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Africa Blooms, Korea Withers

By Tim Knight - 2 weeks ago (01, May 2026 10:00:00 PM)

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Shooting Stars

By Tim Knight - 2 weeks ago (01, May 2026 7:00:00 PM)

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Zuck’s Shrinking Universe

By Tim Knight - 2 weeks ago (01, May 2026 5:00:00 PM)

I remain long September $700 puts!

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The Deepest of Pockets

By Tim Knight - 2 weeks ago (01, May 2026 3:00:00 PM)

Here’s where all that sweet hyperscaling cash is coming from:

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Jump! Bar

By Tim Knight - 2 weeks ago (01, May 2026 1:00:00 PM)

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