Introduction:
Today's episode dives into the market shift triggered by Palantir's surprising earnings impact, leading to a broader rotation from high-flying tech stocks to defensive sectors.
Chapter Outline:
(00:42) Palantir's Earnings Impact
(01:20) Tech Sector Reaction
(02:03) Market Rotation into Defensive Sectors
(02:43) Apple's Defensive Move
(03:12) Sanmina's Transformation
(03:51) Integration Risk Concerns
(04:18) Actionable Ideas: CACI
(04:50) Actionable Ideas: Chubb
(05:22) Actionable Ideas: HCA
(05:50) Anticipation Setup: Powell Industries
(06:22) Key Takeaways for Traders
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The post Next Day Prep: Tech Turmoil The Palantir Shockwave – Tuesday 11/04/2025 first appeared on WaveRider Reads: Trading Books Unpacked.
Published on 6 days, 5 hours ago
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