Changes in OI: 1) $AEO position confirmed unwound over the previous 2 sessions. Fully trackable via volume and open interest. Went over this on stream yesterday. Timestamped here: 2) $CMG pre-earnings flow partially closed out. Still holding some. Breakeven (expires today) would be around 30.75 give or take a few cents. 3) $QQQ 650p Jan position opened yesterday morning - another whale I'll track and update you on if anything of note takes place. 4) Changes in open interest are available at 635 AM eastern, around 3 hours ahead of the open.

Changes in OI: 1) $AEO trader booked profits on a large part of their position yesterday. That add at the lows was crazy. 2) $AVGO mid Nov calls opened Monday closed yesterday. 3) Decent bit of $MRNA 250c next week activity yesterday - enough change in OI for all of those big candles to have held overnight. Flows would suggest MRNA still with some upside left. 4) Remember that volume is just volume.. no way to know if buying or selling. Can only make as educated an assumption as possible. $GOOG 320c next week expiry yesterday with a ~10,000 size trader yesterday morning. Volume was fairly evenly split bid/ask. Position held in full overnight. Could be long, but could also be short.

Changes in OI: 1) Dec $KWEB that was opened late September getting closed out the last few sessions. 68,000+ volume on Friday. OI decreases by 25,000+ today but for our intents and purposes just operate under the assumption that the OI decreased by 68,000 or so. Chinese tech flows haven't had their day in a while. 2) YOU can close YOUR contracts and the OI can stay flat. 3) I think we may need to ask ourselves if the $BURL trader from the past flipped bear at some point in the last few months. Some of the recent trades have gone belly up and rolled. 4) Criminal $CART flows hit the tape Friday before the buy-out interest news started circulating. Hmm

Changes in OI: 1) $CMG - lots of volume yesterday, but the change in OI tells you that at least some of yesterday's activity was from intraday trades. 2) $MSFT 530c 10/16 opened Friday and closed Monday. Note that on Friday they created over 10000+ new contracts with their trade. However, when they closed it OI only dropped by 3957 which might lead someone to believe that only part of the position was closed. 3) Similar situation to $TSM 330p Dec... 5000 puts sold back in April. 5000 bought to close yesterday (although filled at the bid), and open interest only decreases by 2123. 4) $INTC 105p April opened yesterday at the bid. Breakeven of around $91.50 by expiry

Changes at Giga Texas never stop & this one is a big efficiency boost that will improve Model Y & Cybercab production. There is a new External Vertical Reciprocating Conveyor (VRC) going up on the east side of Giga Texas Body-in-White ()BIW. What is a VRC? It is an industrial lift that moves heavy pallets/racks between floors & in this case, likely castings (Giga Press parts) from docks/staging into the multi-level BIW shop & Cybercab production line. This system is something @Tesla has been working on for some time to better manage all the castings that are produced and so far, stored outside around the E & NE sides of the Casting section, taking up a lot of space & requiring several steps in handling before they are at the production line. This VRC will cut forklift traffic and speeds inbound flow as Cybercab + higher Model Y/Cybertruck volume ramp further. There are multiple permits (a few attached at images) related to this system, both internal & external and what we see in my short video clip is the steel frame is that is already rising next to the 6 new receiving docks that replaced the former glass secondary entrance. Progress is happening while in the permits, most required inspections still pending, which is typical for active construction. I saw a similar system at Giga Berlin when I visited there in June & it is great to see it finally coming to Giga Texas!