Winter’s coming early up north, and so is the market chill. The air’s crisp, the portfolios are frosty, and traders are out here scraping ice off their P/Ls before the bell rings. But just like any true Canadian winter, the diehards aren’t scared, they’re layered up in conviction and caffeine, ready to shovel through the noise and send it down the slope.

The week’s already coming in like a snowplow: fake news avalanches, AI-fueled melt-ups, and Bitcoin blazing hotter than your uncle’s wood stove in January. The roads are slick, the signals are mixed, and only the brave are still driving without snow tires. So grab your double-double, tighten your toque, and let’s hit the markets like it’s a frozen pond on a Saturday morning.

Let’s send it, bud.

Talk about a headline rug-pull. Reuters dropped a bomb early Monday that the U.S. government was allegedly planning to take an equity stake in Critical Metals (CRML) — a move that instantly sent the stock up more than 100% as traders flooded in thinking they’d found the next national security golden goose.

But just hours later, the White House denied the report, saying no such investment was being considered.

The result? Absolute carnage. CRML went from “moon mission” to “margin call” in one trading session. It’s a reminder that in this market, news wires move billions — and bad journalism can destroy it just as fast.

AMD finally got its redemption arc. The chipmaker ripped higher after OpenAI announced it will take up to a 10% stake as part of a multi-year partnership to secure GPU supply.

For long-suffering AMD bagholders, this was the victory lap they’ve been waiting for. But let’s be real — the whole AI funding circle is starting to feel like a Silicon Valley merry-go-round.

Nvidia funds OpenAI, OpenAI invests in AMD, AMD supplies chips that compete with Nvidia’s… round and round we go. Still, the market doesn’t care about irony — it cares about flow.

We called it last week — and the drone theme is absolutely ripping. RCAT is up nearly 30% in five trading days, and JOBY, HOVR, and EH are all catching heavy bids as traders rotate back into defense-tech and next-gen mobility names.

The catalyst? Renewed chatter on military and logistics applications, plus whispers that several drone companies are courting major defense contracts heading into Q4.

Combine that with retail hype and short interest, and you’ve got a perfect storm for upside. The whole sector feels like it’s in the early innings of a second wave. If you’re an options degen who loaded up last week, you’re out for a rip, bud — just remember to take profits before you stall midair.

While everyone was distracted by tech drama, Bitcoin slipped past its previous ATH and printed new highs north of $125K over the weekend. No fanfare, no wild pump — just a slow, methodical grind higher as capital continues to rotate into hard assets.

It’s not just crypto either: gold is also hitting records, both telling the same story — the world is hedging against the slow bleed of the U.S. dollar. With global rate cuts coming into view and liquidity surging back into risk assets, Bitcoin’s becoming the cleanest macro trade on the board again.

The crypto winter feels like a distant fever dream; we’re in “digital gold” season now, and the miners are loving it.