A quiet tape before Nvidia, and Tim Knight spends it doing things that are out of character. He has closed two semiconductor shorts rather than carry them through the print, dropped his long term bearish view on bitcoin, and is short the bitcoin ETF anyway as a tactical trade. He explains where that short comes off, the level in gold that would make him a buyer, why the satellite names keep sliding while SpaceX holds steady, and one question worth sitting with: if everybody is calling it an AI bubble, is it still a bubble. His views are his own. 📊 tastylive: tastylive.com 📰 Get Tom's pre-market analysis every morning: tastylive.com/newsletters 📘 FREE Options Strategy Guide: tinyurl.com/bp9ms763 📱 Follow tastylive on X: x.com/tastyliveshow Chapters 0:00 Sitting on hands before Nvidia 1:02 Two events, thirty six hours 1:55 The index that went nowhere 2:31 Tech grinding quietly lower 3:07 Semiconductors and the AI question 4:02 A market with...