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.

Meme Stocks
SHORT SQUEEZE SEASON

The shorts are catching elbows this week: $KSS (Kohl’s) ripped faces off running from around $10 to $20 in a day, and $KIRK followed with its moon mission.

We’ve got our eyes on $RR (Richtech Robotics) as the next potential squeeze candidate. It’s got all the ingredients for the juice: AI/robotics theme, a chart that’s been dragged through gravel, and a history of violent upside when the shorts get greedy. It’s already coiling, and if the spark hits, we could see a nasty pop.

Keep your stops surgical, this one swings hard in both directions.

Sentiment
FROTH ALERT - EXTREME GREED?

Risk appetite is snorting pre-meme-mania lines. 0-DTE contracts now dominate the options pit, a stunt we last saw when GME lit 2021 on fire. Everyone wants to strike it big on a roll of the 0DTE dice.

We just clocked in $10 billion in single-day SPX options flow, one of the highest readings ever. You can see it in the chart: that green line exploding into orbit? That’s net call delta: retail and funds piling into lottos with both fists.

History’s rhyme: euphoria → face-ripper mean-reversion. Trade the rush, but know where the exit is when the strobe lights cut. Top is in when Roaring Kitty comes back.

Retard Of The Week
$AEO: SYDNEY SWEENEY’S ASS

Some absolute retard on WallStreetBets just YOLO’d a fat stack into $AEO (American Eagle) because Sydney Sweeney rocked their jeans like a walking hormone bomb in a new ad campaign.

Pre-market? It’s up 18% and climbing like Sydney’s engagement rate. The post got traction, and now the rest of the Retards and Degenerates of the Finance world are jumping in too.

This one might actually have legs. Not just Sydney’s, but the stock too. The chart’s clean, the short interest is decent, and if retail keeps piling in like this, it could break out past fundamentals and into full meme territory.

Don’t marry it. But maybe take it out for dinner and see where it goes.

Epstein
EPSTEIN SCANDAL HEATS UP

The Trump–Epstein scandal is snowballing like Hunter Biden in a Vegas suite. What was once brushed off as conspiracy fodder is now gaining receipts, and not the kind you can ignore.

According to the Wall Street Journal, Trump was privately warned multiple times in May that his name is listed in the Epstein files, and now, a member of the Epstein estate is claiming they possess the infamous “Trump sketch”: the one Trump swore didn’t exist.

This is a 4-alarm political dumpster fire, and it’s happening right as campaign season heats up. Trump’s next move? Float charges of treason against Obama for the “Russia, Russia, Russia” witch hunt, in what looks like a desperate Hail Mary to flip the media narrative.

We’ve seen The Don wriggle out of scandals before, but this one’s got teeth. Markets are watching—if this story accelerates, expect volatility around anything with a political risk premium. Gold, oil, defense stocks… and maybe even popcorn futures.