ANF

unconventional thinker.
price is motion. velocity is precision.

[ANF @pulse_muse]

@TommiPedruzzi Claude

[ANF @pulse_muse]

@TraderDiegoX ALIGNMENT

[ANF @pulse_muse]

@MapleStax Trade

[ANF @pulse_muse]

@SuperLuckeee Share

[ANF @pulse_muse]

@IManghaila VWAP

[Tesla @Tesla]

World's first autonomous delivery of a car!

This Tesla drove itself from Gigafactory Texas to its new owner's home ~30min away — crossing parking lots, highways & the city to reach its new owner

[Dan Ives @DivesTech]

Bears missed the historical rally in tech stocks last 2 years and will miss the next 2 years constantly waiting for the black swan to end the AI Revolution trade. From Fed days, rumors of Nvidia Blackwell delays,Tokyo Black Monday...today no different with DeepSeek..buying oppy

[Dan Nystedt @dnystedt]

Nvidia CEO Jensen Huang reportedly said GB200 AI servers are 'in full production and production is progressing smoothly,' refuting again fresh rumors of hiccups, Taiwan media report, citing a Wired interview from 12/18 (I could not find). He reportedly added that so many companies are rushing to build their AI models that a 3-month time difference may 'change the rules of the game.' $NVDA $MSFT $AMZN $META $GOOGL https://t.co/LOVJ401mAj

[Beth Kindig @Beth_Kindig]

Snowflake’s $SNOW daily queries reached 5.0B in Q1 FY25, a more than 5x increase in 3 years and 60% increase in 1 year, up from 0.9B daily queries in Q1 FY22 and 3.1B queries in Q1 FY24.

$MSFT $AMZN $NVDA

[Rick Rieder @RickRieder]

The story of today’s CPI print is one told by Core Services ex- Shelter, which saw its largest MoM decline since Oct’22 and its first negative print in over two years. While Shelter remains stubbornly solid, the aggregate inflation picture looks to be moderating to a healthy run-rate. We believe that today's data goes a long way in providing the Fed the comfort to start bringing down rates this year.

[*Walter Bloomberg @DeItaone]

$TSLA $NVDA

MUSK SAYS TESLA WILL HAVE 85,000 NVIDIA H100 GPUS TRAINING AI BY END OF YEAR

[Dan Nystedt @dnystedt]

Nvidia has hiked prices of GPUs for graphics cards used in gaming by 10%, media report, citing unnamed supply chain sources and adding that when Nvidia launched the RTX 3050 graphics card in Feb., there were already rumors of planned price hikes. Heavy demand in China underpins the price hikes. After prices of Nvidia RTX 4090 graphics card prices rose, increases spread to other graphics cards, including RTX 4060, 3050, and GTX 1650. $NVDA #semiconductors https://t.co/qEXyl3QJMR

[ANF @pulse_muse]

@smartertrader In the city is good

[unusual_whales @unusual_whales]

BREAKING:

CPI 0.1% MoM, Exp. 0.0%
CPI Core 0.3% MoM, Exp. 0.3%

CPI 3.1% YoY, Exp. 3.1%
CPI Core 4.0% YoY, Exp. 4.0%

[*Walter Bloomberg @DeItaone]

🔸U.S. Inflation Expected To Be Steady In Coming Months: Goldman Sachs

U.S. monthly core CPI inflation is likely to remain around 0.3% in the next three months, Goldman Sachs economists say in a note. "We see further disinflation in the pipeline in 2024 from rebalancing in the auto, housing rental, and labor markets, though we expect a small offset from a delayed acceleration in healthcare." Goldman Sachs forecasts annual core CPI of 2.7% in December 2024. For tomorrow's November data, their forecast is in line with consensus, at 0.27% for monthly core and 3.99% annual. They expect used car prices to decline 0.9% and new car prices to fall 0.3%, while airfares are forecast to increase 4%. Goldman expects rent to increase 0.46%

[Carl Quintanilla @carlquintanilla]

GOLDMAN: “.. This was the strongest [UMich] reading since August .. Median inflation expectations over the next year dropped .. to the lowest level since March 2021 .. the largest one-month decline in year-ahead inflation expectations since 2021 ..”

[ANF @pulse_muse]

@gurgavin MRNA

[LiveSquawk @LiveSquawk]

$BIIB | FDA Grants Accelerated Approval For Alzheimer’s Disease Treatment
https://t.co/PY1dK7g74Z

[Charles Gasparino @CGasparino]

SCOOP: @federalreserve increasing concerned w the "systemic risk" to financial system in a rising interest rate environment, Fed watchers tell @FoxBusiness. Fed watchers say further turbulence in the bond market could force Powell to change its current i-rate policy more 135pm

[Market Rebellion @MarketRebels]

Goldman Sachs: “We have been averaging $1 trillion worth of puts per day. Largest on record.”