**Episode Summary:** Exploring the market dynamics on the first trading day of 2026, focusing on sector rotation, specific stock movements, and key technical levels to watch. (00:00) Intro to "Next Day Prep - What We Are Watching Tomorrow" after the energetic start of the trading year. (00:49) Unpacking market divergence: Nasdaq flat versus Dow and Russell strength; Mega-cap drag versus broader market resilience. (01:20) Delving into sector rotation: Emerging dominance of Industrials and Defense sectors driven by a shift towards the "Real Economy" narrative. (01:50) Analyzing stock specifics: Boeing, Rocket Lab, GE - pinpointing critical price levels and setups based on the day's insights. (02:20) Tech check: NVDA resilience amidst broader semiconductor caution flags; the significance of bullish trends in infrastructure-related stocks like Vertiv. (02:50) Highlighting a big mover: Ironwood Pharma's exceptional performance on strong fundamental outlook. (03:10) Summarizing the game plan for the upcoming trading day, emphasizing strategic sector plays over indiscriminate tech investments. 🚀 Want to learn more? Subscribe to our podcast for more trading insights! 🎧✨ 📌 Follow us on: 📸 IG: @waverider.ai 🐦 Twitter: @WaveRiderAI 🌐 Website: podcast.waverider.ai 🎙️ Podcast: Available on Spotify, Apple Podcasts, and Amazon Music 📩 Newsletter: Sign up for exclusive trading insights The post Next Day Prep: Market Shock Mega-Cap Meltdown vs. Defense Rally – Friday 1/02/2026 first appeared on WaveRider Reads: Trading Books Unpacked.