explore | Grilled Cheese

Bullish on paper, concentrated underneath: the week closed with $2.21B net call premium, led by #AAPL, #TSLA, and #NVDA.
↗️ Options flow: $6.35B calls vs $4.14B puts
↘️ Counter-flow: LULU 100% puts, CRWV 66% puts
➡️ SPX level: 7,590-7,650; ~7,590 was the washout

If you haven't heard, #NVDA bought #HuggingFace, so the #censorship of open, #uncensored Al will likely accelerate.

So voila: here's #HuggingBay, the #PirateBay for open #LLM's, model weights downloadable with torrents as Backup huggingbay.xyz

That's one good lookin "bubble"
#NVDA #MSFT #AMZN
trendspider.cc/SidekickAI

Sen. Cory Booker (D-NJ) disclosed 6 trades:
Traded: Aug 11 | Disclosed: Sep 9

Sold: $MCD, $AMZN, $JD, $ALNY, $NVDA, $NFLX

https://integrityindex.us/candidate/cory-booker

Rep. Gilbert Cisneros (D-CA) disclosed 18 trades:
Traded: Aug 18 | Disclosed: Sep 10

Bought: $INTU, $IBM, $MSFT, $BSX, $PODD, $APH, $TYL, $WDAY, $TTD
Sold: $CCI, $COHR, $NET, $APP, $TSLA, $VRSK, $COIN, $NVDA, $AMD

https://integrityindex.us/candidate/gil-cisneros

#AAPL was the week’s biggest premium line. $310.9M with only 16% put flow. Inside a $2.21B net call bid.
↗️ Flow: $2.21B net call bid across 12,005 trades
↗️ Leaders: #TSLA $209.7M, #NVDA $177.4M behind AAPL
➡️ SPX: 7,620-7,665 zone to watch next week

Understand why AWS’s 2‑million‑GPU order locks in Nvidia’s pricing power while Amazon hedges with Trainium—a short‑run dependence vs. long‑run independence trade‑off. https://post.kapualabs.com/2p84fusw #NVDA #AMZN

#NVDA logged $1.07B of all-dark accumulation at 218.29 as today’s options flipped call-led after a put-heavy week.
↗️ Options: today $25.7M calls vs $17.3M puts
↘️ Options: week $94.9M puts vs $82.6M calls
➡️ Level to watch: 219.72 EMA21

#GOOGL is call-only with 31,907 calls and 0 puts.
↗️ Megacap leadership: #AAPL 455,851 calls vs 85,756 puts; #NVDA 228,637 vs 84,878
↘️ Defensive/financial puts: CVX 0 calls vs 1,213 puts; JPM/BAC/MA/V red

#AAPL is the outlier: $79.9M sweep premium, nearly 2x #TSLA.

↗️ Sweeps: AAPL $79.9M, TSLA $41.7M; #NVDA follows
↗️ Momentum: ORCL 2.8x on $23.0M premium
↘️ Put flow: mid-20s to 30% puts across TSLA, NVDA, META, ORCL
➡️ Watch: whether AAPL keeps the premium lead into tomorrow

#ORCL and #NVDA lead unusual premium, but #CRWV is the clearest bearish pocket.

↗️ ORCL flow: $2.3M unusual, 32% puts
↗️ NVDA flow: $1.9M unusual, 6d expiry
↘️ CRWV flow: 72% puts, $689K unusual
➡️ TSLA flow: $39.9M total premium, only $290K unusual

Tickerade’s trending stock list for Friday is here!

Today, #AAPL, #META, #SPY, and #NVDA are leading the list. Apple really surprised us with its Samsung-like phone. 🙄

Check out the full list, AI analysis, and live updates on the Tickerade app: tickerade.com

#NVDA is the anchor, but this tape is split: $858.1K unusual premium, with #OKLO/MSTR calls and #SNDK/AVGO puts.
↗️ Call lean: OKLO and MSTR are 0% put flow
↘️ Put hedge: SNDK is 100% put flow; AVGO 65%
➡️ Timeframe: 0d-14d expiries dominate

Buying Nvidia here means you're paying the same valuation as:

-2019 lows
-2022 lows
#NVDA

🚨 #BreakoutAlert from INSIDERFINANCE.COM Technical Analysis System 🚨

🚀 #NVDA
💰 Sell Signal @ 220.14
📈 4 Hour Chart
💪 100 #TradeSignal strength
✅ 20 indicators
🎯 Stop loss + profit levels👇

#StockMarket #DayTrading #SwingTrading #FinTwit #TechnicalAnalysis

The S&P 500 heatmap is split: #AVGO's 83 put/call is the cleanest hedge on InsiderFinance, while #AAPL, GOOGL, MSFT and #NVDA still lean call-heavy.
↗️ Mega-cap calls: AAPL 6, GOOGL 6
↘️ Put hedging: AMZN 54, AVGO 83

🤖 AI Agent Upgrade: #NVDA is now a BUY 📈
Upgraded from HOLD
Reason: Price above Ichimoku cloud and MA50/200, RSI neutral, MACD positive; strong fundamentals (high margins, 105% YoY growth, undervalued) and mostly supportive news outweigh DOJ concerns. #Stocks #FinSky #AIInvesting

#AAPL is the anchor: +3.17% on 490,305 calls vs 29,236 puts.
↘️ #NVDA: 112,267 calls vs 87,891 puts, -2.44%
↘️ Semis: AMD/MU/INTC 3%+ lower, LRCX -4.93%
➡️ Watch: AAPL/#GOOGL vs chip pressure