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Next Day Prep EP148 Bullish

Next Day Prep: Tech Titans Surge Key Risk-on Momentum – Monday 11/10/2025

November 10, 2025 4:39
Tickers Mentioned
MUNVDAPLTRGOOGLTSLACBOELLYHCA
Episode Summary
Markets surged with S&P up 1.5% and Nasdaq up 2.3% as tech titans and semiconductors led a powerful risk-on rally. Despite strong mega-cap performance, traders should remain selective due to mixed breadth signals.
Key Takeaways
  • S&P 500 up 1.5%, Nasdaq soared 2.3% on Monday
  • Semiconductor sector surged 3% led by Micron and Nvidia
  • Tech and AI confidence drove mega-cap stock rally
  • Market breadth signals caution despite strong price action
  • Stay selective, focus on confirmed strength and true leadership
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Next Day Prep: Tech Titans Surge Key Risk-on Momentum

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

Intro & Market Mood

Welcome to Next Day Prep – What We Are Watching Tomorrow. What a start to the week! The market really came out swinging. A big green day across the board with the S&P 500 jumping 1.5% and the Nasdaq soaring 2.3%.

Overnight Headlines

  • Senate passing a procedural vote to end the government shutdown
  • Risk-on rotation back into the market’s biggest names
  • Renewed confidence in tech and A.I. sectors

Economic Announcements

No significant economic announcements highlighted.

Earnings Highlights

No specific earnings highlights mentioned.

Top Movers

  • SOX index up 3%
  • MU (Micron) up over 6%
  • NVDA (Nvidia) up nearly 6%
  • PLTR (Palantir) up almost 9%
  • GOOGL (Google) up almost 4%
  • TSLA (Tesla) up 3.6%

Quick Trade Ideas

Focus on selective buying, concentrate on areas of confirmed strength. Look for opportunities in Healthcare sector and potential plays like CBOE, LLY, and HCA.

Key Takeaway

Powerful rally by mega-cap stocks, but caution remains with underlying breadth indicators. Traders advised to stay selective, focus on true leadership in the market.

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