# @tastyliveshow on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=hm5kayGLmqs
- **Gondola URL:** https://gondola.cc/posts/67717966-tastyliveshow-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/63ffd50d45.jpg
- **Posted:** 2026-07-13T22:00:06.000+00:00
- **Account Owner:** tastylive (@tastyliveshow) — https://gondola.cc/tastyliveshow

## Caption

Stock market and technical analysis: Tim Knight says the AI bubble has started to leak. He holds the largest options position of his life in January SMH puts. KORU, the leveraged South Korea ETF, is down about a third from June 1. EWY down 8.35%. Arm down 8.2%. Marvell down 8%. AXTI down 14%, from $140 to about $40. Nokia, STM, UMC, Micron, Seagate, WDC all cracking. Oracle is getting slaughtered after Larry Ellison pledged personal wealth on hyperscaling. Apple folded its arms, kept its cash, and looks brilliant. SpaceX hit a new low with every analyst except one saying buy, and nobody can sell until August 11.

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Chapters
00:00 A good day preceded by great terror
00:28 If the AI bubble has started to leak, semis are in a world of hurt
00:39 KORU down a third from June 1
04:39 EWY down 8.35% on the AI semiconductor unwind
04:53 The ES was poised for a breakout on Friday, then reversed
05:49 The only bear out there, talking to no one
06:42 IBIT down 3%, Eric's "pumping" tweet top-ticked the market
07:38 BITI up 3.14%, one portfolio entirely in inverse Bitcoin
08:18 SMH down 4.45%, the largest options position of his life
09:03 Arm, AMAT, Credo, Nokia, STM, UMC, AXTI all cracking
10:07 AXTI from 140 to 40, doing God's will every single day
10:13 DIA at lifetime highs while semis implode
11:34 Oracle complete wipeout, Larry Ellison's personal bet
12:48 SpaceX at new lows, every analyst said buy
14:02 NQ in the lower half of the range, watch the support line

#tastylive #timknight #aibubble #smhputs #semiconductors #spacex #oracle #apple #shortselling #tradingcharts
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.

## Stats

- **Views:** 4,942
- **Likes:** 229
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- **Comments:** 41

## Tags

tradingcharts, shortselling, timknight, oracle, aibubble, semiconductors, spacex, apple, smhputs, tastylive

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