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Tariff Tango: Trump Calms Markets, Tesla Rips + AI Stocks Back in Play 🚨

Markets went full risk-on mode today after Trump hinted that his long-awaited April 2 tariffs may be a bit more bark than bite.

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🔹 Market Recap:
Today was all about one thing: Trump blinked.
Markets shot up after reports that the upcoming April 2 tariffs may be “narrower than expected.” SPY gained 1.78%, QQQ +2.2%, and the Nasdaq Composite ripped +2.3%.

🔹 Headline Moves:

  • 🟢 Tesla (TSLA) soared +12% — thanks to delay in auto tariffs & FSD buzz in China.

  • 🟢 AI Sector ripped as Jack Ma’s Ant Group said it may ditch Nvidia chips for cheaper alternatives.

  • 🔴 23andMe filed for bankruptcy. CEO gone. Stock down 59%. Brutal.

🔹 Options Flow of the Day:

  • 🧠 Big bet on $AAPL Dec ‘25 $270C — $4M sweep at 12:30PM

  • 💸 $MSTR continues to attract bullish flow ($3.2M call buy into March)

  • 🐋 $NVDA: Deep sweep on $540C for April, call-heavy flow all session

🔹 Dark Pool Radar:

  • $3.6B+ in dark prints across $SPY, $VOO, $NVDA

  • Notable: $SPY with $865M at $572.65 — monster buy zone?

🔹 What's Next:

  • PCE inflation data drops Friday (Fed's favorite gauge)

  • LULU, GME, DLTR report earnings this week

  • Eyes still on “Liberation Day” (April 2) for final tariff plans

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