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The tide is turning.
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.
HE FREAKING DID IT AGAIN
DONALD TRUMP KEEPS TELLING YOU WHICH STOCKS TO BUY
HE CALLED:
$INTC AT $20 → +500%
$DELL AT $235 → +80%
$NOW AT $90 → +40%
NOW HE’S CALLING:
$IBM AT $297
“I’M SURE IT’S GONNA GO UP ALOT”
ARE YOU GOING TO MISS OUT AGAIN?
🏭 620-mile Tesla Roadster is reportedly headed to Austin
• New video indicates Roadster production is planned for Gigafactory Texas
• Target specs still read 1.9s 0-60, 250 mph, and 620 miles
• That would put Roadster beside Cybertruck and Cybercab work
People keep saying " $XRP can't reach $100 because the market cap would be too high."
The market cap argument is fundamentally broken.
AND I EXPLAINED EXACTLY WHY
You don't compare Apple to the internet. Apple sells products.
The internet is the infrastructure that everything moves across. That's the difference between a stock and a utility blockchain.
When someone says "XRP can't hit $100 because the market cap would be larger than Apple," they're comparing a company that sells devices to a network designed to settle trillions in cross-border value across global financial rails.
THOSE ARE NOT THE SAME CATEGORY
The question was never "how high can XRP go."
The real question is how much of the world's $900 Trillions in assets will eventually settle on-chain.
If even a fraction moves through the rails being built right now, the market cap argument collapses entirely.
BlackRock, JPMorgan, DTCC, and Mastercard didn't enter blockchain because of market cap charts.
They entered because they see infrastructure replacing the pipes that move global finance.
And those pipes handle quadrillions.
Watch this. This might change how you value every digital asset in your portfolio.
Still think market cap tells the whole story? 👇
🚨 NVIDIA artık evinizde mini bir yapay zeka veri merkezi barındırmanız için yılda 22.000 dolardan fazla maaş ödeyecek.
Sistemin arkasında Span adlı girişim var. NVIDIA GPU’larıyla donatılmış, dışarıdan klima motoru büyüklüğünde görünen bir “AI node” evin dışına kuruluyor.
Kutunun içinde:
→ 16 adet NVIDIA RTX PRO 6000 Blackwell GPU
→ 4 adet AMD EPYC sunucu işlemcisi
→ 3 TB bellek
→ 15 kWh ev tipi yedek batarya
Toplam değeri 200.000$’ı aşan bu donanım size ait değil, ama sizin evinizde çalışıyor.
Model şöyle işliyor:
→ Kurulum ücretsiz (ilk etapta yeni konutlarda)
→ Elektrik ve internet masraflarını şirket karşılıyor
→ Ev sahibi aylık 150$ sabit bir kullanım bedeli ödüyor
→ Karşılığında ev, AI hesaplama gücünün bir parçası oluyor
Şirketin iddiasına göre:
Ortalama bir evin elektrik altyapısının yaklaşık %40’ı kullanılmadan kalıyor. Bu “boş kapasite”, AI hesaplama gücüne çevriliyor.
Ölçek daha da ilginç:
→ 8.000 ev = 100 MW’lık dev bir veri merkezi kapasitesi
→ 5 kat daha düşük maliyet
→ 6 kat daha hızlı kurulum
→ Yeni enerji santrali gerektirmiyor
→ Şebeke genişlemesi için yıllarca bekleme yok
Bu arada benzer bir modelin erken örneklerinde bazı kullanıcılar, evlerine kurulan mini AI donanımlarından aylık gelir elde ettiğini söylüyor.
Örneğin:
Küçük buzdolabı boyutunda bir NVIDIA tabanlı ünite kuran bir kullanıcı, cihazın 7/24 AI iş yükü çalıştırması karşılığında aylık yaklaşık 2.500$ kazandığını, hatta cihazın evin ısı dengesine katkı sağlayarak klima maliyetini bile düşürdüğünü belirtiyor.
Bu ne anlama geliyor:
Yapay zeka altyapısı artık sadece dev veri merkezlerinde değil, evlerin garajında ve duvarlarında da dağıtık şekilde çalışmaya başlıyor.
Ve eğer bu model ölçeklenirse:
Yapay zeka ekonomisi merkezileşmeden çıkıp mahallelere yayılan bir “dağıtık compute ağına” dönüşebilir.
🚨 FORMER TESLA PRESIDENT ADMITS ELON USED THE DOMINO’S PIZZA APP TO REINVENT HOW PEOPLE BUY CARS — AND THE STORY IS BLOWING PEOPLE’S MINDS
Former Tesla president Jon McNeill is going viral after revealing the bizarre moment Elon Musk pulled up the Domino’s pizza app during a meeting… because Tesla customers needed 64 CLICKS just to buy a car online.
Elon’s reaction?
“How many taps does it take to get a pizza?”
Answer:
• 10 taps
Buying a Tesla at the time?
• 64 clicks
• endless loan documents
• nonstop forms
• massive friction
Elon became obsessed with stripping the process down after realizing most of the paperwork wasn’t even legally required.
So Tesla started going bank-to-bank asking:
Why does buying a car need to feel harder than ordering dinner?
Most banks reportedly refused to cooperate.
Then one Midwest bank CEO finally agreed to test a radically simplified system… and Tesla allegedly eliminated around 40 clicks from the process almost overnight.
Now people online are saying this perfectly explains why Tesla disrupted the entire auto industry while traditional dealerships kept drowning customers in paperwork, waiting rooms, and sales tactics.
Did Tesla accidentally expose how outdated the entire car dealership model really was?
📹: kencoleman