EPISODE · Nov 2, 2025 · 4 MIN
Shutdown Volatility: The AI Trade Reckoning
from The SPY Trader · host Manoj Sharma
Fresh news and strategies for traders. SPY Trader episode #1414. A US government shutdown creates a vacuum of official data, shifting the market's focus entirely onto massive technology earnings, particularly AMD and Palantir. We discuss the highstakes 'AI Trade' demands, technical resistance, and tactical positioning for high volatility, including long plays in Tech (XLK) and rotation into Health Care (XLV).
What this episode covers
Fresh news and strategies for traders. SPY Trader episode #1414. A US government shutdown creates a vacuum of official data, shifting the market's focus entirely onto massive technology earnings, particularly AMD and Palantir. We discuss the highstakes 'AI Trade' demands, technical resistance, and tactical positioning for high volatility, including long plays in Tech (XLK) and rotation into Health Care (XLV).
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Shutdown Volatility: The AI Trade Reckoning
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