Tim Knight Calls This the Great Sell-the-News Event

Ahead of one of the largest IPOs ever, Tim Knight makes a specific call: he thinks the market is being supported into this listing, and once it's done he expects surprising weakness across semiconductors, storage, hyperscalers and the financiers. He walks how his earlier SpaceX prediction played out, a hot opening, a hard plunge, then stabilization, and says the first part rhymes here. Where the analogy breaks is the business underneath, which he calls a gargantuan question mark at this valuation. 📊 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 Recording the Friday before 00:23 Looking back at the SpaceX call 01:13 How that prediction turned out 02:05 Why he expects the same opening 02:45 Why it might wither faster 03:18 Where the analogy breaks down 03:54 The growth assumptions behind it 04:22 Nobody knows how big AI gets 05:57 Why he calls it a money furnace 06:10 The sell-the-news setup ahead #tastylive #timknight #ipo #aistocks #semiconductors #valuation #sellthenews #marketpsychology #optionstrading #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.