Tim Knight Is Shorting the Company That Funds the Hyperscalers

Tim Knight opened a new short on Friday and it is not a chip name. It is Blue Owl, the private credit firm behind a record 30 billion dollar joint venture with Meta and one of the largest financiers of hyperscale data centres. His case is chart based, a big topping pattern with heavy overhead supply. He also wraps the first week of the expanded show with 25 shorts on the book, a small profit taken in the gold miners, and the two levels the bears need on the S&P. Education, not a recommendation. 📊 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 Week one of the longer show 02:32 The two levels bears need 04:34 The semiconductor pattern is wrecked 06:06 Bonds in year seven 08:01 Dow laggard, small caps at highs 09:22 China and the SpaceX range 11:42 Crypto and the Bitcoin shorts 15:55 Gold, and taking profit on miners 19:45 Semis and the Tim Dumps 22:13 Shorting the hyperscaler financier 25:48 Some very long term charts #tastylive #timknight #blueowl #aidatacenters #technicalanalysis #tradingcharts #bitcoin #gold #stockmarket #trading 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.