The Morning Dose - WaveRider Reads: Trading Books Unpacked

Morning Dose: NVIDIA’s Game-Changing China Deal Sparks Tech Surge – Tuesday 12/09/2025

December 9, 2025 Kai 3:33 Comments Off

The episode covers the market’s cautious stance awaiting the upcoming FOMC decision, coupled with sector-specific insights and individual stock movements.

(00:00) Introduction to the cautious market sentiment prior to the upcoming FOMC decision
(00:28) Discussion on market futures and the wait-and-see mode
(01:00) Speculation on a potential “hawkish cut” by the Federal Reserve
(01:35) Market reaction to the news about NVIDIA and China
(02:05) Tech sector’s strength amidst broader market weakness
(02:30) Impact of AutoZone and Home Depot earnings on the market
(02:50) Evaluation of economic data releases for the day
(03:05) Individual stock movements: Intel and Eaton upgrades
(03:20) Downgrades affecting China-linked equities
(03:38) Strategy considerations for trading ahead of the FOMC decision

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The Morning Dose

Morning Dose: NVIDIA's Game-Changing China Deal Sparks Tech Surge - Tuesday 12/09/2025

00:00 / 3:33

Morning Dose: Bullish Gaps Ahead Tech Drama and AI Power Play – Monday 12/08/2025

December 8, 2025 Kai 3:55 Comments Off

**Summary:**
This episode of “The Morning Dose” provides a comprehensive overview of the pre-market conditions and key events shaping the trading landscape for the day, highlighting tech sector dynamics, market sentiment, and technical levels to watch.

**Episode Outline:**
(00:00) Introduction to the Monday morning market setup
(00:25) Equity futures pointing to a higher open amidst FOMC anticipation
(01:02) Tech sector corporate drama: Microsoft, Marvell Technology, and Broadcom
(01:52) AI power play between Google and NextEra Energy
(02:31) Antitrust concerns impacting media stocks like Netflix and Warner Brothers
(02:59) Technical focus without economic data: SPY and QQQ key levels
(03:33) Volume analysis indicating institutional participation
(03:52) Sector rotation trends: Materials, Industrials, Financials, Real Estate, and Utilities
(04:23) Actionable trading ideas: Broadcom (AVGO) and Oracle (ORCL) spotlight
(04:56) Closing remarks: Emphasizing caution, profit-taking, and trend adherence

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📌 Follow us on:
📸 IG: @waverider.ai
X: @WaveRiderAI
🌐 Website: podcast.waverider.ai
📢 Podcast: Available on Spotify, Apple Podcasts, and Amazon Music
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The Morning Dose

Morning Dose: Bullish Gaps Ahead Tech Drama and AI Power Play - Monday 12/08/2025

00:00 / 3:55

Morning Dose: Eyes on 1000 a.m. for PCE Inflation Impact – Friday 12/05/2025

December 5, 2025 Kai 3:38 Comments Off

🎙️ Summary: This episode of “The Morning Dose” discusses market expectations ahead of key economic data releases and major corporate developments, providing insights on potential trading strategies and market sentiment.

(00:00) Introduction to The Morning Dose – Market Overview
(00:36) Futures Markets Update for Friday, December 5th, 2025
(01:15) Discussion on Anticipation of Personal Consumption Expenditures (PCE) Data
(01:55) Impact of Fed’s Expected Rate Cut and Market Reactions
(02:28) Netflix’s Acquisition of Warner Bros. Discovery and Market Reactions
(02:59) Ulta Beauty’s Strong Performance and Market Response
(03:28) Highlights on Hewlett Packard Enterprise and Southwest Airlines
(04:00) Technical Insights on SPY and VXX Ahead of Market Open
(04:40) Trading Strategy Recommendations and Watchlist Guidance
(05:15) Closing Thoughts and Advice to Traders before Market Bell

The Morning Dose

Morning Dose: Eyes on 1000 a.m. for PCE Inflation Impact - Friday 12/05/2025

00:00 / 3:38

Morning Dose: Gold Morning Salesforce Earnings Spark Rally – Thursday 12/04/2025

December 4, 2025 Kai 3:45 Comments Off

**Episode Summary:**
In this episode of “The Morning Dose – Everything You Need to Know Before the Market Opens,” the hosts delve into the current market sentiment, global influences, earnings reports, key technical levels, and trade strategies ahead of the market open.

