Google Cloud and Palo Alto Networks reach nearly $10 billion partnership agreement - To The Moon

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- BarcodeBarcode
  ·03:16
  🚀🧠📈 $NVDA Into Year-End, Calm Vol, OPEX Distortions and the $2T AI Reckoning 📈🧠🚀
  $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Palo Alto Networks(PANW)$ 📅 19Dec25 🇺🇸 | 20Dec25 🇳🇿, Context Before Conclusions I’m framing everything below through the lens of a major year-end expiry window. This is quadruple witching and OPEX territory, where equity options, index options, single-stock futures, and index futures all roll simultaneously. These events routinely distort spot price, compress realised volatility, and mute price discovery as dealer hedging dominates tape action. What looks calm on the surface often masks aggressive positioning shifts undernea
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  🚀🧠📈 $NVDA Into Year-End, Calm Vol, OPEX Distortions and the $2T AI Reckoning 📈🧠🚀
- BarcodeBarcode
  ·03:16
  🚀🧠📈 $NVDA Into Year-End, Calm Vol, OPEX Distortions and the $2T AI Reckoning 📈🧠🚀
  $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Palo Alto Networks(PANW)$ 📅 19Dec25 🇺🇸 | 20Dec25 🇳🇿, Context Before Conclusions I’m framing everything below through the lens of a major year-end expiry window. This is quadruple witching and OPEX territory, where equity options, index options, single-stock futures, and index futures all roll simultaneously. These events routinely distort spot price, compress realised volatility, and mute price discovery as dealer hedging dominates tape action. What looks calm on the surface often masks aggressive positioning shifts undernea
  393 27
  13
  Share
  Report
  🚀🧠📈 $NVDA Into Year-End, Calm Vol, OPEX Distortions and the $2T AI Reckoning 📈🧠🚀

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The two sides have increased investment in artificial intelligence and security software.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1766151336433,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":a8db0e84dd756ac2fb0aaf3088f53fc8}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["GOOG","PANW"],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Google Cloud and Palo Alto Networks reach nearly $10 billion partnership agreement","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"all","isFinancial":true,"allList":[{"id":512590845620880,"gmtCreate":1766171815444,"gmtModify":1766196602399,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"title":"🚀🧠📈 $NVDA Into Year-End, Calm Vol, OPEX Distortions and the $2T AI Reckoning 📈🧠🚀","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$&nbsp;</a><v-v data-views=\"1\"></v-v> 📅 19Dec25 🇺🇸 | 20Dec25 🇳🇿, Context Before Conclusions I’m framing everything below through the lens of a major year-end expiry window. This is quadruple witching and OPEX territory, where equity options, index options, single-stock futures, and index futures all roll simultaneously. These events routinely distort spot price, compress realised volatility, and mute price discovery as dealer hedging dominates tape action. What looks calm on the surface often masks aggressive positioning shifts undernea","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$&nbsp;</a><v-v data-views=\"1\"></v-v> 📅 19Dec25 🇺🇸 | 20Dec25 🇳🇿, Context Before Conclusions I’m framing everything below through the lens of a major year-end expiry window. This is quadruple witching and OPEX territory, where equity options, index options, single-stock futures, and index futures all roll simultaneously. These events routinely distort spot price, compress realised volatility, and mute price discovery as dealer hedging dominates tape action. What looks calm on the surface often masks aggressive positioning shifts undernea","text":"$NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Palo Alto Networks(PANW)$ 📅 19Dec25 🇺🇸 | 20Dec25 🇳🇿, Context Before Conclusions I’m framing everything below through the lens of a major year-end expiry window. This is quadruple witching and OPEX territory, where equity options, index options, single-stock futures, and index futures all roll simultaneously. These events routinely distort spot price, compress realised volatility, and mute price discovery as dealer hedging dominates tape action. What looks calm on the surface often masks aggressive positioning shifts