$WDC

$PLTR Aug 20 C $INFN Aug 5 C $S Jun30 18 C $WBD Jun30 12 C $TSLA Jun30 300 C $AMC Jun23 6 C $MSFT Oct 385 C $COHR Jul 75 C $AMC Jan 8 C $JD Sep 6 C $MKC Aug 95 C $WDC Jul 42.5 C $MLCO Jun23 12.5 C $NIO Jun-24 10 C $NKLA Jul 2 C $PBR Jun23 14 C

$PLTR Aug 20 C $INFN Aug 5 C $S Jun30 18 C $WBD Jun30 12 C $TSLA Jun30 300 C $AMC Jun23 6 C $MSFT Oct 385 C $COHR Jul 75 C $AMC Jan 8 C $JD Sep 6 C $MKC Aug 95 C $WDC Jul 42.5 C $MLCO Jun23 12.5 C $NIO Jun-24 10 C $NKLA Jul 2 C $PBR Jun23 14 C

$VIX Jun21 16 C $TGT Jun 131 C $BABA Jul 100 C $WDC Jul 40 C $AAL Sep 18 C $PATH Jul 20 C $PLTR Aug 19 C $CSCO Sep 55 C

$VIX Jun21 16 C $TGT Jun 131 C $BABA Jul 100 C $WDC Jul 40 C $AAL Sep 18 C $PATH Jul 20 C $PLTR Aug 19 C $CSCO Sep 55 C

$WDC 40C next week UOA

$AFRM Jan27 13 C $BABA Jan27 120 C $KDP Mar 36 C $LCID Feb03 9.5 C $PLTR Jan27 7 C $LBTYK Apr 22.5 C $PBR Jan-24 12 C $WDC Apr 45 C $ATVI Feb 80 C $UUP Mar 29 C $APA Mar 50 C $CYH Feb 6 C $BBBY Jan27 3.5 C $SWN Feb 6 C

$AFRM Jan27 13 C $BABA Jan27 120 C $KDP Mar 36 C $LCID Feb03 9.5 C $PLTR Jan27 7 C $LBTYK Apr 22.5 C $PBR Jan-24 12 C $WDC Apr 45 C $ATVI Feb 80 C $UUP Mar 29 C $APA Mar 50 C $CYH Feb 6 C $BBBY Jan27 3.5 C $SWN Feb 6 C

$WDC Jun 45 C $MLCO Jan 14 C $SI Jan 15.5 C $BEKE Apr 20 C $CFLT Feb 25 C $AMD Jan 71 C $JWN Jan 17 C $MRK Jan06 114 C $BHC Feb 8 C $PM Jan 105 C $STZ Apr 265 C $DADA Feb 12.5 C $LYFT Feb 15 C

$WDC Jun 45 C $MLCO Jan 14 C $SI Jan 15.5 C $BEKE Apr 20 C $CFLT Feb 25 C $AMD Jan 71 C $JWN Jan 17 C $MRK Jan06 114 C $BHC Feb 8 C $PM Jan 105 C $STZ Apr 265 C $DADA Feb 12.5 C $LYFT Feb 15 C

$WDC **Stop Loss Hit** 🔻**-95%**

RECAP 10/31 Unusual Puts: $WDC Dec08 28 P $GOOGL Nov04 91 P $INVZ Jan-24 5 P $AJRD Nov 45/40 P Spd $SD Nov 15 P $NU Dec 4 P

$WDC Dec08 28 P $GOOGL Nov04 91 P $INVZ Jan-24 5 P $AJRD Nov 45/40 P Spd $SD Nov 15 P $NU Dec 4 P

