Evidence

if consumers and businesses start hunting for alternatives to supply pricing power for some of these big names like Micron and Sandisk may lose some shine

— tastylive

AMD, this is white hot. Uh this one hasn't broken down as badly. It is down over 5%. Yesterday was lifetime highs, but as I say, if we start to get serious about the selling, uh I'm I ain't covering it till we get down to this gap, which is a few zip codes away.

— tastylive

applied materials AMAT down almost 10%. I think I mentioned yesterday my daughter interning at AAT and all the men my age who've been lumbering around there for decades and finally have their day in the sun won't shut up about their stocks performance... almost entirely for that

— tastylive

Micron down almost 10 down almost uh well down about 9 10% over over 8%. Very clean break of the trend line. Very exciting to see that.

— tastylive

my view on Meta for lots of personal reasons born of personal experience is that they will ultimately fail in the AI um their AI efforts... this is a tacit admission that your AI efforts ain't working and uh we're going to start selling access.

— tastylive

another good retail short that's doing well that I've got is Costco, COST. Uh Costco is down um you know, not quite 1%, but it's having a nice bearish engulfing pattern today.

— tastylive

this gap here is when I've been really uh watching closely... my my thesis on this was short term as long as we can stay below that gap um the one or two bears still that exist uh will be okay. And so far so good.

— tastylive

Short baseline risk sentiment, so short call verticals in the Nasdaq via the Qs, S&P via the spy ETF

— tastylive, at 25:53

Short baseline risk sentiment, so short call verticals in the Nasdaq via the Qs, S&P via the spy ETF

— tastylive, at 25:53

84% drop, something like that. Um and it is priced now the same as it was last millennium.

— tastylive

an example of another short I've gotten in that realm is uh KLAC, KLAC. KLA-Tencor, this is down over 3%.

— tastylive

my dumb guess is that it'll fall... I'm short Micron but just a teeny little bit... if we can stay below that island reversal gap, then it could look pretty good on the downside

— tastylive

all I can say is that from a charting perspective, this is what we call...a uh island reversal gap. And um you know, uh provided it stays below that price line, it's um that that's a that's a that's a pretty serious uh uh setup for for reversal. So, um I don't think I have Micron

— tastylive, at 7:50