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Next Day Prep EP109 Bullish

Next Day Prep: Rapid Rally Small Caps Signal Shift – Thursday 9/11/2025

September 11, 2025 5:29
Tickers Mentioned
OPENWBDTSLAMUCNCCRWDLLYADBESPYQQQ
Episode Summary
Markets surged to record highs driven by rate cut hopes and weakening labor data. Small caps led broad-based rally with standout movers including Opendoor (+80%), Tesla (+6%), and Micron (+7.5%). Key resistance levels on SPY/QQQ to watch for continuation.
Key Takeaways
  • Market hit record highs on rate cut speculation
  • Small caps surged with broad sector participation
  • Opendoor jumped 80% on leadership and AI confidence
  • Tesla, Micron, Centene led mega-cap gains today
  • Watch key resistance levels on SPY and QQQ
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Next Day Prep: Rapid Rally Small Caps Signal Shift

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

Intro & Market Mood

The market soared to new record highs today, driven by hopes of rate cuts amidst weakening labor market signals. Positive sentiment led to broad-based advances across sectors, with small caps notably surging.

Overnight Headlines

  • Opendoor (O-P-E-N) stock surged nearly eighty percent following a leadership overhaul, signaling confidence in AI and fintech.
  • Paramount Skydance’s reported cash bid for Warner Brothers Discovery sent WBD stock up almost twenty-nine percent and PSKY up sixteen percent.
  • Top performers included Tesla (over 6% surge), Micron Technology (7.5% boost), and Centene (C-N-C) (9% jump).

Economic Announcements

Market focused on higher initial jobless claims as potential trigger for rate cuts, leading to significant sector rotations and overall positive sentiment.

Earnings Highlights

Tesla, Micron Technology, and Centene stood out as top performers among mega-caps with strong gains and positive outlooks.

Top Movers

  • Tesla: Momentum play with resistance at 372 and potential target of 375.
  • CrowdStrike (C-R-W-D): Continuation watch with potential move towards 436.

Quick Trade Ideas

  • Eli Lilly (L-L-Y): Setup in healthcare sector with resistance at $760, targeting $762.50.
  • Adobe (A-D-B-E): Building base for potential move, breach of 352.60 could target 355.

Key Takeaway

Market sentiment remains positive with hopes of rate cuts, strong sector rotations, and actionable trade setups. Watch key resistance and support levels for SPY and QQQ for market direction cues.

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