Everything is at lifetime highs. SanDisk is up 5300% in a year with no earnings and no PE ratio. Nvidia just broke out of a 10-month base. AMD, AXTI, WDC, Corning, all ripping. And Tim Knight's short portfolio is still grinding higher.
That is the market right now. Tim breaks down the AI money washing machine analogy: OpenAI deals with Nvidia, Nvidia deals with CoreWeave, CoreWeave deals with Microsoft, back and forth and back and forth, creating the appearance of enormous financial activity. Short winners in this tape include ADMA, Infosys, DoorDash, Lumen, and Pinterest. Meta puts are up 70%. DIA puts are the core anchor. Rocket stocks and pre-IPO plays are the new momentum pocket.
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CHAPTERS:
00:00 SanDisk Up 5300% With No Profits or PE Ratio
00:...