Mireille

Trying to get smart at 80!

[Mireille @muraille2]

@bravofoxthot done

[Mireille @muraille2]

@itsmichaelluu I need to know this, pls DM

[Michael | Hypermarkets @itsmichaelluu]

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.

[Mireille @muraille2]

@itsmichaelluu Pls what is the play? Not getting DM unless I ask?

[Michael | Hypermarkets @itsmichaelluu]

It's September 2026, stocks I bought under $20 and they exploded 1000%

1. $KEEL – Former Bitfarms. 2.2 GW pipeline. Hyperscaler leases incoming. Cheapest GW-scale AI land play (Leopold call)

2. $SATL – Satellite imagery feeds AI training + defense targeting. Fresh DoD contract proves the demand is real. $SPCX SPACEX play

3. $LAES – Every AI agent needs quantum-proof identity. SEALSQ embeds PQC in silicon. The security layer AI can't run without.

4. $POET – Optical Interposer replaces copper in AI clusters. Light moves data faster at half the energy. 800G design wins at record pace.

5. $ONDS – Wireless OS for AI-driven industrial drones. Defense + logistics demand exploding. First-mover advantage. (Trump call)

6. $CIFR – Massive power assets pivoting to HPC. Market repricing it as AI infrastructure owner, not just a crypto miner. Same as $IREN $CRWV $NBIS

7. $BTDR – AI cloud ARR up 60% MoM. 92% GPU utilization. 3 GW global capacity. Own-chip design cuts cost to near zero.

8. $CLSK – Situational Awareness fund loaded 12M+ shares. Massive power footprint waiting to flip into AI colocation. (Leopold bought)

9. $HIVE.TO – Canada's largest AI gigafactory incoming. 100K GPU build-out on 100% renewable power. $225M ARR target.

10. $NOK – Restructuring entirely around AI data center networking. $4B US bet. Optical division feeding hyperscalers directly.

♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 1000% play for this week.

[Michael | Hypermarkets @itsmichaelluu]

Noone is focused on $HPE earnings this week.

In 1 month, $HPE spiked 125% from $20 → $45.

Earnings is exactly like $DELL:

• Revenue expected to surge 28% YoY to $9.77B one of the biggest growth quarters in HPE's history

• Networking revenue already exploded 152% YoY in Q1 Juniper acquisition turned HPE into an AI networking powerhouse

• Data center networking revenue specifically up 382.6% the AI buildout has found its backbone
AI backlog crossed $5B and 64% of orders are enterprise/sovereign, NOT hyperscalers. That's durable, diversified demand

• HPE raised full-year EPS guidance to $2.30–$2.50 and lifted networking revenue growth target to 68–73%

• Networking operating margins hit 23.7% in Q1 if that holds tonight, this stock re-rates immediately

• Q3 is expected to be the biggest AI revenue quarter tonight's print is just the setup, not the peak

• HPE has beaten EPS estimates 88% of the time and revenue 75% of the time the base rate is on the bull's side

♻️ RESHARE this post and write 1 comment, I'll DM you my exact play for $HPE just like $DELL.

[Mireille @muraille2]

@itsmichaelluu That would be fantastic!

[Michael | Hypermarkets @itsmichaelluu]

I increased my portfolio 1000% by following 5 basic strategies in 2026.

You can use this exact strategy until 2035+

1. buy into LEADERS like $ASTS $MU $GOOG $AAPL $AMD $INTC $QCOM $DRAM
2. Start with $5000 and 10x by buying LEAPS (6month-1 year expiry)
3. Follow catalyst and whats coming next
4. Always leave cash to buy at big dips
5. Keep it really boring and simple (most days don't do anything)

♻️ RESHARE this post and write 1 comment. I'll DM you how I plan to turn $5000 into $50,000 using SPACE stocks like $ASTS $RKLB $SATL

[Mireille @muraille2]

@Banana3Stocks Thank you, just wanted an idea: I am old (+80) and believe it or not need to increase my capital 😟. Doing it very conservatively using puts for protection. Feel that I am part of an underserved market. DM me if you want to get into it.

[Mireille @muraille2]

@itsmichaelluu Great post! What is the timing of the crash?

[Michael | Hypermarkets @itsmichaelluu]

$SPY will crash 10%-20% in this year (again).

It'll be painful when $SPY sells off from $750 towards $650.

Here's 9 stocks to add for 10x-20x gains:

1. $NOW buy zone $80-$85.
AI enterprise OS, $30B revenue target by 2030, BofA target $150

2. $BE buy zone $140-$160.
Oracle 2.8GW fuel cell deal, 130% YoY revenue, AI power crisis play

3. $TSLA buy zone $280-$300.
Robotaxi launch + FSD monetization, Optimus robots are a free call option

4. $MU buy zone $550-$600.
HBM4 co-designed for $NVDA Vera Rubin, EPS beat 32% last quarter

5. $LITE buy zone $650-$700.
Every AI data center optical interconnect runs through Lumentum, just added to Nasdaq 100

6. $GOOG buy zone $280-$300.
5-business AI conglomerate trading at 20x earnings, Gemini + Waymo + YouTube

7. $AMD buy zone $260-$270.
MI400 roadmap, $10.3B Q1 revenue +38% YoY, $META and OpenAI deals locked in

8. $IONQ buy zone $20-$30. 755% Q1 revenue growth, SkyWater merger approved, best pure-play quantum stock

9. $ASTS buy zone $55-$75.
AT&T + T-Mobile + Verizon JV validated the business model, $1B revenue target 2027

Remember, fast rising rates and a bullish $SPY don't mix. One always breaks first. Since the war inflation has been going up only! Now they think a rate hike is coming.

♻️ RESHARE this post and make 1 comment for my favorite $NVDA earnings play on May 20.

[Mireille @muraille2]

@itsmichaelluu Thank you!

[Michael | Hypermarkets @itsmichaelluu]

I am liking this stock here $RXT and I will add Nov 2026 $7 strikes:

1. $AMD Partnership (May 2026): Rackspace signed a memorandum of understanding with AMD to build a governed Enterprise AI Cloud using AMD's specialized hardware.

2. Return to Profitability: In early May 2026, the company reported Q1 2026 revenue of US$678.1 million, surpassing forecasts, and, critically, moved back into profit with a net income of US$8.3 million compared to a substantial loss a year earlier.

3. $PLTR Partnership (Feb 2026): Earlier in the year, a partnership with Palantir to deploy its Foundry and AIP (Artificial Intelligence Platform) started the upward momentum.

♻️RESHARE this post and make 1 comment for 3 others I have under $10 just like $RXT.

[Mireille @muraille2]

@InvestWithTimmy $AMZN reported 4/29 😂

[Mireille @muraille2]

@PlayBookTrades @jgj7394 Maybe $SIVEF?

[Mireille @muraille2]

@Jake__Wujastyk $HIMS?

[Leni @TweetLeni]

There has never been a more interesting time to be alive. 🐰 🙋‍♂️ 🇺🇸

[Mireille @muraille2]

@Mr_Derivatives $X is U.S. Steel

[Mireille @muraille2]

@Banana3Stocks I am a long time follower. Please use me to test - if an old lady like me gets helped, it will be a best seller!!