The Rotation Report
The Rotation Report Podcast
Nvidia Earnings And The Cabinet Island
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Nvidia Earnings And The Cabinet Island

Happy Monday people! What a batshit time in the market it is, but don’t worry another episode of The Stock Show is here and we’ve got you covered.

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Show Notes

The Index Island

And a look at the indices

Nvidia Earnings Preview

And a look at other AI trades

We talk all of the DOGE’s

And the Bobby Kennedy Tornado of Destruction

Leading to Biotech’s nightmare week - and XBI’s all time high volume day on Friday

We talk what to do when shit hits the fan and ‘the trading math’

And the big fake breakout in HIMS has us wondering - where are you buying your boner pills?

And we check in on China as it continues to take a bath

Tencent is not China Consumer - or maybe it is? but it’s trying to hold the pivot

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