A UN wire story, then Lockheed's 20% grind higher
A UN security item landed July 21. Our alert named LMT, RTX and NOC that evening; Lockheed
Blog
Analysis and context on the market signals that matter.
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The FDA press release that front-ran a 23.5% biotech run
The FDA posted Replimune's melanoma approval on its public press feed. The knowfir.st take named REPL at 20:28 UTC. Fourteen sessions later: up 23.5%.
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The president spoke, and bitcoin repriced 21% in three days.
Bitcoin sat near $63,000 while the White House crypto summit sat on the public record. Then Trump spoke, and the tape repriced 21% in three days.
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The two-year EPA reprieve that carried Big Chemical up 16.8%
A presidential proclamation posted at 9:49 pm gave chemical plants a two-year EPA pass. LYB then rose 16.8% in 28 sessions. We read it the evening it posted.
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The scrap-metal order that sent MP up 41%
A Presidential Determination declared black mass, swarf and end-of-life magnets defense-essential. knowfir.st read it 39 minutes after the close, 11 sessions before MP Materials ran 41%.
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The 100% drone tariff was signed after the close. We alerted.
A Section 232 proclamation put tariffs of up to 100% on imported drones. knowfir.st read it off the White House actions feed and mailed the take the evening before the session that repriced the whole domestic drone complex.
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A price floor under polysilicon, a bid under solar...
President Trump signed a Section 232 proclamation that puts a hard price floor under polysilicon, the refined silicon that becomes solar cells and semiconductor wafers.
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A CENTCOM Press Release, Then Microsoft's 18.1% Week
On July 28 a CENTCOM press release flagged six defense-AI stocks. Three sessions later Microsoft was up 18.1%. The timestamped alert, the charts, the caveats.
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Wall Street Will Pay $100,000 a Month to Read Trump First
Truth API went live Aug 1 at up to $100,000 a month. We timestamped a Trump post, our one-minute read, and the 6.6% move that followed.
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Reading the Tape Before the Shock
How Trump's Truth Social posts telegraphed the 2026 Iran oil shock, and why gold fell while oil, the dollar, and yields all climbed.