Faradays

[Faradays @faradayj52]

@unusual_whales @grok what SpaceX debt means in context ?

[PyQuant News 🐍 @pyquantnews]

All open-sourced on GitHub:

https://t.co/968ebjCSb9

[Faradays @faradayj52]

@lexfridman Bro, are you blind or deaf? Donald Trump and J.D Vance insulted him. Not Zelenskyy

[Diogenes @diogenes]

https://t.co/ezP76BCW2c

[Darren Lau @Darrenlautf]

Hyperliquid research reports thread

[Justin Mihaly @JustinMihaly]

Your thyroid is the control center for your:

• Energy
• Metabolism
• Overall health

If it’s not working properly, your entire life suffers.

Here’s what you need to know about thyroid health, why it’s important, (& how to fix it):

[Bitlayer @BitlayerLabs]

Binance Wallet x Bitlayer BTCFI Carnival | Week2

🔥Pell & Bedrock interactive tasks are now live on Binance Wallet! 🎉 @BinanceWallet @Pell_Network @Bedrock_DeFi

🌿Duration: 2024.12.17-2025.1.24

🧡Complete the project tasks this week to be eligible for a chance to share in a $190,000 token prize pool! 💰
(Please update your Binance app to the latest version)

⏭️Binance Wallet Entry || Binance Wallet App-Discover-Airdrop-Bitlayer

📍Reminder: Week1 tasks are still valid and can be interacted with in Binance Wallet.
#BitlayerBTCFI #BinanceWallet #BitlayerCarnival

🔸Event Entry:https://t.co/EedeECF0Bk
🔸For more: https://t.co/nI4LcvGwPQ
🔸Tutorial:https://t.co/WRd50bXa5o

[Kamo (e/acc) @solkamo]

Are you pissed seeing $HYPE being shilled on your timeline?

Are you TOO LAZY to bridge or to even understand what is @HyperliquidX ?

I was also like you.

Here is the LAZY THREAD.

The minimum you need to know about HL and how to FINALLY bridge before the generational rotation hits.

[Evan @StockMKTNewz]

GET READY FOR ANOTHER CRAZY WEEK AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread🧵⬇️

[Bitlayer @BitlayerLabs]

🎉Bitlayer BTCFI Carnival is officially live on Binance Wallet! 🚀 @Web3WithBinance

✅Get ready for a 6-week non-stop $BTR giveaway with $1.2M in rewards!

💫We’ll partner with 11 top-tier ecosystem BTCFI projects to bring you immersive and enjoyable interactive experiences every week.

🗓️This week, complete social & on-chain tasks, including daily check-ins, to grab your share of $600,000 $BTR Week 1 rewards.

🧡Don’t miss out on the ultimate BTCFI carnival—join us now and unlock exclusive rewards! 🎁🔥

👉Binance Wallet Entry || Binance Wallet App-Discover-Airdrop-Bitlayer
https://t.co/2N2AFvG5Uc
🕹️For more: https://t.co/GdWySbhabu
🏵️Tutorial: https://t.co/1vq5YvsxPb

#BitlayerBTCFI #BinanceWallet #BitlayerCarnival

[dima | N1 @dima_null]

https://t.co/BVpOxn60R6

[Faradays @faradayj52]

@0xFinish 100k

[Finish 🏁 @0xFinish]

$BTC finally hit $100,000 American dollars

As promised, it's time to change someone's life.

I will send 1 $BTC to 1 person, which is $102,000

You only need to like, RT and comment "100k"

Must be following, so I can DM you

[Diogenes @diogenes]

https://t.co/atSwQCuLOE

[Aibra @aibra]

https://t.co/UCnLB4DL8W

[YB @yb_effect]

https://t.co/ncW5mfeGvo

[amit @amitisinvesting]

A TON OF THINGS HAPPENED TODAY IN THE STOCK MARKET.

