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Tim Knight Is Short Semiconductors Alongside Michael Burry
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ticker lesson
Breakdown
0:00NASDAQ futures· ticker
NASDAQ futures — perilous point, $60k is the line
- Perilous point for bears
- Resistance at peak from Wednesday
- Two-sided coin: short or long
1:56ES· ticker
ES — burst higher, $60k is the line
- Burst higher, ES already moved
- Two-sided coin: short or long
4:01SMH· ticker
SMH — broadening pattern, 575ish level
- Broadening descending pattern
- Bottomed Wednesday
- Resistance at 575ish
5:57gold· ticker
Gold — bull run potential, 5K range
- Bull run potential
- 5K range target
- Inflation concerns
8:03silver· ticker
Silver — inflation hedge, 5K range
- Inflation hedge
- 5K range target
- Soft asset upside
9:59platinum· ticker
Platinum — hard asset, 5K range
- Hard asset upside
- 5K range target
- Fiat currency risk
10:00palladium· ticker
Palladium — hard asset, 5K range
- Hard asset upside
- 5K range target
- Fiat currency risk
10:01Nvidia· ticker
Nvidia — sector catalyst, 5K range
- Sector catalyst
- 5K range target
- Report impact
10:02Meta· ticker
Meta — AI rally, price gap resistance
- AI rally, 2% up
- Price gap resistance
- Lower highs trend
10:03lesson
Stock picker market, correlation no longer 1.0
- Correlation broken
- Sector-specific opportunities
- Hardware vs software split
10:04lesson
ETF concentration, put skew dynamics
- Concentrated ETFs
- Put skew anomaly
- Velocity risk priced upside
10:05lesson
Precious metals outperform equities
- Ratio charts show metals outperform
- Inflation-driven demand
- Silver utility surge
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