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🦃 Turkey, Traffic, and Trading: The Weird Market Rhythm of Thanksgiving Week

Thanksgiving week creates one of the strangest rhythms in the market—slow volume, wild sentiment, and a surge in online spending. Here’s how retail, e-commerce, travel, and payments tend to move from Black Friday into Cyber Monday.

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🚨 AlphaBriefing Operational Brief — Week of November 17–22, 2025

This week, markets collide with three forces at once: NVIDIA’s pivotal AI earnings, a dangerous China–Japan escalation over Taiwan, and the high-impact debut of The Age of Disclosure. Here’s the intelligence investors need before the week begins.

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🏛️ Shutdown, Showdown, and the Markets: How Washington Chaos Is Quietly Repricing Risk

Day 40 of the shutdown is quietly reshaping the market. Yields stay elevated, data is frozen, and money is rotating into defense, utilities, energy, and gold. Airlines enter a high-stakes window before Thanksgiving. Here’s how to position for the week ahead.

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Artificial Intelligence Featured

🧠 The New Arms Race: How AI Became the World’s Ultimate Power Weapon

AI is the new arms race. The U.S., China, Russia, and the EU are pouring billions into AI, chips, and autonomous systems. This isn’t science fiction — it’s the next phase of power politics, markets, and security.

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🎃 AlphaBriefing: Morning Intel — The Calm Before the Catalyst ⚡

🎃 Markets are calm—but don’t be fooled. The ghosts of over-valuation still haunt tech. Our Halloween Intel Brief reveals where the smart money’s hiding and which 5 stocks could light your lantern through November.

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Nuclear Featured

🇺🇸⚡ America’s Nuclear Renaissance: 10 Stocks Ready to Explode

The U.S. just committed at least $80B to new nuclear reactors. AI/data-centers and the Pentagon are driving demand. Here are the 10 stocks best positioned to profit — plus 5 bonus speculative plays.

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Five Forces Squeezing Markets Right Now

A grinding U.S. shutdown, Europe’s phased ban on Russian liquefied natural gas, new U.S. sanctions on Russia’s top oil firms, a firmer uranium price, wider export-control talk reaching software, and AI’s hardware-anchored funding all tug markets at once—shifting cash flows, risk, and timelines.

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🌍 From Russia to China: Why Today’s Geopolitics Are Rattling Markets

Sanctions on Russian oil, proposed U.S.–China software export curbs, and weak prints from Tesla and IBM are shaking risk appetite. Inflation risk is back on the table, and volatility is the name of the game.

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Operational Brief Featured

⚔️ AlphaBriefing Operational Brief: Markets & Geopolitics in the Fog

Shutdown Day 20, oil chokepoints, PMIs, Big Tech earnings, rare earth tensions, and the AI race shape the week ahead. AlphaBriefing maps the risks, signals, and market themes every investor should have on radar.

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Rare Earths Featured

🌍 Rare Earth Reckoning: China’s Silent Stranglehold — and the Stocks Poised to Benefit

China is weaponizing rare earths — the metals behind EVs, missiles, and chips. As Beijing tightens export controls, the West scrambles to respond. Who wins this strategic minerals war? AlphaBriefing breaks it down — and shows you how to trade it.

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🚀 Orbital Choke Points: The Coming Battle for Space-Based Data Centers

The Panama Canal once decided who ruled the seas. Now, new choke points orbit above us. Satellites are evolving into space-based data centers—and whoever controls these orbital lanes could control the flow of global information.

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Operational Brief Featured

🔥 Ceasefire & Shutdowns: Markets in the Fog

Markets face a foggy week: the shutdown delays key data, bank earnings set the tone, and a fragile Middle East ceasefire shifts risk. With OPEX Friday ahead, volatility looms—stay nimble, watch banks, oil, and the Fed’s Beige Book for direction

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Artificial Intelligence Featured

⚙️ The 6-Gigawatt Shock: OpenAI’s AMD Deal Is Rewiring the AI Trade — Here’s How to Position by Monday

OpenAI just signed a 6-gigawatt chip deal with AMD — a move that could finally challenge Nvidia’s dominance. Here’s what it means for AI stocks you can buy today.

