Pinpoint Alpha
SAMPLE·Thursday, May 28, 2026
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DigestsIntradaySignal LabFlow RadarLevel Map
Last updatedThu, May 28·post-close readAll snapshots in
  1. ~10:45 AM
  2. ~11:45 AM
  3. ~1:45 PM
  4. ~4:45 PM
  5. ~5:15 PM
Today's tape pulse0DTE gauges · share · regime
SPY 0DTE share of total volume
56%Normal
i

What· the percentage of all SPY options contracts that traded today and also expire today. Computed against SPY's complete options chain, every expiration including LEAPS.

Cadence· refreshed 3× daily at ~10:45 AM, ~1:45 PM, and post-close ET. Today's reading is intraday-cumulative through the most recent snapshot.

Baseline · vs 30 prior EOD snapshots averaging 60%. z-score -0.6. "Extremely" tier labels gated until n is 60 or more.

Comparison · today is post-close final. Baseline is the same-checkpoint history. We never compare an intraday checkpoint against EOD-only baselines.

How to read · reads above baseline often coincide with event days like CPI, FOMC, or single-stock catalysts that move the index. Reads below baseline tend to track quiet sideways tape.

Source
post-close final
Baseline
60% · vs 30 prior EOD snapshots
SPY mix today
5.4M 0DTE / 9.7M
Today's evolution
  1. ~10:45 AM58% 
  2. ~11:45 AM54%-5 pts
  3. ~1:45 PM57%+3 pts
  4. Close56%0 pts
72%mean 60% · 30d41%today 56%
4/13trailing 31 EOD sessions5/28

26th percentile of the last 31 EOD sessions · range 45-68%

Across the index cohort · SPY · QQQ · IWM · SPX · NDX · RUT

Cohort 0DTE volume today12.0MLimited EOD history (n=24) · steady vs 5d
Cohort 0DTE premium today$5.4BLimited EOD history (n=24) · fading over 5d
Today's tape owner6 of 6 institution-ledAbove 21d avg 3.6
Gamma flip+$0.91SPY above flip
VIX15.741D 10.86 · 9D 12.98
OPEX
i

What · OPEX is the monthly options expiration, the third Friday of every month, when the bulk of monthly equity option contracts settle.

Why it matters · dealers spend the prior week hedging the gamma exposure of expiring positions. As contracts roll off the board on Friday morning, those hedges unwind in size. The result is often a sharp pickup in tape volatility late in the OPEX week, a vol crush in front-month implieds, and large pinning effects around heavily-owned strikes.

How to use · treat reads inside an OPEX week with extra context. Unusual cohort flows or sweep activity this close to expiration are often dealer-driven mechanical rebalancing rather than directional conviction.

22 daysuntil next monthly OPEX
Intraday evolutionwindow-over-window deltas
Cohort positioning · open · lunch · close

Who's driving the day
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What · retail and institutional call-versus-put lean per row, scored from −100 (all puts) to +100 (all calls). Open value on the left, latest window on the right.

Divergence · cohorts on opposite sides. One side is wrong.

Cohort flip · a side changed sign during the day. Positioning is shifting.

Aligned · both cohorts agree. Conviction signal.

Retail and institutional call-vs-put lean per row, scored −100 (all puts) to +100 (all calls). Open on left, latest window on right.

~10:45 AM live~1:45 PM liveClose live
TickerRetail call biasopen · latest (scale −100 to +100)Institutional call biasopen · latest (scale −100 to +100)Readhover any tag for the interpretation
SPY+100→+100+10→-2
Block trade tape
Notable options flow
Cohort positioningopen · lunch · close · prior 21 trading days
Cohort divergence · 21-day window

Institutions vs retail, prior 21 trading days

~1:45 PM live

Above the line institutions outvoted retail. Below the line retail outvoted institutions. The pair worth watching is when the ETF and its sister index land on opposite sides.

S&P 500

Institutions dominate both SPY and SPX hard. When alignment runs this hot, watch for follow-through.

SPYRetail-leaning
SPY cohort ratio · 21-day trajectory · hover for daily readingsINST1×RETAIL
Historical heatmaplast 21 sessions
21-day context

When does each ticker break its own pattern?
i

What · every ticker has its own normal lean. The row label shows that structural baseline (heavily retail, leaning institutional, and so on).

Amber · today leaned more retail than usual for this ticker.

Blue · today leaned more institutional than usual.

Shade · darker means a bigger move from baseline.

Tip· today's column has an amber outline.

Each row shows a ticker's structural lean. Cell color flags today's deviation: amber = more retail than usual, blue= more institutional. Today's column is outlined.

RUT ran noticeably more institutional-leaning than its 21-day norm today. Worth a careful read.

