🚨 BREAKING: Trump Weight-Loss Drug Deal & Supreme Court Tariff Showdown Rocks Markets - Your Complete Thursday Trading Blueprint

🔥 KEY THINGS TO KNOW FOR THURSDAY'S SESSION

✅ MAJOR CATALYST: Trump announces weight-loss drug deal with Eli Lilly & Novo Nordisk tomorrow 11 AM EST - prices dropping to $150/month
✅ SUPREME COURT DRAMA: Tariff ruling odds collapse to 21% - market RALLIES on potential removal
✅ FED DOVISH TURN: Fed's Miran signals continued rate cuts - "policy too restrictive"
✅ SECTOR ROTATION: Money flowing from tech into healthcare, energy, small caps
✅ CRYPTO BOUNCE: Bitcoin recovers to $103K after testing $100K support

📈 WEDNESDAY'S WINNING COMEBACK

Major Indices Recovery:

• SPY: $680.72 (+0.81%) - Reclaimed key support

• QQQ: $626.04 (+1.10%) - Tech rebounds strongly

• DIA: $473.96 (+0.65%) - Dow steadies

• IWM: $245.11 (+1.62%) - Small caps LEADING

Market Sentiment: Fear & Greed Index at 24/100 (Extreme Fear) - CONTRARIAN BUY SIGNAL

💊 TRUMP MOMENTUM TRADES: HEALTHCARE EXPLOSION

🎯 #1 PRIORITY TRADE: ELI LILLY (LLY)

Current Price: $946.04 (as of Nov 5, 2025 10:50 AM)
Entry Zone: $920-$935
Target 1: $980 (+3.6%)
Target 2: $1,025 (+8.4%)
Stop Loss: $895

Catalyst: Trump announcing Eli Lilly partnership for $150/month GLP-1 drugs tomorrow 11 AM EST. This is MASSIVE for accessibility and volume.

Trade Rating: ⭐⭐⭐⭐⭐ (95% Conviction - Sympathy Play Alert)

Options Play:

• LLY Dec 20 $950 Calls @ $28-32

• Risk/Reward: 3:1

Why It Works: Stock hitting 52-week highs, strong institutional accumulation, government partnership = volume explosion

🎯 NOVO NORDISK (NVO) - Partner Play

Current Price: $46.60 (Nov 5, 2025)
Entry Zone: $46.00-$47.50
Target 1: $51.00 (+9.4%)
Target 2: $54.50 (+17.0%)
Stop Loss: $44.50

Catalyst: Same Trump drug deal announcement - dual beneficiary with Lilly

Trade Rating: ⭐⭐⭐⭐ (85% Conviction)

🔋 ENERGY SECTOR BREAKOUT

Nuclear & Clean Energy Power Plays

From MightyMo's POWER 8 Portfolio (Up 6.09% Wednesday):

BE (Bloom Energy)

Wednesday Performance: +10.48%
Entry: Pullback to $28-29
Target: $34-36
Catalyst: Energy infrastructure spending, small cap momentum

CIFR (Cipher Mining)

Wednesday Performance: +9.95%
Entry: Current levels $7.50-8.00
Target: $9.50-10.50
Catalyst: Bitcoin mining recovery, $5M weekly call buying spotted

FLNC (Fluence Energy)

Wednesday Performance: +10.27%
Entry: Dips to $42-44
Target: $50-52
Catalyst: Grid storage demand surging

Trade Rating (Energy Basket): ⭐⭐⭐⭐ (82% Conviction)

🚗 EV SECTOR REVERSAL PLAYS

RIVN (Rivian) - Earnings Beat Momentum

Current Price: $12.50 (as of Nov 4, 2025 close)
Wednesday Move: +16%+ intraday after earnings
Entry Zone: $12.00-$12.80 (post-earnings consolidation)
Target 1: $14.50 (+16%)
Target 2: $16.00 (+28%)
Stop Loss: $11.20

Catalyst: Beat on gross profit margins, better-than-expected sales

Trade Rating: ⭐⭐⭐⭐ (80% Conviction)

Key Note: MightyMo called this as potentially his "biggest intraday trade winner" - sympathy play for entire EV sector