Here's a full recap:

1. $PLTR Palantir hit an all time high today above $70. The move can be attributed to several factors. First, aggressive buying activity broke significant share walls early in the trading session. By 9:40AM EST, Palantir had crossed $69 and by 9:48AM, Palantir had crossed $70. Second, speculation about Palantir's potential inclusion in the $QQQ ETF on December 13th likely spurred front-running by investors anticipating institutional demand. Third, Amazon's new Nova Foundation Models were announced today and are now integrated into Palantir’s AIP, seamlessly connecting them to Palantir's core ontology product to enhance operational functionality, leading investors to believe that AI workflows within AIP are only going to get stronger. Finally, Palantir made an announcement of achieving FedRAMP High Authorization boosted confidence in its government business, reinforcing expectations of increased government contracts under an efficiency-focused administration. These developments aligned with Bank of America's recent $75 price target upgrade as they cited increased government growth as a catalyst. The stock closed at an all time high of $71.54.

2. Robinhood $HOOD will be having its first annual investor day tomorrow. Today, the company rolled out a new feature called "Picture in Picture" which allows users to scroll through other applications on their phones and still keep Robinhood charts open in the background. The company also began rolling out index options to users today. The stock closed above $38, their IPO price, for the first time in over 3 years.

3. Salesforce $CRM reported Q3 revenue of $9.44B (beating estimates of $9.35B), up 8.3% YoY, driven by strong growth in Subscription & Support Revenue (+9.1% YoY to $8.88B). Non-GAAP operating margin improved to 33.1% (+190 bps YoY), with free cash flow up 30% YoY to $1.78B, showcasing exceptional profitability and cash generation. The stock was up 10% after hours.

4. The Financial Times reported that Mark Zuckerberg is now looking to play an important role in the Trump administrations tech policies. Trump and Zuckerberg have historically had a contentious relationship as $META banned the president from their platforms in 2021. Zuckerberg lifted the ban a year ago and visited Trump at Mar-a-Lago over the Thanksgiving break. Additionally, Axios reported that Meta plans to use nuclear energy to power AI data centers, targeting 1–4 GW by the early 2030s. Its new Request for Proposal seeks partners for full-scale projects to reduce costs and accelerate deployment, with initial proposals due by February 7.

5. JOLTS, or job openings in the United States, came out today at 7.7M jobs open, ahead of the 7.5M jobs the market expected to be open. While this is good for the economy since more people have opportunities to get jobs, it does mean we could see more spending since people have more disposable income, which could lead to stickier inflation. December rate cut targets went down from 75% to 65% when the JOLTS came out.

6. $SHOP Shopify Black Friday Cyber Monday numbers are out: $11.5B global sales on Shopify, up 24% on last year. 76M+ people bought from Shopify-powered brands, up 25% on last year. 67,000+ merchants had their highest-selling day ever.

7. $NVDA call option buyers were seen buying out of the money June 2025 call options today at a high level, totaling around $15M of calls between strikes of $158-$160. Also, $NVDA CFO today said: "No, we are not near any point in time now where we are seeing any type of a slowdown. What we are seeing right now is demand continues to be fueled a lot due to the size of models, the complexity of inferencing, and we are still getting ready for our next architecture, Blackwell."

8. Congress member Michael Collins filed for his purchase of a crypto meme coin called "Ski Mask Dog." The coin is up 250% over the past 7 days.

9. $TSLA Tesla announced today that their 0% APR promotion for new Model 3/Y orders in the U.S. will end on December 15th. Tesla China also announced that they just had its best month ever with a total insured Teslas of 69,700 for November.

11. $MARA Marathon increased the size of their latest convertible note offering from $700M to $850M this morning, indicating increased demand from bond issuers around their 'Bitcoin Treasury' strategy. Unchained Crypto also reported that Donald Trump will pick pro-Bitcoin $BTC and crypto Paul Atkins as next SEC Chair. Blackrock's Bitcoin ETF $IBIT bought $338M+ of Bitcoin yesterday.

