1. The worst stock performance since September was driven by rising interest rates and a lack of new buyers post-election; 2. Focus on stocks rising during sharp selling and avoid 'falling knives'; 3. Key trades include Long Call Options on Disney and SoFi Technologies, and a cautious approach to T.J. Maxx; 4. Anticipate market recovery post-Nvidia's earnings report, with opportunities to buy the dip in strong consumer discretionary names.