#股票财报季 Tomorrow night’s Micron big test is coming, AI semiconductors have already ignited!
Looking at the chart: $KORU surged up 4.19%, while $MU started to rebound near 1071 as it formed a base (EMA7 crossing above EMA20). $SNDKB stabilized around 1728. Only $NVDA is weak, trading in a choppy range at 228—there’s a huge split between bulls and bears.
The fundamental data is fully loaded across the board:
Wall Street expects revenue to top $51 billion, while UBS sees $52.4 billion and gross margin above 86%. But the options market’s put/call ratio is as high as 1.7—betting on a wild ±10% swing! The most dramatic part: the AI “stock god” who just liquidated $35 billion of shorts has gone all-in on the semiconductor short squeeze, with 55% of the position committed to memory (SNDK 28.1%, MU 27.6%).
Trading strategy:
A 280% surge within the year—odds are terrible! Remember: when uncertainty is at its highest, your position size must be the lightest. Keep your hands off tonight, have your “bullets” chambered, wait for earnings to land and “verify” success, then add on in the direction of the trend—hard, and harvest the AI infrastructure diffusion wave! Live first, and only then do you have the right to win! #英伟达批准1500亿美元回购
👇 Tonight, are you standing with the longs or the shorts? Chat in the comments!
Looking at the chart: $KORU surged up 4.19%, while $MU started to rebound near 1071 as it formed a base (EMA7 crossing above EMA20). $SNDKB stabilized around 1728. Only $NVDA is weak, trading in a choppy range at 228—there’s a huge split between bulls and bears.
The fundamental data is fully loaded across the board:
Wall Street expects revenue to top $51 billion, while UBS sees $52.4 billion and gross margin above 86%. But the options market’s put/call ratio is as high as 1.7—betting on a wild ±10% swing! The most dramatic part: the AI “stock god” who just liquidated $35 billion of shorts has gone all-in on the semiconductor short squeeze, with 55% of the position committed to memory (SNDK 28.1%, MU 27.6%).
Trading strategy:
A 280% surge within the year—odds are terrible! Remember: when uncertainty is at its highest, your position size must be the lightest. Keep your hands off tonight, have your “bullets” chambered, wait for earnings to land and “verify” success, then add on in the direction of the trend—hard, and harvest the AI infrastructure diffusion wave! Live first, and only then do you have the right to win! #英伟达批准1500亿美元回购
👇 Tonight, are you standing with the longs or the shorts? Chat in the comments!