undernea","images":[{"img":"https://community-static.tradeup.com/news/6352cc126923691f428cb008e3f6dc80","width":"1641","height":"909"},{"img":"https://community-static.tradeup.com/news/0f05a537e917c8b46fe49203ba2c52b3","width":"1472","height":"828"},{"img":"https://community-static.tradeup.com/news/d2f6062a3513262228469065228d7f88","width":"1472","height":"1072"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":13,"commentSize":27,"repostSize":24,"link":"https://ttm.financial/post/512590845620880","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"idStr":"4186117467483482","authorIdStr":"4186117467483482"},"content":"I like how your post frames the calm as engineered rather than genuine. Into OPEX and quad witching, that compressed volatility makes sense, especially with gamma sitting heavy around key strikes. What stands out to me is how structure in $NVIDIA(NVDA)$ hasn’t broken despite all the macro noise. Liquidity pockets keep getting defended and flows look more positional than reactive. This kind of regime usually resolves after expiry, not during it, and your read on post-OPEX behaviour feels right 😻","text":"I like how your post frames the calm as engineered rather than genuine. Into OPEX and quad witching, that compressed volatility makes sense, especially with gamma sitting heavy around key strikes. What stands out to me is how structure in $NVIDIA(NVDA)$ hasn’t broken despite all the macro noise. Liquidity pockets keep getting defended and flows look more positional than reactive. This kind of regime usually resolves after expiry, not during it, and your read on post-OPEX behaviour feels right 😻","html":"I like how your post frames the calm as engineered rather than genuine. Into OPEX and quad witching, that compressed volatility makes sense, especially with gamma sitting heavy around key strikes. What stands out to me is how structure in $NVIDIA(NVDA)$ hasn’t broken despite all the macro noise. Liquidity pockets keep getting defended and flows look more positional than reactive. This kind of regime usually resolves after expiry, not during it, and your read on post-OPEX behaviour feels right 😻"},{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"idStr":"4172287591330932","authorIdStr":"4172287591330932"},"content":"This was a really balanced macro to micro breakdown. The valuation compression point on $NVIDIA(NVDA)$ matters, especially relative to SOX, and often gets lost in headline narratives. I also liked how you layered in capex reality without going full doom. From a structure and flow perspective, $Broadcom(AVGO)$ is showing similar behaviour, heavy positioning, muted volatility, but earnings expectations haven’t rolled over.","text":"This was a really balanced macro to micro breakdown. The valuation compression point on $NVIDIA(NVDA)$ matters, especially relative to SOX, and often gets lost in headline narratives. I also liked how you layered in capex reality without going full doom. From a structure and flow perspective, $Broadcom(AVGO)$ is showing similar behaviour, heavy positioning, muted volatility, but earnings expectations haven’t rolled over.","html":"This was a really balanced macro to micro breakdown. The valuation compression point on $NVIDIA(NVDA)$ matters, especially relative to SOX, and often gets lost in headline narratives. I also liked how you layered in capex reality without going full doom. From a structure and flow perspective, $Broadcom(AVGO)$ is showing similar behaviour, heavy positioning, muted volatility, but earnings expectations haven’t rolled over."}],"imageCount":18,"langContent":"EN","totalScore":0}],"essenList":[{"id":512590845620880,"gmtCreate":1766171815444,"gmtModify":1766196602399,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"🚀🧠📈 $NVDA Into Year-End, Calm Vol, OPEX Distortions and the $2T AI Reckoning 📈🧠🚀","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$&nbsp;</a><v-v data-views=\"1\"></v-v> 📅 19Dec25 🇺🇸 | 20Dec25 🇳🇿, Context Before Conclusions I’m framing everything below through the lens of a major year-end expiry window. This is quadruple witching and OPEX territory, where equity options, index options, single-stock futures, and index futures all roll simultaneously. These events routinely distort spot price, compress realised volatility, and mute price discovery as dealer hedging dominates tape action. What looks calm on the surface often masks aggressive positioning shifts undernea","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$&nbsp;</a><v-v data-views=\"1\"></v-v> 📅 19Dec25 🇺🇸 | 20Dec25 🇳🇿, Context Before Conclusions I’m framing everything below through the lens of a major year-end expiry window. This