The $POET stream is a knife fight — pumpers vs the Lumilens interposer debate, bulls calling it 'steal of the decade, flush with cash'. Sweeps own 76% of the 15-day tape but it's quiet money (+$0.12M net). Hype louder than flow. Score 56, NEUTRAL.

$CLF is all-in on Monday's earnings — Stelco/Canada debt angle, 'shorts are fked', 15% short into the print. Tape is hesitant: 65% sweeps but -$0.44M net, biggest sold $13 calls. Earnings coin flip. Score 71, BULLISH on setup.

Crowd thinks $WULF finally found the bottom — CEO interview tour, chart keeps improving, data-center pivot believers. Tape agrees: 66% sweeps, +$8.7M net, biggest print sold $20 puts for Jan 2028 at $1.52M. Floor building, not chasing. Score 79, BULLISH.

$CBRS debate is the valuation — 'pricing in ~238% revenue growth next year... only if you actually believe a number that big'. Someone believes: biggest sweep $3.3M sold Jun '27 $185 puts, 15-day net +$12.4M. Score 85, BULLISH.

You know you can ask questions like this Jarvis Chat !! Question: "Okay pull the latest super setups and clouds breakouts and give me structural theme that's common in them and represent that in very easy to visualize way ?" jarvisflow.io/share/super-se…

This makes sense !

With all the carnage today in AI names. The flow is still Bullish for many AI names :: Bullish leaders (net): $INTC +$5.2M, $NVDA +$2.7M, $MU +$2.0M, $CRM +$3.2M, $LRCX +$2.3M, $SNDK +$2.0M, $TSM +$1.5M, $NBIS +$1.3M, $ORCL +$1.2M Bearish leaders (net): $NET −$5.6M (near-total bearish skew: $0.3M bull vs $5.8M bear), $STX −$3.2M, $SHOP −$1.8M, $AVGO −$1.9M, $SKHY −$1.5M, $AMD −$1.1M, $AAPL −$1.9M Read the entire output from JarvisFlow Chat jarvisflow.io/share/ai-relat…