Analysts who ignored Palantir a year ago are now iFED EXPECTED TO HOLD RATES FOR NOW Lindsay Rosner Welcome new follows. I have no agenda on X I joine$OKLO giving us a gift. I will take a baby slice oUS EMPLOYMENT HIGHLIGHTS – DECEMBER (BLS) 🔸 Job grTRADERS PRICE IN NEAR-ZERO CHANCE OF FED RATE CUT U.S. DECEMBER NONFARM PAYROLLS +50,000 (CONSENSUS *US DEC. NONFARM PAYROLLS RISE 50K M/M; EST. +60K *US OCT. BUILDING PERMITS AT 1.412M; EST. 1.350M *Hello stock fans, have a great trading day. Plan iUS LABOR MARKET DATA – DECEMBER 🔸 Unemployment ratTRADERS ADD TO BETS ON FED RATE-CUT PAUSE AFTER LAIRAN UN MISSION SAYS US, ISRAEL TRYING TO ENGINEERU.S. ENERGY SECRETARY WRIGHT: SO FAR OIL COS HAVE DEEPSEEK TO RELEASE NEXT FLAGSHIP AI MODEL IN FEB:US IN PROCESS OF SEIZING OLINA TANKER IN THE CARIB$TSM Revenue (USD): Source: Chips & Wafers$Tilray Brands(TLRY.US)Investment Theme, Trump DefThe Apple-TSMC partnership is the hallmark of the TSMC 4Q25 revenue up 1.9% q/q and 25.5% y/y to $33$Oracle(ORCL.US) Oracle starting to form a death c$Apple(AAPL.US) People don't like it when a stock $Unitedhealth(UNH.US) Glad to continue to hold a sBreaking: Tesla stock finally caught a break afterPlenty of companies grow. Plenty of companies makePeter Thiel on the mistake of selling Facebook tooTSMC’s 4th quarter revenue rose 20.5% year-on-yearTRUMP: OIL COMPANIES TO INVEST $100B IN VENEZUELA TRUMP SAYS VENEZUELA 'WOULDN'T EVEN KNOW HOW TO HATRUMP: WANT TO DO SOMETHING TO HELP CUBATRUMP: CUBA IS 'GOING TO FAIL'TRUMP: CUBA TOTALLY RELIES ON VENEZUELA FOR MONEY TRUMP: PUT IRAN ON NOTICE NOT TO SHOOT PROTESTERSTRUMP ON POSSIBLE IRAN COLLAPSE: COULD BE TRUMP: FTRUMP TO MEET OIL AND GAS EXECUTIVES AT 2:30PM ET$NVIDIA(NVDA.US) A rough day for Nvidia as tension*TRUMP: CAPTURING MADURO WASN'T HARD DECISION *TRUCrazy！Taiwan’s equity markets have overtaken France’s toNvidia Vera Rubin-based AI servers will begin shipSanDisk has started offering long term contracts fRumor: TSMC is moving old production lines to affiCrazy stats: Jensen said NVIDIA’s automotive businBEIJING/SHANGHAI, Jan 8 Reuters: Nvidia is requiriUS HOUSE PASSES BILL RENEWING OBAMACARE HEALTHCARERUSSIAN ATTACK HITS INFRASTRUCTURE TARGET IN LVIV TRUMP ORDERS $200B MORTGAGE BOND PURCHASE Presiden*MORTGAGE BONDS RALLY ON TRUMP POST CALLING FOR MBMUSK’S X COULD BE BANNED IN BRITAIN OVER AI CHATBOHi all, some NVDA/NVDL option trade updates today