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The Daily Flow

Nuclear bulls go big, bears circle Southeast Asia

This note highlights a select group of stocks showing the most unusual — and highly directional — options activity.

The goal is simple: follow the big money and trade in the direction of the underlying trend.

Here is the list of Unusual Options activity from February 26:

*Click to enlarge view

Constellation Energy $CEG — The AI data center buildout is fueling demand for clean power, with nuclear emerging as a key beneficiary.

Bulls deployed $599K in premium today, buying 461 contracts of the 6/18 $390 calls — a confident bet this momentum continues.

Prologis $PLD — Industrial real estate remains in focus as e-commerce infrastructure demand stays strong.

Flow showed up with 300 contracts of the 8/21 $150 calls — a quieter print, but still a clear bullish position.

Sea Limited $SE — Southeast Asian internet names remain under pressure, and traders are positioning for further downside.

Bearish flow hit with 199 contracts of the 8/21 $85 puts.