October 29 Recap: GOOGL Leads a 51% Premium Jump as the Tone Leans Bearish
$21.9B in single-name premium, 26% bullish versus 27% bearish. GOOGL led at $2.1B Bearish; SPX GEX was −$18.16B.
Single-name premium rose 51%, from $14.5B on October 28 to $21.9B on October 29, and puts took 54% of it after 36%. GOOGL led at $2.1B Bearish with GOOG second at $1.4B, and the tone leaned bearish (26% / 27%). SPX net GEX flipped from +22.53B to −18.16B, leaving IWM as the only Positive index row.
$21.9B, 46% calls, 26% bullish versus 27% bearish. GOOGL led at $2.1B Bearish; five of six index GEX rows were Negative.
Open Daily Market Recap or the October 29 session. Sign-in and a paid entitlement may be required.
This edition's figures in 45 seconds. The numbers match the tables below.
What the recap printed
Test app, session 2026-10-29, KPI. Captured October 30, 2026 (New York time).
| Reading | Recap value |
|---|---|
| Single-name premium | $21.9B |
| Call / Put | 46% / 54% |
| Bullish / Bearish | 26% / 27% |
| Overall tone | leaned bearish |
| First 30-minute window | 09:30 · $3.0B |
Sentiment bars: Neutral $10.3B, Bearish $6.0B, Bullish $5.6B.
Test app, session 2026-10-29, Step 1. Captured October 30, 2026 (New York time).
What changed since October 28
| Reading | Oct 28 | Oct 29 |
|---|---|---|
| Single-name premium | $14.5B | $21.9B |
| Call / Put | 64% / 36% | 46% / 54% |
| Bullish / Bearish | 27% / 27% | 26% / 27% |
| Tone | was balanced | leaned bearish |
| Leader | MU $2.0B Mixed | GOOGL $2.1B Bearish |
| SPX net GEX ($B) | +22.53 Positive | −18.16 Negative |
| Positive index rows | SPX · NDX · IWM · DIA | IWM |
| Largest headline-name ticket | MU 980 CALL 2026-11-20 $41M BEARISH | GOOGL 350 PUT 2026-10-30 $50M BULLISH |
Five of the top six names were Bearish, against two on October 28. MU fell from $2.0B Mixed to $1.2B Bearish and third place. The largest headline-name ticket grew from MU's $41M call to GOOGL's $50M put.
Leaders: where premium concentrated
Test app, session 2026-10-29, Step 2. Captured October 30, 2026 (New York time).
| Symbol | Premium | Call | Put | Net bias |
|---|---|---|---|---|
| GOOGL | $2.1B | $704M | $1.4B | Bearish |
| GOOG | $1.4B | $437M | $977M | Bearish |
| MU | $1.2B | $707M | $526M | Bearish |
| BA | $895M | $48M | $847M | Bearish |
| AMZN | $822M | $519M | $303M | Bearish |
| META | $768M | $463M | $305M | Mixed |
Alphabet's two share classes, GOOGL and GOOG, carried $3.5B together. BA's $895M was almost all puts ($847M against $48M). The bottom line and glance print GOOGL at $2B; the leaders table and headline cards print $2.1B.
Test app, session 2026-10-29, Bottom line / glance. Captured October 30, 2026 (New York time).
Exposure and volatility context
The glance lists FTNT +0M shares-equiv. as largest Net DEX and NOW 225% as largest Net DEI magnitude; Step 4's key result names PAA at 851%, with a Negative Net DEX sign. On October 28 the largest was TSLA at 193%.
Step 5's highest IV rank among active names is GOOG 85 / 100, with 43.2% 30-day implied volatility, against GOOG's 82 / 100 and 42.6% on October 28.
Index GEX: SPX flips to −18.16B, IWM the only Positive row
Test app, session 2026-10-29, Step 6 · T+1. Captured October 30, 2026 (New York time).
| Index | Net GEX ($B) | Regime |
|---|---|---|
| SPX | −18.16 | Negative |
| SPY | −7.35 | Negative |
| QQQ | −4.23 | Negative |
| IWM | +1.56 | Positive |
| NDX | −1.22 | Negative |
| DIA | 0 | Negative |
SPX fell 40.69B, from +22.53 to −18.16, and NDX crossed from +2.27 to −1.22. SPY (−3.23 to −7.35) and QQQ (−1.64 to −4.23) deepened, and DIA printed 0 with a Negative regime. IWM rose from +0.97 to +1.56.