$WDC up on ER, not looking good for the puts

**__TRIMESTRALI USA DELLA SETTIMANA DI MAGGIOR IMPATTO__** **__Lunedì 24 Ottobre 2022__** Cadence Design (CDNS) Discover (DFS) Alexandria RE (ARE) WR Berkley (WRB) Brown&Brown (BRO) Packaging America (PKG) Zions (ZION) Kirby (KEX) **__Martedì 25 Ottobre 2022__** Alphabet A (GOOGL) Alphabet C (GOOG) Visa A (V) Coca-Cola (KO) Texas Instruments (TXN) United Parcel Service (UPS) NextEra Energy (NEE) Raytheon Technologies (RTX) Lockheed Martin (LMT) Chubb (CB) General Electric (GE) 3M (MMM) Illinois Tool Works (ITW) Sherwin-Williams (SHW) General Motors (GM) Valero Energy (VLO) Archer-Daniels-Midland (ADM) Moody’s (MCO) Chipotle Mexican Grill (CMG) Centene (CNC) Biogen (BIIB) Kimberly-Clark (KMB) Twitter Inc (TWTR) MSCI (MSCI) PACCAR (PCAR) Halliburton (HAL) Ameriprise Financial (AMP) Corning (GLW) Equity Residential (EQR) Synchrony Financial (SYF) IDEX (IEX) Boston Properties (BXP) Teradyne (TER) Juniper (JNPR) F5 Networks (FFIV) PulteGroup (PHM) Robert Half (RHI) Pentair (PNR) JetBlue (JBLU) **__Mercoledì 26 Ottobre 2022__** Microsoft (MSFT) Meta Platforms (META) Thermo Fisher Scientific (TMO) Bristol-Myers Squibb (BMY) ADP (ADP) Boeing (BA) ServiceNow Inc (NOW) General Dynamics (GD) Waste Management (WM) CME Group (CME) Boston Scientific (BSX) Ford Motor (F) Norfolk Southern (NSC) O’Reilly Automotive (ORLY) Kraft Heinz (KHC) Amphenol (APH) Hess (HES) KLA Corp (KLAC) Roper Technologies (ROP) Hilton Worldwide (HLT) Enphase (ENPH) IQVIA Holdings (IQV) Cognizant A (CTSH) Old Dominion Freight Line (ODFL) Digital (DLR) Otis Worldwide (OTIS) AvalonBay (AVB) Fortive (FTV) Raymond James Financial (RJF) eBay (EBAY) DTE Energy (DTE) United Rentals (URI) Rollins (ROL) Mid-America Apartment (MAA) Teledyne Technologies (TDY) Align (ALGN) Garmin (GRMN) Cincinnati Financial (CINF) Essex Property (ESS) Tyler Technologies (TYL) Avery Dennison (AVY) UDR (UDR) Everest (RE) VF (VFC) Masco (MAS) Fortune Brands (FBHS) Invesco (IVZ) Ryder System ® **__Giovedì 27 Ottobre 2022__** Apple (AAPL) Amazon.com (AMZN) Mastercard (MA) Merck&Co (MRK) McDonald’s (MCD) Linde PLC (LIN) Comcast (CMCSA) Honeywell (HON) Intel (INTC) Caterpillar (CAT) S&P Global (SPGI) American Tower (AMT) Gilead (GILD) Northrop Grumman (NOC) Altria (MO) Southern (SO) Fiserv (FISV) Keurig Dr Pepper (KDP) Edwards Lifesciences (EW) L3Harris Technologies (LHX) American Electric Power (AEP) Republic Services (RSG) DexCom (DXCM) Capital One Financial (COF) Arthur J Gallagher (AJG) Newmont Goldcorp (NEM) Xcel Energy (XEL) Warner Bros Discovery (WBD) ResMed (RMD) Baidu (BIDU) Carrier Global (CARR) PG E (PCG) Baxter (BAX) Seagen (SGEN) Willis Towers Watson (WTW) T Rowe (TROW) Weyerhaeuser (WY) CBRE A (CBRE) Hartford (HIG) FirstEnergy (FE) Principal Financial (PFG) Southwest Airlines (LUV) VeriSign (VRSN) Laboratory America (LH) West Pharmaceutical Services (WST) CMS Energy (CMS) Monolithic (MPWR) LKQ (LKQ) Textron (TXT) Kimco (KIM) International Paper (IP) ABIOMED (ABMD) Bio-Rad Labs (BIO) Western Digital (WDC) Stanley Black Decker (SWK) Teleflex (TFX) Eastman Chemical (EMN) BorgWarner (BWA) Allegion PLC (ALLE) AO Smith (AOS) Universal Health Services (UHS) Mohawk Industries (MHK) **__Venerdì 28 Ottobre 2022__** Exxon Mobil (XOM) Chevron (CVX) AbbVie (ABBV) Charter Communications (CHTR) Colgate-Palmolive (CL) Aon (AON) WW Grainger (GWW) Coterra Energy (CTRA) Church&Dwight (CHD) Royal Caribbean Cruises (RCL) Newell Brands (NWL)