Apr 27May 7May 18Today
SPYHeavily institutional tape
Pattern activityrecurring setups
Pattern activity · 30-day window

How often each setup has fired
i

What· counts non-noisy divergence patterns over the trailing 30 sessions per ticker. The chip leading each row is that ticker's dominant pattern.

Active setup· today's active setup is highlighted in teal.

Nd ago · the most recent prior occurrence of that pattern.

Counts non-noisy divergence patterns over the trailing 30 sessions per ticker. Today's active setup is highlighted in teal.

S&P 500

SPYS&P 500 ETFNo patterns fired in the past 30 sessions.
SPXS&P 500 index
  • 2×Aligned bullish7d ago
  • 1×Aligned bearish6d ago

Nasdaq-100

QQQNasdaq-100 ETF
  • 1×Aligned bullish2d ago
NDXNasdaq-100 index
  • 2×Aligned bullish3d ago

Russell 2000

Pattern track recordretrospective
30-day track record

How the model's cohort calls have played out
i

What · every non-noisy pattern from the last 30 sessions, scored against the next 1, 3, and 5 sessions on SPY, QQQ, and IWM.

Why fires stay small · a scoreboard, not a victory lap. The model only fires when both cohort z-scores push past 1.5σ in opposing directions. That is a high bar by design.

Every non-noisy pattern from the last 30 sessions, scored T+1 / T+3 / T+5 on SPY, QQQ, and IWM.

Aligned bearish fired 3 times in the last 30 days, 2/3 (67%) resolved in the called direction by T+3.

PatternFiresT+1 hitsT+3 hitsT+5 hitsAvg T+3
Aligned bearish31/32/31/3-0.40%
Aligned bullish20/2pendingpending-
DIVERGENCE
· steady
SPX+99→+99+6→+36ALIGNED BULL· strengthening
QQQ+92→+15+10→+14ALIGNED BULL· fading
NDX+83→+93+11→+67ALIGNED BULL· strengthening
IWM+100→+96-4→+48COHORT FLIP· institutional
RUT+63→+36+10→+6ALIGNED BULL· fading
Read tags: DIVERGENCE retail and institutions on opposite sides at the latest read; one is wrong. COHORT FLIP one or both sides switched sign during the day. INSTITUTIONAL LEAD institutions positioning while retail sits out (often the cleanest smart-money read). RETAIL LEAD retail positioning while institutions sit out (historically a fade signal). ALIGNED BULL/BEAR both cohorts same direction; conviction signal. QUIET neither side meaningful today.
Today
6.59×
21d mean
8.24×
5d mean
6.04×
SPXInstitutional
SPX cohort ratio · 21-day trajectory · hover for daily readingsINST1×RETAIL
Today
2.00×
21d mean
4.09×
5d mean
3.38×

Nasdaq-100

Institutions dominate both QQQ and NDX hard. When alignment runs this hot, watch for follow-through.

QQQRetail-leaning
QQQ cohort ratio · 21-day trajectory · hover for daily readingsINST1×RETAIL
Today
4.55×
21d mean
6.75×
5d mean
4.44×
NDXInstitutional
NDX cohort ratio · 21-day trajectory · hover for daily readingsINST1×RETAIL

Russell 2000

Institutions dominate both IWM and RUT hard. When alignment runs this hot, watch for follow-through.

IWMRetail-leaning
IWM cohort ratio · 21-day trajectory · hover for daily readingsINST1×RETAIL
Today
1.25×
21d mean
3.84×
5d mean
2.63×
RUTInstitutional
RUT cohort ratio · 21-day trajectory · hover for daily readingsINST1×RETAIL
21-day trajectory Today 21d mean 5d mean
in line with usual
SPXRoughly balanced
in line with usual
QQQHeavily institutional tape
in line with usual
NDXInstitutional-leaning tape
in line with usual
IWMInstitutional-leaning tape
in line with usual
RUTRoughly balanced
Today: more institutional-leaning than usual
More retail-leaning than this ticker's baselineTypical for this tickerMore institutional-leaning than this ticker's baseline
IWMRussell 2000 ETF
  • 1×Aligned bullish2d ago
  • 1×Aligned bearish12d ago
RUTRussell 2000 index
  • 2×Aligned bullish2d ago
Based on 22 sessions of history. 60/90-day windows degenerate until ≥60 trading days accrue, surfaced via tooltip.
Today
2.10×
21d mean
25.50×
5d mean
6.19×
Today
6.46×
21d mean
1.85×
5d mean
4.05×
Notable options flowscanner · open · midmorning · midday · close
Short-DTE flow · 0–12 DTE · refreshed ~10:45 AM, ~11:45 AM, ~1:45 PM, ~4:45 PM ET

Where premium concentrated today
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What · single-contract scans across four windows, gated to premium of $150K+, vol/OI of 1.0+, and OTM/ATM strikes, with pump-and-fade filters.

