𝒫𝓇𝑜𝓂𝒾𝓈𝑒 𝒟𝒾𝑜𝓇 @dadapro2 - Twitter Profile

true story. this stranger stops me, asks me what nationality i am. i reply ghanaian. he goes wait i have something for you. pulls out 2 dozen eggs from his car and hands it to me 😭😭

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dadapro2 retweeted

Yami

@YamiPNL

28 days ago

🚨 BREAKING: LILY PHILLIPS ACCUSES MICHAEL SAYLOR OF STEALING HER IDEA OF FUCKING 100'000 MEN IN A DAY

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𝒫𝓇𝑜𝓂𝒾𝓈𝑒 𝒟𝒾𝑜𝓇 @dadapro2

28 days ago

@SuperLuckeee what’s your thesis on ORCL earnings Esther?

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𝒫𝓇𝑜𝓂𝒾𝓈𝑒 𝒟𝒾𝑜𝓇 @dadapro2

29 days ago

@itsmichaelluu great analysis

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Michael | Hypermarkets

@itsmichaelluu

29 days ago

In 5 years, $AVGO exploded 1000% from $47 to $470+ Tonight will be $AVGO biggest earnings in history. I'm bullish on it and here's why: 1. AI Revenue Is About to Print the Biggest Single-Quarter Number in Broadcom's History The guided number was $10.7B in AI chip revenue for Q2. That is not just a beat setup, it is a structural acceleration. Q1 came in at $8.4B and already beat expectations. If tonight prints $11B or higher, that is 140%+ YoY growth on a base that is already massive. For context, Broadcom did $4.4B in AI revenue just two quarters ago. The market will reprice the entire forward earnings curve in one session. A number above guidance at this scale does not get a polite reaction. It gets a gap. 2. The Q3 Guide Is the Real Catalyst, Not Q2 Every sophisticated trader knows tonight is about Q3 guidance, not the print itself. If Hock Tan walks onto that call and guides Q3 revenue toward $24-25B with AI chip revenue above $12B, the stock re-rates immediately. The $100B AI revenue figure he cited for 2027 becomes a straight-line extrapolation the market can finally model with confidence. Institutions that have been waiting on the sidelines for a clean entry point will not wait for a pullback. They chase. 3. Dealer Hedging Creates a Mechanical Bid That Cannot Be Stopped The options market is loaded. Call volume is running nearly 2:1 over puts with a 0.46 put/call ratio. AVGO is already trading in the positive gamma extension zone above C1. The moment the stock gaps up on earnings, every dealer who sold calls into this print is forced to buy shares to stay delta-neutral. That buying pushes price higher, which forces more buying. It is not sentiment driven at that point. It is mechanical. The gamma squeeze feedback loop on a $400+ stock with this much open interest can add 3-5% on top of whatever the fundamental move is. 4. The $MRVL Read-Through Just De-Risked the Entire Custom Silicon Thesis $MRVL reported last week and exploded 25%+. Their custom AI silicon business confirmed that hyperscaler demand for custom accelerators is not slowing, it is accelerating into the second half of 2026. Broadcom is the largest custom silicon player on the planet with more hyperscaler customers than anyone. $MRVL just told the market the cycle is real and durable. When the sector leader reports into a tape where the second-largest player just validated every bull thesis, you do not get a quiet reaction. The $MRVL print is the pre-game show. $AVGO is the main event. $AVGO if they beat will do $DELL and $HPE explosion move. ♻️ RESHARE this post and write 1 comment, I'll DM you my exact play for $AVGO earnings tonight.