Day after Labor Day. Dark pool bought the dip — but only in the indexes.
$SPY +$233M across 838 prints. $QQQ +$199M across 483 prints, validating last week's $418M alert. Both green while the Dow dropped -1.19%. Every single name? Flat or slight sell. The buying was indexes only.
Single-name flow:
$MU -$74M (940 prints, slight sell, back to pattern)
$NVDA -$21M (657 prints, flat again post-beat)
$INTC -$20M
$META -$6M
$TSLA -$3M
Last week the dark pool rotated from indexes into single names — $NVDA +$500M, $AAPL +$356M, indexes went flat. Today: the reverse. $432M combined into the basket. No conviction on individual names. Light volume post-holiday.
Two $QQQ alerts in five sessions. One validated, one contradicted. The alert is a data point. The session total is the verdict. Today the alert told the truth.
$NVDA oscillation continues. Post-beat sequence over seven sessions: +$2.7M, +$163M, +$66M, +$500M, +$3M, -$205M, -$21M. Burst, reset, burst, reset, sell, reset. The dark pool buys $NVDA in bursts and resets between them. The sell lasted one session. Back to equilibrium.
Watching for the next burst.
$SPY +$233M across 838 prints. $QQQ +$199M across 483 prints, validating last week's $418M alert. Both green while the Dow dropped -1.19%. Every single name? Flat or slight sell. The buying was indexes only.
Single-name flow:
$MU -$74M (940 prints, slight sell, back to pattern)
$NVDA -$21M (657 prints, flat again post-beat)
$INTC -$20M
$META -$6M
$TSLA -$3M
Last week the dark pool rotated from indexes into single names — $NVDA +$500M, $AAPL +$356M, indexes went flat. Today: the reverse. $432M combined into the basket. No conviction on individual names. Light volume post-holiday.
Two $QQQ alerts in five sessions. One validated, one contradicted. The alert is a data point. The session total is the verdict. Today the alert told the truth.
$NVDA oscillation continues. Post-beat sequence over seven sessions: +$2.7M, +$163M, +$66M, +$500M, +$3M, -$205M, -$21M. Burst, reset, burst, reset, sell, reset. The dark pool buys $NVDA in bursts and resets between them. The sell lasted one session. Back to equilibrium.
Watching for the next burst.
