I've covered six presidents and countless political scandals. But I've never seen anything like what crossed my desk last week — a handwritten note that reveals exactly how Trump plans to reshape American finance.
The details are staggering. We're talking about policy changes that could redirect trillions in capital flows. The kind of shifts that create generational wealth for those positioned ahead of the curve.
Here's what gets me: while everyone's focused on the noise, a small group of D.C. insiders has been quietly positioning for what's coming next. The handwriting — literally — is on the wall.
One analyst who's been tracking these moves just published his complete playbook. The timing couldn't be more critical.
🔥 TODAY'S TOP 5 MOVERS
| 🥇 BIRD (Allbirds,) | $11.85 +355.8% |
| 📰 From Allbirds to Nike, the Sneaker Segment is Running Into the Ground. | 📈 Vol: 102.4M | |
| 🥈 VSA (VisionSys AI Inc American Depositary Shares) | $1.14 +92.5% |
| 📰 Up 92.5% on heavy volume | 📈 Vol: 136.7M | |
| 🥉 NICM (Nicola Mining Inc. American Depositary Shares) | $9.49 +33.9% |
| 📰 Up 33.9% on heavy volume | 📈 Vol: 6.4M | |
| 4️⃣ SMU (Tradr 2X Long SMR Daily ETF) | $15.48 +31.4% |
| 📰 Up 31.4% on heavy volume | 📈 Vol: 931K | |
| 5️⃣ IONL (GraniteShares 2x Long IONQ Daily ETF) | $20.59 +29.8% |
| 📰 Up 29.8% on heavy volume | 📈 Vol: 2.0M | |
💡 BONUS BREAKDOWN: VSA (VisionSys AI Inc American Depositary Shares)
VisionSys AI (VSA) went parabolic today, rocketing 92.5% on volume that was roughly 200 times normal. When I see moves like this — from $0.60 to $1.14 — my first instinct is to figure out what the smart money knew before everyone else.
The problem? There's no meaningful news. No earnings beat, no partnership announcement, no breakthrough product launch. Just a Chinese ADR with minimal fundamental coverage suddenly becoming the day's most-traded stock.
This screams momentum play, not investment thesis. The company operates in AI infrastructure, which is hot, but so do hundreds of others that didn't gap up 90% today. When stocks move this hard on no news, it's usually one of three things: algorithmic buying gone wild, a leak about something coming, or pure speculation.
Here's my take: if you weren't in before 9:30am, you missed the real money. Chasing a stock up 90% in a single session is how retail investors get burned. The volume spike tells me institutions were dumping into the rally, not accumulating.
The bigger picture? This kind of action in smaller AI names suggests we're still in speculation mode, not the steady institutional adoption phase that creates lasting value. For every VisionSys that pops 90%, there are ten that give it all back within a week.
My play: watch from the sidelines. If VSA can hold above $1.00 for a few sessions without massive volume spikes, maybe there's something real here. But right now, this looks like textbook momentum exhaustion waiting to happen.
Until tomorrow,
— Randy Cole, Editor, The Money Memo
That handwritten note? It names three specific sectors about to get Washington's full attention.
See what I found →