$Netflix(NFLX)$ $NFLX buying $WBD is an $83B shockwave. I’m watching the number one and number four streaming platforms attempt to consolidate power and unlock massive content scale. This move would reshape competitive structure across Hollywood, sports, live news, and global subscriber flow. Regulators are signalling volatility already, with antitrust pressure, labour unions fighting for leverage, studios defending theatrical windows, competing platforms lobbying to protect market share, and Congress gearing up for hearings as liquidity pockets in media power shift rapidly. I’m tracking the deal risk, where pricing, synergy assumptions, debt loads, and market concentration screens will decide if this gets approved or blocked. Structural dominance

$Snowflake(SNOW)$ $NVIDIA(NVDA)$ $Amazon.com(AMZN)$ 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