**Title:** Next Day Prep - Key Market Rotations and Potential Opportunities

(00:00) Introduction: Discussing the major rotation in the markets and the impact on different sectors and stocks.

(00:40) Mega-cap Darlings Stumble: Major indexes close below 50-day moving averages, signaling a potential shift in trend and momentum.

(01:22) Weakness in Consumer Discretionary: Home Depot misses on earnings, leading to a significant drop and affecting other retailers.

(02:15) Tech Under Pressure: Downgrades on Amazon and Microsoft by Rothschild and Company cause tech sector weakness.

(03:05) NVIDIA Earnings Anticipation: Semiconductor stocks stumble with profit-taking and nervousness before NVIDIA's earnings report.

(03:50) Strength in Healthcare Sector: Defensive positioning leads to standout performance in healthcare stocks.

(04:28) Communication Services Highlights: Specific stories drive stock-specific strength in Communication Services sector.

(05:08) Small-Cap Resilience: Small-cap and mid-cap indexes finish positive, indicating a targeted market repositioning.

(05:45) Economic Data Impact: Weekly jobless claims data slightly affects market sentiment, hinting at potential Fed rate cut.

(06:15) Individual Stock Focus - Klarna: Market reacts negatively to Klarna's wider operating loss despite strong growth numbers.

(07:00) Tomorrow's Trading Strategy: An analysis of stocks with relative strength for potential continuation plays.

(08:10) Conclusion and Game Plan: Emphasis on caution, selectivity, and focus on pockets of strength amidst a bearish market sentiment.

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The post Next Day Prep: Tech Titans Stumble Before NVIDIA Earnings – Tuesday 11/18/2025 first appeared on WaveRider Reads: Trading Books Unpacked.