DELTA

And here we go, Round 3 From Nomura: we’ve seen resumption of “Notable Call Buying” in some of the usual suspect “Core AI” names over the course of the past week which should be monitored CRWV: $69M premium, delta of 3M shares or $170M - buyer of 21k Apr 80 Calls for $7.15 (10/22) - buyer of 25k Mar 85 Calls for $8.07 (10/21) - buyer of 20k Apr 90 Calls for $8.07 (10/15) - buyer of 20k Mar 80 Calls for $8.85 (10/14) NBIS: $25.7M premium, delta of 500k shares or $80M - buyer of 7.5k Mar 230 Calls for $16.07 (10/22) - buyer of 7.5k Apr 260 Calls for $18.15 (10/21) DRAM: $20M premium, delta of 1.9M shares or $85M - buyer of 27k Apr 60 Calls for $3.40 (10/22) - buyer of 30k Mar 60 Calls for $3.65 (10/21) Quoted @zerohedge: Leopold Is Back: Situational Awareness Rerunning Exact Same Trades Which Blew It Up A Month Ago https://t.co/J7kfCm3Xar