EPISODE · Jun 25, 2026 · 5 MIN
Next Day Prep #285: The AI Cost Squeeze: Micron Surges, Apple Drops – Thursday 6/25/2026
from Next Day Prep · host WaveRider: Where Traders Prep for Tomorrow’s Moves
We break down the divergent market moves where Micron surged 15% while Apple fell 6%, driven by an ‘AI cost squeeze’ that is reshaping market leadership. The episode analyzes the shift from mega-cap concentration to small-cap and industrial rotation, offering a specific playbook for tomorrow’s trading session. The post Next Day Prep #285: The AI Cost Squeeze: Micron Surges, Apple Drops – Thursday 6/25/2026 first appeared on WaveRider Reads: Trading Books Unpacked.
What this episode covers
We break down the divergent market moves where Micron surged 15% while Apple fell 6%, driven by an ‘AI cost squeeze’ that is reshaping market leadership. The episode analyzes the shift from mega-cap concentration to small-cap and industrial rotation, offering a specific playbook for tomorrow’s trading session. The post Next Day Prep #285: The AI Cost Squeeze: Micron Surges, Apple Drops – Thursday 6/25/2026 first appeared on WaveRider Reads: Trading Books Unpacked.
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Next Day Prep #285: The AI Cost Squeeze: Micron Surges, Apple Drops – Thursday 6/25/2026
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