$META markets woke up!
- growing 30% topline
- settled the lawsuit
- has been stuck between $550-$680 all year
- one of the only companies showing real ROI from AI, not just selling compute
- meta muse just showed everyone that Zucks doesn't quit
$700 🚀
Man reveals that he won’t be released from prison until he’s 77 years old. A stark reminder to think carefully about your life choices and never put yourself in a position that could cost you a lifetime of freedom💔⏳⛓️
ANTHONY POMPLIANO: "The U.S. Government is never ever ever going to stop printing money, and as long as they keep printing money Bitcoin's gonna keep going up over the long-run."
"Bitcoin has no top because the dollar has no bottom, and i think that people got reminded of that."
"In a world of abundance, you want scarcity and Bitcoin is one of the most scarcest assets in the world... as AI becomes much more popular, you're gonna see Bitcoin become much more valuable."
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.
$ORCL founder Larry Ellison says next phase of AI will come from combining public models with proprietary enterprise data.
These 5 names own some of the deepest proprietary data moats for that transition:
1. $PLTR sits inside some of most sensitive enterprise & government datasets in the world operationalizing AI across classified defense data, regulated healthcare data & Fortune 500 workflows that public models will never train on.
2. $META owns the world’s largest proprietary social graph with 3.5B+ daily active users generating text, image, video & voice data at a scale no competitor can replicate.
3. $GOOGL owns one of deepest consumer data stacks in world with 8.5B+ daily Search queries, 2.7B+ YouTube monthly users, 2B+ Maps users, 1.8B+ Gmail users & 3B+ Android devices feeding Gemini with proprietary data competitors cannot replicate.
4. $RDDT owns one of largest archives of human conversation, opinion & consumer behavior online with 20+ years of proprietary discussion data now being licensed to frontier labs like OpenAI with data licensing revenue could reach $400M+ annually by 2027.
5. $TEM owns one of largest clinical-grade oncology datasets in the world with 45M+ de-identified patient records across genomics, imaging & clinical data that healthcare AI structurally needs.
Florida Governor Ron DeSantis has signed Senate Bill 178 (Teddy Bridgewater Act) into law.
Allowing middle and high school coaches to use up to $15k of their own funds to support student-athletes with food, transportation and recovery services.
@_JRGREATNESS_ I cancelled back in january once i realized i thought i was buggin, Slu and 100k's gang got me right. Strat system really prints once you put the work in. Trimmmmm
Exposing Aristotle The Scammer.
Na this guy a real scammer shit not even funny anymore.
Like he don’t even care just steal everything.
Course material, trades, lingo, nigga be
yourself 😂😂😂
Here’s a 🧵 Thread
Best subreddits for serious traders and investors:
→ r/thetagang — selling premium, covered calls, cash secured puts
→ r/LEAPOptions — long term options strategies
→ r/options — general options education and discussion
→ r/Bogleheads — long term investing discipline
→ r/Bitcoin — conviction and fundamentals
→ r/wallstreetbetsELITE — data based trades not memes
→ r/Dividends — cashflow investing
Most people are on the wrong subreddits wondering why they are not improving.
We living in crazy times…we literally watching our president manipulate tf out of the stock market right in front of us & seeing his companies, family and friends benefit from it.
Crazy times.