is quadruple witching and OPEX territory, where equity options, index options, single-stock futures, and index futures all roll simultaneously. These events routinely distort spot price, compress realised volatility, and mute price discovery as dealer hedging dominates tape action. What looks calm on the surface often masks aggressive positioning shifts undernea","text":"$NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Palo Alto Networks(PANW)$ 📅 19Dec25 🇺🇸 | 20Dec25 🇳🇿, Context Before Conclusions I’m framing everything below through the lens of a major year-end expiry window. This is quadruple witching and OPEX territory, where equity options, index options, single-stock futures, and index futures all roll simultaneously. These events routinely distort spot price, compress realised volatility, and mute price discovery as dealer hedging dominates tape action. What looks calm on the surface often masks aggressive positioning shifts undernea","images":[{"img":"https://community-static.tradeup.com/news/6352cc126923691f428cb008e3f6dc80","width":"1641","height":"909"},{"img":"https://community-static.tradeup.com/news/0f05a537e917c8b46fe49203ba2c52b3","width":"1472","height":"828"},{"img":"https://community-static.tradeup.com/news/d2f6062a3513262228469065228d7f88","width":"1472","height":"1072"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":13,"commentSize":27,"repostSize":24,"link":"https://ttm.financial/post/512590845620880","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"I like how your post frames the calm as engineered rather than genuine. Into OPEX and quad witching, that compressed volatility makes sense, especially with gamma sitting heavy around key strikes. What stands out to me is how structure in $NVIDIA(NVDA)$ hasn’t broken despite all the macro noise. Liquidity pockets keep getting defended and flows look more positional than reactive. This kind of regime usually resolves after expiry, not during it, and your read on post-OPEX behaviour feels right 😻","text":"I like how your post frames the calm as engineered rather than genuine. Into OPEX and quad witching, that compressed volatility makes sense, especially with gamma sitting heavy around key strikes. What stands out to me is how structure in $NVIDIA(NVDA)$ hasn’t broken despite all the macro noise. Liquidity pockets keep getting defended and flows look more positional than reactive. This kind of regime usually resolves after expiry, not during it, and your read on post-OPEX behaviour feels right 😻","html":"I like how your post frames the calm as engineered rather than genuine. Into OPEX and quad witching, that compressed volatility makes sense, especially with gamma sitting heavy around key strikes. What stands out to me is how structure in $NVIDIA(NVDA)$ hasn’t broken despite all the macro noise. Liquidity pockets keep getting defended and flows look more positional than reactive. This kind of regime usually resolves after expiry, not during it, and your read on post-OPEX behaviour feels right 😻"},{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172287591330932","idStr":"4172287591330932"},"content":"This was a really balanced macro to micro breakdown. The valuation compression point on $NVIDIA(NVDA)$ matters, especially relative to SOX, and often gets lost in headline narratives. I also liked how you layered in capex reality without going full doom. From a structure and flow perspective, $Broadcom(AVGO)$ is showing similar behaviour, heavy positioning, muted volatility, but earnings expectations haven’t rolled over.","text":"This was a really balanced macro to micro breakdown. The valuation compression point on $NVIDIA(NVDA)$ matters, especially relative to SOX, and often gets lost in headline narratives. I also liked how you layered in capex reality without going full doom. From a structure and flow perspective, $Broadcom(AVGO)$ is showing similar behaviour, heavy positioning, muted volatility, but earnings expectations haven’t rolled over.","html":"This was a really balanced macro to micro breakdown. The valuation compression point on $NVIDIA(NVDA)$ matters, especially relative to SOX, and often gets lost in headline narratives. I also liked how you layered in capex reality without going full doom. From a structure and flow perspective, $Broadcom(AVGO)$ is showing similar behaviour, heavy positioning, muted volatility, but earnings expectations haven’t rolled over."}],"imageCount":18,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false,"topicSource":"Post"}