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November 04, 2025

Next Day Prep: Tech Turmoil The Palantir Shockwave – Tuesday 11/04/2025

6 minutes

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.

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