The Shit to Know Thursdays

Let’s get right back into this shit. No time to waste.

Rotation is real. Commodities are alive. Small caps are leading. Discovery stories are getting rewarded. And the market is once again paying for theme + timing. This is the kind of tape VHLA thrives in.

Metals
CSE: CUPR — SUPER COPPER BRINGS SUPER GAINS

Super Copper dropped eye-popping results out of its Castilla project in Chile, and the market reacted exactly how you’d expect when the word bonanza shows up in a headline. We’re talking surface samples grading as high as 53.8 g/t gold and 17.7% copper, plus a meaningful cluster of high-iron results that point toward a potential IOCG-style system.

The important part isn’t just the top tick—it’s the breadth. A material percentage of samples came back above 1 g/t gold and 1% copper across multiple locations, suggesting this isn’t a one-rock wonder. That’s how early-stage stories start to graduate from lottery ticket to legitimate geological narrative.

In a tape that’s increasingly rewarding commodities and real assets, this is exactly the type of discovery story that can keep momentum alive.

Small Cap Stocks
SMALL CAP DREAM: IWM ATH AS MAG 7 DOWN

This is one of those moments where the market is speaking clearly. Small caps are breaking out as the mega-cap trade finally cools off. IWM pushing to all-time highs while most of the Mag 7 chop lower is not noise—it’s rotation.

Capital is leaking out of crowded tech winners and into commodities, cyclicals, and domestically exposed names. That’s not bearish; it’s healthy. Breadth is improving, leadership is expanding, and the market is rediscovering that opportunity exists outside seven tickers.

Yes, Google is still holding up and flexing its AI dominance—Gemini has been a legitimate bright spot—but the bigger takeaway is this: you don’t need to fight for scraps in over-owned megacaps when entire under-loved universes are waking up at once.

Robotics
SYPR: ROBOTICS SPACE AND ENERGY IN ONE

SYPR is a classic VHLA-style setup: boring on the surface, extremely interesting underneath. The company sits at the intersection of defense electronics and energy infrastructure, two areas that just happen to benefit from the same macro tailwinds—geopolitical tension and exploding power demand.

On the defense side, Sypris builds high-reliability electronic systems for major contractors. Orders here have been accelerating, backlog is growing, and visibility is improving. On the industrial/energy side, their specialty pipeline and infrastructure components are levered to LNG, energy transport, and grid expansion—exactly where capital is flowing as AI and data centers strain existing systems.

The kicker? The stock still trades like none of this matters. Low revenue multiples, minimal hype, and improving fundamentals is a combo that tends to resolve violently once the market decides to care. Price action is already starting to sniff this out. If execution holds, this one doesn’t need a heroic narrative—just continued delivery.

CryptoCurrency
CRYPTO IS BACK BABY

Bitcoin and Ethereum are starting to look constructive, not euphoric. That’s a key difference. Price action suggests the worst may be behind us, and sentiment is still cautious enough that upside isn’t crowded.

Zoom out and the backdrop almost writes itself: global instability, political chaos, leaders getting arrested, revolutions brewing. In that environment, crypto reasserts its pitch as a borderless, non-sovereign asset—not as a replacement for gold, but as a parallel expression of distrust in centralized systems.

This doesn’t mean straight lines up. It means volatility with a bid. If the bottom is truly in, the next phase isn’t about headlines—it’s about patience while positioning rebuilds.