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More Reading from MarketBeat Media Why Options Traders Are Loading Up on Pure StorageSubmitted by Jeffrey Neal Johnson. First Published: 1/16/2026. 
At a Glance - Recent trading data reveals a massive surge in bullish call options, suggesting institutional investors are positioning for a potential rebound in share price.
- The company confirmed a landmark design partnership with a top hyperscaler to replace legacy hard drives with its proprietary and efficient flash storage.
- Data center power constraints are driving demand for energy-efficient storage solutions that better manage raw flash memory than traditional solid-state drives.
In the stock market, price action tells you history, but volume often predicts the future. For investors in the data infrastructure sector, a specific technical signal recently flashed. Pure Storage, Inc. (NYSE: PSTG) appeared on the Unusual Call Options list with a noticeable 191% increase in volume. To appreciate the significance, it's useful to recall what a call option represents. A call option is a contract that gives an investor the right to buy a stock at a set price in the future. It provides leverage, allowing traders to control a larger position with less capital up front. Every investor is chasing the same names: Nvidia, Palantir, Alphabet, and the rest of the Mag7. But those stocks are trading at steep valuations while most consumers and businesses struggle beneath the surface. That doesn't mean AI is going away. Adoption will accelerate, and the models will get better, faster, and smarter. While other investors speculate on which startup will survive the inevitable reset, there's a different approach. In this rapidly evolving landscape, it's nearly impossible to pick winners and losers. Instead, focus on what's all but guaranteed. See how to position for AI without chasing overvalued stocks. When call volume surges while the underlying stock is falling, it creates a divergence often associated with institutional investors — the so-called smart money. Retail investors often sell into weakness; institutions frequently view pullbacks as accumulation opportunities when fundamentals remain intact. Over the last 30 days, Pure Storage shares have retreated roughly 11–12%, trading from the high $60s into the mid $70s range. The spike in call buying suggests large traders see the sell-off as a buying opportunity. They appear to be betting the market has underpriced Pure Storage's role in the next phase of the artificial intelligence revolution — a view that aligns with a growing consensus that AI hardware requirements are about to shift structurally. Watts per Terabyte: The Only Metric That Matters While headlines obsess over expensive processors used to train AI, a quieter crisis is emerging inside data centers. AI models that power ChatGPT, Alphabet's (NASDAQ: GOOGL) Gemini or Meta Platforms' (NASDAQ: META) Llama operate under a principle called data gravity: they require massive datasets to be moved into processors in real time. For decades, that data lived on hard disk drives (HDDs). HDDs are inexpensive but mechanical: slow, heavy and heat-producing — characteristics that increase energy consumption. In 2026, the primary constraint for building new AI "factories" is often not land or chips but electricity. Data centers are approaching power limits, and operators are seeking ways to get more out of the energy they already have. That reality makes energy efficiency a competitive weapon. Pure Storage has a distinct advantage with its proprietary DirectFlash technology, and to see why you have to look at how storage is typically built. Competitors such as Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) often assemble storage arrays from standard, off-the-shelf solid-state drives (SSDs). Each SSD contains its own controller chip that manages data flow and maintenance tasks like garbage collection. Thousands of drives in a rack mean thousands of small controllers consuming electricity to perform redundant work. Pure Storage takes a different approach: its software speaks directly to raw flash memory modules, removing the per-drive controller middleman. The system manages data globally rather than locally on each drive. By eliminating those inefficiencies, Pure's arrays can store more data in less space while using significantly less electricity. The metric that matters in 2026 is watts per terabyte. When a hyperscale data center hits its power ceiling, operators have two choices: build more power capacity (which can take years) or replace inefficient hardware with efficient hardware. The recent options activity suggests the market thinks many will choose the latter. Cracking the Code: The End of the Hardware Cycle Technology only has value when customers buy it. For years, the bear case against Pure Storage was that it couldn't crack the hyperscaler market. Hyperscalers historically followed a build-versus-buy philosophy: they preferred to buy cheap components and assemble custom storage to save money, generally avoiding premium vendors. That narrative is shifting. Pure Storage has announced design wins with multiple hyperscalers and continues to expand its relationship with Meta Platforms. As of early 2026, those engagements have moved from testing into active deployment — a watershed moment that suggests Pure's DirectFlash efficiency can be cheaper for a hyperscaler to buy than to build. That operational progress is beginning to show up in the financials. In its most recent report for the third quarter of fiscal 2026, the company posted strong results: - Revenue: $964.5 million, a 16% year-over-year increase.
- Profitability: A record non-GAAP operating margin of 20.3%.
Perhaps most importantly, Pure is changing how it sells storage through its Evergreen subscription model. Historically, customers bought storage boxes, used them for several years, then replaced them, creating lumpy revenue cycles. Pure's Evergreen model operates more like a utility. Customers subscribe, and Pure upgrades controllers non-disruptively over time. That transition to Storage-as-a-Service (STaaS) creates recurring revenue — a business characteristic Wall Street typically rewards with higher valuations because it's more predictable and stable. That helps justify the premium investors currently pay for the stock. The Flash Revolution: Is It Time to Follow the Flow? Despite the bullish signals, investors should remain mindful of risks. Pure Storage trades at a premium relative to legacy hardware peers: its price-to-earnings ratio is markedly higher. When a stock is priced for perfection, any slowdown in growth can produce volatility. Recent insider selling by executives has also drawn headlines. While much of that selling can be explained by pre-scheduled plans designed to provide liquidity, it can nonetheless spook retail investors who see it as a lack of confidence. Management has tools to mitigate those concerns. The Board has authorized a $400 million share repurchase program, signaling the company believes the stock may be undervalued. Share buybacks reduce the number of shares outstanding and can help support the share price. The 191% jump in call options indicates some institutional traders are looking past short-term noise and focusing on the macro opportunity: a transition from spinning disks to all-flash data centers. That transition is less a question of if than when. As AI models grow and power grids strain, the vendor that can store the most data with the least electricity wins. Right now, the options market appears to be betting that vendor is Pure Storage. For investors, the recent pullback may be one of the last opportunities to enter before revenue from these hyperscale deals fully shows up on Pure Storage's balance sheet.
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