Why four scans · each scan catches a different cohort: positions opened off the bell, an early read at midmorning, what builds across the full midday window, and what gets taken into the close. About 1,800 contracts per window pass the gates; the top 20 to 50 surface here.

Lean· the contract's directional thesis, not a price target.

%OTM · signed distance from spot. Calls render positive, puts negative. |%OTM| of 5%+ renders bolder.

Vol/OI· today's volume vs yesterday's open interest. Above 1.0× means mostly new positions.

Tip · click any column header to sort.

First hour of trading

9:30 – 10:30 AM ET

Institutional positions surfaced at the open (up to 50)

No notable trades surfaced for this window.

Either the tape was quiet or no trades cleared the quality gates. The next snapshot will refresh the scan.

Midmorning

10:30 – 11:30 AM ET

Early read on the 10:30–11:30 ET window (up to 25) · the ↻ mark flags contracts that also made the midday top 50

No notable trades surfaced for this window.

Either the tape was quiet or no trades cleared the quality gates. The next snapshot will refresh the scan.

Midday session

10:30 AM – 1:30 PM ET

New positions emerging after the morning print (up to 50)

No notable trades surfaced for this window.

Either the tape was quiet or no trades cleared the quality gates. The next snapshot will refresh the scan.

Last hour conviction

3:00 – 4:00 PM ET

Positions taken into the close. DTE 1–12, expected held overnight (up to 20)

No notable trades surfaced for this window.

Either the tape was quiet or no trades cleared the quality gates. The next snapshot will refresh the scan.

🚀 high · ⭐ med · ○ low conviction🔥 volume accelerating ≥1.4× baseline↻ contract carried across midmorning + midday
Accumulation patternsmulti-window stacks
Multi-contract build · 3–90 DTE · refreshed ~1:45 PM ET

Names being accumulated across the chain
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What · per-ticker rows where 5 or more qualifying contracts on one direction (70% call or 80% put dominance, $2M total premium) cluster across multiple strikes and expirations.

Floors · per contract: volume 1,000+, premium $200K+, within ±10% of spot, 3 to 90 DTE, vol/OI 1.0+ for calls or 1.5+ for puts.

📅 ER · earnings within 5 trading days. Premium floor auto-adjusted for IV inflation.

Δ% · high means the stock already moved. Low means options are building before the move.

Tip · click any row for contract detail.

Per-ticker rows where 5+ contracts on one side cluster across multiple strikes and expirations. 7 surfaced today.

#TickerSide#CExpStkTotal $Dom%Δ%Cohort
1▸ TSLA▲ Bull29618$165.0M81%+0.33%Tech Mega
2▸ MU▲ Bull626$94.5M95%+0.83%Semis
3▸ MSFT▲ Bull1859$51.0M96%+3.20%Tech Mega
4▸ SMCI▲ Bull12310$18.2M100%+10.27%Semis
5▸ SNOW▲ Bull744$14.3M100%+38.70%Software
6▸ PLTR▲ Bull928$11.1M83%+6.29%Software
7▸ ONDS▲ Bull1045$7.6M93%+22.64%Other
📅 ER earnings within 5 trading daysHigh Δ% stock already moved · Low Δ% options building before the move
Block trade tape
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What · top-ranked institutional cash-equity blocks for this session.

Single · pre-close institutional blocks of $20M or more.

MOC · 4:00 PM market-on-close auctions.

Rank· each row's rank is its position in this ticker's 10-year history for that bucket. A #1 print is the biggest of its kind in a decade.

Link · the 🔗 icon flags tickers the options scanner also surfaced today. Click to highlight matching rows in Notable Flow and Accumulation Patterns below.

