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Tim Knight: If Anthropic's IPO Fails, OpenAI May Never Go Public

NowPress play to follow along0:00 / 8:48
Chapters12 segments · tap to seek
ticker lesson

Breakdown

0:00lesson

Organic markets and Bitcoin breakdown

  • Crypto market = organic
  • Bitcoin peaked at 130k
  • Now in 50s
  • Steady breakdown
1:52lesson

End of quarter significance

  • End of quarter may matter
  • Sector rotation seen
  • Heat map shows movement
3:38MSTR· ticker

MSTR — 8% bounce then pop undone

  • MSTR bounced 8%
  • STRC sister security
  • Both control-zed
  • Yesterday's pop undone
5:52BITI· ticker

BITI — inverse Bitcoin fund rising

  • BITI up 2.55%
  • Completion of head and shoulders
  • Monster pattern
  • Bitcoin breakdown
7:42KSS· ticker

KSS — retailer down 6.3%

  • Kohl's down 6.3%
  • Shorted by host
  • Retail ETF XRT
  • Retail sector weakness
7:43XRT· ticker

XRT — retail ETF rangebound

  • Retail ETF XRT
  • Rangebound pattern
  • Near top of cycle
  • Conked resistance
7:44Q· ticker

Q — modest update, rangebound

  • Q ETF modest update
  • Rangebound 60% done
  • Supporting line tagged
  • Resistance line above
7:45SMH· ticker

SMH — semiconductors gap intact

  • SMH gap still intact
  • Nice tumble last week
  • Close to sealing gap
  • Trend continuation
7:46SpaceX· ticker

SpaceX — long-term fear

  • SpaceX wobbly
  • Anthropic spooked
  • OpenAI delayed
  • IPO sequence
7:47E-· ticker

E- — E-Mini catching bid

  • E-Mini up 25
  • NASDAQ up 300
  • Russell green
  • Bitcoin down 2.6%
7:48NASDAQ· ticker

NASDAQ — up 300

  • NASDAQ up 300
  • E-Mini up 25
  • Russell green
  • Bitcoin down 2.6%
7:49Russell· ticker

Russell — green market

  • Russell green
  • E-Mini up 25
  • NASDAQ up 300
  • Bitcoin down 2.6%

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