BitMEX|Apr 22, 2026 07:19
Intern gathering insider info - let's wish Intern luck.
In the meantime, keep your eyes on the Q1 earnings of these two tech giants releasing this week:
TSLA (22/04, After close)
🔋 Energy pivot: 26.6% yoy revenue growth in energy segment and improved auto margins to 17.9% → shift toward high-margin AI, robotics and storage liquidity.
🏭Demand friction: 50,000-unit inventory overhang and $20 billion CapEx ramp = structural imbalance between factory capacity and real consumer appetite
INTC (23/04, After close)
💻 AI infrastructure: Core Ultra Series 3 launch and ~$12.38 billion revenue --> successfully pivoted to capture high-margin AI PC and server liquidity
📉 Execution lag: Projected $0.04 loss and 18A ramp-up costs show friction of rebuilding foundry dominance while navigating Chinese market headwind(BitMEX)
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