原文:Short when both daily and weekly are confirmed from the technical setup. BTC is highly liquidity-sensitive, and Mr. Warsh seems to prefer “QT” instead. Crypto bulls have a strong fear brewing over the weekend. If $74K can’t hold, then $50K–$60K is the next stop?
翻译:当日线和周线技术形态均确认时做空。 比特币对流动性非常敏感,Warsh 先生似乎更喜欢“量化紧缩(QT)”。 加密货币多头在周末有强烈的恐慌情绪。 如果 $74K 支撑位无法守住,那么下一个目标将是 $50K-$60K?
原文:@Balder13946731 Me BTC weekly inverse cup and handle Daily breakout of bear flag to the downside actually 3days ago https://t.co/nqDmaUYbz6
翻译:@Balder13946731 我 BTC 周线呈现倒杯柄形态 日线实际上在 3 天前就已经突破下行熊旗
原文:$GC my level of interest is around $4650-$4830 area, will not buy today. Hope $4830 will be tested multiple times in the upcoming weeks during the consolidation phase. https://t.co/1kQ4tCR6VE
翻译:$GC(黄金)我的买入兴趣区域在 $4650-$4830,今天不会买入。 希望在接下来的几周巩固阶段 $4830 会被多次测试。
原文:$SI my level of interest is the previous breakout point of the cup and handle at around $81. Again, I will not buy today and hope it will be tested multiple times in the next few weeks during the consolidation phase. https://t.co/UO3CNwnLa2
翻译:$SI(白银)我的买入兴趣区域是之前杯柄形态的突破点,约在 $81。 同样,我今天不会买入,希望在接下来的几周巩固阶段会被多次测试。
原文:For a big selloff like this, I’d be patient and wait until a real bottom forms. The bottom needs to be tested multiple times on the daily timeframe.
翻译:对于这样的大幅下跌,我会耐心等待真正的底部形成。 底部需要在日线上多次测试。
原文:People are thinking Warsh is hawkish, but why would Mr T spent so much time to pick a hawkish Fed chair? He just needs someone who doesn’t look like a bootlicker to convince the other Fed members to continue cutting rates even when economy is growing strongly
翻译:人们认为 Warsh 是鹰派,但为什么特朗普先生要花这么多时间挑选一个鹰派的美联储主席呢? 他只需要一个看起来不像马屁精的人,来说服其他美联储成员即使经济强劲增长也要继续降息。
原文:Powell was almost neutral overall, and the market only slightly adjusted its future rate-cut expectations. A total non-event. I feel like Powell now only cares about his retirement and just wants to run away from FOMC conferences the way my son treats his homework.
翻译:Powell 总体上几乎是中立的,市场只稍微调整了未来降息的预期。 完全是一个无关紧要的事件。我感觉 Powell 现在只关心他的退休,想逃离 FOMC 会议,就像我儿子对待家庭作业一样。
原文:Know exactly what the rationale and goal of each trade is, and execute based on the plan. Took all of the profits as planned without getting hit by the ER.
翻译:确切地知道每笔交易的理由和目标,并根据计划执行。 按照计划全部获利,没有受到财报的影响。
原文:We saw big sell pressure today before the option expiration at 1:30PM EST Now Silver/Gold passed one big test and no crash, let’s see how FOMC plays out tomorrow I’m leaning towards a more “dovish” FOMC although no rates cut. Given the current market expectation is too hawkish.
翻译:我们在下午 1:30 EST 期权到期前看到了巨大的抛售压力 现在白银/黄金通过了一个大测试,没有崩盘,让我们看看明天 FOMC 会议如何展开 尽管不会降息,但我倾向于 FOMC 会更”鸽派”。鉴于当前市场预期过于鹰派。
原文:I wouldn’t short it unless the Sunday bullish gap is filled. Silver is moving parabolically with larger volume and price range each day, it’s a topping process. However, it’s hard to time it. I’ll wait until after Tuesday’s options expiration and FOMC to see how it plays out.
