About this episode

The episode discusses the market's reaction to a significant equity raise and analyzes key trading strategies related to AI infrastructure.

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 first appeared on WaveRider Reads: Trading Books Unpacked.

People in this episode

Host: WaveRider

Topics covered

• supply chain
• market analysis
• AI infrastructure
• equity raise
• technical analysis
• trading strategies

Keywords

• supply chain
• market rally
• equity raise
• AI infrastructure
• GLW
• Coherent
• trading strategies
• ADP data

Mentioned in this episode

Organizations: GLW, Coherent

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