$WDC - Bearish flow noted in Western Digital (34.34 -0.48) with 5,627 puts trading, or 1.3x expected. The Put/Call Ratio is 1.73, while ATM IV is up over 2 points on the day. Earnings are expected on 10/26

$WDC - Bearish flow noted in Western Digital (35.44 -1.73) with 15,819 puts trading, or 8x expected. The Put/Call Ratio is 1.61, while ATM IV is up nearly 3 points on the day. Earnings are expected on 10/26.Oct 21st 34.00 Puts are heavily traded.

SWEEP DETECTED: >> 7501 $WDC Oct22 34.0 Puts $0.99 (CboeTheo=0.93) Above Ask! [MULTI] IV=64.4% +2.8 PHLX 1961 x $0.85 - $0.99 x 1100 PHLX OPENING Vol=7501, OI=289

SWEEP DETECTED: >> 2399 $WDC Oct22 7th 38.0 Calls $0.285 (CboeTheo=0.24) Above Ask! [MULTI] IV=70.8% +11.5 BXO 74 x $0.22 - $0.24 x 12 ARCA OPENING Vol=2637, OI=47

SWEEP DETECTED: >> 500 $WDC Sep22 43.0 Calls $1.41 (CboeTheo=1.34) ASKSIDE [MULTI] IV=49.6% +3.5 PHLX 90 x $1.24 - $1.41 x 252 PHLX OPENING Vol=500, OI=11,

RECAP 8/25 Unusual Calls $CGC Aug26 4 C $LPG Oct 17.5 C $CLAR Dec 30 C $SU Sep 35 C $PINS Aug26 21.5 C $GM Sep 45 C $ABBV Nov 155 C $T Oct 19 C $PDD Oct07 61 C $WDC Jan 57.5 C $CSCO Mar 47.5 C $INTC Nov 40 C $F Jan-24 20 C $AAL Sep 15 C $PLBY Sep 5 C $AMZN Sep 155 C $HOOD Sep02 10 C $GT Sep 15 C

ELLIOTT MANAGEMENT ADDS $AJRD, $PINS, $PYPL, $EDR, $WDC IN 2Q: 13F

RECAP 8/8 Unusual Puts: $WDC Sep09 40 P $AMGN Aug12 235 P $EQT Aug 37 P $ENVX Aug 12.5 P $CPNG Sep 20 P

SWEEP DETECTED: >> 2870 $WDC Aug22 50.0 Calls $1.81 (CboeTheo=1.72) ASKSIDE [MULTI] IV=50.4% +1.5 PHLX 1221 x $1.55 - $1.81 x 721 PHLX OPENING Vol=2890, OI=1249

RECAP 7/11 Unusual Calls: $FXI Jul 33 C $FXI Aug 37 C $UPST Jul 30 C $HAL Jul29 30 C $BILI Aug 60 C $WDC Sep 60 C $CYH Aug 5 C $PBR Jan 12 C

