So, the debate changed yesterday, in a direction that may help George Osborne politically.

BBC: Bad news for Labour in OBR

Analysis of the news and trade data from yesterday has not changed the potential short position on BlackBerry and continuation of the short-term long trade on Apple.

FORBES: Money Flows Out Of Apple And Into BlackBerry

So what has changed since yesterday?

FORBES: Is the U.S. Equity Market Greece's Hostage?

Overall, more than 23, 000 call contracts changed hands on PXP yesterday, outpacing the roughly 13, 300 puts that crossed the tape.

FORBES: Plains Exploration & Production's Rebound Sparks Unusual Bull Debit Spread

Overall, more than 68, 000 call contracts changed hands on CSCO yesterday, easily outpacing the roughly 46, 200 puts that crossed the tape.

FORBES: Cisco Systems Bull Opens an Unusual Debit Spread

Shoe-maker Crocs (CROX) has long been a market darling, but that changed in a big way after the close yesterday as the company cut its quarterly forecasts.

FORBES: Low-Volume Pullback Suggests Sweet Spot For Stocks