Stocks / Chemicals

SWChemicals

Smurfit Westrock plc
$46.901d -2.8%5d -3.7%settled close · 2026-08-31
Mkt cap $21B (3/25)β 1.3652w $33–52Shares 524.3MInd. Paperboard Containers & BoxesNYSE since 2008Emp. 97,000HQ Dublin 4smurfitwestrock.com
The tape, with the calls on it

Who said what, and what SW did next

Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.

bullish bearish both sides
Who’s talkingIdea Scout · free

Who’s talking about SW

1 longlatest 2022-02-17
DateVoiceStanceVenueThesis
2022-02-17Carl IcahnActivist investor — Icahn EnterprisesBullishCarl IcahnIcahn believes Southwest Gas is undervalued due to an entrenched do-nothing board and ill-conceived Questar…
Idea Scout tracks who’s talking across television, podcasts, and interviews — every stance dated to the appearance it came from. Sign up free →
The options tape

Notable options days

Sessions in the last 120 where SW’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 25 of 120 sessions qualified.

The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
DateCloseRVOL Δ$ flow ($M)Call % LEAPS %+20 sess.
2026-08-31
2026-08-28
2026-08-03
2026-07-28
2026-07-27
2026-07-24
2026-07-21
2026-06-23
2026-06-15
2026-06-12
2026-06-11
2026-06-02
2026-05-29
2026-05-28
2026-05-22
2026-05-01
2026-04-20
2026-04-17
2026-04-16
2026-04-15
2026-04-14
2026-04-09
2026-03-30
2026-03-27
2026-03-19
+20 sess. = raw price change over the following 20 sessions — not market-adjusted; the tape tells you where to look, not what happens next.
Today’s tape on SW is in this morning’s Brief. Get The Brief — $20/mo →
Play history The Playbook · coming

Has a validated strategy ever fired on SW?

Has a validated strategy ever fired on SW — and how did the trades resolve? Even “never fired” is information.

Fire-by-fire history — play, entry, exit, result — is Playbook member content (coming).
FiredPlayEntry ExitResult
Every play carries a written validation gate, a spec, and a changelog. How plays are validated