Hosts Nick and Tony opened with markets at overnight highs (E-mini S&P 69.29, up 38.5) as they prepared to analyze the Fed's in-line 25bp cut and broader market rotation. The silver rally dominated commodity discussion with the metal breaking through 2011 peaks in what the chart shows as one of the largest rallies since 2008, though hosts noted their gold-silver pair trade continues widening unfavorably. Tech weakness concentrated in Mag 7 names while Dow hit all-time highs and Russell showed relative strength, creating unusual market dynamics. Oracle and Broadcom led earnings decliners both down 11% despite Broadcom exceeding expectations (versus Oracle missing), highlighting that fundamental results don't always correlate with price action. Costco's decline from $1,000 to $877 caught attention as former market leader fell significantly, while Lululemon's 10% post-earnings pop provided profitable trade opportunities. The upcoming week features key retail sales and CPI data (ending government shutdown data drought), December monthly expiration creating higher volume, and earnings from Lennar, Micron, CarMax, and Nike - with hosts warning Nike historically moves outside expected ranges making premium selling challenging.