The Morning Dose
Morning Dose #326: Chips Bleed, Futures Rip: Playing the Rotation Before NVIDIA – Tuesday 8/25/2026
0:005:43
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Episode summary
Futures are surging even as semiconductors get crushed, and the hosts break down why breadth is flipping bearish beneath the surface. They map out the rotation into staples and financials, flag GOOGL, GOOG, and VRSN as confirmed leaders, and lay out a Controlled Risk Taking game plan ahead of NVIDIA earnings and Fed Vice Chair Warsh’s Jackson Hole speech.