To The Moon

$Netflix(NFLX)$ $Warner Bros. Discovery(WBD)$ $Paramount Skydance Corp(PSKY)$ Europe has become the decisive battleground for the $83B $NFLX–$WBD endgame, and markets are already repricing the outcome. 🇺🇸➡️🇪🇺 US pressure is not landing, so the resistance has shifted offshore. The anti-$NFLX campaign has now firmly moved into Europe as scrutiny intensifies around the proposed $83B transaction involving $WBD. This is no longer Washington noise, it is a regulatory and cultural battleground. 🎬 David Ellison of $PSKY has been on the ground in Paris, meeting directly with President Macron and senior film executives. Paramount teams have made

$Oscar Health, Inc.(OSCR)$ $Root, Inc.(ROOT)$ $UnitedHealth(UNH)$ I’m approaching this as a capital allocator, not a screen jockey. Sub-1x sales does not automatically mean cheap. It usually means the market is early, fearful, or unwilling to underwrite a transition. When I see businesses trading below 1x sales while margins are durably improving, segment economics strengthening, and cash-flow durability rising amid valuation resets, I pay attention regardless of narrative noise. Every name below is grounded in the revenue, segment, adjusted EBITDA, and inflection data provided. This is valuation reset plus mechanism. 🩺🚀 1) Oscar Health $OSCR

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ ⚙️📊 Nasdaq expands 0DTE to single stocks, altering market structure 📊⚙️ 📌 Why this matters now This marks a quiet but significant evolution in how risk is expressed across U.S. equities 📊 🗓️ What was approved Nasdaq has received SEC approval to list Monday and Wednesday same-day expirations on select single-stock options starting January 26, 2026. This formally extends 0DTE trading beyond Friday-only expirations, pushing the market closer to a continuous expiration cycle 🔁 🛡️ Guardrails and oversight The specifics are critical 🔍. Monday and Wednesday expiries will be listed under strict

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ ⚡📉🧭 $TSLA | Structure Holds, Volatility Compresses I’m watching $TSLA closely as it continues to hold Ichimoku cloud support, and the coming week shapes up as a decisive inflection window for structure, volatility regime, and momentum control. ⚖️ Risk Before Direction I’m not here to predict price. Risk management isn’t about forecasting direction. It’s ab

$Mobileye Global Inc.(MBLY)$ represents one of the most sophisticated "pure plays" in the field of computer vision and autonomous driving. To understand whether MBLY is truly on the verge of a breakout in 2026, one must peel back the layers of its evolution:: Academic origin: A vision born in the labs of Jerusalem. Complex history of its public listings: A triple-jump between being public and private. Recent financial "inventory shock": A post-pandemic supply chain hangover. Latest move into humanoid robotics: Moving from the road to the warehouse floor. Background & History. MBLY story began in 1999 in Jerusalem, Israel. At the time, the prevailing wisdom in robotics—led by DARPA Grand Challenge contenders—suggested that autonomous sight requ

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ 🚨 $AMD holds the most unusually traded options intraday as price rallies over $13 or 6% on the session. Over $20M+ in single leg calls have been bought on $AMD today alone! Follow the options flow. Follow the data! $AMD is Wells Fargo’s top chip pick 🥇 Citing an expanding multi-GW MI450X pipeline, server CPU share gains and an embedded recovery. Price Target: $345 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies t

$Taiwan Semiconductor Manufacturing(TSM)$ $S&P 500(.SPX)$ $iShares Silver Trust(SLV)$ 📊 Market PulseBreadth confirmed a risk-on regime, not a headline-driven squeeze. The $DJI closed at 49,442.44, up +292.81 or +0.60%, leading as financials, industrials, and cyclicals rotated higher. The $SPX finished at 6,944.47, up +17.87 or +0.26%, while the $IXIC added +58.27 to close at 23,530.02, up +0.25%. Participation broadened materially beneath the surface. The $RUT gained +22.92 to 2,674.56, up +0.86%, and the S&P MidCap 400 surged +1.20% to 3,516.91, a clear signal of regime continuity rather than late-cycle narrowing.Internal data validate

$Tesla Motors(TSLA)$ $Rivian Automotive, Inc.(RIVN)$ $NVIDIA(NVDA)$ 13Jan26 ET 🇺🇸 | 14Jan26 NZT 🇳🇿 Tesla is walking into a volatility event, not just an earnings print, as software monetisation, dealer gamma, and macro risk collide inside a tightening liquidity coil. $TSLA is pinned near $447 after rejecting the 21-day EMA at $442.6 with CVD slightly negative, but weekly structure still holds above the rising trendline and the 10-week SMA, which has only failed three times since August. That defines this as compression inside trend, not distribution. 🔬 Structure and Dealer Positioning 4H liquidity between $430 and $438 was aggressively

$AMN Healthcare Services Inc(AMN)$ $Cross Country Healthcare(CCRN)$ $JPMorgan Chase(JPM)$ 📈🏥🚀 $AMN Healthcare triggers a JPM-driven regime shift 🚀🏥📈 $AMN just ripped +19% after releasing its JPM Healthcare Conference deck, triggering a liquidity pocket breakout and a full institutional repricing across healthcare staffing, hospital services and defensive growth. This was not retail. This was fund flow, gamma reset and earnings regime change. 💰 Why Wall Street hit the buy button AMN is no longer being treated as a cyclical staffing name. It is now being repriced as a healthcare workforce infrastructure platform with pricing power, margin levera

$Netflix(NFLX)$ $Warner Bros. Discovery(WBD)$ $Paramount Skydance Corp(PSKY)$ 📈🎬🔥 Netflix vs Warner Bros Discovery, M&A tension meets a volatility inflection 🔥🎬📈 $NFLX is pressing into a critical liquidity pocket after sliding inside a clean descending channel from the late-June record high of $134.12. Price is now sitting in the same $83 to $90 demand zone that defined the April structural low, even while Netflix is still up +7% over the last 12M. That divergence between price and fundamentals is where mean reversion setups are born. 🧠 Options Flow and Volatility Options positioning is flashing extreme asymmetry. The 10-day call to put r