CNBC’s Disney Pump Fails—China’s Ghost Loans Ignored

Friday's Pinball Action 

Friday’s Pinball: Weak Hands Flushed at Open  

Crypto, AI, and CNBC’s favorites trashed at the bell—FOMO panic in full swing.

I'm seeing FOMO in all those areas. Cover now CNBC short sellers @CNBC #ShortSqueezeFriday

— Veteran Market Timer (@3Xtraders) November 14, 2025

Same network that pumped crypto, AI, and quantum moonshots… now engineering 

a clumsy bear raid—just before Q4 window dressing.

 Dow breakout. What Dow breakout? 

Disney (CNBC’s Dow darling) — wiped out the week in one session.

Dow breakout? What breakout.

CNBC's Trust Crisis in a screenshot: CNBC Pro users give the pay service a Trust Pilot score of 1.5 OUCH! [link] 

 

From the Highlights Reel: 

• Tim Seymour Cannabis stocks crashed -16% - OUCH! Didn't I warn you..?  
• Crypto helped provided the kindling for Fridays fire sale. Bitcoin down another -3.8%     
• Energy stocks ended higher, and had that 
  Weekly options expiration + window dressing—SEC asleep at the wheel
  
  
• China sold off with the US financials, after China is busted cooking the books again.  
  

Segue China US Banking System Risk 

China banks issue phantom loans to hit targets in slow economy thestraitstimes.com

"The practice is spreading as Chinese banks come under unprecedented pressure to hit government-set targets that cannot be met by real demand."

 

 I'll bet you didn't hear that story reported by the talking heads, as US banksters met in China..! 

 

Citi Is Growing Rapidly in China on HUGE Interest, CEO Says  

(bloomberg via yahoo.com)

 Yet, another CNBC pumped sector flops 

 
I think you want to stay away from China, and the entire too big to be regulated banking sector! 

This weeks Game Plan 

•  NVIDIA $NVDA reports on Wednesday and that sets up for the Sector Rotation back into beaten up AI stocks. NVDA, MSFT, $AVGO all ended in the green on Friday.

• $AIS VistaShares Artificial Intelligence Supercylce - This looks like a good place for a short covering rally. Support seen at the 50 day ma.   

• Small-caps— trading at the Sept. 1st lows. That's right, the Russell has given back all the gains from the past 2 months, and then some.    

Reviewing my call on Small Caps on Oct. 30th: 

Russell 2000 futures higher - the dash for trash trade continues - with small caps. $SPX UNCH pic.twitter.com/Vu7A2zG3JY

— Veteran Market Timer (@3Xtraders) October 30, 2025

•  Crypto has to lead Tech higher, so I think this could be where we see the biggest squeeze. 

 Let the $VIX be your guide:

•  $VIX 20+ more shenanigans. $VIX crushed below below 20 = green light. 

Take Care, AA  

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