**Episode Outline:**
(00:00) Introduction to the day’s topics and market overview
(00:35) Global Recap: Asia and European market performance
(01:05) Data Preview: Initial Jobless Claims, Trade Balance, and Factory Orders
(01:35) Earnings Roundup: Salesforce, Snowflake, Five Below
(02:00) Technical Analysis: S&P 500 and QQQ key levels
(02:25) Sector Focus: Strength in Tech and Financials, weakness in Utilities and Staples
(02:50) Trade Ideas: Semiconductor sector and volatile plays to watch
(03:15) Market Strategy: Data importance, S&P 500 support, sector opportunities
(03:35) Conclusion and final trading insights

The Morning Dose

Morning Dose: Gold Morning Salesforce Earnings Spark Rally - Thursday 12/04/2025

00:00 / 3:45

Morning Dose: Marvell’s Stellar Surge Signals Tech Lift – Wednesday 12/03/2025

December 3, 2025 Kai 3:25 Comments Off

The Morning Dose – Pre-Market Insights and Trading Strategies

(00:00) Introduction to the Morning Dose podcast highlighting pre-market sentiments.
(00:25) Discussion on equity futures and market trends led by the Nasdaq performance.
(01:02) Analysis of Marvell Technology’s impressive performance and acquisition news.
(01:32) Examining CrowdStrike and Pure Storage’s contrasting reactions to their earnings reports.
(02:01) Overview of the upcoming economic data releases and their potential impact on the market.
(02:34) Speculation about the next Fed Chair and its implications for market rates.
(02:47) Key resistance and support levels for the S&P and trade ideas for the trading day.
(03:09) Final insights on trade strategies and market triggers before the session begins.

The Morning Dose

Morning Dose: Marvell's Stellar Surge Signals Tech Lift - Wednesday 12/03/2025

00:00 / 3:25

Morning Dose: Tech Titans Lead Surge MDB & CRDO Soar – Tuesday 12/02/2025

December 3, 2025 Kai 4:15 Comments Off

**Episode Summary:**
In this episode of “The Morning Dose,” the hosts discuss the market’s bullish bounce, tech resilience, impressive pre-market movers, AI competition, and key levels to watch for the day’s trading.

**Episode Outline:**

(00:00) Introduction to a Bullish Morning
(00:31) Tech Resilience Amidst Market Volatility
(01:01) Pre-Market Movers: MongoDB & Credo Technology
(01:48) AI Drama: ‘Code Red’ for ChatGPT
(02:16) Market Sentiment Over Economic Data
(02:44) Key Levels on SPY and QQQ
(03:11) Final Thoughts: Trading Strategy for the Day

🚀 Want to learn more? Subscribe to our podcast for more trading insights! 🎧✨
📌 Follow us on:
📸 IG: @waverider.ai
🐦 Twitter: @WaveRiderAI
🌐 Website: podcast.waverider.ai
📢 Podcast: Available on Spotify, Apple Podcasts, and Amazon Music
📩 Newsletter: Sign up for exclusive trading insights

The Morning Dose

Morning Dose: Tech Titans Lead Surge MDB & CRDO Soar - Tuesday 12/02/2025

00:00 / 4:15

Morning Dose: Tech Titans Soar, Huntsman Hits Market Hotspots Today – Tuesday 12/02/2025

December 2, 2025 Kai 4:15 Comments Off

**Episode Summary:**
Exploring the dynamic market rebound with a focus on blockbuster earnings, tech news, and key market levels.

