lightroom(49er)

google的stop order少，没多少量。NVDA， INTC都是巨量的order

拉AMD吧。altman在吵吧，到了600，送100B

elon拿着40%+的spacex股票，这个MSFT, NVDA创业是不能想象的

This is an extreme gap-up event (30%+ is a regime shift, not just a beat). The $9.7B Pentagon deal + AI infrastructure demand is a fundamental re-rating, not just a multiple expansion. Here is how to trade the open for a gap this size: The Reality Check Don't Chase the Open: 30% gaps rarely go straight up. The "easy" money is already in the after-hours price. IV is Rich: Implied Volatility is likely priced for a continued parabolic run. Buying ATM calls/stock at the open is expensive. Gap Fill Probability: Statistically, gaps this large often see a "washout" (50% retracement) on Day 1 as speculators take profit and institutions scale in slowly. The Intraday Playbook (Stock & Futures) Scenario A: The "Pullback Buyer" (Safest) Setup: Wait for the opening 15–30 minutes to settle. Let the initial profit-taking hit. Entry: Look for price to pull back to VWAP (Volume Weighted Average Price) or the 50% level of the after-hours gap. Confirmation: Price holds VWAP on the 5-minute chart. Buy the dip here, not the spike. Stop: Below the 15-minute low. Scenario B: The "Momentum Continuation" (Aggressive) Setup: Price breaks and holds the Pre-Market High on high volume. Entry: Breakout of the consolidation range. Stop: Below the consolidation low. Scenario C: The "Fade" (High Risk / Short Squeeze Alert) Setup: Price drops below VWAP and stays there for >15 minutes. Entry: Short on the re-test of VWAP as resistance. Warning: With a fundamental catalyst this big, shorting is dangerous. One news blip can trigger a massive squeeze. Use tight stops.

The Strategy: "Bank the Momentum", The UBS target ($1,625) is a long-term (2029) valuation re-rating, not a June price target. However, the momentum is strong enough to push MU to $960+ in a week. Action Plan: Take Profit at $960 (Sell 50% of your contracts): If MU grinds up to $960, sell half your position. This banks ~60-70% of the max potential profit., This locks in gains and covers your entire cost basis., , Let the "Runner" Ride to $1,000: With the rest of your position, do not set a limit. Let it ride to the $1,000 strike., If the UBS hype continues, $1,000 is a psychological magnet by June., , Hard Stop Loss ($880): If MU closes below $880, cut the trade. A drop below the $900 breakout level invalidates the momentum thesis, and it could quickly fill the gap down to $850.

今天QQQ ytd: 18.88%

我是打个比方。SMCI组装H100 server利润率5%，组织B200一台肯定不能有5%