The Hyperscaler Bubble Just Cracked | Tim Knight Shorts Working on Lifetime Highs

Stock market news and technical analysis: the hyperscaler trade just cracked. Meta is up 10% selling access to its AI infrastructure but Tim Knight says that is a tacit admission their AI efforts failed. It is like building the greatest taco chain and then announcing you will sell taco shells to Chipotle. Meanwhile Applied Materials is down 10%, Micron 9%, KORU (South Korea) down 21%, and nearly every Tim Knight short is working on a day with lifetime highs on the Dow. 📊 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 First really good day for the shorts this week 01:10 DIA lifetime highs, IWM close, 70% day trade on puts 02:13 Meta up 10% and Tim is thriving while short it 02:55 Selling AI infrastructure is an admission of failure 05:02 The taco analogy: selling raw ingredients, not tacos 05:58 SpaceX getting slaughtered as Meta enters their turf 07:25 Every short working on a lifetime high day 07:30 The hyperscaler bubble: is this the crack? 07:47 March 2000 Microsoft comparison 08:40 Corning down 20%, shooting star at the high 09:04 SMH gap held by a penny, now falling hard 09:46 Applied Materials down 10% 10:15 AXTI inverted cup, Lumentum completing a top 11:12 Marvell, Nokia, STM, Seagate all working 12:05 AMD down 5% from lifetime highs yesterday 12:29 Caterpillar: used to have a PE of 4, now down 7% 13:34 Lennar short could last deep into 2027 14:10 Micron breaks the trendline clean, down 9% 14:42 KORU South Korea leveraged down 21% 15:40 SPY still grinding, jobs report tomorrow #tastylive #timknight #hyperscalers #meta #semiconductors #techselloff #shortselling #tradingcharts #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.