翻译:除非周日的看涨缺口被填补,否则我不会做空。 白银每天都在以更大的成交量和价格范围抛物线式上涨,这是一个顶部形成过程。 然而,很难准确判断时机。我会等到周二期权到期和 FOMC 会议后再看情况。
原文:Also sold my EM exposure including China Will revisit the thesis after the weekend.
翻译:还出售了我的新兴市场敞口,包括中国 周末后将重新评估这一投资主题。
原文:Bought back $KORU when it dipped this session.
I made up my mind to long both SK and TW instead, lol
翻译:在本交易日下跌时买回了 $KORU(韩国 ETF)。 我决定同时做多韩国和台湾,哈哈
原文:$AAOI has a weekly cup and handle. If their management could deliver what they committed, this would be the cheapest optical play. @insane_analyst had a great coverage about it https://t.co/EEriCAN9c4 Will keep watching the price action and the progress towards 1.6T and the deployment in AMZN/ORCL before jumping in.
翻译:$AAOI(Applied Optoelectronics)有周线杯柄形态。 如果他们的管理层能兑现承诺,这将是最便宜的光学股票。 @insane_analyst 对此有很好的报道 https://t.co/EEriCAN9c4 在介入之前,我会继续观察价格走势以及向 1.6T 进展和在 AMZN/ORCL 中的部署。
原文:I enjoyed many big bull runs recently, but they all kept flying after I sold:
Sold $SNDK at $400
Sold $AXTI at $21
Sold $SL at $95
Sold $GC at $4850
The only one I feel comfortable about is selling $LITE at $400, as it’s way below now.
I had my own approach of setting price targets based on fundamental valuation or technical analysis.
One hard lesson for me is to always leave a runner for names with parabolic moves.
In the future, I will probably buy OTM monthly calls, call spreads, or butterflies for runners in small positions but with big leverage.
翻译:我最近享受了许多大牛市,但在我卖出后它们都继续上涨:
在 $400 卖出 $SNDK
在 $21 卖出 $AXTI
在 $95 卖出 $SL
在 $4850 卖出 $GC
唯一让我感到舒适的是在 $400 卖出 $LITE,因为它现在远低于这个价格。
我有自己的基于基本面估值或技术分析设定价格目标的方法。
一个给我的惨痛教训是,对于抛物线式上涨的股票,永远要留一部分仓位。
未来,我可能会为这些强势股购买虚值月度看涨期权、看涨期权价差或蝶式期权,以小仓位获得大杠杆。
原文:That’s more like reinforcement of AI bubble narrative started by Sam Altman on the BG2 podcast. The impact was not as big as MSFT. It’s only half day but already 85M record high trading volume on MSFT equals ~$36B, which was big enough to cause short term systematic shock.
翻译:这更像是对 Sam Altman 在 BG2 播客上发起的 AI 泡沫叙事的强化。 影响不如微软大。虽然只有半天,但微软的交易量已达到创纪录的 8500 万股,相当于约 360 亿美元,足以造成短期系统性冲击。
原文:RT @insane_analyst: In case it was not said already, Intel is up because of ASML backlog.
ASML results directlt imply that 14A CapEx is a…
翻译:转发 @insane_analyst:以防之前没有提到,Intel 上涨是因为 ASML 的积压订单。 ASML 的业绩直接暗示 14A 资本支出正在…
原文:Japan never fails me https://t.co/cpS8NA3123
翻译:日本市场从未让我失望
@labubu_trader 是一位经验丰富的交易者,主要关注技术分析和风险管理。他的交易风格谨慎但积极,注重耐心等待最佳入场时机,强调严格执行交易计划。在当前市场波动期间,他主要关注比特币、黄金和白银的走势,并根据技术形态调整投资组合。他的分析方法结合了技术指标和市场心理学,展现了专业的交易素养。