The Shit to Know Thursdays

Discipline wins battles. Complacency gets you killed.
That’s true in war, and it’s true in markets. Every morning is a mission: assess the terrain, identify the threats, and execute with precision. No hesitation. No emotion. Just performance.

This week has been choppy, noisy, and full of head fakes — perfect conditions to separate the professionals from the amateurs. You either adapt and overcome, or you get carried out.

Today’s intel is clear: opportunities are alive, the trend is higher, but risk is real. Stay sharp, stay dangerous, and take what the market gives you.

Market Leaders
RED TO GREEN MORNING: MARKET LEADERS

It was an ugly open this morning. Some names got smoked off the bell. But the real ones? They fought back and went green fast.

$CRWV, $MP, $RGTI, $IREN, and $UUUU all showed monster relative strength; some of these we’ve been highlighting for weeks.

This is what we mean by “let price lead.” The market still wants higher. But don’t get cocky — the cracks are showing under the surface. Watch your risk. Stay tactical.

Biotech
THEY FOUND THE $QURE

250% in a single day. That’s not a typo. $QURE absolutely exploded after news hit that they may have found a cure for Huntington’s disease.

Martin Shkreli — yes, that Shkreli — had been pounding the table on this one.
If you were paying attention, you caught a generational biotech move.

He says it’s still undervalued. We’re not saying trust him blindly… but maybe don’t fade the guy who just dropped a quarter-killer call.

World Politics
TRUMP BODIES THE UN

Trump pulled up to the UN and let it rip. A full-scale verbal assault on immigration, censorship, and the climate agenda.

This wasn’t some polished teleprompter speech, this was Trump going full uncaged mode.

The reactions were priceless: squirming diplomats, silent rooms, forced applause.
Love him or hate him, you can’t deny it: he still moves the room like no one else.

Market Analysis
FROTH CHECK: GO WITH THE FLOW

Of course there’s froth. That’s what a raging bull looks like. You want clean, steady charts? Go buy bonds. We’re here for chaos, velocity, and upside that melts faces.

The doomsayers are out in force: “NVDA is $5T!”“This has gone too far!”“Markets don’t make sense anymore!” Exactly. Markets never make sense at the top of a run, and that’s why most people miss the move.

History lesson: tops don’t just appear out of thin air. 2000, 2007, 2022 — the cracks took months. Leaders rolled over, breadth died, moving averages broke. That’s when the floor gave out. We are not seeing that yet.

Until those alarms go off, the playbook is simple: trade the leaders, compound your gains, and keep risk tight. The froth isn’t your enemy: hesitation is.

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