HeyJaredBroken Capital
Essays on Global Finance, Capital Flows, and the Quiet Shifts Reshaping Markets
- Indexed issues, last 90 days
- 2
- Latest publication
- Aug 4, 2026
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- Earliest in this view
- Jul 13, 2026
Latest issues
I Built a Dealer Positioning Map and Option Flow Tracker (opens the original)
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For the past month I’ve been building something I always wanted: a live map of where options dealers are positioned, rebuilt every night from the complete options tape with every print in the market, classified against the exact quote it traded on. Second, it also contains the Option flows I track and rank by importance. Here is the link to the beta: https://gex.broken-capital.com/login?code=99a364d9fe7adefdStarting today, it is included for paid subscrib
Weekly Top Ideas - 7/12/2026 (opens the original)
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Couple of names I am looking to get positioned in:LITE (Lumentum Holdings) On July 9, Meta Platforms disclosed plans to expand computing capacity to 14 gigawatts next year, this could further raise demand and indicates Capex spending is strong. Was a +12% day for LITE.Silicon photonics has been a critical bottleneck and LITE is currently at the same price level since when NVIDIA’s announced a $2 billion strategic stake.Options flow over the last 10 days is uniformly bullish, 6 bullish trades, ze
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