Next Day Prep
Next Day Prep #254: Regime Shift: AI Ignition and Market Broadening – Wednesday 5/6/2026
0:004:53
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Episode summary
The market shifted decisively from Cautious to Bullish, driven by AI hardware strength and structural data center demand — with software rotating out while infrastructure leads. We break down the key signals, trade setups, and how to position for continuation vs. setup.