Deep Tide TechFlow message: On July 12, “White-Haired Stock God” Serenity posted a disclosure revealing a new “short-selling playbook” appearing in the market recently, targeting companies with market caps in the multi-trillion-dollar range such as Nvidia and TSMC. In this playbook, some people exaggerate certain technical points or supply-chain details, and then claim that the entire project’s progress is being blocked. Under this approach, if a company chooses to stay silent, its stock price and market sentiment may be impacted; if the company responds, it often can’t disclose too many details because the supply-chain information involves commercial secrets, and the market’s skepticism remains difficult to dispel. This tactic of generating disputes to gain traffic and attention is being followed by more and more people, and the related incentive mechanisms may further encourage such behavior, which is not healthy for the market ecosystem.