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Drones Featured

🚁 The Drone Arms Race: How UAV Warfare Is Reshaping Defense Investing

Drones are rewriting the battlefield — and the budget. The winners? Not just UAV makers, but also the firms building the lasers and jammers to destroy them. We break down the portfolio.

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USA Featured

🎲 Washington Gridlock, Middle East Gamble

Day 5 of the shutdown collides with fragile Gaza peace talks. Washington gridlock weakens U.S. credibility abroad as markets brace for binary outcomes: troop paychecks at risk at home, truce or escalation overseas. The stakes for investors have never been sharper.

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Defense Featured

🌐 WWIII in the Shadows: AI, Cyber Wars, Drones & Chip Supply Chains Collide

We are already living in the opening chapters of a potential World War III. Not with tanks and trenches — but through cyberattacks, drone swarms, and fragile chip supply chains. The first salvos are already being fired in the shadows. Here’s what it means for markets — and how to prepare.

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UAS Featured

✈️ Defending the Skies: The Race to Neutralize Rogue Drones

Rogue drones are closing airports and swarming battlefields. Learn how lasers, microwaves, AI, and key players are reshaping defense and investment in the counter‑drone race. Subscribe to unlock the full AlphaBriefing.

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Taiwan Featured

⚡Taiwan and the Chip Wars: The Fragile Supply Line at the Center of Global Markets

Taiwan makes nearly 90% of the world’s most advanced chips. If conflict disrupts that lifeline, markets from autos to defense would feel it. A blockade would shock; an invasion would rewire the global economy.

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Nuclear Featured

⚛️ Uranium’s Second Wave: Why SMRs Are Coming for Data Centers

AI’s power appetite just hit overdrive. Governments are fast-tracking nuclear projects, Europe’s first SMR-powered data campus is planned, and uranium traders are circling. In today’s AlphaBriefing, we break down who wins—and how to play it without the jargon.

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Fusion Featured

⚡ Fusion’s Big Bang: Why AI’s Power Hunger Could Light the Fire

AI’s power hunger is rewriting the rules of energy. Fusion—the “holy grail”—just moved from science fiction into strategy, with timelines pulled forward by the data-center boom. But who stands to profit? That’s where our premium readers get the intel.

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Quantum Featured

⚛️ The Quantum Deadline: Why 2026 Could Be the Year Encryption Starts to Flip

NIST has finalized quantum-safe cryptography, and NSA timelines require adoption starting in 2026. The real trade now isn’t quantum supremacy — it’s the multi-billion-dollar migration to post-quantum security.

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Frontier Tech Featured

🧠 Quantum Sensors Inside Living Cells: The Next Frontier for Brain-Computer Interfaces

Quantum sensors grown in living cells could transform brain-computer interfaces within a decade. From Medtronic to Meta, here are the stocks best positioned to profit as quantum biology moves from lab to market.

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📉 Inflation Falls, 🚀 Oracle Ignites Tech — The Fed Pivot Is Here

Inflation cooled in August, all but locking in a Fed rate cut next week. Oracle’s surprise 40% surge on AI demand sparked a broader tech rally. Here’s how operators can position across AI, bonds, and hedges before the Fed makes its move.

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Premium Briefing Featured

🚀 U.S. Stocks Poised to Benefit From the New Moon Race Against China

The U.S.–China space race is heating up. From Lockheed’s Orion capsules to Intuitive Machines’ lunar landers, key U.S. stocks are set to benefit as Artemis missions ramp up. Here’s where investors should focus in the next 3–4 years.

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Dell (DELL): The Quiet Quarterback of the AI Build-Out 🖥️

Dell just raised its AI server forecast to $20B, shipped $8.2B last quarter, and holds an $11.7B backlog. Despite cautious guidance and a stock dip, the fundamentals point higher—making Dell a stealth AI infrastructure winner heading into October catalysts.