Jacques Theriot

[Jacques Theriot @TheriotJacques]

@Sadie_x2 The wife

[Jacques Theriot @TheriotJacques]

@WorkElizab Fully functional adult living a peaceful life w/o chaos

[Jacques Theriot @TheriotJacques]

@WorkElizab Congrats, you missingmyd!ck

[Stockwits Acade〽️y @mikalche]

$GLW is running because Trump reminded the market that AI sovereignty isn't just about chips...it's about rebuilding the entire stack in America. Everyone is focused on $INTC but AI data centers run on optical infrastructure & specialty glass. The market is beginning to reprice Corning from glass company to strategic U.S. AI infrastructure. 🇺🇸 #PetroAI

[Jacques Theriot @TheriotJacques]

@ayeejuju C or D. Only thing that screws C over is CA,AZ,NM.

[Jacques Theriot @TheriotJacques]

@Sabiha1278 24 years

[Stockwits Acade〽️y @mikalche]

https://t.co/II2ZFNf3Bu

[Jacques Theriot @TheriotJacques]

@femalebodybuil6 Clapping the curtains

[Jacques Theriot @TheriotJacques]

@Sassafrass_84

[Jacques Theriot @TheriotJacques]

@Matt_Pinner 46 so far

[Jacques Theriot @TheriotJacques]

@EmilySm43 Single or married

[Jacques Theriot @TheriotJacques]

@Jennifer55gt Congrats, you have a toxic female now

[Stockwits Acade〽️y @mikalche]

$AVGO EARNINGS Numbers:
• Q2 Rev: $22.2B (+48% YoY) in line
• AI Semi: $10.8B (+143% YoY) slight beat
• Q3 GUIDE: $29.4B (+84% YoY) OBLITERATED consensus ($24-25B)
• Q3 AI Semi Guide: $16.0B (+200% YoY) up from $10.8B this quarter

The guide is a MONSTER @grok $16B AI semi next quarter = +48% sequential.
Hock: "increasing demand for custom AI accelerators AND AI networking."

BUT...stock dumping -6% AH to $458. Why? Buy the rumor, sell the news. Stock ran 121% into the print. Q2 was in-line, not a beat. Algos sold the headline. The CALL hasn't started yet.

Key level: $440 = institutional put-sell floor from today's flow. If it holds, this reverses. Waiting for the call. Hock needs to confirm:
→ AI networking % (was 40%, need 45%+)
→ 2027 target raise ($100B → $120B+?)
→ New customer (#7?)

Sympathies $MRVL $ALAB $AXTI $LITE $AAOI $ARM will dump initially. Don't chase the panic. Wait for the call. The guide says RIP. The tape says DIP. The call decides.

[Stockwits Acade〽️y @mikalche]

WHOS READY FOR THE NEXT 10,000% FUKULATING BANGER?!?!?!?!?

[Stockwits Acade〽️y @mikalche]

$GLW OVER 10,000% BANGER SHARED WITH YOU😘

[Stockwits Acade〽️y @mikalche]

$NOK You'll remember me for years😘

[Stockwits Acade〽️y @mikalche]

THESE EARNINGS PLAYS WILL BE FIRE 🔥 $ARM $APP $IONQ $COHR $AXON $BYND $KTOS $KOPN $RDW $SYM $FLNC $CORZ $RUN $ARRY $CGNX $DASH

[Jacques Theriot @TheriotJacques]

@femalebodybuil6 Oilfield

[Jacques Theriot @TheriotJacques]

@atensnut No ma’am. Boundaries

[Jacques Theriot @TheriotJacques]

@Gosleepriya I have 3 kids in LSU