$MU

由于财报前后历史上难以预测且存在令人失望的风险,说话者避免交易 MU,尽管技术形态尚可。

他说的是几天内
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
T3 Live发布 2026-09-30 · 5 段内容
02:26/ —打开原视频

逐段跳播

5 段内容

今晚收盘后我们有 Micron,这很重要,你知道,科技股此前更强,而银行股和小盘股更弱,它们之间会不会出现再平衡,你知道,还有,随着工业股有点命悬一线,我们会不会看到一些新的资金流入。

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.

最后,Micron 日,别太激进,因为你知道,有时候你等了又等、等了又等,结果却让你失望。你懂我的意思吧?所以我们就看看。从历史上看,Micron 一直很棘手。相当棘手。你知道,它到底有没有被 price in。所以你得想清楚你想怎么玩它。

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.

所以是的,有人问:“今天 MU 怎么样?”MU 非常紧。MU 看起来准备得相当充分。它不像是在经历这样一次巨大上涨之后带着财报冲上来,它只是盘整了一段时间,说实话,眼下看起来几乎像是一团乱麻。

你知道,我们在这里面交易过几次。它刚刚从 953 涨到 1108。所以,人们很乐观,认为这不是周期的顶部。

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.

但不管怎样,我们先把这个过一遍。有人问我,我不接。我知道如果 Red Dog 接了,会带来信心,但我不接,因为我不想在正试图重新站稳、重新整合,并且想多攒一些更有掌控感的日子的时候,落到亏 1 万、1.5 万、2 万的地步。

你知道,之后你也许可以交易它。如果它在盘后交易到 11:08 上方并保持在上方,那么一直到 12:55 这里有一整个真空区。好。我确实认为,如果你想参与今天到周五这段行情,并且你认为半导体会有一次爆发性走势,最好的做法是买 1125 或 1150 的看涨期权,同时卖出 1250 的看涨期权,因为这里会是阻力。

你知道,如果它突破上去,显然可以走得更高,但如果这招奏效,你就能赚钱,而且是用那个看涨期权来融资。有些人喜欢买 1150 的看涨期权,然后在盘后通过做空来 box 它。好,做空这只股票的盘后,因为他们认为它撑不到早盘,但有一些更复杂的方法,或者你就等着,等一个缺口或者一个低点作为交易参照,然后把它搞清楚。

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.

所以在另一个位置我会放 MU,我会放 SanDisk,你知道,那并不完全是同一家公司。显然我还会放 Western Digital 和 Seagate。所以有点意思的是,Seagate、Western Digital 和 Sanisco 下跌,而人们仍在推高 MU。所以这里有一点背离,

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,

这个频道对 $MU 的历次判断

T3 Live 在这只股票上共 9 条判断,这里只列相邻的几条。

2026-09-30本条
今晚收盘后我们有 Micron,这很重要,你知道,科技股此前更强,而银行股和小盘股更弱,它们之间会不会出现再平衡,你知道,还有,随着工业股有点命悬一线,我们会不会看到一些新的资金流入。
2026-09-28
还有什么?你知道,MU 周三要发布财报。你必须小心。我会发布一点 MU 财报的历史。有时候它已经被消化了,有时候没有。到目前为止,它相当接近。表现相当坚挺。它需要非常非常好。我知道 MU 的估值更低。我明白,而且它在游戏中,但就是不要掷骰子。有些人像 Red Dog,我这个月过得太艰难了。我就把所有的钱都投进 Micron,然后闭上眼睛。作为交易者你不能这么做。如果你这么做,那就是你爆仓的方式。也许它成功一次,但五次里有五次,你会爆仓。如果你想做某种期权操作,风险就是付出的权利金,而且你想之后交易它,那没问题。或者如果你持有 MU 作为投资者已经两年或更久,它在你的 IRA 里,你并不指望获得收益,那也是另一回事。
原话 14:29 ›
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