Tech Rally Ignites Wall St Fireworks Amid Soft Inflation – Tesla & Micron Explode While Nike Slumps! 🚀💥

Wall Street closed higher today fueled by a scorching tech rally and soothing inflation data that eased economic fears. Tesla jumped over 3% to $446.74, fueled by bold predictions of a $3 trillion valuation on Optimus robot ramps and FSD neural nets boosting ARPU 10% – this EV giant's China sales rebound 10% in November adds nitro for a $500 year-end target if robotaxi pilots dazzle. Micron surged 10% to $115 on blowout earnings forecasts from booming AI market, with memory demand tripling from Nvidia's H200 frenzy – Q1 rev $9.05B up 18% crushes if beats land, unlocking $130 highs as semis rebound. Trump Media soared 42% to $45 on political buzz and media dominance, riding tariff thaw whispers for 20% more gains if ad rev hits $100M Q4. US core CPI eased to a four-year low in shutdown-hit report, cooling yields to 3.75% and locking Fed cuts at 87% odds – this soft print supercharges risk-on for S&P 7,100 push if PCE Thursday cools below 2.3%. 😎🌟

TikTok signed agreements for a new US joint venture, sending Oracle jumping about 6% after hours to $202 – this deal eases geopolitical jitters and unlocks $5B cloud rev for ORCL if integration scales, flipping capex fears into $240 rebound glory. Meta is developing a new AI image and video model code-named "Mango," adding to its generative AI arsenal – this could lift margins 5% if ads ROI surges 20%, pushing META to $700 highs on Q4 $46B rev beat. Nike's margin decline overshadowed a second-quarter revenue beat, shares down 11% after hours to $315 – consumer wallet woes from high rates crimp spend, but holiday hustle could rebound 10% to $350 if China up 10%. Marijuana stocks sell off as Trump signs executive order to reclassify cannabis, easing restrictions but sparking tax fears – Tilray dipped 5% to $1.71, but $10B market unlock could surge 20% to $2.10 if regulations stay light. 🌿😤

Ford retreats from EVs, taking $19.5B charge as Trump policies grip industry, dipping 2% to $10.50 – hybrids pivot amid subsidy slashes could rebound 10% to $12 if costs hold. Nasdaq seeks 24/7 trading hours, gearing for nonstop action adding $50B volumes – brokers like Robinhood up 1.5% to $22.50 eye 10% pop to $25 if approved Q1 2026. Coinbase pushes into stock trading with event contracts, heating retail battle – shares could pop 10% to $350 if adoption surges 15%. Global gloom from BoJ's 0.75% hike weighs, but QT flood buffers downside for S&P green close. 🎄🛡️

Monday Market Movers: Tesla Tease vs Tech Tumble

Micron's AI crush counters tariff terrors, but China demand exceeding H200 production hints at supply ramps for 15% growth – antitrust glares on OpenAI limbo keep edge. Nike's 11% dip signals consumer crunch, but holiday rebound potential weighs. Trump's pot play unlocks $10B markets, cannabis frenzy adds 20% pops if taxes low. Nasdaq's 24/7 bid amps volumes, brokers eye fee feasts for 10% surges. Oracle's Michigan center on track eases fears, but capex spike weighs. Coinbase's stock push heats retail wars, potential 10% lift if adoption hits. 🧠🇨🇳

Stocks to watch: Micron ( $Micron Technology(MU)$ ) for AI memory edge, Tesla ( $Tesla Motors(TSLA)$ ) on $3T dream, Trump Media ( $Trump Media & Technology(DJT)$ ) on political surge, Oracle ( $Oracle(ORCL)$ ) data center test, Nike ( $Nike(NKE)$ ) consumer pulse, Tilray ( $Tilray Inc.(TLRY)$ ) pot policy pops, Coinbase (COIN) retail battle, Robinhood (HOOD) 24/7 hype, Ford (F) EV fallout, Broadcom (AVGO) rebound.

Trading opportunities abound: Long MU calls at $110 dips for 15% pop if AI shines, TSLA longs at $440 for 12% to $500, DJT calls on buzz for 20% to $50, short NKE puts on holiday rebound for 10% to $350, TLRY calls on pot order for 20% to $2.10, COIN calls on trading push for 10% to $350, HOOD longs at $22 for 10% to $25. Arbitrary flips: Pair long MU/short legacy semis for AI alpha. Risks: Hot PCE spikes VIX to 30, flushing 2%.

My plans: Scooping MU dips for quick 10% flip, adding TSLA on $3T buzz, hedging with VIX calls amid PCE risks – annual goals crushed at 28%, gunning for 5% December grabs on AI/policy edges. 🎯🤑

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