11. Bank of America reported that $AAPL Apple’s App Store revenue grew 15% year-over-year in the first 64 days of Q1, totaling $5.6B. November alone saw a 15.8% global increase, with 9% growth coming from China. Apple closed at an all time high today at $242.94, now being the most valuable company in the world with a $3.67T market cap.

12. According to The Wall Street Journal, Amazon Web Services (AWS) is developing “Project Rainier,” a massive AI supercomputer powered by hundreds of thousands of its Trainium chips, expected to go live in 2025 and support AI startup Anthropic, backed by Amazon's $4 billion investment. AWS also unveiled the “Ultraserver,” a new AI server combining 64 Trainium chips, offering cost and performance advantages to challenge Nvidia’s 95% market dominance. With the AI chip market projected to reach $193 billion by 2027, AWS is leveraging proprietary hardware to compete aggressively. $AMZN was up 1.5% today, closing at $213.89.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[amit @amitisinvesting]

A TON OF THINGS HAPPENED TODAY IN THE STOCK MARKET.

Here's a full recap:

1. Three updates on $TSLA Tesla: 1.) Long time Tesla Bear Craig Irwin upgraded Tesla to $350 from $85, citing Elon's relationship with Trump and progression in Autonomy. 2.) Stifel issued the highest PT on the street for Tesla at $411 from $287 and claimed that $TSLA is now reflecting a “clearer path to FSD and Cybercab." and 3.) Delaware judge Kathaleen McCormick has rejected the reinstatement of Elon Musk's Tesla compensation package, overriding the decision of Tesla's board and the approval of over 72% of its shareholders. Instead, she directed Tesla shareholders to cover $345 million in legal fees for the plaintiff's attorneys. The plaintiff held 9 shares in the company.

2. MicroStrategy $MSTR purchased another 15,400 $BTC Bitcoin for $1.5B at $95,976 per Bitcoin. $MSTR now holds 402,100 Bitcoin at an average of $58,263. This is MicroStrategy's 4th $BTC Bitcoin buy over the past month, having now bought around 150K Bitcoin in the last 30 days. $MARA Marathon, a company using the $MSTR 'Bitcoin Treasury' playbook, raised another $700M in 0% convertible notes that they will likely use to buy more $BTC Bitcoin. US spot $BTC ETFs also bought around 71,570 Bitcoin in November. Around 13,500 were mined.

3. Super Micro Computer $SMCI announced that a special committee of its board found no evidence of misconduct or wrongdoing in their accounting practices, following concerns raised by their former auditor, Ernst & Young. However, some investors are claiming that the "special committee" isn't a committee because the committee consists of one woman, Susie Giordano, who is already on the board of $SMCI, leading investors to question how independent she was. $SMCI ended the day up +28%.

4. $HOOD Robinhood was upgraded by Piper Sandler to $42 from $36 and Goldman Sachs to $40 from $25. Piper Sandler wrote: "Piper believes a combination of new products (crypto, futures, index options, etc.), greater retail participation in financial markets (encouraged by a more relaxed regulatory environment and lower rates), and the impending transfer of wealth from baby boomers to the younger generations are just a few of the things that will continue driving strong trading volumes and AUC growth for HOOD." Robinhood also unveiled that their tax lots feature is now rolling out to customers, allowing investors to sell individual lots of shares they bought over different periods of time. Steve Quirk, Chief Brokerage Officer at Robinhood, said about tax lots: “At Robinhood, we are committed to making sure investors of all levels have the tools and resources needed to manage their investments. With Tax Lots now available on Robinhood, customers can make informed  decisions with their portfolio.” Robinhood will have their first investor day this week on December 4th.

