To The Moon

$Netflix(NFLX)$ $Warner Bros. Discovery(WBD)$ $Paramount Skydance Corp(PSKY)$ 📉 The Political Pendulum Has Turned Against $NFLX I have traded antitrust-choked deals for decades. Some die quietly in boardrooms. Some die on live microphones. This one just stepped into the spotlight. Trump publicly called out $NFLX’s $72B all-cash bid as a market share problem with 35%+ combined US streaming dominance. He also made it clear he will be involved in the decision. This is especially notable after Trump recently praised $NFLX co-CEO Ted Sarandos during an Oval Office visit. Meanwhile, son-in-law Jared Kushner is backing $PSKY’s rival bid, shifting political capital

$Tesla Motors(TSLA)$ $Broadcom(AVGO)$ The signals are clear, the risk is mispriced, and I’m positioned early into the catalysts that decide the next move. Confidence remains high, fragility remains hidden, and I see that as the exact environment where the best trades emerge. The surface looks calm. Underneath, the market is already shifting. The S&P 500 has pushed into a 4 day win streak and Nasdaq delivered both daily and weekly gains even as BTC volatility tried to derail risk appetite. VIX settling at 15.41 shows comfort rather than fear. But selective strength always raises questions worth answering. NYSE and Nasdaq both printed slightly more decliners than advancers on Friday, yet real dema

$Netflix(NFLX)$ $Warner Bros. Discovery(WBD)$ $Paramount Skydance Corp(PSKY)$ I have traded through decades of supposed revolutions. Dot-com, smartphones, social, cloud. And every cycle teaches the same lesson. The biggest winners do not ask permission to transform, they seize control. Netflix just did exactly that. This is not a simple acquisition, it is a rerating of the most important media asset on earth: our time and attention. 🍿 Streaming Share Tilt US viewing share (Nielsen Nov): • $AMZN Prime 22% • $NFLX 21% • $DIS 12% • Hulu 11% • Max 13% • Paramount Plus 9% • Others 12% Global subscribers: • $NFLX 301.63M • $AMZN 200M • $DIS 131.6M • $WBD Max 128M Now ad

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ BATMMAAN is the new market leadership and $TSLA is the autonomy engine inside that elite group! 📊 My Daily Structure And Technical Read I am impressed with how $TSLA defended the $9 bounce zone and converted it into a clean momentum ramp. Price is sitting around $453 to $454 after printing a new daily high and pressing directly into the upper Keltner and Bollinger bands on the 4H chart. That tells me we are in expansion rather than mean reversion. On the 30m view the staircase structure is very clear, each intraday dip bought near the rising short EMAs, with the 55 EMA acting as dynamic trend support. Interna

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Meta Platforms, Inc.(META)$ I’m positioning for a structural shift in AI leadership where implied volatility has fallen below realised movement while export headwinds ease, hyperscaler capex accelerates, and $NVDA trades red against a green semiconductor backdrop because forced deleveraging is giving me a precise accumulation zone. Implied volatility is discounted. Earnings momentum is not. Flow regime is turning. $NVDA volatility edge, policy détente, and capital rotation Immediate Market Read: Volatility risk premium printed minus 2.0% on 04Dec25 with a 3-month percentile of 8.06%. IV curve underprices realised volat

$Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ 🔍 Momentum ignited I am seeing serious momentum here! $META blasted 665 and ripped 678 after Zuck confirmed up to 30% Metaverse cuts for 2026. Reality Labs has lost roughly $70B since 2020. The black hole closes and capital rotates into AI compute that compounds returns. Spot 665.81 up 4%. Premarket 680.09 up 6.33%. Volatility flush then instant rotation into the trend. Institutions defending every dip. 📊 Flow flipped and sentiment rerated $26M calls smashed early. 16Jan 700 and 720 both over $3M BTO. Structure clean above 642.6 Daily Top. Mizuho reiterates Outperform and $815 PT, ~22% u

$Snowflake(SNOW)$ $Palantir Technologies Inc.(PLTR)$ $Alphabet(GOOGL)$ 🎯 Executive Summary I’m convinced this Snowflake print is exactly what sophisticated money wants from a high multiple AI infrastructure name: bookings and backlog exploding, margins expanding, price punished into a key support pocket. Q3 FY26 product revenue rose 29% YoY to $1.16B, total revenue reached $1.21B, and RPO accelerated to 37% YoY at $7.88B. AI is no longer a side narrative. Management called Snowflake Intelligence the fastest ramping product in company history with over 7,300 weekly AI users, up sharply from prior quarters, and AI now touches roughly 28% of deployments and a

$Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ 04Dec25 ET 🇺🇸 05Dec25 NZT 🇳🇿 🎯 Executive Summary I have traded through four decades of market evolution and only a handful of times have I witnessed the formation of a new industrial backbone. $PLTR is now engineering the nervous system of American AI dominance. Chain Reaction has officially launched as the operating system for hyperscale energy infrastructure. It synchronises utilities, generation assets, transmission networks and data centre construction into one intelligent control layer. Founding partners $NVDA and CenterPoint Energy confirm this is not a proof of concept. It is a sovereig

$SPDR S&P 500 ETF Trust(SPY)$ $S&P 500(.SPX)$ $Tesla Motors(TSLA)$ ⚡🛡️ SPY Compression: Dark Pool Level Decides The Breakout 🛡️⚡ I’m watching $SPY coil inside a textbook pattern trading structure. Buyers continue to defend rising support and price is respecting every diagonal touch. $SPY clearing $681.25 was the key midline trigger and we tagged $682.30 which confirmed bullish intent. Now price is rotating right at the $681.84 Dark Pool level which is exactly where positioning forces a decision. 0DTE flow has flipped. Puts on $SPY now lead calls by around $700k intraday which shifts dealer hedging behaviour. Instead of supporting continuation, it increases