The Shit to Know Thursdays

Yeah, yeah, we get it. It’s Thursday and you’re already daydreaming about Friday beers and maybe a few rails to take the edge off. But park your ass for five minutes and read this fucking letter.

This is the SHIT YOU GOTTA KNOW! Before the bell rings, before you blow your week’s gains on lotto calls, and before the market eats someone dumber than you. Don’t be that guy.

NVDA
JENSEN DUNKS ON DWARKESH

Jensen did not sound like a guy interested in playing nice. When Dwarkesh pressed him on selling AI chips to China, Jensen basically responded like a man insulted by the idea of thinking small.

“You are not talking to somebody that woke up a loser.” That is not corporate PR fluff. That is a guy telling you he wants the whole damn board, not one corner of it.That is the real takeaway here. NVDA is not moving like a company trying to preserve optics.

It is moving like a company trying to own the entire AI stack and daring the world to stop it. Jensen is playing for keeps, and whether you love him or hate him, that energy matters. The man is not building a business. He is trying to build the tax on the future.

Market Analysis
MARKET EUPHORIA SPEEDRUN

Monday feels like a different lifetime. We were doom-scrolling Hormuz headlines, pricing in economic collapse, ready to sell the house. Now? The bull is back, cocaine is flowing, and somehow a bird shoe company rebranded as an AI play and went up 700% in a single day. Read that again. Allbirds. AI company. 700%.

Quantum is mooning. Sentiment did a complete 180 in what felt like 48 hours. The kind of move that makes you feel stupid for ever being scared.

But here's the thing — don't FOMO in like a rookie. This move was fast. Too fast. The market needs to breathe, digest, and figure out what it actually believes. Pick your entries. Wait for the setup. The degens who chased Allbirds at the top are already underwater.

SEC
PDT RULE REMOVED

The SEC finally took the training wheels off and removed the $25K pattern day trading rule that kept smaller degens locked out of full chaos. Naturally, broker names caught a bid because the market instantly understood what this means: more access, more activity, more gambling, more volume.

America remains committed to freedom, specifically the freedom to torch your account before noon.Names like $IBKR, $HOOD, and $BULL caught love off the news, and that makes sense. More retail access is good for the casino operators. But $BULL is the one that stands out here.

It has already been kicked down a staircase, run over, and left in a ditch. If this tape stays hot, it has room to bounce hard. Ugly names with fresh narrative juice can move like demons when the crowd comes back drunk.

Quantum
QUANTUM IS FUCKING BACK

Quantum might actually be back, and honestly, that is exactly the kind of insanity you want when the market is feeling alive. When quantum starts catching real bids, it usually means traders are no longer hiding under their desks.

They are back outside, shirt off, doing theme-chasing crimes in broad daylight. That is a healthier tape than endless fear and oil panic.The latest sign was $XNDU, the Xanadu de-SPAC, ripping 70% in a single day. Why? Because quantum plus photonics is basically catnip for this market.

Two hot themes jammed into one trade and suddenly everyone remembers they are a visionary. Keep an eye on the basket: $INFQ, $IONQ, $QBTS, $RGTI. This group can go from ignored to completely unhinged in one session, and if it keeps moving, you want to be watching, not coping.