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Recent episodes
Next Day Prep #286: Market Flip: Quality Wins, AI Infrastructure Crashes – Friday 6/26/2026
Jun 26, 2026
4m 38s
Next Day Prep #285: The AI Cost Squeeze: Micron Surges, Apple Drops – Thursday 6/25/2026
Jun 25, 2026
5m 33s
Next Day Prep #284: The Cautious Rotation: Why Breadth Beat the Index – Wednesday 6/24/2026
Jun 24, 2026
5m 00s
Next Day Prep #283: Market Regime Holds Despite Semi Crash – Tuesday 6/23/2026
Jun 23, 2026
5m 16s
Next Day Prep #282: The Cautious Paradox: Why Momentum Died and Reversals Fired – Monday 6/22/2026
Jun 22, 2026
5m 11s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/26/26 | ![]() Next Day Prep #286: Market Flip: Quality Wins, AI Infrastructure Crashes – Friday 6/26/2026 | The market flipped from cautious to bullish in the final hour as breadth expanded, but the AI trade suffered as investors punished margin compression. We break down why Healthcare and Software outperformed while Semiconductors crashed, and outline the playbook for trading defensive quality tomorrow. The post Next Day Prep #286: Market Flip: Quality Wins, AI Infrastructure Crashes – Friday 6/26/2026 first appeared on WaveRider Reads: Trading Books Unpacked. | 4m 38s | ||||||
| 6/25/26 | ![]() Next Day Prep #285: The AI Cost Squeeze: Micron Surges, Apple Drops – Thursday 6/25/2026 | We break down the divergent market moves where Micron surged 15% while Apple fell 6%, driven by an ‘AI cost squeeze’ that is reshaping market leadership. The episode analyzes the shift from mega-cap concentration to small-cap and industrial rotation, offering a specific playbook for tomorrow’s trading session. The post Next Day Prep #285: The AI Cost Squeeze: Micron Surges, Apple Drops – Thursday 6/25/2026 first appeared on WaveRider Reads: Trading Books Unpacked. | 5m 33s | ||||||
| 6/24/26 | ![]() Next Day Prep #284: The Cautious Rotation: Why Breadth Beat the Index – Wednesday 6/24/2026 | The market appeared flat today, but a deep dive reveals a significant rotation from tech to industrials driven by falling oil prices. We analyze the failure of the semiconductor reversal, the surge in cyclicals like BLDR and BKNG, and outline a defensive playbook for tomorrow’s GDP data. The post Next Day Prep #284: The Cautious Rotation: Why Breadth Beat the Index – Wednesday 6/24/2026 first appeared on WaveRider Reads: Trading Books Unpacked. | 5m 00s | ||||||
| 6/23/26 | ![]() Next Day Prep #283: Market Regime Holds Despite Semi Crash – Tuesday 6/23/2026 | Despite a sharp 2.2% drop in the Nasdaq and a 7.9% plunge in semiconductors, the market regime remains intact due to strong breadth. Host and Analyst break down the contagion from Primoris Services and Carnival, and outline a defensive playbook centered on waiting for Micron’s earnings reaction. The post Next Day Prep #283: Market Regime Holds Despite Semi Crash – Tuesday 6/23/2026 first appeared on WaveRider Reads: Trading Books Unpacked. | 5m 16s | ||||||
| 6/22/26 | ![]() Next Day Prep #282: The Cautious Paradox: Why Momentum Died and Reversals Fired – Monday 6/22/2026 | Despite a massive crash in mega-cap tech, the market regime held firm as ‘Cautious’ due to defensive rotation masking the damage. We analyze why continuation signals failed while reversal strategies succeeded, and outline the critical playbook for tomorrow’s session centered on Micron earnings. The post Next Day Prep #282: The Cautious Paradox: Why Momentum Died and Reversals Fired – Monday 6/22/2026 first appeared on WaveRider Reads: Trading Books Unpacked. | 5m 11s | ||||||
| 6/18/26 | ![]() Next Day Prep #281: Selective Rally: Why Breadth Still Rules – Thursday 6/18/2026 | Despite a market surge driven by a peace deal and semiconductor gains, the ‘Cautious’ regime verdict holds firm due to a lack of broad market participation. The episode breaks down the divergence between index points and breadth data, highlighting the rotation from energy to tech. The post Next Day Prep #281: Selective Rally: Why Breadth Still Rules – Thursday 6/18/2026 first appeared on WaveRider Reads: Trading Books Unpacked. | 4m 11s | ||||||
| 6/17/26 | ![]() Next Day Prep #280: Regime Shift: When Optimism Evaporates – Wednesday 6/17/2026 | The market undergoes a fundamental regime shift as ‘wait-and-see’ optimism turns into restrictive reality. We analyze the massive drop in participation, the isolated strength of specific stocks like Robinhood and La-Z-Boy, and the new playbook for defensive selectivity in a ‘higher-for-longer’ environment. The post Next Day Prep #280: Regime Shift: When Optimism Evaporates – Wednesday 6/17/2026 first appeared on WaveRider Reads: Trading Books Unpacked. | 4m 20s | ||||||
