Morning Dose #296: Cautious Bullish: Micron’s Surge vs. Fed Reality – Thursday 6/25/2026

Morning Dose #296: Cautious Bullish: Micron’s Surge vs. Fed Reality – Thursday 6/25/2026

The market sits on a razor’s edge with a perfect bull-bear split as traders await the May PCE data. While Micron and Qualcomm lead a narrow rally, the broader index struggles under hawkish Fed expectations. The playbook calls for a ‘Selective Offensive’ strategy, focusing on AI leaders while avoiding broad index bets. The post Morning Dose #296: Cautious Bullish: Micron’s Surge vs. Fed Reality – Thursday 6/25/2026 [https://podcast.waverider.ai/podcast/morning-dose-296-cautious-bullish-microns-surge-vs-fed-reality-thursday-6-25-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Morning Dose #295: Semiconductor Trap or Recovery? Navigating the Cautious Regime – Wednesday 6/24/2026

Traders analyze the divergence between a broad semiconductor sell-off and specific earnings plays like Micron, while the Fed’s hawkish pause anchors yields. The episode breaks down the rotation into defensive sectors and outlines a selective trading playbook for a risk-off environment. The post Morning Dose #295: Semiconductor Trap or Recovery? Navigating the Cautious Regime – Wednesday 6/24/2026 [https://podcast.waverider.ai/podcast/morning-dose-295-semiconductor-trap-or-recovery-navigating-the-cautious-regime-wednesday-6-24-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Morning Dose #293: Selective Offensive: Trading the Fed’s Hawkish Pivot – Monday 6/22/2026

The market faces a fierce tug-of-war between geopolitical stability and a hawkish Federal Reserve. While yields scream and the yield curve tightens, a split market emerges where semiconductor leaders soar and service laggards crumble. The actionable playbook focuses on selective offensive strategies, capitalizing on M&A catalysts and sector leaders while avoiding falling knives. The post Morning Dose #293: Selective Offensive: Trading the Fed’s Hawkish Pivot – Monday 6/22/2026 [https://podcast.waverider.ai/podcast/morning-dose-293-selective-offensive-trading-the-feds-hawkish-pivot-monday-6-22-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Morning Dose #292: Bullish Regime: Chips Soar, Services Crater – Friday 6/19/2026

The market shifts to a bullish regime driven by geopolitical calm and a massive semiconductor rally, creating a stark divergence between chip giants and IT services. Host and Analyst break down the breadth expansion, key price levels for Intel and Micron, and the specific playbook for trading the current sector rotation. The post Morning Dose #292: Bullish Regime: Chips Soar, Services Crater – Friday 6/19/2026 [https://podcast.waverider.ai/podcast/morning-dose-292-bullish-regime-chips-soar-services-crater-friday-6-19-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Morning Dose #291: The Map is Gone: Fed Hawkishness vs. Oil Relief – Thursday 6/18/2026

The Fed has removed forward guidance and pushed rate cuts to 2026, creating a ‘no map’ environment despite a rally driven by falling oil prices. Analysts warn the market is stumbling on weak breadth, with defensive sectors leading while tech faces pressure. The post Morning Dose #291: The Map is Gone: Fed Hawkishness vs. Oil Relief – Thursday 6/18/2026 [https://podcast.waverider.ai/podcast/morning-dose-291-the-map-is-gone-fed-hawkishness-vs-oil-relief-thursday-6-18-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].