The Shit to Know Thursdays

This is not the time to coast. This is the season for killers. The quarter where focus makes millionaires and distractions make memories.

The noise is loud, the charts are wild, and opportunity is breathing down your neck like a rival who wants your spot.

Every morning you wake up, the market resets the scoreboard and if you’re not locked, dialed, and executing like your rent depends on it, someone hungrier is taking your trade.

Rare Earths
$UUUU RARE EARTHS: THANKS VHLA!

Another banger for the home team. $UUUU ripping after China dropped the hammer on rare earth exports: new restrictions on critical elements and refining tech.

The West’s scrambling for local supply, and Energy Fuels just happens to be the guy with the goods. We’ve been pounding the table since Aug 18 and again Sept 25: this was never luck, this was math, baby.

The setup was clean: macro tailwind + geopolitical juice + tight float = liftoff. If you didn’t take that ride, you’re watching your friends eat steak while you lick the menu. Don’t be that guy.

Thematic Stocks
DRONES KEEP SOARIN’

The drone trade refuses to die — and why would it? DPRO, RCAT, UMAC — all catching continuation flow. Remember: we called this theme weeks ago when no one gave a damn.

Now you’ve got UMAC landing real orders from RCAT and the entire sector catching speculative fire. AI + defense + surveillance = the holy trinity of “don’t fade this yet.”

There’s something cooking under the hood here, and the money sniffers know it. These plays don’t stay quiet for long and when retail finally catches on, we’ll already be halfway to the moon, dumping bags on TikTok analysts.

Investor Genius
TRADING LEGENDS BLESS OUR BULL MARKET

Two monsters in the trading pantheon — Qullamaggie and Paul Tudor Jones — just blessed this market. Qullamaggie, the 3K-to-100M self-made animal, says we’ve got juice left through year-end.

That’s the guy who eats bear markets for breakfast. Then you’ve got PTJ, who literally called the ‘87 crash, now saying it “feels like 1999.” That’s not a warning. That’s an invitation to get rich before it all explodes.

This is the part of the movie where the soundtrack gets loud and you either dance or freeze. Get your positions in order, sharpen your edge, and let the greed work for you before it turns on you.

Geopolitics
GAZA ON THE BRINK OF PEACE?

Believe it or not, The Donald might pull off the impossible. Word is he’s been twisting Netanyahu’s arm to wrap this thing up, and Israel’s cabinet is voting today on a ceasefire and hostage deal.

If it lands, expect oil and defense names to cool off, while risk appetite across global markets catches a bid. The geopolitical tension premium could deflate overnight.

Imagine that: Trump ending a Middle East war and walking away with a Nobel. 2025, baby. It’s a simulation and we’re just trading inside it.