Tactical Thursday

President Trump slammed the pen down last night and finally ended the longest shutdown in U.S. history—43 days of bureaucratic fasting, market trembling, and statistical darkness.

The short-term bill funds the government through January, restores layoffs, unlocks food stamps, and gives Democrats a promise of a Senate vote on a healthcare bill next month.

Translation?

The government’s awake—but groggy. Futures are Red as the Tech trade is fading. 

Your TSA agent might smile again.

Your economic data? Still blinded by yesterday’s stupidity.

The market loved it.

Dow 48,000 for the first time ever.

We’re talking historic, chest-thumping, “call your broker and flex” numbers.

Now the question is:
Does the rally retrace? Or does the relief rally rip?

Trade what the market is doing... not what you think it will do. 
Buy the rumor, sell the news is playing out in the Pre market.. 

The Market’s Got More Moving Parts Than a TSA Conveyor Belt After a Shutdown.

1.. Cisco Throws Down a Flex — Earnings Beat + AI Jackpot
Cisco didn’t just beat…
They strutted.

• EPS beat

• Revenue beat

• Strong guidance

• $1.3 BILLION in AI orders (because apparently every company is building a data center now—even your dentist).

Watch for continuation flow in networking, AI infrastructure, and enterprise tech rotations.

 2. Starbucks Workers Strike on RED CUP DAY (aka “Caffeine Black Friday”)
Starbucks’ busiest holiday promo day just turned into a labor picket line.
40+ cities.
Unions marching.
Lattes delayed.
Corporate America crying.

Impact:

• Foot traffic drops

• Sales hit

• Sentiment wobbles

• And caffeine addicts consider switching to Dunkin’ like it’s a nicotine patch.
  
  

 3. Uber Goes Ski Patrol — Launching Ski Resort Pickups
Uber is now shuttling skiers to 40+ resorts across the U.S. and Europe.
Translation:

• New revenue vertical

• Tourism boost

• Lyft left in the snow

This is a seasonal catalyst that could turn into a sticky (and profitable) winter trend.

 4. Joby Aviation Completes First Military Aircraft Test Flight
Joby wrapped its first joint military test with L3Harris—and the Pentagon is watching.
This isn’t just a drone.
It’s the beginning of air taxi meets defense contractor.

Watch Joby, EVTOL sector, and defense-tech rotations

5. TKO x Polymarket — The Deal No One Asked For… But Everyone Will Use
TKO is integrating prediction markets into UFC events.
This is the most 2025 thing ever:
Punch someone → Win money on-chain → Repeat.

Expect:

• Sports betting momentum

• Web3 speculation

• A new “interactive fan experience”

• And someone’s grandma asking “so do I bet before or after he gets kicked in the face?”

Firefly Aerospace (FLY) — +20%
They didn’t just beat—they blasted earnings into orbit. Narrower loss, better revenue, and raised guidance. Space stocks: 1. Gravity: 0.

Alibaba (BABA) — +4%
Revamping an AI app to look more like ChatGPT. If you can’t beat ‘em… imitate aggressively.

Cisco (CSCO) — +6%
Beat on EPS, revenue, and expectations. Networking is suddenly sexy again.

Nike (NKE) — +2.9%
Wells Fargo says Nike might’ve bottomed. Traders lacing up the bullish shoes again.

Webtoon Entertainment (WBTN) — –27%
Revenue miss + cartoon tears = portfolio pain.

Ibotta (IBTA) — –20%
Guidance weaker than decaf coffee. Earnings fine—future fuzzy.

Flutter Entertainment (FLUT) — –3%
Gamblers winning too much, margins crying. Misery loves company.

Disney (DIS) — –4%
Streaming solid, but linear TV dragging like it’s wearing concrete boots.

STRENGTHS:
Market confidence restored. Dow at 48,000. Relief rally energy. Semis stabilizing. Consumer brands catching upgrades.

WEAKNESSES:
Airlines still clogged. Economic data blackout hangover. Fed still “flying blind.” Linear TV dragging entire media sector.

OPPORTUNITIES:
AI revamps (Alibaba), networking revival (Cisco), China tech rotation, discretionary names bottoming.

THREATS:
Delayed data = unpredictable Fed. Labor strikes (Starbucks). Travel disruption risk. Linear media dragging valuations down.

Yep.

The Dow didn’t just flirt with 10,000…
…it treated that level like a revolving door at a Vegas casino.

Eleven separate drops below 10K in the following decade.

Lesson?
A “breakout” isn’t a finish line — it’s an invitation for volatility to come slap you around. 

Just like today’s market:
Levels matter… but rotation, catalysts, and context matter more.

One trade.

One turn.

One moment of clarity.

When you align your actions with purpose, clarity follows.

When you align your trading with a system, consistency follows.
When you align your identity with freedom—not employment—your destiny shifts.

Most people trade time for money.
Time Freedom Traders trade insight for income and precision for prosperity.

Where’s your work committed today?

• Think like a Trader and Investor
• Build your own "consistency code"
• Grow into Profits with Providence. 

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