TSLA (Tesla) - Musk Pay Package Vote

Current Price: $450.56 (Nov 5, 2025)
Entry Zone: $446-452
Target 1: $475 (+5.4%)
Target 2: $495 (+9.9%)
Stop Loss: $438

Catalyst:

• Shareholder vote on $1T pay package (results Nov 6)

• Dec 5th $480 calls seeing MASSIVE buying (30,000+ contracts)

• Holding strong despite market weakness

Trade Rating: ⭐⭐⭐⭐ (85% Conviction)

Options Flow: Clear institutional accumulation in $470-480 strikes Dec expiry

🤖 AI/TECH SECTOR - BOUNCE PLAYS

META (Meta Platforms) - Dark Pool Signal

Current Price: Check real-time
Entry: Current levels after $895M dark pool print
Target: +8-12% move from entry
Stop: -5%

Catalyst: $895M dark pool print spotted - "Someone big getting very interested at these prices"

Trade Rating: ⭐⭐⭐⭐ (80% Conviction)

PLTR (Palantir) - Dip Buying Opportunity

Current Price: $38.64
Entry Zone: $37.50-39.00
Target 1: $42.00 (+8.7%)
Target 2: $45.00 (+16.5%)
Stop Loss: $36.00

Catalyst:

• 10,000 contract block buyer spotted at $38.64

• June 2027 $200 strike calls seeing huge accumulation

• Beat earnings but sold off on valuation fears = OPPORTUNITY

Trade Rating: ⭐⭐⭐ (75% Conviction - Higher Risk/Reward)

Insider Note: Ripster staying bearish short-term, not time to long yet - wait for Day 2 of repeatable earning setup

🔥 KEY THINGS TO KNOW FOR THURSDAY'S SESSION

✅ MAJOR CATALYST: Trump announces weight-loss drug deal with Eli Lilly & Novo Nordisk tomorrow 11 AM EST - prices dropping to $150/month
✅ SUPREME COURT DRAMA: Tariff ruling odds collapse to 21% - market RALLIES on potential removal
✅ FED DOVISH TURN: Fed's Miran signals continued rate cuts - "policy too restrictive"
✅ SECTOR ROTATION: Money flowing from tech into healthcare, energy, small caps
✅ CRYPTO BOUNCE: Bitcoin recovers to $103K after testing $100K support

📈 WEDNESDAY'S WINNING COMEBACK

Major Indices Recovery:

• SPY: $680.72 (+0.81%) - Reclaimed key support

• QQQ: $626.04 (+1.10%) - Tech rebounds strongly

• DIA: $473.96 (+0.65%) - Dow steadies

• IWM: $245.11 (+1.62%) - Small caps LEADING

Market Sentiment: Fear & Greed Index at 24/100 (Extreme Fear) - CONTRARIAN BUY SIGNAL

💊 TRUMP MOMENTUM TRADES: HEALTHCARE EXPLOSION

🎯 #1 PRIORITY TRADE: ELI LILLY (LLY)

Current Price: $946.04 (as of Nov 5, 2025 10:50 AM)
Entry Zone: $920-$935
Target 1: $980 (+3.6%)
Target 2: $1,025 (+8.4%)
Stop Loss: $895

Catalyst: Trump announcing Eli Lilly partnership for $150/month GLP-1 drugs tomorrow 11 AM EST. This is MASSIVE for accessibility and volume.

Trade Rating: ⭐⭐⭐⭐⭐ (95% Conviction - Sympathy Play Alert)

Options Play:

• LLY Dec 20 $950 Calls @ $28-32

• Risk/Reward: 3:1

Why It Works: Stock hitting 52-week highs, strong institutional accumulation, government partnership = volume explosion

🎯 NOVO NORDISK (NVO) - Partner Play

Current Price: $46.60 (Nov 5, 2025)
Entry Zone: $46.00-$47.50
Target 1: $51.00 (+9.4%)
Target 2: $54.50 (+17.0%)
Stop Loss: $44.50

