$Intel(INTC)$ has always had lower power/lower performance products available; they just don't get much press. It is not generally understood, but for a small increment in performance you pay a large increment in power.Intel has held the single thread performance crown for some time now and has achieved that by running product at very high power levels.As Intel's "baseline" performance approaches the competition it is less important for them to operate in the higher power regime in order to get high performance.Another factor is the Intel processes have been architected for higher power and higher performance than TSMC, who optimized their processes for low power cell phones. The TSMC variant used by the INTC PV and AMD

$Alphabet(GOOG)$ As you can see in my related ideas section, I opened a position in GOOGL on April 1, 2024 and decided to sell my entire position around April 15-18. Therefore I missed the upside on breaking out after earnings.Here are the main reasons why I decided to sell.The overall market was very weak during that time. The main indices NDX, SPX just started to break down their own MA-50There are many earnings coming out this week.My position was opened on April 1 therefore I did not have any significant profit in it to hold through earningsSo now what is the plan?Breaking into new high out of a large base is an opportunity to buy for trend-following traders. Therefore I will open a new position here with GO