T3 Live 对 $META 的判断变化

2026-09-28
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
不要追高 META;720 是值得关注的潜在支撑区域。

是的,Meta 表现非常非常强劲,而在经历了这么大的涨幅之后,我们基本上已经告诉大家不要在这个位置追高 Meta。看看8日线在哪里。但你知道吗?如果你没有持有 Meta,而且你已经获利了结,那只能说,Meta 并不是最容易交易的标的。

现在是7:30。这是一个重要的位置。今天早上 Meta 在哪里?也许你可以从现金流的角度来看 Meta。Meta 就在这附近,大约728。所以这实际上就是它真正所在的位置。你知道这里是什么位置。

这是你的8日线。所以这是一个位置,如果你在779卖出,而我们现在接近7,那就是低了50美元。所以这是一个位置。所以我会在这里画出来,说,720值得一看。我认为会有一些买家在那里出现。

我今天甚至可能在那里交易它。嗯,我交易 Meta 的历史并不出色。所以我一直试图让它自然呼吸,不去追它。但嗯,我认为这个区域是一个值得关注的还不错的位置。一个更有吸引力的区域可能是这里,进入686一带,让21日线在那里跟上。

如果你认为市场在11月会处于更好的位置——这是有可能的——或者10月晚些时候进入686,那么你大概应该做的是买入800美元的看涨期权,到期日选在11月第二周左右,因为历史上那时市场要好得多。

所以,至少风险就是付出的权利金。你不会过度交易,不会做那些乱七八糟的事。

Okay, yes, Meta was very very strong and basically we told you guys not to chase Meta up here after the size of the move. Look where the 8day is. But you know what? If you are not in Meta and you took your profits, it's man, Meta is not the easiest name to trade.

This is 7:30. This is a big spot. Where's Meta this morning? Perhaps you could look at Meta for cash flow. Meta is right around it. 728ish. So that's actually that's really where it is actually. you know where this is.

U here's your 8 day. So this is this is a spot if you sold 779 here we are near 7 that's $50 below. So this is one spot. So I would draw this in say hey 720 it's worth a look. I would think some buyers would come there.

I might even trade it there today. Um my history with Meta has not been spectacular. So I've been trying to let it breathe and not chase it. But um I would think that this zone is a decent zone to look at.

A more compelling zone would probably be here into the 686s and let the 21day catch up right there. That would be something if if you think the market's going to be in a better spot in November, which it could be, you know, or later October into 686, what you probably should do is buy the $800 calls and go out to like the second week of November when historically the market's much better.

So, at least risk is premium paid. You're not overtrading and doing all those things.

2026-09-24看涨
《#META to $1000? LIVE with David Prince》
Meta 的 AI 叙事转变与庞大用户基础支撑看多立场;在高位卖出部分股票后仍继续持有。

我确实想跟你聊聊 Meta。Meta,哇,Meta 过去几周的走势。你和我在这之前聊过,你 7 月在 60 多美元中段的位置买入 Meta,而今天我们到了 770。

I definitely want to talk about Meta with you. Uh, Meta, wow, the move in Meta in the past uh few weeks. You and I were talking before this about where you were buying Meta back in July in the the mid60s and here we are today 770.

显然,最新的公告围绕 AI 和 Muse 以及新的 AI 智能体,但不只是 Muse,还有 Zuck 说 Meta 正在发生的所有 AI 相关的事情。你和我过去聊过 Meta 的资本开支,以及他们如何花了又花、花了又花,却没什么成果可展示。

现在这就是成果。而且我认为这肯定不同于他们在元宇宙上的失败,你和我之前也做过那样的类比。

obviously the newest announcement centering around AI and Muse and the new AI agent, but not just Muse, all of the AI stuff that Zuck says is happening there at Meta. You and I have talked in the past about the capex at Meta and how they were spending and spending and spending and there wasn't really much to show for it.

Here's what what there is to show for it. And it's definitely different I think than the failure they had with the metaverse which we you you and I had you know made those correlations before.

2026-09-10
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