Podcast 20260825 Script

SEGMENT 1: Market Pulse Brief (~2.5 min)

MUSIC — warm pulse, 5s fade in

Eva: Good morning. It's Tuesday, August 25 — Market Pulse Brief with Eva.

GLOBAL:

🇺🇸 S&P 5,680.32 (+0.11%) | Nasdaq 26,240.27 (+0.23%) (overnight US Mon close) 📈 NVDA +2.19% | MSFT +0.90% | SMH +1.65% — semis bounce 🔋 AUD/USD 0.717 (−0.08%)

URANIUM RALLY CONTINUES:

• PDN $11.96 (+2.22%) | DYL $1.785 (+5.62% ⚡) | BOE $1.77 (+4.12%)
• 🧲 Rare Earths: LYC $16.59 (+1.10%)
• 🔋 Lithium: PLS $5.14 (−6.03%) | MIN $66.68 (−3.46%) — profit-taking after Monday spike
• ⚡ EOS +23% — defence/theme spike, watch

NOTES:

• 🔥 Uranium day 2 — DYL the standout (+5.6%, now +20% over 2 sessions), PDN grinding higher (+2.2% to $11.96, 2-day +13%), BOE +4.1%. Breakout confirmed, not fading.
• ⚠️ Lithium faded — PLS −6.0%, MIN −3.5% reversing Monday's breakout; sector rotation back into uranium.
• HK rebound — TENCENT +0.45%, BABA +1.51% after Monday's selloff; MEITUAN −6.7% outlier weak.
• Desk positions (paper, tranche 1): PDN 356 @ $11.70 (+2.2%) , DYL 2,465 @ $1.69 (+5.6%) , BOE 2,450 @ $1.70 (+4.1%). Rules armed: take-profit ⅓ @ +5%, stop @ −4%.

That's the market wrap for Tuesday, August 25. Numbers are indicative, not advice.

MUSIC — short transition, 2s

SEGMENT 2: Eva's Corner (~1 min)

Eva: And now, a moment for something different. Eva's Corner — one idea to sit with today.

Markets reward patience more than prediction. The traders who last are not the ones who call every turn — they are the ones who position carefully, size sensibly, and let the theme do the work. Choose the ground you stand on, then let time compound it.

Until next time — this has been Market Pulse Brief with Eva. Five minutes. The market, then a breath.