$Snowflake(SNOW)$ $NVIDIA(NVDA)$ $Amazon.com(AMZN)$ The emerging IPO timeline for Anthropic amplifies this partnership’s significance. FT reports Anthropic is positioning to go public as early as 2026, hiring the same firm that took $Alphabet(GOOGL)$ Google and LinkedIn public, and seeking capital above a $300B valuation. With Snowflake committing $200M to Claude model integration, investors are now framing this as strategic capacity acquisition ahead of one of the most important AI IPOs of the decade. If Anthropic lists before OpenAI, public market validation of agentic AI ARR could materially uplift sentiment toward S

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Someone purchased $3M worth of OTM $NVIDIA(NVDA)$ Calls. Today's largest short-dated, single-leg transaction so far! 💥

$NVIDIA(NVDA)$ is sitting at a pivotal structural level and the entire trajectory depends on clearing $180 because that is where net gamma finally flips positive. Once price pushes through that band, dealer hedging begins to reinforce upside flow and the tape can accelerate into a higher volatility regime. Partnerships with Synopsys and HPE add incremental optionality because both expand downstream AI compute demand, so any confirmation there increases the probability of a sustained breakout. The GEX distribution highlights a hard ceiling at $200 with dense call resistance. Until that cluster resolves, price is likely to oscillate inside a tight liquidity pocket. If catalysts soften I expect a reversion toward the HVL band around $174 and potent

$Ford(F)$ EV segment completely cratered 61% in November as tax credits rolled off and the demand curve reset. Total sales slipped 0.9% which signals a clear deceleration in the underlying macro tape. ICE held up, hybrids pushed 13.6% higher, yet the F Series looks structurally weak and that drags on forward momentum. Mustangs ripping 79% is the only real outlier in the mix. BNP is already flagging a hard road into 2026 with margin pressure, demand uncertainty, and a messy execution path. They’re leaning toward $GM on cleaner valuation, stronger operational flow, and more resilient positioning into the next auto cycle. I’m watching the cross asset signals because the rotation in autos is starting to look like a credibility reset rather than a short

$Credo Technology Group Holding Ltd(CRDO)$ is on an absolute heater with +216% YTD and I’m tracking five wins in six sessions after a clean reclaim off the 120DMA that confirms trend strength, structural momentum, and renewed risk appetite. Analysts have swarmed with eight PT hikes and the top end sits at $240 which adds a fresh layer of sentiment fuel and positioning pressure. Options flow is exploding with 21K calls and 19K puts already today which is nine times the normal volume and signals aggressive demand, elevated gamma sensitivity, and expanding volatility pockets. The SVS reading at 87 tells me Credo typically outperforms implied vol expectations which fits the current tape and reinforces the probability of continuation if flows stay this

$NVIDIA(NVDA)$ printed a clean bullish engulfing candle on the daily and I’m watching this setup closely because it lines up with a liquidity pocket and a potential momentum pivot right at the short term demand zone. If I see a green follow through day tomorrow it reinforces shifting structure and improving risk flow across tech. A continuation here would signal buyers stepping back into the regime with better breadth, stronger positioning, and an early attempt to reclaim upper resistance. Volatility compression has been building and any extension higher could open a fresh rotation window that supports the wider growth complex.