The Shit to Know Thursdays

We’re living in the kind of future sci-fi nerds used to drool over: AI rewriting the rules of money, quantum smashing through every ceiling, rockets and drones buzzing like flies. The future isn’t coming, it’s already here, and it’s coming in hot.

For traders, this is paradise. Every ticker is a warp gate, every theme is a new galaxy, and the ones too slow to adapt are getting left behind like space junk.

The future doesn’t wait, and neither do markets. Strap in, bet big, and let’s front-run history while the normies are still trying to Google “what is quantum computing.”

Politics
U.S. GOVERNMENT SHUTDOWN

The U.S. government is officially closed for business, and yet the S&P doesn’t care. Traders are treating Washington gridlock like background noise while the tape grinds higher.

Historically, shutdowns only spook the market if they drag past a couple weeks. Until then, the algo machines shrug and liquidity stays thick.

That said, prolonged dysfunction will weigh on growth expectations, spending programs, and consumer confidence. Keep one eye on duration—if this thing drags, it’s no longer theater, it’s risk-on risk-off whiplash.

Elon Musk
TSLA: ELON CRACKS 500B

Tesla just delivered its strongest quarter ever—~497,099 units shipped, smashing the Street. The stock’s been ripping and Musk is now the first $500B individual, lapping every other billionaire like they’re in golf carts.

We called this the “OBVIOUS trade” back on Sept 15, and congrats to everyone who ignored the noise and went long. The big psychological magnet ahead is $500/share, and the tape is lining up for it.

Bears keep whining about margins, but the market only cares about growth and dominance.

AI Infrastructure
LONG-TERM HODL PLAY: PSIX

PSIX isn’t a flashy name yet, but it’s quietly becoming one of the most compelling turnaround plays in the energy/infra space. They build certified engines and turnkey power systems for critical infrastructure—think data centers and distributed energy grids, aka real-world plumbing for the AI age.

2024 marked their big comeback, with profitability finally scaling, and 2025 YTD is already record-setting. August’s $135M committed revolver through 2027 derisked financing, giving them room to grow without dilution fears.

Stock’s been a YTD leader, now digesting gains and sitting right on the 50-EMA—a clean technical entry. Q3 earnings (~Nov 6–7) will be the catalyst, and the trade is simple: either grab a reclaim of the 50-DMA here, or buy strength post-earnings. Risks? Insider selling, tariff exposure, and cyclical demand softening. But if execution continues, this is a legit compounder.

Speculation
QUANTUMANIA

Quantum is going from niche buzzword to full-on mania. RGTI tacked on another double-digit gain today, pressing into fresh all-time highs, and suddenly this entire theme is back in rotation.

We highlighted RGTI in our Sept 25 edition, and now it’s turning into the poster child for the “buy all-time highs” philosophy. There’s no resistance above you—just blue skies.

That’s exactly where momentum traders thrive. Yes, it’s already up huge, but in environments like this, chasing strength works until it doesn’t. Use tight stops, scale responsibly, and remember: the best trades often look “too extended” right before they go nuclear.