Tim Knight is trimming risk on purpose and waiting. He walks a tape he calls dreadfully boring, the S&P net unchanged over 24 hours, one giant green bar followed by a doji, and explains why he has cut his book from more than 40 positions in July down to 21 and intends to keep it light until the market gets past a pivotal stretch of the calendar. Earnings season should add some movement in the meantime. 📊 tastylive: https://www.tastylive.com/ 📰 Get Tom's pre-market analysis every morning: https://www.tastylive.com/newsletters 📘 FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 📱 Follow tastylive on X: https://x.com/tastyliveshow Chapters 00:00 A dreadfully boring tape 01:31 The S&P doji after the rip 02:28 The Dow keeps fading 03:39 Correcting the all in cash label 05:08 Keeping it light into the calendar 06:39 China into the summit 08:46 Semis are a big old mess 10:04 The Nasdaq nears lifetime highs 11:05 The AI bubble warning 14:17 AMD joins the trillion club 15:20 Banks quietly roll over 15:51 Bitcoin holds its huge gains 17:43 MicroStrategy and the crypto equities 18:22 Bonds still look vulnerable 20:00 Part two, a few more shorts 21:20 The VIX sits near multi year lows 23:23 Tech is strong, but pick your spots #tastylive #timknight #aibubble #semiconductors #bitcoin #riskmanagement #technicalanalysis #shortselling #nasdaq #stockmarket tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.