Trump's tariff stick is swinging at semiconductors, and Lutnick's mention of semiconductor tariff risks directly crushed the rebound from the high of $MU . The current price is 955.81, up 3.748% in 24h, but funding rates having dropped to zero show longs are unwilling to chase. Open interest is 120,000 contracts, all waiting for policy to land.
This wave of gains was driven by Nvidia-led sentiment, but political risk has become the biggest variable. The market is voting with a zero funding rate, meaning it is not betting on direction for now and is waiting to see whether Trump will grant tariff exemptions or escalate.
Trading tag: #TradFi #链上美股 #MU
Where do you think this entire judgment is most likely wrong?
This wave of gains was driven by Nvidia-led sentiment, but political risk has become the biggest variable. The market is voting with a zero funding rate, meaning it is not betting on direction for now and is waiting to see whether Trump will grant tariff exemptions or escalate.
Trading tag: #TradFi #链上美股 #MU
Where do you think this entire judgment is most likely wrong?