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Semis Just Ripped 15% and Tim Knight Is Still Shorting Them

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Chapters14 segments · tap to seek
ticker lesson

Breakdown

0:00lesson

Risk management after green day

  • Market trust diminished after stop losses
  • Risk reduced from 250% to 95%
  • Focus on ETFs for position scaling
  • Avoiding over-leveraged setups
2:12ES· ticker

ES/NQ/TWM green day recovery

  • ES, NQ, TWM all green
  • NQ up 2% (500 points)
  • Tech stocks leading rebound
4:28diamond· ticker

Diamonds range-bound indecision

  • 3-day price range similar to prior day
  • Bearish engulfing pattern failed
  • Trend line resistance pending
6:35SOXL· ticker

Semiconductors leveraged rebound

  • SOXL triple-leveraged bullish ETF
  • Lost 2/3 value in 3 weeks
  • 15.3% rebound from Friday low
8:45SMH· ticker

SMH puts adjusted for volatility

  • Increased SMH September puts
  • Semis moved violently
  • Avoiding heavy re-entry
10:54XME· ticker

Metals sector bounce after sell-off

  • XME up 3.5% from 2-month low
  • Gold/silver/miners rebounding
  • 7-9% intraday spikes possible
12:46GLD· ticker

Gold right triangle pattern

  • Bearish right triangle formation
  • Potential baseline rebound
  • Overhead supply at 4.3%
14:51silver· ticker

Silver volatile rebound potential

  • Silver up 4.25% from 2-month low
  • More volatile than gold
  • Potential 10%+ rebound
14:52SpaceX· ticker

SpaceX earnings anticipation

  • Earnings announcement August 4
  • Historical 2 green days in 13
  • Price up 2.73% from prior low
14:53Firefly Aerospace· ticker

Pre-IPO funds post-IPO slump

  • Firefly up 6%
  • 21 Capital (XXI) at lifetime low
  • SpaceX IPO cooling pre-IPO funds
14:54Costco· ticker

Costco puts partially closed

  • Sold half Costco puts at profit
  • Remaining position still profitable
  • Short via puts
14:55FXI· ticker

FXI put position profitable

  • FXI down 1%
  • $36 put position active
  • Biggest options position
14:56Lennar· ticker

Lennar head-and-shoulders top

  • Lennar down 1%
  • Head-and-shoulders top pattern
  • Support at Friday's low
14:57MongoDB· ticker

MongoDB short position active

  • MDB down 5%
  • Sloppy chart with no clear pattern
  • Behavioring within range

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