尽管META近期创下新高，说话者仍对其持看空立场；此前的空头头寸未能成功。
逐段跳播
比如 Micron、AMD 之类的。那些，还有 Meta，那些都是没法交易的股票。我能拿 1 万美元赌你现在看空 Meta 吗？
like Micron and AMD and things like that. Those were and Meta those were impossible stocks to trade. can I bet $10,000 that that you're bearish meta right now?
我确实看空，而且我很讨厌这样，而且它现在不奏效。但我做空了 Meta，还有 Micron，那没奏效。
I am and I hate it and it's not working. but I got short Meta and you know and Micron and that did not work.
基本上，Meta 的故事就是一个 AI 的故事。Meta 创了新高。
you know basically Meta story is an AI story. Meta made new highs
把这跟卖出 Meta 那 80 点的上涨相比，因为那就像是全世界都在买 Meta。说到 Meta，你看过 Muse 吗，他们新出的那个？你看到它到底能做什么了吗？
compare that to to selling into the meta 80 point run because that's like the whole world's buying meta. speaking of meta though, have you looked at Muse, their new Have you seen what it does at all?
不过我在 CNBC 上听他们说，它确实像，其中一个应用确实会，如果你愿意的话，它会翻查你的账单，把浪费的部分去掉，听起来挺酷的。
I heard them talking on CNBC though that um that it does like one one of those apps does like it will go through your bills and eliminate like waste if you wanted to, which sounded cool.
是的，总的来说我对扎克伯格几乎没什么信心，也不信任他。我不是扎克伯格的辩护者，我一点也不喜欢这个人。所以我对此都持保留态度，只是说，好吧，我早晚会去看看。但我并不着急。
Yeah, I have very little faith or trust in Zuckerberg in general. I I'm not a Zuckerberg apologist and I I don't love the man at all. So I I you know I take it all with a grain of salt and just say, "Okay, I'll check it out eventually." But I'm not I'm in no rush.
我们知道你不喜欢马克·扎克伯格。我不喜欢扎克伯格，是出于我个人的原因。
we know you don't like Mark Zuckerberg. Like I don't like Zuckerberg for my own personal reasons.
市场从高点略微回落。Meta 显然不是我想让我们的观众参与的东西，因为它现在实在太疯狂了。
markets coming off their highs a little bit. Meta is not something I think I would want our audience getting involved with, obviously, because it's just too crazy right now.
我知道。我当时就觉得 Meta 肯定牵扯其中。但你是在那波大涨之后才参与的。我觉得这是个不错的，我喜欢 Meta 有这么多，Meta 有今天到期的期权这一点。
I knew. I was like meta definitely involved. But like you got involved after the the big move up. I I think this is a good kind of I I like the fact that Meta has so Meta has options that expire today.
确实有，但 Meta 不是最好的股票期权。那里的市场有点糟糕。我是说，还算公道。我就觉得这像是，我猜如果你知道，不管怎样，这是一种不错的，这就是我喜欢用来做日内风险回报的那种股票，因为一方面它可能继续涨，但另一方面如果市场因为债券处于低位而反转下跌，尾盘出现抛售，如果这只股票今天转跌，比如一个 750 的看跌期权，如果它反转 20 点，你能赚到九比一的钱，你不该在这上面冒太大风险。
但如果你控制住仓位，这作为一天的风险回报是相当不错的。
They do, but you know Meta not the greatest stock option. The markets are kind of crappy in there. I mean they're fair. I just feel like this is like I guess if you know whatever this is a good kind this is the kind of stock I would like for an intraday riskreward because sure on one hand it could keep going but on the other hand if the market rolls over because bonds are at their lows um and you get like a selloff into the close if this stock went negative today like like a 750 put if it reverses 20 point you can make nine to one on your money like you shouldn't risk a lot on it.
But it's it's a pretty it's pretty good, you know, one day riskreward if you keep it under control.
关于 Meta 有意思的一点是，其实我今天早上在我们的早间节目里就谈过这个。我昨天买了 740 745 的看跌价差，今天你显然可以做得更好，但就是那个平值看跌价差，它的交易价大约就是行权价宽度的一半。
所以不管 Meta 在哪里，这个看跌价差大约会以，5 美元宽的看跌价差如果你买平值的会以 250 成交，但 Meta 从现在到 11 月的预期波动超过 100 美元。大概是 107。
所以你要么会非常对，要么会非常错，但你不会钉在 745。我是说，这只股票的预期波动是 100 美元。
the interesting thing about Meta and I talked about this this morning actually on our morning show. Um I bought the 740 745 put spread yesterday and you can do it better today obviously, but um uh the at the money put spread and it trades right around you know like half the width of the strike.
So like if wherever meta is the put spread will trade around you know the $5 wide put spread will trade for 250 if you buy the at the money but the expected move in meta over the course of from now to November is over $100.
It's like 107. So either you're going to be either you're going to be very right or very wrong but there is like you're not going to pin at 745. I mean the expected move of the stock is $100,
这个频道对 $META 的历次判断
Benzinga 在这只股票上共 6 条判断，这里只列相邻的几条。