Speaker avoids trading MU due to historical unpredictability around earnings and risk of disappointment, despite technical setup.

we have micron after the close tonight which is going to be important you know is there a rebalance between tech that was stronger and and the banks and the small caps that have been weaker you know and um will we get some new flows as the indust are kind of hanging by a thread.

Finally, Micron Day, don't be so overly aggressive cuz you know you sometimes you get let down if you've been waiting and waiting and waiting. You know what I'm saying? Uh so we'll see.

Historically, Micron has been tricky. Like pretty damn tricky. You know, if it's priced in or not. So you have to figure out how you want to play it.

so yes, someone said, "What about MU today?" Okay, MU is very tight. Okay, MU is is looking pretty set up. It's not like it's coming out with earnings where it's up here after an enormous move like this just consolidated for a while and looks like a almost looks like a mishmash to be honest right here.

You know, we were we played it in here a few times. You just had a move from 953 to 1108. So, people are optimistic that this isn't the top of the cycle.

But anyway, let's get through this first. So, someone asked me, I'm not taking it. I know it breeds confidence if Red Dog takes it, but I'm not taking it because I I don't want to be in a position to lose 10, 15, 20 grand when I'm trying to situate and get back together and, you know, try and stack some days that are more in control.

You know, you might be able to trade it afterwards. It trades above 11:08 after hours and stays above it, there's a whole void here up until 12:55. Okay. I do think if you want to be involved for today through through Friday and you think it's going to have an explosive move for the semis, the best way to do it would be like take like 1125 or 1150 calls and sell the 1250 calls because this will be resistance.

You know, if it gets above it, obviously you can go higher, but you could make money, you know, if that's if that works and you're financing it with the call. Some people like to take like 1150 calls and then after hours be, you know, box it by shorting.

Okay, the the stock after hours because they don't think it's going to hold up to the morning, but there's some sophisticated ways or you just wait, get a gap or or a low to trade against and and figure that out.

So in another spot I'll have MU, I'll have SanDisk, you know, which is that's kind of not exactly the same company. Obviously I'll have Western Digital and Seagate. So it's kind of interesting that Seagate, Western Digital, and Sanisco down while people are still kind of bidding up MU. So it's a little divergence there,