RECAP 7/8 Unusual Calls: $DISH Jul 19 C $CLVS Jul 3 C $WDC Sep 60 C $MULN Jul 1.5 C $KSS Aug 42.5 C $SNAP Jan-24 50 C $VTGN Nov 1/2.5 C Spd $BIRD Dec 7.5 C $TECK Aug 30 C $OXY Jan 70 C $DDOG Jan 130 C $ARVL Sep 2.5 C

SWEEP DETECTED: >> 7000 $WDC Sep22 60.0 Calls $0.449 (CboeTheo=0.39) Above Ask! [MULTI] IV=47.0% +0.2 PHLX 87 x $0.36 - $0.42 x 17 GEMX ISO - OPENING Vol=7000, OI=69

RECAP 6/8 Unusual Calls: $CS Jul 7 C $UEC Jul 5 C $ASHR Jul 33/36 C Spd $BABA Jan 150 C $BIG Jun 30 C $CHPT Jun24 16 C $MLCO Jan 8/9 C Spd $ATER Jun10 3.5 C $GRAB Jun 3 C $KWEB Jul 38 C $KWEB Jul 35 C $KWEB Jul01 32 C $WDC Jul 60 C $REAL Nov 4.5 C

$WDC second day with UOA in 57.5C

SWEEP DETECTED: >> 4500 $WDC May22 57.5 Calls $0.844 (CboeTheo=0.78) Above Ask! [MULTI] IV=50.5% -0.1 BZX 31 x $0.75 - $0.82 x 36 PHLX ISO - OPENING Vol=4502, OI=1514,

SWEEP DETECTED: >> 3250 $WDC Jun22 55.0 Calls $1.55 (CboeTheo=1.46) ASKSIDE [MULTI] IV=42.3% +1.7 ARCA 4 x $1.36 - $1.55 x 887 PHLX OPENING Vol=3250, OI=1275

might want to wait on WDC to confirm over $50 first

3250 $WDC JUN2022 $55 Cs trade 1.55

3250 $WDC JUN2022 $55 Cs trade 1.55

$MU $WDC The powerful 7.3 magnitude earthquake in Japan has disrupted chip manufacturing at several sites, potentially further worsening the chip shortage for automakers and buyers of memory chips. - Protocol

12500 $WDC MAR2022 $56 Cs trade 1.35

2750 $WDC MAR2022 $60 Cs trade 1.62

2750 $WDC MAR2022 $60 Cs trade 1.62

1295 $WDC Feb22 25th 56.0 Calls trade $0.79 (CboeTheo=0.76) ASKSIDE AMEX IV=42.5% -1.5 AUCTION - OPENING Vol=1295, OI=193,

EARNINGS TODAY AFTER MKT HOURS: $AAPL $V $X $HOOD $WDC $TEAM $OLN $CP $KLAC $JNPR $MDLZ $CE $BOOT $SYK $RHI $FICO

Unusually heavy option volume on today's open include $WDC, $MU, $STX, $EXC, and $OXY.

$WDC back to $60s

Upgrades 11/23: $ABBV $BAC $BGRY $BMBL $CBRE $CLMT $CPA $EPAM $MU $PRVB $TDG $TRU $WDC . Downgrades 11/23: $EBAY $GDP $GXO $PBA $SPRB $SR $TEF $VG $ZBH

$WDC Puts look like a good bet, the senior vice president sold 2600 shares Nov 2 for $55

1965 $WDC Dec21 3rd 52.0 Puts trade $0.60 (CboeTheo=0.56) ASKSIDE [CBOE] IV=43.8% +4.2 FLOOR - OPENING Vol=2000, OI=39,

