📊 $VST unusual flow — Print #31

Claimed $1.6M BLOCK buy: Oct 16 $150 CALLS, ~9.6% OTM, FILLED ABOVE ASK.

🔴 Triple red pen:

Card says "Wednesday, November 5" — Nov 5 is THURSDAY

Card says "After Market Closes" — sources say BEFORE open

Expiry Oct 16 dies 3 WEEKS before the Nov 5 earnings named → broken catalyst (#25/#27 disease)

📐 Math nit: 150÷137.5−1 = 9.09% vs claimed 9.6%. Price (~$137.5) verifies.

⚡ Theme: 2nd AI-power-bottleneck print in 4 (#28 $XLU). VST = purest power-to-data-centers equity.

📉 Tape: −31% 1Y, Q2 miss, shelf registration — but 91% Buys. Bounce bet, not fundamentals bet.

⚠️ Footer: "illustrative." Card's words, not confirmed intent.

Ledger: $112.116M / 31 prints.

[NOT FINANCIAL ADVICE, DYOR!]

Posted Sep 25, 2026, 7:35 PM UTC