE September Buy 15000x22C RR/IRR $KRE August 8th" @Yam_Trades on X 2025-07-21 20:38:51 UTC 3359 followers, 5907 engagements
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