MU正在紧密盘整，波动率压缩，预计很快会有大幅突破，但目前方向未知，买入前需确认。
逐段跳播
对不起。我在看美光试图突破，我不想错过它。
I'm sorry. I'm looking at micron trying to break out and I don't want to miss it.
你提到你在关注美光。我确实想谈谈内存领域。你知道，在英伟达上周的报告之后，然后戴尔这周，硬件、芯片制造商等表现非常好。美光也是一家芯片制造商，但你知道，更多是在内存方面，而不是计算方面。
You mentioned you're you're watching Micron. I do want to talk about the memory space. Uh you know after Nvidia's report last week and then you know Dell this week the the hardware the chipmakers etc are doing really well. Micron also being a chipmaker but uh you know more on the memory side than the the computing side.
但是，内存领域在街上是很明显的事情，对吧？它们有多紧张。但是，当波动性像那样压缩再压缩，下一个走势必然是巨大的。我希望是向上的，因为我们很多人做多，但有时是向下的。压缩仅仅意味着更大的走势即将到来。
人们会认为SanDisk和美光在牛市环境中以它们交易的估值交易，会向上突破，但没有保证，半导体今天有点疲软，特别是因为博通。所以，它们过得很艰难。
but yeah, the memory space was obvious thing on the street, right? How tight they are. Um, but when you have volatility come out and compress like that and compress compress, it's only natural that the next move's going to be monstrous. I hope it's to the upside because a lot of us got long, but sometimes it's to the downside. Compression simply means a much bigger move is on the horizon. One would think SanDisk and Micron trading at the valuations they're trading at in a bullish environment will be a breakout to the upside, but there no guarantees and semis are a bit soft today notably because of Broadcom. So, they're having a tough time.
但是，我和半个Twitter或X的人都在看同一件事。你知道，从高点回落。是的，它从近期低点反弹了，但长话短说，它离高点还有距离。它一直在非常非常窄幅的区间内交易。那是向上突破还是向下突破？
而且这不是一笔容易的交易，对吧？因为如果你看看科技领域的其他领域，博通在下跌。英伟达在领涨，而Marvell表现不佳。你有很多来自少数几个关键名字的领导，然后你也有很多破碎的名字。
But, uh me and half of Twitter or X are all looking at the same thing. Uh you know, pull back from highs. Yes, it it bounced off recent lows, but long story short, it's off highs. it's been trading really really tight. Is that breakout to the upside or downside? Um, and it's not an easy trade, right? Because if you look at other arenas uh within tech, you have Broadcom trading down. You have Nvidia leading while Marll sucking wind. You have a lot of um leadership from a few key names and then you have a lot of broken names.
所以自然现在的问题是，是不是内存太便宜了，指引太强了，它们不会那样崩溃，或者它们也会崩溃。我们拭目以待。但当它们收得很紧时，你必须注意，因为它们即将扩张，那意味着美光在很短的时间内会有50到100点的波动，会削减。
所以这就是我正在做的。我在观察，这里那里有一点削减。我赚一点钱，然后又还回去。我一直在进进出出。现在我正在等待一些确认。对于短线交易者或波段交易者来说，美光在更高价位会是更好的买入。看看接下来的几周。
so naturally now is it okay memory is too cheap the guidance is too strong they won't break down like that or they're going to break down as well. We'll see. But when they're tight, you got to pay attention because they're about that they're about to expand and that means a micron a 50 100 point move and a very short period of time will cut. So that's what I'm doing. I'm watching getting little like cuts here and there. I make a little money then I give it away. I've been in and out of it. Right now I'm watching for some confirmation. Micron will be a better buy higher for a short-term trader, someone who's a swing trader. Look at the next couple weeks.
确认实际上比现在高10到20点。但它具有威胁性。就像我们说话的时候，我以为它可能要突破了。它刚刚回落了七八点。底线是，它们收得很紧，但还没有真正暗示它们会往哪里去。
Confirmation is actually 10 20 points higher than it is now. But it's threatening. Like as we were talking, I thought it might be breaking out. It just pulled back seven or eight. Bottom line, the they're tight, but there's no real hint as to where they're going yet,
它们收得很紧，但还没有真正暗示它们会往哪里去。美光也还没有公布财报。总有22号。它们非常晚。最后一家公司还有两周多的时间。事实上，我总把它们看作是提醒你财报季即将开始的信号。
>> the they're tight, but there's no real hint as to where they're going yet, which Micron still still hasn't reported earnings either. There's always the 22nd. They're super late. The last company still over two weeks away. In fact, I always think of them as a reminder that earning season's about to start.
我们真的应该诚实地把它们视为下一个财报季的开始。但那个催化剂肯定在路上了。所以，我想我们会看看股价如何走向那个财报，然后你和我可以在那之前讨论那个财报。
We should really honestly just consider them like the beginning of the next earning season. But that catalyst is definitely on the way. So, I guess we'll see how the stock moves into that print and then you and I can talk about the print ahead of it.
美光。我兴奋了一会儿。我就像，以防它会涨。你注意到我没买，但我当时想，这是那个时刻吗？它刚刚回落了13点。所以，睁大眼睛，但不要过度操作，否则你只会得到无数次小亏损。
>> micron. I got excited for a minute. I was like in case it's going to go. If you notice, I didn't buy it, but I was like, is this the moment? It just pulled back 13 points. So, keep your eyes open, but don't overdo things, or else you just get a million cuts.
他说在等什么
这个频道对 $MU 的历次判断
T3 Live 在这只股票上共 2 条判断，这里只列相邻的几条。