and the UOA action they have spotted has been correct far more often than not. ie: sure these calls could just be a hedge on a massive short position. that's always possible.
but nearly every time there is a massive UOA like this, the underlying ticker finds its way to ITM land for the UOA. even when it seems very unlikely.
eg: Najarians alerted on large UOA for WYNN last fall at much higher strike than current with 2 months til exp. seemed unlikely at the time, and in the final exp week, WYNN was still down below the strike. then, overnight, news broke and WYNN popped steeply over 2 days and those UOA snapped very profitable.
as above, doesn't always work out. but, imo, this is worth betting a few on this morning, esp if SPY does gap down and drop, making feb14 270c cheap in the first hour.