$MU 936.87, down 2.59% over 24 hours; funding 0; OI 119429.45. Both longs and shorts are just spacing out, but the news is pushing things along. The US-Canada-Mexico trade war isn’t over: Trump uses tariffs as an income machine. Cross-border businesses like semiconductors aren’t exempt—so it’s slow, chronic bleeding. My take: this is policy pricing; don’t fantasize about a V-shaped rebound. Counterpoint: funding at 0 means the shorts haven’t built up positions. The Supreme Court cut tariffs with one swipe, and shorts could be forced out.

Trading tag: #TradFi #链上美股 #MU

Where do you think this line of thinking is most likely to be wrong?