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The Daily Flow

Fintech, Telecom, and Chips — The Rotation Is On

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 March 10:

*Click to enlarge view

Chime Financial $CHYM — Fintech names are starting to attract fresh institutional interest as valuations find a floor.

Bullish flow showed up with 1,000 contracts of the 9/18 $30 calls, signaling confidence in a meaningful move higher for this digital banking play.

Comcast Corp $CMCSA — Telecom giants are drawing longer-dated conviction bets as the market looks for defensive yield with upside optionality.

Traders positioned with 466 contracts of the 1/21/28 $37.5 calls — a patient bet on a sustained recovery in this large-cap name.

Himax Technologies $HIMX — Semiconductor names are back in focus as display driver demand and AI-adjacent chip themes attract momentum buyers.

Aggressive flow hit the tape with 5,999 contracts of the 4/17 $9 calls — the largest contract count today, pointing to a sharp near-term move higher in this small-cap chip name.