《Can $100 Oil Break This Market? Futures Slip | PreMarket Playbook | September 9, 2026》
评估避免SMCI，因自我审计带来的信誉风险；图表强度无法抵消坏消息带来的潜在崩盘。
有人想听听我们对SMCI的看法。>> 我已经好几个星期没看它了，兄弟。它和戴尔一起爆发了还是相反？让我看看。>> 不是SMCI。我的意思是，它一直在上涨。他们有一份不错的财报。我记得那天晚上我们确实交易过它。
Someone wants our thoughts on SMCI. >> I haven't looked at it in weeks, man. Did it explode with Dell or opposite? Let's see. >> Not SMCI. I mean, it's been moving up. They had a nice earnings report. I remember we did play it that night.
这里的问题是，每个人都知道的问题是信誉问题，以及他们是否在隐瞒什么，他们审计了自己，然后出来说他们是完美的天使。还记得吗？
The issue here is the issue everyone knows about is is credibility and is there under the closet with um they they audited themselves and they came out and said they're perfect angels. Remember that?