Headline name: GOOGL at $284
Test app, session 2026-10-29, Step 8. Captured October 30, 2026 (New York time).
Cards: last $284, premium $2.1B, 34% calls, 31% bullish, 45% average IV on traded contracts. On October 28 the headline name was MU.
| Time | Type | Strike | Expiry | Premium | Sentiment |
|---|---|---|---|---|---|
| 15:16 | PUT | 350 | 2026-10-30 | $50M | BULLISH |
| 15:17 | PUT | 500 | 2028-12-15 | $34M | BULLISH |
| 15:12 | PUT | 380 | 2026-12-18 | $31M | BULLISH |
| 15:12 | PUT | 365 | 2026-11-20 | $29M | BULLISH |
| 15:12 | PUT | 370 | 2026-11-20 | $28M | BEARISH |
| 15:17 | PUT | 400 | 2027-01-15 | $25M | BEARISH |
Test app, session 2026-10-29, Step 8 · prints. Captured October 30, 2026 (New York time).
All six of GOOGL's largest tickets were puts, printed between 15:12 and 15:17 for $197M together. The largest was a $50M 350 put expiring the next day, 2026-10-30, tagged Bullish; four of the six were tagged Bullish.
Movers: PGY +19.6%
Test app, session 2026-10-29, Step 7. Captured October 30, 2026 (New York time).
The largest gain was PGY +19.6% (Step 7: 19.6%, Up). October 28's was GMAB +28.6%.
What this session is evidence of
| Question | Oct 29 | Oct 28 | Clock |
|---|---|---|---|
| Size / tone | $21.9B · 26% / 27% · leaned bearish | $14.5B · 27% / 27% · was balanced | Session tape |
| Concentration | GOOGL $2.1B Bearish | MU $2.0B Mixed | Session leaders |
| Relative exposure | PAA DEI 851% (glance: NOW 225%) · DEX Negative | TSLA DEI 193% · DEX Negative | Session exposure |
| Volatility | GOOG IV rank 85 · IV 43.2% | GOOG IV rank 82 · IV 42.6% | T+1 |
| Index structure | SPX −18.16B Negative · IWM Positive | SPX +22.53B Positive · NDX, IWM, DIA Positive | T+1 |
| Largest headline-name print | GOOGL 350 PUT 2026-10-30 $50M BULLISH | MU 980 CALL 2026-11-20 $41M BEARISH | Session ticket |
How to read these numbers
This edition reads TradingFlow's Daily Market Recap for October 29, 2026, captured on October 30 (New York time). Runs at 8:38 and 9:41 AM New York time, before and after the open, printed the same figures. It is a completed-session report, not a trade recommendation.
Two clocks apply. Premium, sentiment, and prints describe the session tape; GEX and IV are the recap's T+1 / prior-close snapshots, not a live intraday gamma map. Neutral premium supplies no direction, and call share is option type, not bullish sentiment. Net DEI is an unsigned magnitude relative to typical activity; Net DEX is a separate signed classification, and a +0M reading rounds to zero. GEX is modeled chain structure under TradingFlow's dealer-sign convention, not observed dealer inventory, a support level, or the next session's direction. Ticket tags do not prove who bought or sold or whether a position opened, and intraday_pct is a first-to-last underlying-price proxy from the option tape, not a verified daily return.
Reproduce the findings
- Open the October 29 recap; confirm Oct 29, 2026 in the session KPI.
- Open the October 28 recap beside it and compare the KPI strip, leaders, and all six index GEX rows.
- Compare the headline name's cards and largest tickets on both days: GOOGL on October 29, MU on October 28.
- Read Steps 4–6 separately: exposure magnitude, volatility rank, and index structure.
TradingFlow App Home → Cookbooks → Daily Market Recap → select the completed session.
Related reading
Educational and informational only, not financial advice. Options-flow reads are statistical inferences. Dealer exposure levels, including GEX, DEX, DEI, walls, and magnets, are modeled estimates, not guarantees.
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