The analyst discusses the stock market's performance, noting continuation patterns and a rotation away from mega-cap tech growth into defensive sectors and financials. Key discussion points include the AI trade, price action on Nvidia, Tesla and Meta, and the potential impact of Jay Powell's statements. Charts indicate intraday recoveries with hammer-like candles. Specific symbols discussed include:NVDA with recovery dip below the 50-day before recovering, Tesla dipping below then recovering from the 50-day, and Meta is a spinning doji. Also shows Robinhood with a dip then recovery with buyers, indicating that there are buyers present. Palantir showed huge volume on the closing. The 2 year rate is 3.75%. All in all the analyst believes that 50% look backward and 50% forward in terms of analysis. He also points at potential problems for Jay Powell regarding new tariffs and rising inflation.