The Morning Dose
Morning Dose #300: Yield Spike: Tech’s Relay Race & The First Hour Pass – Wednesday 7/1/2026
0:006:00
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Episode summary
Traders face a critical juncture as rising yields threaten the Q2 rally, creating a ‘buy strength’ environment led by semiconductors. The episode outlines a tactical playbook to navigate market volatility by waiting for the first hour to pass before engaging with leaders like NVDA and VRT.