Paid DailyPDPaid Daily
Open the desk
tastylive

Tim Knight Says Money Is Quietly Fleeing Chips for Old-School Stocks

NowPress play to follow along0:00 / 23:04
Chapters29 segments · tap to seek
ticker lesson

Breakdown

0:00DIA· ticker

Dow Industrials — stuck near lifetime highs

  • Stuck near lifetime highs
  • Peaked last week on Tuesday
  • Teasing below former peak
  • Pull every trick to goose higher
  • Nothing worked yet
2:03KO· ticker

KO — down over 12%

  • KO down over 12%
  • Shorted again at good price
  • Tightening stop loss
  • Potential head and shoulders top
4:20Crude oil· ticker

Crude oil — reversed and strengthening

  • Crude oil reversed and strengthening
  • Election day may bring worse
  • Fourth turning well upon us
6:27XOP· ticker

XOP up 1.37%

  • XOP up 1.37%
  • Violated topping patterns
  • Pushing above patterns
8:31XLE· ticker

XLE up almost 1.37%

  • XLE up almost 1.37%
  • Violated topping patterns
  • Pushing above patterns
10:23EFA· ticker

EFA down a third of a percent

  • EFA down a third of a percent
  • South Korea weaker
  • FXI down not quite half a percent
12:32SOXX· ticker

SOXX down 2.75%

  • SOXX down 2.75%
  • Potential downside
  • Three red bars in a row
14:56CABR· ticker

CABR down 66%

  • CABR down 66%
  • AI focused semiconductor
  • Analysts all bullish initially
17:02Gold· ticker

Gold and silver continue to stink

  • Gold and silver continue to stink
  • Expected to stink more
  • No positions in precious metals
18:59GDX· ticker

GDX down more than 1%

  • GDX down more than 1%
  • Miners down
  • No positions in precious metals
21:03TMC· ticker

TMC down from 11 to 2

  • TMC down from 11 to 2
  • Cool technology for ocean floor
  • Large pattern
21:04MSTR· ticker

MSTR short

  • MSTR short
  • Bitcoin bore
  • Smaller crypto equities down
21:05Kru· ticker

Kru down from 35 to half

  • Kru down from 35 to half
  • Leveraged, repeats itself
  • Could be single-digit stock
21:06SMH· ticker

SMH down 2.2%

  • SMH down 2.2%
  • New price gap
  • Short via June puts
21:07SKHY· ticker

SKHY down from 200 to 160

  • SKHY down from 200 to 160
  • Big IPO, not a disaster
  • Semiconductors short
21:08AXT· ticker

AXT down 9%

  • AXT down 9%
  • Semiconductors short
  • Corning down 4%
21:09Quantum Computing Inc· ticker

Quantum Computing Inc down 6.5%

  • Quantum Computing Inc down 6.5%
  • Symmetric triangle broken
  • Quantum sector supported by cash
21:10D-Wave· ticker

D-Wave down 5.5%

  • D-Wave down 5.5%
  • Not clean pattern
  • Working its way lower
21:11Ion Q· ticker

Ion Q down 9%

  • Ion Q down 9%
  • New gap
  • Quantum related
21:12Bloom Energy· ticker

Bloom Energy down 7%

  • Bloom Energy down 7%
  • Close to trend line
  • Medium down day needed
21:13SNPS· ticker

SNPS down 7%

  • SNPS down 7%
  • Violent moves
  • Shorted at top of buzz saw
21:14Credo· ticker

Credo down 7%

  • Credo down 7%
  • Stop loss anchored to high
  • Short position
21:15Carvana· ticker

Carvana down 4%

  • Carvana down 4%
  • Sticky to $65 level
  • Looking for hard lower
21:16Lemonade· ticker

Lemonade down 3%

  • Lemonade down 3%
  • Short position
  • Weirdly named tech company
21:17Oracle· ticker

Oracle down 3%

  • Oracle down 3%
  • Narrative play
  • Hyperscaling falling apart
21:18Planet Labs· ticker

Planet Labs down 7%

  • Planet Labs down 7%
  • Lost most of value
  • Empty space to play with
21:19Seagate· ticker

Seagate down 3%

  • Seagate down 3%
  • Western Digital down 2%
  • VIAT down 8/10%
21:20Cubes· ticker

Cubes down 8/10%

  • Cubes down 8/10%
  • Island reversal pattern
  • Next test along purple line
21:21lesson

Market analysis and position management

  • Managing 33 positions is a lot
  • Housekeeping takes time
  • Setting new stops

Informational only — this is tastylive’s content, decoded by Plutus. Not Paid Daily’s advice or a recommendation. The outline, timestamps, and claims are extracted from what the creator said; verify before acting.