【April 23, 2024, Beijing Time】$Tesla(TSLA.US) earnings report was released, exceeding expectations. However, this slight beat, coupled with intensifying competition, leaves no room for any geometric multiple growth expectations. Therefore, I believe it is beginning to enter a phase of business slowdown and decline.

Tesla, see you at 300!

After the market close on the 24th, Beijing Time, $Intel(INTC.US) earnings report will be released. It's impossible to predict the report, but two key points are crucial: If the 18A yield reaches 60-65%, and there is a concrete increase in stable orders, it will lead to a significant stock price surge. If the yield is 55-60%, that's considered normal. If there are no concrete orders, the stock price could fall. If the yield is less than or equal to 55%, the stock price will inevitably drop significantly. If there are no concrete orders, a conservative estimate is a 20% drop.

$Arm(ARM.US) hit a new all-time high closing price of 196.57. I don't mind shorting or going long before the earnings report. Intervene on the 5th. Personally, I'm bearish after the earnings. Because the current gains lack expectation support and are entirely due to the rally in the chip sector.

$NVIDIA(NVDA.US) might catch up to or break new highs before the earnings report, but it's not necessarily a rise after the report; a decline is more likely. Because the upside potential is compressed, unless it can be proven that the AI industry can bring high returns. At the same time, the hardware competition among major manufacturers is about to end. If there is no significant business increase for GPU users, investment in and refresh rates for hardware will inevitably slow down. If NVIDIA's performance declines or growth slows, it will become a nightmare for the entire AI sector.