The Shit to Know Thursdays

No fluff today. Just pressure, positioning, and the stuff that actually moves money. Davos is blinking, politicians are backing off the ledge, and a few charts are starting to whisper before they scream. This is the zone where narratives shift, volatility picks up, and the lazy get chopped while the prepared get paid. Let’s get into it.

World Forum
DAVOS ELITES GET A WAKE UP CALL

Davos had a long-overdue realization this week: endless bureaucracy, moral grandstanding, and regulatory bloat don’t create strong nations. Growth does. Productivity does. Real industry does.

European leaders are now openly admitting that their systems have become too slow, too bloated, and too hostile to risk-taking.

That said, don’t confuse awareness with action. Davos is elite at speeches and terrible at follow-through. Everyone agrees the machine is broken, but nobody wants to be the one to pull it apart. Expect a lot of “we must reform” language, followed by the same old inertia once the private jets leave.

Taco Thursday
NEW FASTEST TACO WORLD RECORD

Markets caught a serious bid after Trump eased off the tariff threat and pivoted toward negotiation mode. This was less about optimism and more about relief. When the risk of sudden policy chaos drops, even temporarily, money floods back into assets fast.

On the Greenland front, the tone shifted too. Instead of chest-thumping, we got deal talk. The U.S. gets access to what it actually wants—resources and strategic positioning—while Denmark keeps ownership. Clean compromise, fast de-escalation. Call it whatever you want, but markets loved it.

VHLA Picks
BBAI: BABY PALANTIR ABOUT TO BREAK-OUT

Go look at the daily chart of BBAI. This is a stock that does not move quietly when it decides to go. Historically, it spends long stretches doing absolutely nothing, frustrating everyone, shaking out attention… and then it explodes.

Right now, it’s in that quiet phase. Tight range. Lower volume. Price just sitting there like it’s charging up. This is the exact behavior BBAI has shown before some of its biggest runs. The longer it bases, the more violent the eventual move tends to be.

People call it “baby Palantir” for a reason—defense, data, government-adjacent narratives that the market loves to reprice suddenly. When momentum traders rediscover this name, it doesn’t grind higher—it gaps, squeezes, and forces late buyers to chase.

This is the kind of setup where you want levels mapped, size planned, and emotions checked. When BBAI breaks, it won’t give polite pullbacks. It’ll move fast and leave regret behind.

VHLA Picks
PELI: GET RICH OFF GREENLAND

Greenland is no longer a meme. It’s a real geopolitical and resource battleground, and leadership there is openly talking about partnerships tied to mineral and energy development. That’s your signal this isn’t just talk—it’s positioning.

From a trading perspective, there are two ways to play it. The obvious one is the headline trade: anything with direct Greenland exposure will get chased every time this story resurfaces. Reminder that the $PELI merger is valued around $200M, while the oil and mineral resources being discussed are worth billions.

The smarter angle is second-order plays—infrastructure, extraction, logistics, and security tied to Arctic expansion. Just remember: headlines create hype, not cash flow. Trade the volatility, respect the risk, and don’t fall in love with the story.