Catalyst: Same Trump drug deal announcement - dual beneficiary with Lilly

Trade Rating: ⭐⭐⭐⭐ (85% Conviction)

🔋 ENERGY SECTOR BREAKOUT

Nuclear & Clean Energy Power Plays

From MightyMo's POWER 8 Portfolio (Up 6.09% Wednesday):

BE (Bloom Energy)

Wednesday Performance: +10.48%
Entry: Pullback to $28-29
Target: $34-36
Catalyst: Energy infrastructure spending, small cap momentum

CIFR (Cipher Mining)

Wednesday Performance: +9.95%
Entry: Current levels $7.50-8.00
Target: $9.50-10.50
Catalyst: Bitcoin mining recovery, $5M weekly call buying spotted

FLNC (Fluence Energy)

Wednesday Performance: +10.27%
Entry: Dips to $42-44
Target: $50-52
Catalyst: Grid storage demand surging

Trade Rating (Energy Basket): ⭐⭐⭐⭐ (82% Conviction)

🚗 EV SECTOR REVERSAL PLAYS

RIVN (Rivian) - Earnings Beat Momentum

Current Price: $12.50 (as of Nov 4, 2025 close)
Wednesday Move: +16%+ intraday after earnings
Entry Zone: $12.00-$12.80 (post-earnings consolidation)
Target 1: $14.50 (+16%)
Target 2: $16.00 (+28%)
Stop Loss: $11.20

Catalyst: Beat on gross profit margins, better-than-expected sales

Trade Rating: ⭐⭐⭐⭐ (80% Conviction)

Key Note: MightyMo called this as potentially his "biggest intraday trade winner" - sympathy play for entire EV sector

TSLA (Tesla) - Musk Pay Package Vote

Current Price: $450.56 (Nov 5, 2025)
Entry Zone: $446-452
Target 1: $475 (+5.4%)
Target 2: $495 (+9.9%)
Stop Loss: $438

Catalyst:

• Shareholder vote on $1T pay package (results Nov 6)

• Dec 5th $480 calls seeing MASSIVE buying (30,000+ contracts)

• Holding strong despite market weakness

Trade Rating: ⭐⭐⭐⭐ (85% Conviction)

Options Flow: Clear institutional accumulation in $470-480 strikes Dec expiry

🤖 AI/TECH SECTOR - BOUNCE PLAYS

META (Meta Platforms) - Dark Pool Signal

Current Price: Check real-time
Entry: Current levels after $895M dark pool print
Target: +8-12% move from entry
Stop: -5%

Catalyst: $895M dark pool print spotted - "Someone big getting very interested at these prices"

Trade Rating: ⭐⭐⭐⭐ (80% Conviction)

PLTR (Palantir) - Dip Buying Opportunity

Current Price: $38.64
Entry Zone: $37.50-39.00
Target 1: $42.00 (+8.7%)
Target 2: $45.00 (+16.5%)
Stop Loss: $36.00

Catalyst:

• 10,000 contract block buyer spotted at $38.64

• June 2027 $200 strike calls seeing huge accumulation

• Beat earnings but sold off on valuation fears = OPPORTUNITY

Trade Rating: ⭐⭐⭐ (75% Conviction - Higher Risk/Reward)

Insider Note: Ripster staying bearish short-term, not time to long yet - wait for Day 2 of repeatable earning setup

LMND (Lemonade) - Breakout Continuation

Current Price: Check current
Entry: Pullbacks to support
Target: +30%+ from entry zones
Wednesday Performance: +33% rally

Catalyst: Earnings beat, always gets "squeezy moves" per Ripster

Trade Rating: ⭐⭐⭐⭐ (78% Conviction)

⛏️ CRYPTO MARKET ANALYSIS

Bitcoin (BTC)

Current Price: $104,310 (Nov 5, 2025)
24hr Change: +0.1%
Key Levels:

• Support: $100,000 (CRITICAL), $95,000 (secondary)

• Resistance: $107,000, $112,000

Sentiment: Extreme Fear (23/100) - Historically BULLISH contrarian signal

Analysis:

