Chestar

… live it up while you can 📈 🏋️🏕️ 💯🛩️ 🏖️

[Chestar @ChestRC]

@saint_oreoluwa Not possible in one year naturally, sorry

[Chestar @ChestRC]

@DeanTTraining Is this the only difference? 10k more daily steps..

[Chestar @ChestRC]

@brightafia … yeah who needs a life outside of the gym right 🙄

[Chestar @ChestRC]

@snobbyhops I can get to 8% and still struggle in the ab department. I feel ye

[Chestar @ChestRC]

@kushika_twt Yeah .. you go work there then 🥶

[Seer @seer_xyz]

Is $MRVL the next $MU?

[Leopold Stock Tracker @LeopoldATracker]

🚨 BREAKING: Jensen Huang calls $MRVL “the next trillion-dollar company.”

Market cap still way below $200B, that’s 5x from here

Are you holding any shares yet?

[Chestar @ChestRC]

@Devsthetix Have never rearranged - work in with whomever’s on the machine you need! 💯 👊

[Chestar @ChestRC]

@mariotomich Absolutely cut time

[PurpleDrinkCapital @PurpleDrink_LLC]

Gentle reminder again that $INTC is the leading liquid semiconductor stock in the market and after it finishes this flag it will blast again to new highs

[Billions777888 @Billions777888]

$KEEL He is F***ING TELLING YOU without telling you a DEAL is coming!

[Sleuth 🔎 @YoYInvestor]

🚨 $ONDS BREAKING: ONDAS HAS SECURED $110M IN ORDERS IN Q2 ALONE 🔥

And it’s still May…

Their full Q1 revenue was $50M 🤯

We are seeing aggressive acceleration in the business across both the core and strategic growth verticals.

https://t.co/KoCkxlo9BA

[Chestar @ChestRC]

@optionscjp Ye boi

[amit @amitisinvesting]

$DELL

- beat revenues by $8B
- raised FY guide by $10B
- beat EPS by 68%
- raised FY EPS guide by 25%

The AI buildout continues.

+30%

[TrendSpider @TrendSpider]

BANGGGG 🔥

🟢 $DELL +17% in after-hours on a strong earnings double beat and raised FY2027 guidance

[Wall St Engine @wallstengine]

$DELL Q1’27 EARNINGS HIGHLIGHTS

🔹 Revenue: $43.8B (Est. $34.81B) 🟢; +88% YoY
🔹 Adj. EPS: $4.86 (Est. $2.88) 🟢; +214% YoY
🔹 AI-Optimized Servers Revenue: $16.1B; +757% YoY

FY Guide:
🔹 Revenue: $165.0B-$169.0B (Est. $143.9B) 🟢; +47% YoY
🔹 Adj. EPS: $17.90 (Est. $13.16) 🟢; +74% YoY
🔹 AI-Optimized Servers Revenue: ~$60B; +144% YoY, up from ~$50B

Q2 Guide:
🔹 Revenue: $44.0B-$45.0B (Est. $35.4B) 🟢; +49% YoY at midpoint
🔹 Adj. EPS: $4.80 (Est. $3.01) 🟢; +107% YoY

Segment Performance:

🔹 ISG Revenue: $29.0B; +181% YoY
🔹 AI-Optimized Servers Revenue: $16.1B; +757% YoY
🔹 Traditional Servers & Networking Revenue: $8.5B; +92% YoY
🔹 Storage Revenue: $4.3B; +8% YoY
🔹 ISG Operating Income: $3.1B; +206% YoY
🔹 CSG Revenue: $14.6B; +17% YoY
🔹 Commercial Client Revenue: $13.0B; +18% YoY
🔹 Consumer Revenue: $1.6B; +9% YoY
🔹 CSG Operating Income: $1.2B; +79% YoY

Financials:
🔹 AI Orders: $24.4B
🔹 Operating Cash Flow: $4.1B; +46% YoY
🔹 Operating Income: $3.656B; +214% YoY
🔹 Non-GAAP Operating Income: $4.235B; +154% YoY
🔹 Net Income: $3.438B; +256% YoY
🔹 Adjusted FCF: $3.165B; +42% YoY

Capital Return:
🔹 Shareholder Returns: $2.1B through repurchases and dividends

Commentary:
🔸 “Our record Q1 performance reflects strong in-quarter demand, as well as our pace of innovation across the full stack of PCs, compute and storage.”

🔸 “We booked $24.4 billion in AI orders and recognized $16.1 billion of AI server revenue.”

🔸 “We’re increasing our AI server revenue expectations for FY27 to $60 billion, which only goes to show the AI opportunity shows no signs of slowing.”

🔸 “We entered FY27 with clear momentum, raising our full-year revenue outlook to $167 billion at the midpoint, up nearly 50% year over year.”

[McNallie Money @McnallieM]

“ Green candles in sight, a sailors delight” ⚓️⚓️⚓️ $KEEL

[Dustin @DustinHuntwn]

$KEEL Like if you agree👍

[mon @moninvestor]

$KEEL is a very interesting stock.
- Market cap around $2.9 billion.
- Up 85% year to date.
- Leopold increased his positions.

Two near-term catalysts:
1 - CEO Ben Gagnon has committed to signing 3 leases by year-end, one for each site.
2 - Set to join the Russell 3000 in the June reconstitution.

The portfolio is over three sites:
1 - Panther Creek, PA, 350 MW, with a path to 400-430 MW and a load study supporting 500+ MW long term.
2 - Sharon, PA, 110 MW (30 MW operational, 80 MW under development).
3 - Moses Lake, WA, 18 MW pilot site.

There's currently a massive gap between KEEL and the rest of the neocloud space, but that gap is deceiving. It exists solely because KEEL hasn't yet landed a hyperscaler deal, and just one deal is all that's required to start closing it.

[The Analyst @MMatters22596]

10 Stocks that have the potential to become a 10x over the next 3 years:

1. $XPEV at $16
2. $EOSE at $9
3. $AMBA at $95
4. $CRWV at $106
5. $ASTS at $127
6. $OKLO at $70
7. $NBIS at $210
8. $CRDO at $221
9. $PLTR at $137
10. $SMR at $12

Which else have the potential?