5. ETFs $SPY $QQQ $IWM shattered their monthly flow record in November, attracting $155 billion in just 21 business days—averaging $7.3 billion per day, nearly triple the usual pace. Year-to-date flows have now reached $983 billion, on track to hit $1 trillion for the first time ever, possibly by Wednesday. Additionally, there is now a record $6.68T on the sidelines as money market funds saw inflows of $26.77B during the week of Thanksgiving. This came after the previous week's $22B outflows from money market funds. $1.07B of the $26.7B in inflows last week were from retail investors. $25.69B of inflows were from institutional investors.

6. $HIMS was upgraded to $38 by Canaccord Genuity, citing that they believe the company's growth will continue and has been driven by strong retention of personalized weight-loss prescriptions and confidence in sustaining GLP-1 solutions, even without supply shortages. Tom Lee, Head of Strategy at Fundstrat, added $HIMS to his list of 'granny shot' stocks.

7. $SHOP Shopify reported Black Friday sales growth of $5B, up from $4.1B last year. Deutsche Bank issued a Buy with a $125 PT, writing: "We see Shopify's Black Friday GMV of $5bn (+22% y/y growth) putting the company on track to achieve 4Q GMV expectations while also reinforcing our thesis that Shopify can exceed market growth by more than 2x." Additionally, U.S. Black Friday spending rose 3.4% year-over-year in 2024, driven by a 14.6% surge in e-commerce, while in-store sales grew just 0.7%, per Mastercard.

8. $INTC Intel CEO Pat Gelsinger has retired after a 40-year career, effective December 1, 2024, with Intel's CFO and Intel Products CEO stepping in as interim co-CEOs during the search for a permanent replacement. $INTC was up 5% on the news in the premarkets but ended the day down 0.5%. The stock is down 51% YTD.

9. $PLTR Palantir institutional ownership is now up to 54.2%, up from 51% reported a few weeks ago. The company also shared a brand new video with a Palantir engineer building a data ontology live with Ferrari $RACE F1 Racer, Charles Leclerc.

10. Fed President Christopher Waller today said: “At present, I lean toward supporting a cut to the policy rate at our December meeting. Because of recent inflation stickiness, one could argue that there is a case for skipping a rate cut at the next meeting. Policy is still restrictive enough that an additional cut at our next meeting will not dramatically change the stance of monetary policy and allow ample scope to later slow the pace of rate cuts, if needed, to maintain progress toward our inflation target.” After he said these comments, chances for a December rate cut went to their highest levels in 2 weeks at 75%, up from 55% a week ago.

11. Elon Musk’s AI company, xAI, has secured priority access to $NVDA Nvidia’s cutting-edge GB200 (Blackwell) hardware, paying a premium for a $1.08 billion order set to be delivered in January 2025 and manufactured by Foxconn. Investors saw this positively as it continues to prove Nvidia’s dominance in AI hardware while boosting its revenue and market perception as indispensable to next-gen AI projects. For xAI, the deal ensures a competitive edge in the AI race to have the latest quality of GPUs. One thing to note, xAI bought 100K Hopper GPUs last month, creating a 200K Hopper supercluster, and now they continue to want to spend on $NVDA chips. XAI raised $5B two weeks ago, now valuing the startup at $50B, up from $18B in their first funding round in May. $NVDA was up +0.28% on the day.

12. Apple $AAPL reached an all time high and is once again the world's most valuable company with a market cap of $3.62T. $NVDA is the second largest company with a $3.40T market cap. Investors seem to be betting on a strong Q4 for holiday sales around Apple's biggest products. Apple stock is up 28% YTD.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[Shay Boloor @StockSavvyShay]

Here are the levels at which I’d consider adding to my top 10 positions if the market experiences a pullback 🧐

1. $PLTR -- $44
2. $CRWD -- $315
3. $SNOW -- $135
4. $TSLA -- $260
5. $TMDX -- $70
6. $AMZN -- $190
7. $MELI -- $1400
8. $TTD -- $95
9. $RKLB -- $18
10. $GLBE -- $28