The Shit to Know Thursdays

The market doesn’t care how you feel. It doesn’t care that you’re tired, broke, or “taking a break.” Every day it’s asking the same question: how bad do you want it? Most people quit when it gets hard — that’s when you double down. When others panic, you breathe. When they sleep, you study. When they scroll, you execute.

You don’t grow from comfort; you grow from chaos. Every red candle, every fakeout, every gut punch — that’s your training ground. Pain is the entry fee for mastery. Most traders tap out when it hurts. You? You lean in. You use it. You get sharper.

No one’s coming to save you. No algorithm, no guru, no magic call. Just you, your discipline, and your will to suffer longer than the rest. Stay locked in. Stay relentless. Stay hard. VHLA doesn’t fold — we adapt, evolve, and conquer.

Mag7
EARNINGS WEEK RECAP

Earnings season came in hot — and Amazon and Google left everyone in the dust. Amazon crushed on all fronts: AWS juiced margins, retail looked lean, and guidance had real muscle.

Google dropped a historic $100B+ quarter, ad growth roared back, and Cloud turned into a goldmine. Apple did its usual clean execution — record September revenue and calm confidence.

Microsoft solid, steady, no drama. Meta, though, faceplanted on a surprise $16B charge — stock took a beating, even if the core biz was fine. With the earnings chaos mostly behind us, sentiment’s lighter. The uptrend looks alive again.

Geopolitics
TRUMP SECURES THE SOYBEAN

Trump just locked in a win with Xi, trimming tariffs by 10% and scoring big on soybeans, rare earths, and fentanyl cooperation.

It’s a mini-reset for U.S.–China trade vibes, enough to give markets a confidence bump. The rare earth angle is huge: a one-year export truce means breathing room for supply chains.

Canada, though, stays on the bench. This deal cools things short-term, but history says don’t get comfy — these truces fade faster than campaign promises.

Crypto
CRYPTO SHOWING CRACKS

The crypto chart looks like it’s been through a blender. Bitcoin broke every key moving average on the daily — 20, 50, 100, gone. Momentum’s completely drained and the trend flipped from “buy the dip” to “wait it out.”

Ethereum’s not faring better, lagging under resistance with volume fading. Liquidity’s drying up fast, and most of the big players are just sitting on their hands. This isn’t the moment to try and be a hero; every bounce has been met with sell pressure.

Could we see crypto-bros out of the private jet and back in the McDonalds uniform? Never say never.

Rare Earth and Uranium
WE’RE WATCHING UUUU

Energy Fuels (UUUU) has been the quiet survivor of the rare earth pullback. It’s one of the few names sitting at the intersection of uranium and rare earths — two critical resources powering both the AI and energy revolutions.

While the Trump–Xi truce took some heat off rare earths, the U.S. still needs domestic supply, and UUUU is right in that lane. Their White Mesa facility is already producing rare earth oxides on U.S. soil — a major strategic edge. When the next resource cycle kicks up, UUUU’s ready to run.