Well done

1. The AI storage chain is the biggest highlight of this quarter. Micron already delivered a stunning performance with an 84.6% gross margin last quarter. The market now needs to cross-verify through SK Hynix (7/28), Seagate
(7/28), SanDisk (8/5), and Western Digital (8/5): Is this excess return unique to Micron, or is it a resonance across the entire storage industry? If other manufacturers also exceed expectations, the pricing logic for AI storage will be further reinforced.
2. Tesla's sentiment turning point is tonight. EPS expectations are only
$0.32, and market expectations have already been pushed very low. The key lies not in the numbers themselves, but in Musk's statements on the conference call regarding the commercialization timeline for autonomous driving, progress on Robotaxi, and growth in the energy business. Low expectations + strong guidance = potential rebound; conversely, it may accelerate a Nasdaq pullback.
3. AMD (8/4) is the second verification point in the AI chip track. After Micron has proven strong AI demand, whether AMD's data center GPU revenue can keep up, along with the order visibility for the MI series chips, will influence the market's judgment on "whether AI computing power investment has peaked".
4. What needs vigilance at the macro level is divergence. Exceeding expectations in financials and industrials does not mean technology can continue. The Nasdaq's recent 2% unheated hint suggests that cap