| 6/16/26 | ![]() Next Day Prep #279: The Record High Paradox: Narrowing Rally & FOMC Prep – Tuesday 6/16/2026 | Despite the Dow hitting a record high, market breadth collapsed, signaling a dangerous shift to sector-specific divergence. We analyze how financials outperformed while tech faded, review key signal winners like JPM and CoreWeave, and outline a defensive playbook ahead of the FOMC decision. The post Next Day Prep #279: The Record High Paradox: Narrowing Rally & FOMC Prep – Tuesday 6/16/2026 first appeared on WaveRider Reads: Trading Books Unpacked. | 5m 12s | ||||||
| 6/15/26 | ![]() Next Day Prep #278: Rally Without a Regime Shift: The Oil Pivot – Monday 6/15/2026 | Despite a massive tech surge on peace deal news, the market regime remains Cautious due to weak breadth metrics. We analyze the oil-driven sector rotation, review key breakout signals in NVDA and WDC, and outline a two-part playbook for tomorrow’s trading session. The post Next Day Prep #278: Rally Without a Regime Shift: The Oil Pivot – Monday 6/15/2026 first appeared on WaveRider Reads: Trading Books Unpacked. | 4m 59s | ||||||
| 6/12/26 | ![]() Next Day Prep #277: Market Rally or False Start? The SpaceX Effect & Cautious Verdict – Friday 6/12/2026✨ | market analysisSpaceX IPO+5 | — | SpaceXAdobe+1 | — | market rallySpaceX+6 | — | 4m 21s | |
| 6/11/26 | ![]() Next Day Prep #276: Market Explodes: Why Oracle Tanked and Semis Soared – Thursday 6/11/2026✨ | market analysisOracle earnings+3 | — | OracleWaveRider+1 | — | market rallyOracle+3 | — | 4m 40s | |
| 6/10/26 | ![]() Next Day Prep #275: Foggy Markets: Why Defense Won Today – Wednesday 6/10/2026✨ | market analysisdefensive strategies+3 | — | Casey’sSMCI | — | market regimedefensive winners+3 | — | 4m 24s | |
| 6/9/26 | ![]() Next Day Prep #274: Market Rotation: Safety Over Speed Before CPI – Tuesday 6/9/2026✨ | market rotationdefensive sectors+3 | — | WaveRider | NasdaqMay | market rotationCPI+3 | — | 4m 20s | |
| 6/8/26 | ![]() Next Day Prep #273: The Green Trap: Why Breadth Matters More Than the Index – Monday 6/8/2026✨ | market analysisNasdaq+4 | — | IntelOracle | — | Nasdaqmarket breadth+4 | — | 5m 19s | |
| 6/5/26 | ![]() Next Day Prep #272: The Streak Ends: Defensive Shift & The New Playbook – Friday 6/5/2026✨ | market analysiscapital preservation+4 | — | WaveRiderWaveRider Reads | — | market win streakjob data+5 | — | 4m 15s | |
| 6/4/26 | ![]() Next Day Prep #271: The Rotation Paradox: Market Highs, Sector Crushes, and the Jobs Report – Thursday 6/4/2026✨ | market analysissector rotation+3 | — | WaveRidersemiconductor sector+1 | — | market highssector crushes+3 | — | 5m 17s | |
| 6/3/26 | ![]() Next Day Prep #270: Market Mud: Why the Streak Ended and Where to Hide – Wednesday 6/3/2026✨ | market analysisgeopolitical tensions+3 | — | oil | geopolitical tensions | market winning streakgeopolitical tensions+3 | — | 5m 16s | |
| 6/2/26 | ![]() Next Day Prep #269: Supply Chain Certainty: Ignoring the $80B Raise – Tuesday 6/2/2026✨ | supply chainmarket analysis+4 | — | WaveRiderGLW+1 | — | supply chainmarket rally+6 | — | 4m 05s | |
| 6/1/26 | ![]() Next Day Prep #268: Record Highs, Fragile Breadth: The AI Illusion – Monday 6/1/2026✨ | market analysisAI rally+4 | — | AIS&P+2 | — | S&PNasdaq+5 | — | 4m 56s | |
| 5/8/26 | ![]() Next Day Prep #256: Breadth Collapse Amid Record Highs – Friday 5/8/2026✨ | market breadthS&P highs+3 | — | S&PAI+1 | — | market breadthS&P highs+4 | — | 4m 37s | |
| 5/7/26 | ![]() Next Day Prep #255: Bulls Hold Despite Bearish Sentiment – Thursday 5/7/2026✨ | market analysisbullish sentiment+4 | — | AI/techWaveRider | — | marketbullish+5 | — | 4m 29s | |
| 5/6/26 | ![]() Next Day Prep #254: Regime Shift: AI Ignition and Market Broadening – Wednesday 5/6/2026✨ | market shiftAI ignition+4 | — | AI hardwaredata center+3 | — | market shiftAI hardware+5 | — | 4m 53s | |
| 5/5/26 | ![]() Next Day Prep #253: The 65% Threshold: Institutional Shifts & Tomorrow’s Playbook – Tuesday 5/5/2026✨ | institutional participationbullish market trends+3 | — | WaveRider | — | institutional shiftsbullish leg+3 | — | 5m 02s | |
| 5/4/26 | ![]() Next Day Prep #252: Oil Spike, Breadth Breakdown — Is This a Regime Shift? – Monday 5/4/2026✨ | oil marketmarket breadth+4 | — | WaveRider | — | oil surgemarket breadth+4 | — | 4m 13s | |
| 4/29/26 | ![]() Next Day Prep #251: Regime Shift: Narrow Leadership & Earnings Catalysts – Wednesday 4/29/2026✨ | market analysisearnings reports+3 | — | WaveRider | BullishCautious+3 | market shiftBullish+5 | — | 4m 40s | |
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