marco

📈 Long-Term Trader | Fundamental Insights 🚀 Delivering only the most valuable market news.

[marco @chalach_marc]

$LULU 🚨 EARNINGS LAST NIGHT: -11% after hours. Down 40% YTD before the print. EPS $1.69 met est. Rev $2.47B beat. BUT full-year EPS guide slashed by $1+ to $10.95-$11.15 vs $12.30 est. Q2 rev guide $2.45B vs $2.60B expected. Interim CEO blames “negative social media.”

[marco @chalach_marc]

@tntsports @Nike !

[marco @chalach_marc]

$SPY 🚨 TODAY: Nasdaq falling after 3 consecutive record closes. Iran missiles hit Kuwait & Bahrain overnight — oil spiking. Trump proposing double-digit tariffs on dozens of countries. Jobs report Friday = next major catalyst. S&P at 7,600 but macro headwinds building fast.

[marco @chalach_marc]

$GOOGL 🚨 TODAY -4% on $80B stock offering — largest equity raise in Wall Street history. Berkshire Hathaway joins with $10B. Dilution fears vs AI capex confidence. S&P at record highs but Alphabet lagging badly. When Buffett backs the dip, do you fade or follow? 👀

[marco @chalach_marc]

$MRVL 🚨 TODAY +30% in a single session. Jensen Huang called it the “next trillion-dollar company” live on stage. Custom AI chip orders from hyperscalers exploding. $HPE +15% on earnings beat too. Nasdaq at ALL-TIME HIGH. AI infrastructure trade is far from over. 🔥

[marco @chalach_marc]

@lequipe JOÂO FONSECA 🙌🏼

[marco @chalach_marc]

$SNOW 🚨 EARNINGS TONIGHT: +33.6% AFTER HOURS from $176 to $234. Q1 FY27 BEAT + raises full-year sales forecast + $6B new AWS commitment. Down 22% YTD before tonight — bears got obliterated. Biggest single-session move in 2026. Cloud AI spend is REAL. 🔥

[marco @chalach_marc]

$CRM 🚨 EARNINGS TONIGHT after close. Street est: EPS $2.68, Rev $9.83B (+8% YoY). AI Agent studio = key catalyst. Stock +18% YTD but -12% from 52-week high. WTI oil -5% TODAY to $89 on Iran peace deal optimism = macro tailwind. Beat + strong guide = breakout above $340 resist

[marco @chalach_marc]

@rolandgarros @frani2312 Easy game !

[marco @chalach_marc]

@Nike Level : hard !

[marco @chalach_marc]

@Ryanair Nope he won't it alone it seems !

[marco @chalach_marc]

$SPOT 🚨 +13% 🔥 GAME CHANGER: Landmark AI deal with Universal Music — premium users can now create AI covers & remixes. 2030 targets: 1B subscribers, $100B rev, 35-40% gross margin. Avg analyst PT $593 vs current $490. Still 37% below ATH. Momentum or re-rating? 👀

[marco @chalach_marc]

$NVDA 🚨 EARNINGS TONIGHT after close. Street estimates: rev ~$43.5B (+93% YoY), EPS $0.89. 10Y yield at 52-week high 4.66% = pressure on growth stocks. Nasdaq -0.84% yesterday. Biggest earnings event of 2026. Beat = market rescue. Miss = correction deepens. All eyes on Jensen.

[marco @chalach_marc]

$NVDA 🚨 TODAY +4% after US clears 10 Chinese firms to buy H200 chips. Trump & Xi agree Strait of Hormuz must stay open. April PPI +1.4% vs +0.5% est — hottest since March 2022. Earnings May 20 = next mega catalyst. Bulls loading before the print. 🔥

[marco @chalach_marc]

@lequipe Les yeux fermée sans alcaraz !

[marco @chalach_marc]

@rolandgarros Goat coming for Rolland Garros like 👹

[marco @chalach_marc]

@rolandgarros Goat 🐐

[marco @chalach_marc]

$NFLX 🚨 EARNINGS YESTERDAY: EPS $1.23 vs $0.78 est (+57% beat!). Rev $12.25B in line. BUT Q2 guide disappoints: EPS $0.78 vs $0.84 est. Reed Hastings leaving board. Stock -8% after hours. Ads rev to double to $3B. VIX at 18 = market calm. Buy the dip or sell the news 🗞️ ?

[marco @chalach_marc]

$NKE 🚨 EARNINGS. EPS beat: $0.35 vs $0.28. BUT Q4 rev guide -2% to -4% vs +2% expected. China -20%. Stock -9% after hours to ~$48 = 8-year low. Running +20% can’t offset macro & China drag. Turnaround real but market won’t wait. Support? None in sight.

[marco @chalach_marc]

$META 🚨 TODAY -6% — steepest drop since October. TWO jury verdicts against Zuckerberg: $375M penalty in NM child safety case + CA addiction ruling. 2,000+ pending cases. Cathie Wood dumped $2.1M in shares. 52-week low: $479.80. Cramer says “buying opportunity.” Earnings Apr 29