Cesar Malacon

brainBidextrous. Business strategist. Learner of Life. Life with music & dogs is better

[Cesar Malacon @CesarMalacon]

@kaykawku LoL 😂 this. Fucking idiot. Everybody is a goat on this market condition. But the way you post crap is actually fucking idiot goat level. 🤣🤣

[Cesar Malacon @CesarMalacon]

@smbcapital one email more, one minute more, one robotic-fake-reading more, and you get the freaking SCAM crap championship :-) #FO

[Michael | Hypermarkets @itsmichaelluu]

Yesterday, $DELL spiked 45% after its Q1 earnings.

Options exploded 20000%-30000% in 1 day (rare).

Next week, there's 4 earnings with exact same set-up:

1. $CRWD 📅 Earnings: June 3 (After Close)

As enterprises deploy thousands of AI agents, cloud workloads, and connected endpoints, the security perimeter expands infinitely, making Falcon's AI-driven threat detection not optional but mandatory.

No one builds a $500B AI datacenter and skimps on security. $CRWD is the toll booth on the AI buildout highway and that moat compounds with every new customer and dataset feeding its threat intelligence engine.

Target: $800 median | $700 Wedbush & Benchmark | $750 Oppenheimer

2. $AVGO 📅 Earnings: June 2 (After Close)

Custom AI chip (XPU) demand from hyperscalers accelerating every quarter. $AVGO is the silent infrastructure backbone of the AI supercycle.

While $NVDA dominates training, Broadcom owns the custom silicon layer designing the XPUs that $GOOG, $META, and Tiktok use to run inference at hyperscale, plus the networking chips that stitch datacenters together.

As hyperscalers race to reduce $NVDA dependency and build proprietary AI chips, Broadcom is the only company with the design expertise and manufacturing relationships to deliver.

Target: $500 avg | $480 Susquehanna | $560 high

3. $PANW 📅 Earnings: June 2 (After Close)

Platformization strategy converting AI security budgets into sticky, recurring revenue.
AI doesn't just create new threats it supercharges existing ones, making next-gen cybersecurity a non-negotiable line item for every enterprise on the planet.

PANW's platformization strategy is purpose-built for this world: one unified platform replacing dozens of point solutions, with AI models running across network, cloud, and endpoint security simultaneously.

Target: $320 avg | $340 high | $300 median (75 analysts)

4. $GTLB 📅 Earnings: June 2 (After Close)

AI-native DevSecOps platform controls full dev lifecycle as code volumes explode.

AI is going to produce more code in the next five years than humans wrote in the last fifty and all of it needs to be managed, secured, and deployed somewhere.

While competitors like GitHub Copilot focus on code generation, GitLab controls the entire pipeline and that becomes more valuable, not less, as AI-generated code volumes explode.

Target: $40 median | $60 high (Macquarie) | $27 low (Cantor)

$ORCL earnings is on June 10 and $MU is on June 24. These will explode like $DELL did most likely.

♻️ RESHARE this post and write 1 comment, I'll DM the best $MU contract to get for earnings right now.

[Cesar Malacon @CesarMalacon]

@Cointelegraph And what the heck she knows about crypto phases? Duh. Nobody knows and she is not at the “manipulating board”.

[Cesar Malacon @CesarMalacon]

@IBKR_Campus Thanks for your good work. Andrew, :-) it will be great if you could mute your mic while you kindly type responses to your audience while Jeff is explaining. Small detail but your keyboard noise is as loud as Jeff voice. Thank you

[Cesar Malacon @CesarMalacon]

@HiltonHotels Checking in on Kuala Lumpur from an already booked stay takes for ever. Come on. 🙄
#ancient #fail

[Cesar Malacon @CesarMalacon]

@felixprehn Analysis

[Cesar Malacon @CesarMalacon]

@michaeljburry Thx!

[Cesar Malacon @CesarMalacon]

@elonmusk Your parents weren’t so much though

[Cesar Malacon @CesarMalacon]

@Misformoneyy @burrytracker Who was auditing the banks when your auntie Lorein got three simultaneous mortgages on her 50yo house?

[Cesar Malacon @CesarMalacon]

@gmail congratulations! you have become - long ago of course- a necessary evil. FFS! Bunch of customer bothers in your ecosystem experience. Incredible. Now I cannot just logout of my account? There is just no fucking way. Like @elonmusk the very owner here said once: GFYSs.

[Cesar Malacon @CesarMalacon]

@fxevolution Tom, Make this your TRILS acronym.

[Cesar Malacon @CesarMalacon]

@elonmusk Unsolicited information but thanks.

[Cesar Malacon @CesarMalacon]

@_wellingtonjr_ @raphousetv2 You just dont get it. Duh

[Cesar Malacon @CesarMalacon]

@alexfinn It's more likely you are being paid to do the instead, just by reading your comments on defence of Elan.

[Cesar Malacon @CesarMalacon]

@bookingcom making it easy for scammers too? Or you get a cut for every charged for but not delivered service? I am finding so hard to report a taxi scam that already tool my money. Scammers know and are enjoying my complaints. #bookingcomscamms

[Cesar Malacon @CesarMalacon]

@bookingcom making it easy for scammers too? Or you get a cut for every charged for but not delivered service? I am finding so hard to report a taxi scam that already tool my money. Scammers know and are enjoying my complaints #bookingdotcomscamming

[Cesar Malacon @CesarMalacon]

46% right there. If a 9% pullback comes until Nov 5th, ...wow. #jeremysiegel #stockmarketfrenzy #irrationalmarkets #nostradamusSiegel

[Cesar Malacon @CesarMalacon]

@Askar_Baitassov come on! 😂 at least extra jalapeńos refund. 🙄

[Cesar Malacon @CesarMalacon]

@mauricexxvi @SStricklandMMA Too much sparring