• Briefly dipped below $100K Tuesday for first time since June

• Whale selling reported by Citigroup

• Accumulator wallets bought 50K BTC on the dip

• ETH showing strength: $3,321 bounced from $3,050 to $3,420 in 24hrs

Trade Setup:

• Entry: $100K-102K range

• Target 1: $110K (+7.8%)

• Target 2: $118K (+15.7%)

• Stop: $97K

Trade Rating: ⭐⭐⭐⭐ (82% Conviction)

Alt Coin Watch: ETH showing relative strength vs BTC - consider $3,200-3,300 entries for $3,600-3,800 targets

🎯 S&P FUTURES KEY LEVELS FOR THURSDAY

ES_F Current: ~6,830 (as of Wednesday close)

Bull Path:

• Immediate Resistance: 6,838-6,842 ✅ (TAGGED)

• Next Resistance: 6,851 (Target hit per Adam Mancini)

• Major Resistance: 6,862, 6,877, 6,900-6,906

Bear Path:

• Support: 6,798 (reclaimed), 6,785

• Key Support: 6,766 (newsletter long trigger)

• Major Support: 6,748-6,756, 6,713-6,725

Trading Strategy:

• Bulls need to hold 6,830+ and push through 6,862 for continuation

• Bears need to reclaim 6,798 to retest lower levels

• VIX crushed from 20 to under 18 - bullish signal

📊 SECTOR ROTATION & MONEY FLOW

LEADING SECTORS (Bullish)

1. Healthcare (+0.61%) - LLY driving, AMGN +6.02%

2. Energy (+1.31%) - Nuclear & renewables hot

3. Consumer Discretionary (+1.28%) - Tariff relief rally

4. Technology (+1.06%) - Bounce from oversold

5. Communication Services (+0.82%)

LAGGING SECTORS (Bearish)

1. Consumer Staples (+0.07%) - Defensive selling

2. Utilities (+0.32%)

3. Real Estate (+0.13%)

Money Rotation Signal: Defensive → Cyclical = Risk-On Environment

📰 KEY ECONOMIC CATALYSTS FOR THURSDAY

Released Wednesday ✅

• ISM Services PMI: 52.4 (Est. 50.8) - BEAT 🔥

• ADP Employment: +42K (Est. +22K) - BEAT 🔥

• EIA Crude Inventories: +5.202M (Est. -0.286M) - Bearish for oil

Thursday Schedule 🗓️

• 11:00 AM EST: Trump weight-loss drug announcement (LLY, NVO)

• 1:00 PM EST: Trump economic speech

• TBD: Supreme Court tariff ruling (market already pricing in rejection)

🔥 HOT OPTIONS FLOW - FOLLOW THE SMART MONEY

1. TSLA Dec 5 $480 Calls: 30,000+ bought above market

2. PLTR June 2027 $200 Calls: Massive accumulation

3. CIFR Weekly Calls: $5M+ net call buying

4. META: $895M dark pool print = institutional positioning

5. SMCI 2026 LEAPs: Buying into earnings sell-off

6. MSFT Calls: Institutional call buying per JustByAI

⚠️ RISK FACTORS TO MONITOR

1. Supreme Court Tariff Decision: 79% chance of rejection per Kalshi - already priced in

2. AI Valuation Concerns: Still present but fading

3. Bitcoin $100K Support: Critical level - break could trigger cascade

4. Dollar Strength: DXY at 5-month high (100.36) - headwind for commodities

5. Credit Card Delinquencies: Rising to 2011 highs - consumer stress

💡 OVERALL MARKET STRATEGY FOR THURSDAY

Bullish Scenario (70% Probability)

• Market continues Wednesday's recovery momentum

• Healthcare leads on Trump drug announcement

• Tech finds support after Tuesday's washout

• Small caps outperform on rate cut hopes

Action: Focus on healthcare, energy, EV sympathy plays

Bearish Scenario (30% Probability)

