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The Morning Dose EP185 Neutral

Morning Dose: Beware Bullish Plateau Watch Volume! – Friday 12/26/2025

December 26, 2025 4:18
Tickers Mentioned
NVDAAMDCPNGBHVNSPYQQQ
Episode Summary
Post-Christmas markets show subdued activity with low volume. Tech and AI sectors lead with Nvidia and AMD deals. Exercise caution trading Friday after holiday; focus on tight risk management and quick profits in select tech opportunities.
Key Takeaways
  • Low volume post-holiday environment requires cautious trading approach
  • Tech and AI sectors showing strength with licensing deals
  • Japanese yields hitting highest levels since 1996
  • AMD and Nvidia compete intensely for chip market share
  • Avoid overtrading on Friday after holiday with tight risk
0:00 / 4:18

Morning Dose: Beware Bullish Plateau Watch Volume!

A quick analysis of today’s market outlook and key trading opportunities to start your day.

Intro & Market Mood

Welcome to The Morning Dose, your essential pre-market briefing for Friday, December 26th, 2025. After the holiday break, the market is showing signs of a subdued open with low volume post-Christmas.

Overnight Headlines

  • Japan: The Nikkei in Japan saw a 0.7% increase, while Japanese 2-year yield hit its highest level since 1996.
  • China: State-owned banks in China are reportedly buying up dollars, indicating a currency play in progress.
  • Geopolitical: Tensions rise as the U.S. plans to seize an oil tanker linked to Iran and Venezuela, while China imposes sanctions on U.S. defense companies.

Economic Announcements

No major economic announcements today.

Earnings Highlights

  • Nvidia (NVDA): Up pre-market due to a licensing deal with AI startup Groq.
  • AMD: Secured a significant chip order from Alibaba, intensifying competition with Nvidia.
  • Samsung & SK Hynix: Planning to mass-produce HBM4 memory by February, escalating the hardware war.

Top Movers

  • Gainers: Coupang (CPNG) up 5.3%, Bitcoin ETFs showing strength.
  • Losers: Biohaven (BHVN) down over 14%, caution advised on potential further decline.

Quick Trade Ideas

Focus on tech and AI sectors for potential opportunities. Emphasize tight risk management and quick profit-taking due to low volume.

Key Takeaway

Exercise caution in today’s low volume environment. Look for bullish setups but avoid overtrading. Keep an eye on Tech and AI stocks for potential trades. Remember, it’s a Friday after a holiday, so trade wisely and enjoy the weekend!

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