The Morning Dose
Morning Dose #313: Split Tape: Chips Get Punished, Dow Keeps Sprinting – Thursday 8/6/2026
0:005:08
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Episode summary
SanDisk, Western Digital, and AppLovin get hammered on guidance even after beating estimates, while the Dow sets fresh records — a classic split tape. The hosts break down the Fed’s rate-hike risk, a fragile yen carry trade, and a brutal fifty-percent earnings bar, then lay out clean continuation trades in DASH and MCK for the open.