Next Day Prep
Next Day Prep #269: Supply Chain Certainty: Ignoring the $80B Raise – Tuesday 6/2/2026
0:004:05
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Episode summary
Despite a massive $80 billion equity raise, the market rallied on narrow leadership in optical and power infrastructure. The episode breaks down the ‘AI Infrastructure Trade,’ analyzes key technical levels for GLW and Coherent, and outlines the playbook for tomorrow’s ADP data release.