IDEA 1 TICKER: TSLA DIRECTION: Long THESIS: Tesla averted a 30-day license suspension in California, removing a potential near-term regulatory headwind and indicating compliance. SPEAKER: @FirstSquawk TIMEFRAME: short-term

IDEA 2 TICKER: NCLH DIRECTION: Long THESIS: Activist investor Elliott Management has built a significant stake (over 10%) in Norwegian Cruise Line, signaling potential for corporate changes or operational improvements to unlock shareholder value. SPEAKER: @business TIMEFRAME: medium-term

IDEA 3 TICKER: NVDA, META DIRECTION: Long THESIS: Nvidia's multi-year partnership with Meta to