To The Moon

$NVIDIA(NVDA)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Marvell Technology(MRVL)$ $Okta Inc.(OKTA)$ Wall Street's firing on all cylinders as U.S. stocks notched their sixth gain in seven sessions, with S&P 500 climbing 0.18% to 6,859.42, Dow up 0.28% to 47,608.19, and Nasdaq edging 0.15% to 19,340.51 amid easing bets hitting 87% and QT's liquidity flood unleashing trillions. Trump's "early next year" Fed chair tease praising Hassett sent prediction odds soaring to 55% on Kalshi, hinting dovish fireworks that could slash rates 100bps+ in 2026. Nvidia's CFO dropped a bombshell – that $100B OpenAI deal's still in limbo, not baked into $500B bookings – while Amazon unleashed Trainium3, a 4x faster AI chip undercutting Nvidia/Google on costs by 50%. Marvell exploded 9% on Q3 beats ($2.07B rev up 37%) and a $3.25B Celestial AI grab for optical interconnects, but Okta tumbled 4% after declining FY guidance despite Q3 smashes ($742M rev up 12%). These moves scream AI infra wars heating up – let's dissect the blaze, spotlight stocks, and map trades to dominate this December dash. 💥📈

Four Sizzling Sparks Shaking Today's Tape 🧨🕵️

1. Trump's Fed Chair Cliffhanger: Hassett's Dovish Dynasty Incoming? 🏛️🤝 Trump's Sunday praise for Hassett as "potential" chair catapulted odds to 55% on Kalshi, signaling proactive cuts to offset tariffs and juice 2.5% GDP. Hassett's Tax Cuts legacy aligns with growth-first easing, potentially unlocking 125bps slashes – markets cheered with yields dipping to 3.75%. But Senate scrutiny could stall, defaulting to Waller's balanced 75bps path. Watch for announcement fireworks; dovish pick supercharges risk-on.

Nvidia's OpenAI Tease: $100B Deal Limbo – Bubble Burst or Buy Signal?

💰😲 CFO Colette Kress confirmed the mega-investment's stuck at letter-of-intent stage, excluded from $500B bookings amid antitrust glares. NVDA dipped 0.5% to $140.50, but AI demand's unbreakable – Q3 $35B rev (154% up) backs it. This delay's no death knell; it's dip fuel if finalized Q1, targeting $200B FY26 rev. Bears see circular hype; bulls bet ecosystem lock-in.

Amazon's Trainium3 Assault: 50% Cost Crush vs Nvidia/Google – Chip War Escalates?

⚔️🧠 AWS rushed Trainium3, 4x faster with 4x memory for AI training/inference at half Nvidia's price, teasing Nvidia-compatible roadmap for hybrid servers. AMZN popped 1.2% to $208.50, undercutting rivals amid $91B capex wave. This positions Amazon as infra insurgent, but execution risks loom – yields 20% pops if adoption hits 30% by 2026.

Marvell's Celestial Coup: 9% Q3 Pop + $3.25B AI Deal – Optics Onslaught?

🛰️📊 MRVL's Q3 $2.07B rev (37% up) and FY26 25% data center growth guide exploded shares 9% to $92.80, sealed by $3.25B Celestial AI buy for Photonic Fabric tech solving AI bandwidth bottlenecks. This vaults Marvell into scale-up interconnect kings, rivaling Inphi's rack plays – watch $100 break for 15% surge.

Okta's Guidance Gaffe: 4% Earnings Tumble Despite Q3 Beats – AI Commentary Mutes Mood?

😟🔒 OKTA's Q3 $742M rev (12% up) and $0.82 EPS beat est, with Q4 guide $749M topping views, but no FY27 outlook sparked 4% slide to $82.50. CEO McKinnon's "AI agents not fully baked" tempered hype, but ARR up 11% to $2.91B signals identity boom – dip buys eye $90 rebound.

Today's Stock Scorcher Table: Gains, Dips & Drivers 📅📊

Bull Barrage: Hassett's Dovish Dynasty & AI Chip Wars Supercharge Surge 🐂🌠

• Fed tease turbo: 55% Hassett odds unlock 125bps 2026 cuts, yields crush to 3.75% for risk-on roar.

• Nvidia limbo lift: $100B OpenAI delay's dip fuel – $500B bookings intact, $150 rebound eyes.

• Amazon assault: Trainium3's 50% cost crush vs Nvidia/Google ignites infra war, $220 target locked.

• Marvell merger magic: $3.25B Celestial buy + 37% rev pop vaults optics edge, $100 break imminent.

• Okta oversight opportunity: Q3 beats + $749M guide dip buys signal $90 recovery on identity boom.

Bear Brawl: Guidance Gaffes & Deal Delays Drag Down the Party 🐻🌧️

• Chair chaos: Hassett's Trump tilt spikes inflation fears, pausing cuts to 50bps max.

• Nvidia limbo lag: Unfinalized OpenAI risks antitrust axe, margins munch to $130 tests.

• Amazon hype hangover: Trainium3 execution flops amid capex bloat, $190 pullback looms.

• Marvell merger mishap: $3.25B Celestial dilution drags if AI demand dips, $80 support cracks.

• Okta guidance ghost: No FY27 view tanks sentiment, $75 flush if AI agents falter.

Strategic Strikes: Ambush AI Vol – Long MRVL Calls, Hedge Okta Puts! 🏹🛡️ AI deal dynamos: Long MRVL calls post-Celestial for 15% pop. Nvidia limbo: Straddles for 20% vol feast. Amazon assault: AMZN longs at $205 dips for $220 target. Okta oversight: Short puts if $80 holds. Fed tease: SPY calls on Hassett confirm. My plans: Scooping MRVL dips for quick 10% flip, hedging with VIX calls amid PCE risks – annual goals crushed at 28%, gunning for 5% December grabs on AI earnings edges.

Blitz Breakdown: Trump's Chair Tease & AI Chip Clashes Catapult Gains – Torch These Trades for December Dominance! 😱🤑

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