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Tim Knight Says the Semiconductor Reversal Has Finally Arrived
NowPress play to follow along0:00 / 10:57
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ticker lesson
Breakdown
0:00BTC· ticker
Bitcoin — bearish, $60k is the line
- Breached horizontal line, likely close below
- Former high, stalled for weeks
- Support level round about there
- CPI data could break it
- Slow descent, no net change
2:11SMH· ticker
SMH — shorted, 2% down
- Bought SMH puts, shorted SMH
- Down 2%, respecting downtrend
- KORU down 8%
- Triple bullish leveraged on South Korea
- Fair bit of green on screen
4:19lesson
Profitability vs. labor share
- Tech companies exceptionally profitable
- Labor share getting lower
- Not sustainable long-term
- Political pressure for labor share
- K-shaped recovery
6:14YM· ticker
YM — biggest short, 3000 points down
- Neglected YM, biggest short
- Near top of screen bar, good timing
- Nice tumble, sticking with it
- Taking profits on Pinterest
- CPI data point risk
7:57Crude· ticker
Crude — steady at $100, psychological level
- Crude steady at $100
- Inventories depleting
- Iranian conflict prolonging
- Potential $110, $120, $130
- Ceasefire not expected
9:57Bitcoin· ticker
Bitcoin — $67k target, gold at $4200
- Bitcoin slipped 4 days
- Target $67k, gold at $4200
- Costco has gold/silver
- Equities down, Bitcoin down
- Gold as safe haven
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