🚨 Meta Ditches $NVDA? Considers Google TPUs for 2027! $GOOGL Soars | Live Trading Nov 25

Описание: Live stock market coverage and day trading setups for today’s market action. Join us for live trading as Tesla (TSLA), Palantir (PLTR), Apple (AAPL), GOOGL and NVDA and the Nasdaq rebound! Watch our pro traders break down setups in real-time. $SPY $QQQ $AAPL $TSLA $PLTR

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Chapters:
0:00:00 – Pre-market intro: futures, holiday-shortened week, and key data on deck (ADP, PPI, retail sales)
0:04:25 – Google TPUs vs Nvidia GPUs: Meta’s potential chip pivot, Broadcom’s role, and AMD/NVDA fallout
0:14:10 – Retail earnings rundown: Kohl’s short squeeze, Dick’s Sporting Goods miss, Best Buy, and others
0:21:35 – China watch: Alibaba’s earnings, NIO results, and broader ADR sentiment
0:29:20 – Zoom $ZM beats & raises: guidance, AI narrative, and the technical breakout level
0:34:40 – Spotify $SPOT price hike & co-CEOs: streaming competition (Apple/YouTube Music) and margin pressures
0:39:55 – Healthcare & GLP-1s: Eli Lilly vs Novo Nordisk, failed Alzheimer’s trial
0:47:10 – Crypto & IBIT: Bitcoin’s 88K line, MARA/RIOT linkage, BMR’s ETH treasury
0:55:30 – Macro data hits: ADP, PPI, retail sales, consumer confidence and shifting December Fed cut
1:04:15 – Nuclear & energy rotation: CEG, SMR/OKLO, uranium and the impact of US policy headlines
1:10:40 – Black Friday & retail trade plan: VSCO, AEO, URBN, GAP, WMT, AMZN and “Black Friday rally”
1:18:05 – AI hardware chessboard: Nvidia’s dominance challenged
1:26:20 – Opening bell chaos: chip meltdown, first Tesla $TSLA long attempt, AMD/NVDA flush
1:36:00 – Building the AMD short: VWAP entries, gap-fill targets, Intel & MARA shorts
1:44:50 – Trend breaks & reversals: Nvidia/AMD bounces, IBIT wedge trades
1:53:30 – Second leg in Tesla: catching the 407–408 low, managing size, and aligning with TQQQ/NASDAQ futures shorts
2:02:20 – Small caps & squeeze names: Kohl’s follow-through, NUKK at $7, BMR crypto beta, ZIM,
2:11:05 – Money Talks FX segment: DXY under 100, VIX, rate expectations and why mixed inflation data still points to a cut
2:19:40 – Options & positioning: IBIT 55 calls, QQQ 610 calls, reading open interest and what the chain implies for ceilings
2:28:10 – Late-morning trade management: scaling out of AMD/Tesla, handling whipsaws, and respecting prior-bar stops
2:37:05 – CCL snapback, PayPal/Perplexity AI tie-up, and viewer symbol scan (CCL, PYPL, GME, others)
2:46:30 – Culture & closeout: Thanksgiving food talk (turkey, pie), show schedule reminders, and handoff to the midday crew

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