Next Day Prep
Next Day Prep #283: Market Regime Holds Despite Semi Crash – Tuesday 6/23/2026
0:005:16
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Episode summary
Despite a sharp 2.2% drop in the Nasdaq and a 7.9% plunge in semiconductors, the market regime remains intact due to strong breadth. Host and Analyst break down the contagion from Primoris Services and Carnival, and outline a defensive playbook centered on waiting for Micron’s earnings reaction.