This week's Signal versus Noise pits a loud trade against a quiet one. Tesla had the bigger dollar figure, more than 11 million in put premium, but it was a single deep in the money put expiring in 2028 that looks more like an institutional hedge than an outright bearish bet.
Bloom Energy was smaller, around 6 million, but spread across five put buys over three sessions, strikes creeping closer to the money right before tomorrow's earnings. The host argues the repetition, not the raw size, is the cleaner bearish signal, though implied volatility near 271 percent means the move has to be big and fast to pay. Nothing here is a recommendation.
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Chapters
00:00 What Signal vs Noise looks for
00:31 Bloom Energy, repeated put buying
01:36 Why the repeti...