**Episode Outline:**
(00:00) Introduction to market rebound after a shaky start in December
(00:32) Optimism driven by strong Nasdaq futures and global positive tone
(01:01) Shift in market focus from macro to specific company news and earnings
(01:33) Highlights of impressive earnings reports from MongoDB and Credo Technology
(02:03) Observing contrasting news with Huntsman facing guidance challenges
(02:25) Tech sector updates: OpenAI’s “code red” and Apple’s A.I. leadership shift
(02:51) Media industry dynamics with Warner Bros. Discovery bidding war potential
(03:18) Market analysis on key levels for SPY and QQQ ETFs
(03:44) Final thoughts on navigating the current stock-picker’s market environment

The Morning Dose

Morning Dose: Tech Titans Soar, Huntsman Hits Market Hotspots Today - Tuesday 12/02/2025

00:00 / 4:15

Morning Dose: December Dive Markets React to Fed Uncertainty – Monday 12/01/2025

December 1, 2025 Kai 4:21 Comments Off

**Episode Summary:**
Today’s episode explores the global economic landscape amid a “risk-off” sentiment, highlighted by market reactions to Fed rate expectations, uncertainty surrounding the Fed Chair nominee, and weak manufacturing data. Key U.S. reports and stock movements are analyzed, emphasizing caution and vigilance in trading decisions in the face of market volatility.

**Episode Outline:**

(00:00) Introduction to a “risk-off” market sentiment
(00:28) Impact of Fed rate expectations and recent market performance
(01:01) Reflection of global uncertainty in Asia and Europe
(01:34) Weak manufacturing data influencing global growth outlook
(02:02) Focus on upcoming U.S. manufacturing reports
(02:32) Analysis of Chinese EV makers and market reactions
(03:13) Selective shifts in the energy sector outlook
(03:41) Concerns surrounding Tesla’s sales performance
(04:01) Technical levels to monitor for SPY, QQQ, and market volatility
(04:36) Closing remarks emphasizing cautious trading strategies

The Morning Dose

Morning Dose: December Dive Markets React to Fed Uncertainty - Monday 12/01/2025

00:00 / 4:21

Morning Dose: Market Chaotic as Futures Halted – Friday 11/28/2025

November 28, 2025 Kai 4:18 Comments Off

**Episode Summary:**
In this episode of “The Morning Dose,” we explore the unexpected market halt, corporate stories around AI giants, and key movements in individual stocks, culminating in a discussion on crucial indices levels post-CME reopening.

**(00:00)** Introduction to the podcast
**(00:17)** The market halt bombshell: CME Group’s technical issues
**(00:44)** Impact on trading dynamics without futures market guidance
**(01:16)** Underlying bullish sentiment vs. short-term uncertainty
**(01:53)** Corporate stories: NVIDIA, OpenAI, and the AI industry challenges
**(02:21)** Stock movements: Tilray’s slump and Boeing’s lucrative defense deal
**(02:49)** Labor tensions at Starbucks and M&A rumors in the market
**(03:11)** Market insights: Key indices levels post-CME restart
**(03:46)** Trading strategy advice post-market disruption
**(04:03)** Final thoughts on navigating the turbulent trading day

The Morning Dose

Morning Dose: Market Chaotic as Futures Halted - Friday 11/28/2025

00:00 / 4:18

Morning Dose: Markets Carried by Dovish Optimism – Wednesday 11/26/2025

November 26, 2025 Kai 4:47 Comments Off

**Podcast Summary for “The Morning Dose – Everything You Need to Know Before the Market Opens”**

**Intro:**
Welcome to The Morning Dose – Everything You Need to Know Before the Market Opens.

**Chapters:**
(00:10) **Market Recap:** U.S. futures point to a positive open after strong sessions.
(00:34) **Global Optimism:** Asia and Europe follow U.S. momentum.
(01:03) **Local and International Catalysts:** Japan’s rate hike speculations, Europe’s steady indices.
(01:32) **Economic Calendar Overview:** Busy day ahead, importance of 8:30 AM data releases.
(02:00) **Earnings Spotlight – Winners:** Urban Outffiters and Dell shining bright pre-market.
(02:32) **Earnings Spotlight – Losers:** Nutanix faces guidance woes, industrial giants struggle.
(03:05) **Market Puzzle – Zscaler Case:** The paradox of Zscaler’s performance.
(03:27) **Investment Strategy:** Caution advised amid mixed market signals.
(03:49) **Technical Analysis – S&P 500 and Nasdaq:** Key levels to watch for potential market signals.
(04:13) **Closing Words:** Positive sentiment but selective trading advised.

The Morning Dose

Morning Dose: Markets Carried by Dovish Optimism - Wednesday 11/26/2025

00:00 / 4:47

Podcast: The Morning Dose