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The Daily Flow

Where is the money leaning as payments, app software, and solar all light up green?

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 July 15:

*Click to enlarge view

Shift4 Payments, Inc Class A $FOUR — Payments infrastructure is finding its footing again, and this name has been one of the better performers in the group over the past month. Someone reached way out on the calendar to press the bet.

192 contracts of the 1/21/28 $85 calls just hit for $137K.

Braze Inc $BRZE — App software has been in the process of a reversal pattern, and a big bet in Braze is one of the standouts of the day.

2,821 contracts of the 11/20 $35 calls just changed hands for $480K.

Shoals Technologies Group Inc $SHLS — Solar hasn’t been talked about much lately, but this stock is looking constructive and buyers are stepping in at a logical spot anticipating this major coil to resolve higher. 

500 contracts of the 1/15/27 $13 calls just landed today for $132K.