America’s on fire, billionaires are trading places on the rich list like it’s musical chairs, and Jerome Powell is somewhere wishing he could hit CTRL+Z on his whole career.

Welcome to Thursday: let’s get into this shit.

Charlie Kirk is gone, assassinated by a sniper at the University of Utah during the first stop of his “American Comeback” tour. If you watched the disturbing video, you knew before the headlines that we unfortunately lost a great soul.

Charlie was one of the few figures in our polarized political landscape who sought to heal the divide which separates left from right. Sure, his “Prove Me Wrong” segments were sometimes used to make people on the left look foolish, but the primary purpose of them was to get people who disagree with each other talking.

He understood that when people stop talking, things can only get more divisive and violent from there. Sadly, it becomes more and more apparent that that is the future we are heading for.

Hopefully the killer is found and brought to justice swiftly. Rest In Peace.

NBIS doing exactly what we said it would do. +50% on Tuesday alone and the price target of $100 is within spitting distance. I hope some of you fucks bought calls.

This is the Fucked Finance advantage in action. We told you on August 25th’s newsletter that it was coiling, had gas in the tank — and Tuesday it blew the roof off.

The playbook is simple: scale in when the system screams, scale out when the crowd chases. This can keep running, but remember to get paid.

ORCL just posted a monster quarter, sending the stock ripping to its biggest single-day move since 1992. Larry Ellison leapfrogged Elon and now sits as the richest man on earth: a flex of legendary proportions.

Bulls are drooling over that $455B in cloud RPO; bears are whispering “fishy accounting” and pointing at the negative cash flow with capex spending going parabolic.

But here’s the thing: nobody cares in the short term. Rocket fuel is rocket fuel. Sympathy plays already catching bids — IREN, CIFR, CRWV — and we’re keeping eyes locked on GLXY to catch the next leg higher.

The inflation bogeyman got stuffed back in the closet. PPI came in negative when everyone expected hotter: straight up deflationary vibes.

CPI just dropped way cooler than estimates too, and on top of that the BLS quietly admitted they overstated jobs by nearly a million.

Translation: the economy is weaker, inflation’s cooler, and Powell has been playing the wrong game. Trump called it because of course he did. Bessent might’ve been right when he called him the “most economically sophisticated president in history.”