Next Day Prep #268: Record Highs, Fragile Breadth: The AI Illusion – Monday 6/1/2026

Next Day Prep #272: The Streak Ends: Defensive Shift & The New Playbook – Friday 6/5/2026

The nine-week market win streak has officially ended as hot jobs data killed rate cut hopes, sending yields soaring and triggering a massive rotation into defensive sectors. We analyze the structural failure in market breadth, the implosion of tech and semis, and outline a strict capital preservation strategy for the days ahead. The post Next Day Prep #272: The Streak Ends: Defensive Shift & The New Playbook – Friday 6/5/2026 [https://podcast.waverider.ai/podcast/next-day-prep-272-the-streak-ends-defensive-shift-the-new-playbook-friday-6-5-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Next Day Prep #271: The Rotation Paradox: Market Highs, Sector Crushes, and the Jobs Report – Thursday 6/4/2026

Despite a semiconductor sector crash, the market hit record highs due to a strategic rotation into value sectors. We analyze the breadth data that kept the ‘Cautious’ regime intact and outline the specific watchlist levels for the upcoming Nonfarm Payrolls report. The post Next Day Prep #271: The Rotation Paradox: Market Highs, Sector Crushes, and the Jobs Report – Thursday 6/4/2026 [https://podcast.waverider.ai/podcast/next-day-prep-271-the-rotation-paradox-market-highs-sector-crushes-and-the-jobs-report-thursday-6-4-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Next Day Prep #270: Market Mud: Why the Streak Ended and Where to Hide – Wednesday 6/3/2026

The nine-day market winning streak ends as geopolitical tensions and oil spikes trigger a flight to safety. Analysts break down the brutal drop in market breadth, the shift from earnings beats to guidance caution, and the defensive playbook for tomorrow’s open. The post Next Day Prep #270: Market Mud: Why the Streak Ended and Where to Hide – Wednesday 6/3/2026 [https://podcast.waverider.ai/podcast/next-day-prep-270-market-mud-why-the-streak-ended-and-where-to-hide-wednesday-6-3-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Next Day Prep #269: Supply Chain Certainty: Ignoring the $80B Raise – Tuesday 6/2/2026

Despite a massive $80 billion equity raise, the market rallied on narrow leadership in optical and power infrastructure. The episode breaks down the ‘AI Infrastructure Trade,’ analyzes key technical levels for GLW and Coherent, and outlines the playbook for tomorrow’s ADP data release. The post Next Day Prep #269: Supply Chain Certainty: Ignoring the $80B Raise – Tuesday 6/2/2026 [https://podcast.waverider.ai/podcast/next-day-prep-269-supply-chain-certainty-ignoring-the-80b-raise-tuesday-6-2-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Next Day Prep #268: Record Highs, Fragile Breadth: The AI Illusion – Monday 6/1/2026

Despite the S&P and Nasdaq hitting record highs, market breadth has collapsed to near 50%, revealing a dangerous divergence driven by a narrow AI rally. We analyze how surging oil prices are dragging down rate-sensitive sectors and outline the specific levels traders must watch to confirm a regime shift or avoid a trap. The post Next Day Prep #268: Record Highs, Fragile Breadth: The AI Illusion – Monday 6/1/2026 [https://podcast.waverider.ai/podcast/next-day-prep-268-record-highs-fragile-breadth-the-ai-illusion-monday-6-1-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].