AI Names Money Flow Scan: Rotation Out of AI Software Into Semis and Power, $INTC and $ASTS Lead Bullish While $NET Goes Nearly All Bearish

I'll first pull the master list of sectors/industries to get the exact AI-related groupings, then run the money flow across them.The platform doesn't have an "AI" industry label — AI exposure spans several industries. Let me pull the rankedMarket-wide scan is in — now drilling into the AI-relevant industries to see which names## AI Names Money Flow — Full Map (Today's Session, Wed 14 Oct 2026)

Market-wide context first: the tape is flat — 49.6% bullish / 50.4% bearish (−$4.1M net) across all $545M of premium. But Technology is where the action is: $299.8M of premium — 55% of the entire market's options flow — with Tech the only sector showing a net positive lean (+$4.8M, 50.8% bullish). Inside that, the AI complex shows a clean split you can't see at the headline level.

"AI-related" mapped across the platform's industry taxonomy, ranked by net premium:

The Story: Rotation Out of AI Software, Into AI Silicon

BULLISH side of the AI trade — hardware and power:

BEARISH side — AI cloud, software, and platform:

Standout Names Behind the Rotation

Where the bull money concentrated:

• $INTC — net +$5.06M (73.2% bullish, $7.99M vs $2.92M) — the single most bullish AI mega-name today
• $ASTS — net +$4.04M (85.2% bullish, $4.89M vs $0.85M) — biggest net bullish mid-cap in the AI orbit (in Communication Equipment)
• $NVDA +$2.39M (60.6%), $MU +$2.12M (56.6%), $SNDK +$2.08M (58.8%), $TSM +$1.59M (56.6%), $ARM +$1.09M, $DELL +$0.69M, $CEG +$1.93M (77.7%, AI power)
• $NBIS +$1.02M (55.6%) and $PLTR +$0.92M (67.6%) — the only AI-cloud names still net-bullish

Where the bear money concentrated:

• $NET (Cloudflare) — net −$5.56M, only 4.3% bullish ($0.26M vs $5.81M) — a near-unanimous bearish tape; the most one-sided print in the entire AI complex
• $STX — net −$3.64M (25.0% bullish) — storage getting hit hard
• Alphabet combined (GOOGL+GOOG) — net −$3.13M (43.5%) — largest mega-cap bearish pool
• $CRWD −$2.14M (40.9%), $SKHY −$1.70M, $AVGO −$1.32M, $AMD −$0.70M, $META −$0.94M (38.3%), $RDDT −$0.70M
• $CRWV — net −$0.41M (48.3%) — continues exactly the wide-range, no-conviction posture we mapped yesterday

Three Takeaways

1. This is rotation, not exodus. Tech overall is the bull side of a flat market — but the long money walked out of AI software/cloud (Soft-Infra −$8.5M, Internet Content −$5.5M) and into AI silicon, optics, and power (Semis +$9.3M, CommEquip +$8.0M, IPP +$2.3M). That's a "own the compute suppliers, fade the compute consumers" positioning day — consistent with the discipline we saw in sold-premium behavior all week.
2. $NET is the anomaly. 4.3% bullish share on $6M+ of flow is as one-sided as this dataset gets. Worth its own trade-level pull if you're interested — that is either institution-conviction or a single distortive block.
3. The bullish lean's quality is not yet verified. The bullish side of these industry numbers merges bought calls (trend continuation) with sold puts (floor-writing) — I can't see which dominates from this view. If the semis' bullish tilt turns out to be put-selling rather than call-buying, the read shifts from "rotation into strength" to "institutions writing floors under weakness." That split check is one further pull away — say the word and I'll run the 8-cell matrix on the Semis industry.