• Profit-taking after Wednesday rally

• Supreme Court disappoints Trump

• Economic data disappoints

Action: Hedge with VIX calls, watch 6,798 ES support

🎯 TOP 5 TRADES FOR THURSDAY

#1: LLY - Trump Drug Deal ⭐⭐⭐⭐⭐

Entry: $920-935 | Target: $1,025 | Stop: $895

#2: RIVN - EV Sympathy ⭐⭐⭐⭐

Entry: $12.00-12.80 | Target: $16.00 | Stop: $11.20

#3: BTC - Extreme Fear Buy ⭐⭐⭐⭐

Entry: $100K-102K | Target: $118K | Stop: $97K

#4: Energy Basket (BE, CIFR, FLNC) ⭐⭐⭐⭐

Entry: Current pullbacks | Target: +15-20% | Stop: -8%

#5: TSLA - Musk Vote Catalyst ⭐⭐⭐⭐

Entry: $446-452 | Target: $495 | Stop: $438

📱 MASTERMIND SOCIAL INSIGHTS

Key Takeaways from Trading Community:

1. Volume Ratios Surging: Breadth confirming upside momentum

2. VIX Futures Down 5%: Vol crush = bullish continuation signal

3. Retail Stocks Ripping: XRT +2% on tariff uncertainty removal

4. IWM Leadership: Small caps +1.5% = healthy market breadth

5. Extreme Fear = Opportunity: Both crypto and equity fear indices at extremes

Trader Sentiment: Cautiously optimistic - "Buy strong fundamental positions under 200 WMA" - The Long Investor

🔮 SEASONALITY & PATTERNS

• November Historically Strong: S&P 500 averages +1.8% (strongest month)

• Post-Correction Bounce: Typical after extreme fear readings

• Presidential Cycle: Mid-term years show strength into year-end

• Fed Put Active: Dovish Fed = supportive backdrop

🚀 TRUMP POLITICAL EDGE TRADES

Tariff Reversal Beneficiaries

• Retail: WMT, TGT, COST

• Auto: GM, F (China exposure)

• Industrial: CAT (+55% YTD, leading Dow)

Government Efficiency Plays

• Defense: Contracts likely to increase

• Infrastructure: Bipartisan support continuing

📉 BEARISH SECTORS TO AVOID

1. Traditional Pharma Without GLP-1 Exposure: May face pressure

2. High Valuation AI Without Revenue: PLTR risky short-term

3. Regional Banks: Credit quality concerns

4. Consumer Discretionary (Leveraged): Delinquency data concerning

🎓 TRADING WISDOM FROM THE PROS

Adam Mancini: "Incredible squeeze from 6766 to 6851 - newsletter readers +85 points. Runner targeting 6862 then 6877"

Ripster: "$SEDG +28% - Day like today you make for many weeks! Earning setups on fire"

Irish Born Investor: "$LLY had really nice chart. Long via $LLYX sitting on 30% gain. Not bad for $850B market cap!"

Mike Zaccardi: "Dec rate cut chance down to 62%. Yields up. But small caps, gold, crypto still doing very well today."

💰 RISK MANAGEMENT RULES

1. Position Sizing: Never risk more than 2% per trade

2. Stop Losses: ALWAYS use them - no exceptions

3. Profit Taking: Scale out at targets - don't get greedy

4. Diversification: Don't concentrate in one sector

5. News Catalyst Plays: Reduce size before announcements

🎯 FINAL WORD

Wednesday's market action proved that dip buyers remain aggressive and AI valuation fears are overblown. The setup for Thursday is compelling with multiple catalysts:

✅ Trump healthcare deal (bullish LLY, NVO)
✅ Continued rate cut expectations (bullish risk assets)
✅ Tariff rejection likely (bullish equities)
✅ Extreme fear readings (contrarian bullish)
✅ Technical support holding (bullish continuation)

The trade: Focus on healthcare, energy, and oversold quality tech. Small caps leading = healthy market internals.

Remember: "Fear is temporary, fundamentals are permanent. Every dip is being bought because smart money knows the trend is your friend." - DCG Trading Desk

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Disclaimer: This newsletter is for educational purposes only. All trades carry risk. Past performance does not guarantee future results. Always do your own research and consult with a financial advisor before making investment decisions.

Trade smart. Trade safe. Trade profitable.

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Verified Prices as of November 5, 2025 - All price targets calculated from verified closing prices

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