915 $WDC JUN2022 $72.5 Cs trade 2.68

915 $WDC JUN2022 $72.5 Cs trade 2.68

2000 $WDC JAN2022 $62.5 Cs trade 1.7

2000 $WDC JAN2022 $62.5 Cs trade 1.7

Technology, Media & Telecom Apple Inc. (AAPL) shares fall -5%; Q4 revs $83.36B vs. est. $84.69B; EPS in-line at $1.24; Apple missed expectations in two key categories. Apple said Q2 iPhone sales were $38.9 billion, short of estimates of $41.5 billion, accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion; Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion respectively A 10 networks (ATEN) 3Q adj EPS $0.17 vs est. $0.14 on revs $65.4Mm vs est. $62.5Mm; guides 4Q revs about +10% vs est. +6.5%; says board authorized new $100Mm share repurchase program Atlassian Corporation Plc (TEAM) Q1 EPS $0.46 vs est. $0.40 on revenue $614M vs est. $582.3M; sees Q2 EPS 35c-38c vs est. 44c on revenue $630M-$645M vs est. $621.8M Cohu Inc. (COHU) 3Q EPS $0.48 vs est. $0.69 on revs $225.1Mm vs est. $228Mm; guides 4Q sales $182-195Mm vs est. $203.8Mm; authorized $70Mm share repurchase program MicroStrategy (MSTR) Q3 adj EPS $1.88 vs est. $1.25 on revenue $128M vs est. $127.5M; added nearly 9,000 Bitcoin in the quarter bringing its total holdings to over 114,000 Bitcoin with a carrying value over $2.4B Monolithic Power Systems, Inc (MPWR) 3Q EPS $1.44 vs. est. $2.00 on revs $323.5Mm vs. est. $316M; sees Q4 revs $314M-$326M vs. est. $306.62M; sees Q4 GAAP gross margin between 56.0% and 56.6% National Instruments (NATI) 3Q adj EPS $0.42 vs est. $0.18 on revs $367Mm vs est. $374Mm; guides 4Q adj EPS $0.47-0.61 vs est. $0.34, sees 4Q revs $385-425Mm vs est. $409Mm Power Integrations (POWI) Q3 adj EPS $0.84 vs est. $0.78 on revenue $176.8M vs est. $175.1M; raised dividend to $0.15 from $0.13, added $50M to buyback authorization for new total of $105M; sees Q4 revs $65M-$75M (est. $70.5M) SPS Commerce (SPSC) 3Q adj EPS $0.47 vs est. $0.42 on revs $97.9Mm vs est. $97.4Mm; guides 4Q revs $99.9-100.5Mm vs est. $100Mm, sees 4Q adj EPS $0.41-0.42 vs est. $0.41; guides FY revs $382.4-383Mm vs est. $382Mm, sees FY adj EPS $1.76-1.77 vs est. $1.72 SS&C Technologies (SSNC) 3Q adj EPS $1.32 vs est. $1.19 on revs $1.264B vs est. $1.232B; guides 4Q adj EPS $1.17-1.25 vs est. $1.20, sees 4Q revs $1.225-1.275B vs est. $1.251B; guides FY CAPEX 2.6-3.0% of revs Udemy (UDMY)5M share IPO priced at $29.00 Verisign (VRSN) 3Q EPS $1.40 vs est. $1.37 on revs $334Mm vs est. $332Mm Vocera Comm (VCRA) 3Q EPS $0.06 on revs $63.6Mm; deferred revs & backlog was $252.7Mm; guides FY revs $226-230Mm vs est. $228.9Mm Western Digital (WDC) 1Q adj EPS $2.49 vs est. $2.45 on revs $5.1B vs est. $5.05B; guides 2Q adj EPS $1.95-2.25 vs est. $2.67, sees 2Q revs $4.7-4.9B vs est. $5.26B Wrap Technologies (WRAP) 3Q EPS ($0.15) vs est. ($0.16) on revs $1.8Mm vs est. $2.35Mm Zendesk (ZEN) Q3 adj EPS $0.17, in-line with ests; Q3 revs $347M vs. est. $335.1M; entered into a definitive agreement under which Zendesk will acquire Momentive, including its iconic SurveyMonkey platform; raises FY21 revenue view to $1.329B-$1.335 from $1.31B-$1.318B

3000 $WDC APR2022 $80 Cs trade 1.11