cash-equity · ranked 10-yr prints · live
Thu May 28 sessionLast scan: close · next at ~10:45 AM ET tomorrow
TimeTickerTypeTagsShares @ PriceVenueUnderlying Exposure
16:00QCOM#2⚡Single$437.9M1.80M @ $243.29dark
CloseONDS#3⚡MOC$94.2M7.11M @ $13.25MOC
CloseLUNR#5⚡MOC$75.4M1.65M @ $45.70MOC
16:00AFRM#5⚡Single$33.8M462K @ $73.00dark
16:00RIOT#7⚡Single$24.8M896K @ $27.74dark
10:44NFLX#8⚡Single$274.6M3.17M @ $86.62dark
15:42SPDN#10⚡Single⚡-3x$3.0M349K @ $8.63dark~$9.0M S&P 500
16:11MELI#11⚡Single$121.4M72K @ $1695.53dark
13:18TEM#11⚡Single$30.5M600K @ $50.91lit
16:00QCOM#12⚡Single$217.6M894K @ $243.29dark
16:00RBLX#12⚡Single$86.0M1.84M @ $46.83lit
CloseFNGU#12⚡MOC⚡3x$4.6M139K @ $32.88MOC~$13.7M NYSE FANG+
16:16GOOGL#13⚡Single$585.2M1.50M @ $390.13dark
16:00F#14⚡Single$101.6M6.10M @ $16.65lit
CloseSATS#14⚡MOC$93.6M714K @ $131.07MOC
CloseMETD#14⚡MOC⚡-2x$40K3K @ $15.81MOC~$81K META
16:04INTU#15⚡Single$101.6M325K @ $312.50dark
16:16MSFT#16⚡Single$832.6M1.95M @ $426.99dark
16:16GOOG#16⚡Single$540.6M1.40M @ $386.12dark
ClosePATH#16⚡MOC$36.3M3.14M @ $11.58MOC
16:00SNOW#17⚡Single$250.1M1.05M @ $239.20lit
CloseQBTS#17⚡MOC$76.1M2.58M @ $29.49MOC
ClosePL#18⚡MOC$52.0M1.01M @ $51.40MOC
11:16AAL#18⚡Single$28.3M1.89M @ $14.96dark
CloseBBAI#18⚡MOC$15.0M3.04M @ $4.94MOC
14:07TSLL#18⚡Single⚡2x$4.7M287K @ $16.40dark~$9.4M TSLA
16:16NVDA#19⚡Single$719.9M3.36M @ $214.25dark
16:01QBTS#19⚡Single$76.1M2.58M @ $29.49lit
16:07LITE#20⚡Single$164.2M191K @ $860.62dark
CloseVSAT#21⚡MOC$42.9M494K @ $86.69MOC
15:06MSTZ#21⚡Single⚡-2x$1.8M265K @ $6.65dark~$3.5M MSTR
CloseVSAT#22⚡MOC$42.9M494K @ $86.69MOC
CloseQUBT#24⚡MOC$29.7M2.42M @ $12.24MOC
16:16AAPL#25⚡Single$818.8M2.62M @ $312.51dark
11:19MU#26Single$543.8M575K @ $945.75dark
16:00GOOGL#26Single$373.2M957K @ $390.13dark
16:00TMO#27Single$231.0M474K @ $487.22lit
16:02NVDA#28Single$651.6M3.04M @ $214.25dark
13:04SLV#29Single$68.5M1.00M @ $68.55lit
13:03RIOT#30Single$10.9M389K @ $28.13dark
14:26LITE#31Single$126.2M145K @ $870.00dark
12:30RCL#31Single$80.9M287K @ $282.00dark
15:43QID#31Single⚡-2x$6.3M450K @ $13.94dark~$12.5M Nasdaq 100
16:02MSFT#32Single$591.3M1.38M @ $426.99dark
15:32CSCO#32Single$217.2M1.82M @ $119.04lit
14:19JOBY#33Single$18.0M1.46M @ $12.34dark
16:01LLY#35Single$601.9M534K @ $1126.80lit
16:00GOOG#37Single$322.7M836K @ $386.12dark
15:17PDD#37Single$68.1M830K @ $82.07lit
10:03IVV#39Single$1.35B1.79M @ $753.66dark
14:54QQQ#39Single$669.5M910K @ $735.75dark
16:11NEM#39Single$162.3M1.50M @ $108.23dark
16:01SHOP#40Single$58.6M513K @ $114.22dark
16:00BAC#42Single$270.5M5.33M @ $50.77dark
16:11SHOP#42Single$57.5M500K @ $115.03dark
14:14SATS#43Single$56.1M433K @ $129.60lit
15:25GOOG#44Single$289.6M750K @ $386.10lit
14:14SATS#44Single$56.1M433K @ $129.60dark
14:11TXN#45Single$120.7M380K @ $317.65lit
15:50QLD#45Single⚡2x$19.2M197K @ $97.90dark~$38.5M Nasdaq 100
10:16LUNR#45Single$4.2M97K @ $43.55lit
11:39NVDL#46Single⚡2x$4.6M44K @ $104.02dark~$9.2M NVDA
16:11META#48Single$336.7M530K @ $635.29dark
16:00LRCX#50Single$103.9M327K @ $318.00dark
10:40MDB#50Single$19.5M60K @ $324.00dark
15:29MSTZ#50Single⚡-2x$1.3M196K @ $6.67dark~$2.6M MSTR

Single Pre-close institutional single printMOC Market-on-close auction⚡ Top 25 in 10-yr history⚡3x Leveraged / inverse ETF🔗 Click to highlight matching rows in the options table above