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.
Michael Sikand just named the sectors every investor needs exposure to:
Rare earths. AI infrastructure. Defense. Space. Those are the 4 supercycles.
"If you can check all of those boxes, you're going to be writing the right set of categories."
If you understand this, you'll earn at least $750,000 a year
MIT recorded a 1-hour lecture that covers exactly what they test in interviews
This is not a tutorial for beginners.
This is the actual mathematical framework behind how institutional models compute where prices are going before the market reflects it
The same framework underneath every LSTM cell in the neural networks article I published this week
Watch the lecture first
Then read the article below to see how this applies to Polymarket in practice
Options on $AMD changed my life
I sold over 100 puts in 12 months all expiring WORTHLESS and then in February I got ASSIGNED Shares at a discount in the 200s now 417
Those shares just hit 100% Return today! Selling PUTS on GREAT Companies is a HACK! You are getting paid to wait for a DIP! This removes ALL FOMO
The dark secret in the market is they want RETAIL to chase 0 dte and OTM where the big boys are selling it!
Im starting a new small and large account challenge this year where i will teach you step by step in real time
I will be making videos on X and doing spaces all NO CHARGE
Comment "ME" and I will post the COURSES below
HUGE $GOOG 536% on LEAPS💥
Team I AM ECSTATIC this is how you GROW a small account NOT 0 DTE CRAP!
I refuse to charge you a 1 dolla subscription
I will continue to share ALL HERE ON X NO CHARGE
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Key stocks in the data centre value chain. Ai can’t run without them
$AMD — CPU compute for AI training and inference
$VRT — Cooling and power delivery for dense GPU clusters.
$MU — HBM memory; feeds data to GPUs at speed.
$SNDK — NAND flash storage for datasets and model checkpoints.
$ANET — High-speed ethernet switching between servers and GPUs.
$NBIS — Deploys and operates GPU clusters as a service.
$IREN — Cheap-power GPU hosting; miner pivoting to AI compute.
$VST — Grid-level power generation feeding data centre demand.
Was in New Albany, OH last night
Been in 5 different hotels in 5 nights and it was the only hotel that was hopping
Per the hotel manager it’s been like that for 3 years due to data center construction.
What happens when the music stops?
Why don’t you install an MVHR system? That will pump in fresh air all the time, and during winter it will warm your incoming air with outgoing air (without mixing). You actually will never need to open a window.
And if you have a worry regarding Radon gas, then that solves that problem too.
@levelsio@levelsio you need something called an HRV/ERV system. It cycles air without noise and heat/cold loss
Been meaning to get one in NL, only very specialized companies do it
Options on the SP500 changed my life
I sold over 1500 puts in 12 months all expiring WORTHLESS and then I add leaps for huge multi baggers
The dark secret in the market is they want RETAIL to chase 0 dte and OTM where the big boys are selling it!
I spend 15 minutes per week on sunday night futures selling options for the week and ive generated over 85k and NEVER LOST! PUTS are DESIGNED to go to 0
Im starting a new small and large account challenge this year where i will teach you step by step in real time
I will be making videos on X and doing spaces all NO CHARGE
Comment "ME" and I will post the COURSES below