Shawn

Trading

[VintageAaronRodgers @VentageArod]

Brett Favre tik toks in the 90s would have gone hard😮‍💨

[litquidity @litcapital]

“Alright Jeff, you’re up next to invest in OpenAI lmfao”

[zerohedge @zerohedge]

*US NOV. NONFARM PAYROLLS RISE 64,000 M/M; EST. +50K
*US NOV. UNEMPLOYMENT RATE 4.6%; EST. 4.5%

[*Walter Bloomberg @DeItaone]

U.S. NOVEMBER JOBLESS RATE HITS 4.6%, HIGHEST SINCE SEPTEMBER 2021

[*Walter Bloomberg @DeItaone]

$TSLA - WEDBUSH REITERATES OUTPERFORM RATING ON TESLA

Wedbush analyst Daniel Ives has reaffirmed an Outperform rating and $600 price target on Tesla. He views 2026 as a pivotal year for Tesla and Elon Musk, with autonomous driving and robotics taking center stage. Following a successful Robotaxi launch in Austin, Ives expects accelerated U.S. rollout and volume production of Cybercabs starting in April/May 2026. He believes Tesla is advancing its AI revolution, calling these developments a "game changer" for the company's future.

[*Walter Bloomberg @DeItaone]

HASSETT SAYS TRUMP WOULD BE FREE TO OFFER OPINIONS ON FED POLICY

[*Walter Bloomberg @DeItaone]

*US JOBLESS CLAIMS 236,000 IN DEC. 6 WEEK; EST. 220K

*US CONTINUING CLAIMS 1.838M IN NOV. 29 WEEK; PREV. 1.939M

[zerohedge @zerohedge]

Fed cuts 25bps

[Fastbreak Hoops @FastbreakHoops5]

Jordan vs. Shaq pregame in 1996.

[zerohedge @zerohedge]

*NETFLIX OFFER FOR WBD BELIEVED TO BE 85% CASH, REST STOCK: CNBC

*NETFLIX SHARES TOUCH PREMARKET LOW AFTER CNBC REPORT

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Meta stock, $META, surges over +5% after Mark Zuckerberg says the company is looking at cutting Metaverse efforts by up to 30%.

The market has been waiting for this announcement for years.

[*Walter Bloomberg @DeItaone]

$MSFT - Microsoft Lowers Ai Software Sales Quotas as Customers Resist Newer Products

[*Walter Bloomberg @DeItaone]

*ADP US NOV. PRIVATE EMPLOYMENT FALLS 32,000; EST. +10K

[*Walter Bloomberg @DeItaone]

AI SPENDING MAY LIMIT FED RATE CUTS IN 2026

AI-driven growth could keep the U.S. economy strong enough to temper expected Fed rate cuts next year. While markets price in up to three cuts, Mackenzie’s Dustin Reid says faster growth from AI may require tighter policy, pushing Treasury yields higher. He expects the 10-year yield to reach 4.4% by mid-2026, up from 4% today.

[*Walter Bloomberg @DeItaone]

EU PARLIAMENT AGREES ON RESOLUTION CALLING FOR SOCIAL MEDIA MINIMUM AGES

[NIK @ns123abc]

Jensen right now...

[*Walter Bloomberg @DeItaone]

$META $NVDA $GOOGL - META MAY BUY BILLIONS IN GOOGLE AI CHIPS

Meta is in talks with Google on a multi-billion-dollar deal to buy Google’s AI chips starting in 2027, and may rent them from Google Cloud as early as next year, The Information reports.

The move would mark Google’s first major push to sell its TPUs beyond its own data centers, potentially making it a stronger competitor to Nvidia. Some Google Cloud executives think the strategy could capture up to 10% of Nvidia’s yearly revenue.

[*Walter Bloomberg @DeItaone]

$GOOGL - ALPHABET SHARES EXTEND GAINS, LAST UP 4.1% PREMARKET