The Shit to Know Thursdays

Wake up, check futures—same chaos, different day. Panic in the headlines, noise everywhere, weak hands begging for direction. Good. That’s where the edge lives. While everyone else is reacting, you’re watching. Calm. Detached. Already thinking two moves ahead.

There’s no emotion here. No loyalty to narratives, no attachment to outcomes. Just price, positioning, and opportunity. The market doesn’t care about your feelings—and the moment you understand that, you stop trading like prey.

So stay sharp. Stay disciplined. Execute without hesitation. Because in this game, you don’t get rewarded for being right—you get paid for being early and ruthless.

Iran
TRUMP TAKES A HARD LINE

Trump went full war-mode in his Iran speech—talking about sending them back to the stone age if they don’t surrender. It didn’t land clean. His America First base wasn’t thrilled, while the neo-con, Israel-first crowd—guys like Lindsey “BubbleWand” Graham and Mark Levin—were all over it.

Futures didn’t like the tone at all. But here’s the twist—price action today is holding up fine, with space names especially catching a bid. That divergence matters more than the headlines.

Keep your eyes locked on the SPY 200DMA. That’s the line in the sand right now. We need to reclaim it—otherwise we’re still stuck grinding below key resistance.

Space
LET’S TALK SPACE

Some of our darlings from last year are now absolute monsters. LUNR, ASTS, RKLB, SATL—these aren’t just ticking up, they’re moving like institutions are finally paying attention.

If you had the titanium balls to hold SATL since our Dec 11, 2025 newsletter, you’re sitting on serious profit right now. That wasn’t an easy hold—respect if you made it through.

Bigger picture: this theme is evolving fast. It’s no longer a fringe trade—it’s becoming something real. There’s a path where this runs harder than quantum ever did.

US Cabinet
PAM BONDI FIRED

Trump’s AG Pam Bondi is out. She’s now the second major firing this year, following Kristi “My husband likes to wear big boobs” Noem getting turfed earlier.

Bondi built her reputation on brushing off the Epstein situation, most famously with “THE DOW IS 50,000—WHO CARES ABOUT EPSTEIN?” That line aged… horribly.

Looking back, that moment might’ve been one of the cleanest short signals in hindsight. Missed it. Pain. Move on.

When Bad News Stops Working
WHAT WE’RE WATCHING

Markets bottom when bad news stops working. When headlines get worse but price refuses to go lower—that’s your signal something’s changing underneath.

So far, today’s price action is textbook. We’re seeing negative news hit, but no real follow-through selling. That’s exactly what we saw during last year’s “liberation day” setup.

That said—this isn’t a free ride. There’s real structural damage still in the system. So we stay cautious, stay flexible, and let price—not narratives—lead. We’re trading in an AI-driven regime now, and the old rules don’t hit the same anymore.