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@CheddarFlow @grok bullish or bearish ?

@CheddarFlow Heavy call sweeps stacking up on NVDA — bulls loading for the next move.

@CheddarFlow $SPY’s $5.3B call wall at 773 forces dealer hedging, so every dip gets bought. That’s the tape you’re seeing, not some insider edge. NVDA running into that gamma just adds fuel, but remember it works both ways. If 773 breaks, those same dealers flip short.

@CheddarFlow They trying to confuse us. Must be Trump then

@CheddarFlow public info, Nvda joining consortium on $500BB data center debt deal

@CheddarFlow Just when everyone thought the AI trade cooled off, the volume spike says otherwise—my trend summary ⬇️⬇️ premarketdesks.com/t/tier1-v1-…

@CheddarFlow My market view ⬇️⬇️ Still cautious here—volume spike doesn’t always mean good news, but the options flow is telling me to watch closely. premarketdesks.com/t/tier1-v1-…

@CheddarFlow Thanks for the update. Your thoughts are always clear and make a lot of sense. Along with @meghaan_s you’re the one I check daily.

@CheddarFlow This tape is so fcking mixed, that you shouldnt have even put it here in the first place.

@CheddarFlow Looks like they know nothing bc flow is mixed lol

What stands out in $NVDA is the concentration of the activity, not the overall volume. VolFront has the tape at the 89th percentile for coordination, while relative options volume is only 0.47x normal. The 15K Sep. 260C and 15K Sep. 270C blocks are the clearest institutional-sized prints, but the broader session remains balanced and two-way. In other words, there is meaningful positioning happening beneath the surface, but not enough evidence to call the tape cleanly bullish or bearish.

@CheddarFlow puts and calls so… no one know

@CheddarFlow that earnings will crush

@CheddarFlow Another great breakdown! 🚀 Your research and ability to find opportunities are outstanding. I’ve learned so much from your posts and from @Christophep_a. 📈

@CheddarFlow they know nothg i guarantee it lol

@CheddarFlow Scam scam

@CheddarFlow $NVDA's tape has a reason. That $500B AI-infra financing venture with Blackstone, Apollo, BlackRock's GIP and Brookfield hit yesterday. Bringing in private credit spreads the capital load beyond the chipmakers, softening the circular-financing knock. Earnings Aug 26.

@CheddarFlow Just because the tape got active, doesn’t mean they know anything

@CheddarFlow The tape knows the FT is reporting a potential $500B AI infrastructure funding package with Wall Street giants. The AI capex cycle isn't slowing down; it's getting institutional leverage.

@CheddarFlow Need to change name to Fromunda cheese flow

@CheddarFlow Dumbass Retard post

@CheddarFlow how it was and how it went, not one and the same so, for whoever knew ahead, it did not have a material impact x.com/jmllubber/status/2087202…