---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40115680.md"
description: "【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."
datetime: "2026-04-22T22:03:55.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40115680.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40115680.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40115680.md)
author: "[欧阳大叔（笑话版）](https://longbridge.com/en/profiles/12946194.md)"
---

# 【April 23, 2024, Beijing Time】$Tesla(TSLA.US) earn…


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- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
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- [ARM.US](https://longbridge.com/en/quote/ARM.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)

## Comments (16)

- **朵拉05 · 2026-04-23T13:16:32.000Z**: Uncle, are you following Microsoft?
  - **欧阳大叔（笑话版）** (2026-04-23T14:46:05.000Z): Following, but haven't done much research. Because there are too many stocks making money during this period.
- **莫愁大丽花 · 2026-04-23T07:06:46.000Z**: I shorted at 67.8
- **爱教数学的小刘老师 · 2026-04-23T04:27:31.000Z**: Uncle, don't short recklessly. I remember you were highly recommending shorting SanDisk and Arm back then. I wonder how those who followed you to short SanDisk and Arm are doing. As for me, I'm getting burned shorting Intel😵
  - **欧阳大叔（笑话版）** (2026-04-23T06:44:26.000Z): Whether going long or short, there is a time limit. If viewed from a long-term perspective, any strategy is wrong. There is no stock that only goes up and never down. When the fundamentals haven't cha
  - **欧阳大叔（笑话版）** (2026-04-23T06:57:08.000Z): Additionally, I'm still holding Intel and also bearing the losses.
  - **爱教数学的小刘老师** (2026-04-23T08:23:37.000Z): Yeah, anyway, I'll at most spend 5% of my money to short for fun in the future, I don't dare to go heavy on shorting anymore. Then I have to strictly cut losses, otherwise the sunk cost keeps getting 
- **耳朵制造战争 · 2026-04-23T00:11:19.000Z**: If Intel provides specific progress on the 14a pdk1.0, it might not necessarily fall.
- **西瓜moko · 2026-04-23T00:08:09.000Z**: What's your take on SanDisk, uncle?
  - **欧阳大叔（笑话版）** (2026-04-23T06:46:02.000Z): Not participating for now, but will pay attention to the earnings report and price movements. Based on the actual situation, there's a high probability of going short in Q2.