T3 Live 对 $NKE 的判断变化

2026-10-06看跌
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
Nike 是一笔失败的投资(灾难),但提供了类似 Netflix 的潜在逆向反弹交易机会。

对 Nike 的看法。Nike 一直是一场灾难。Nike 是你除了做活跃交易者之外还需要做活跃投资者的原因。我猜它现在可能像 Netflix 那样,当时它如此破败、如此被打压。

如果你想,你可以做多 Nike。我来帮你框定这笔交易。你想做多 Nike?这是你的止损。3197。承受其他人因为认为 Nike 不错而承受的过去一年多的痛苦。好,所以这里,看,这显然已经被彻底打垮。

打垮,就像你一路上去,被打垮。所以,有很多方式可以出局。但如果你想要一笔经过计算的交易,有时这些是不错的。这可能更接近新年时更好,因为你想有税务抛售。你可能有税务抛售,但也许它想填补这个缺口。

记得当所有人都那么讨厌 Netflix 时,但他们在财报后给了你一笔交易,就在这里。最终从哪里的走势之后?从大约 133 往下,它填补了这个缺口,然后从那个低点给了你一个破位反弹。

所以,这非常相似,人们做多对 65,然后它给了你一波到 83 的走势。震荡得要命,没有动量,你不是在谈 SpaceX。你不是在谈 Nvidia 那种,但你在谈,嘿,然后现在它又全回来了。但这只是说明,过去的一些名字就是再也回不来了。

Opinion on Nike. Nike has been a disaster. Nike is a reason why you need to be an active investor besides an active trader. I guess this could pull a Netflix now where, you know, it was so broken and so battered.

You know, you could be long Nike if you want to. This I'll frame the trade for you. You want to be long Nike? Here's your stop. 3197. Take the last year plus worth of pain that everyone else took by thinking Nike was good.

Okay, so here, look, this has been obviously absolutely crushed. Crushed like you go all the way up, crushed. So, and there was so many ways to get out. So, but if you want a calculated, you know, trade, sometimes these are good.

This might be better closer to the new year because you want to have tax laws selling. You could have some tax laws selling, but um perhaps it wants to fill this gap. You know, remember when everyone hated Netflix so bad, but they, you know, gave you a trade post earnings that was right here. you know, finally after a move from from where?

From like 133 down, it filled this gap and then uh you know, and then gave you a broken bounce off of um off of that low. So, this is very similar where guys went long versus 65 and then it gave you it gave you a move to 83.

Choppy as hell, no momentum, not you're not you're not talking SpaceX. You're not talking Nvidia through but you're talking Hey, and then now it's all the way back. But it just goes to show you that some names of the past just never come back.