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

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].

Next Day Prep #267: Record Highs, Narrow Breadth: The Snowflake Effect – Friday 5/29/2026

Despite hitting record highs, market breadth is shrinking as a narrow rally driven by AI stocks like Snowflake masks underlying weakness. We analyze the geopolitical pivot, the specific catalysts behind the surge, and the cautious playbook for tomorrow’s trading session. The post Next Day Prep #267: Record Highs, Narrow Breadth: The Snowflake Effect – Friday 5/29/2026 [https://podcast.waverider.ai/podcast/next-day-prep-267-record-highs-narrow-breadth-the-snowflake-effect-friday-5-29-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Next Day Prep #266: The Snowflake Spark: Igniting a Peace Trade Rally – Thursday 5/28/2026

Despite bearish inflation and GDP data, the market surged to record highs driven by a ‘peace trade’ rally and a breakout in Snowflake. Analysts break down the selective momentum, the shift from defensive to growth sectors, and the specific price levels to watch for SNOW, PLTR, and LLY. The post Next Day Prep #266: The Snowflake Spark: Igniting a Peace Trade Rally – Thursday 5/28/2026 [https://podcast.waverider.ai/podcast/next-day-prep-266-the-snowflake-spark-igniting-a-peace-trade-rally-thursday-5-28-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Next Day Prep #265: The Paradox: Record Highs vs. Historic Low Sentiment – Friday 5/22/2026

Despite the Dow hitting an all-time high, consumer sentiment has crashed to record lows, creating a unique market paradox. We analyze why the ‘Cautious’ regime held firm, how hardware stocks like Dell and HP outperformed AI giants, and the defensive playbook for the holiday-shortened week. The post Next Day Prep #265: The Paradox: Record Highs vs. Historic Low Sentiment – Friday 5/22/2026 [https://podcast.waverider.ai/podcast/next-day-prep-265-the-paradox-record-highs-vs-historic-low-sentiment-friday-5-22-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].