Aaron Geoulla
133 posts


Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $OPEN type mover. I WILL NOT and my my followers won’t either.
I’m only sending this ticker to those who hit the “❤️” and comment “$SPY”
(Must be following in order to DM)

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@vulturetrades Id love to join this sound like a great opportunity
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@itsmichaelluu Dram is great way to get into the memory sector without having to buy MU or SanDisk. I see lots of potential with it
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Aaron Geoulla retweetledi

In 2 years, $MU squeezed from 1430% from $85 to $1220.
It will 3x-5x after its earnings on June 24.
These 12 companies have parternships with $MU:
1. $ASML – Sells EUV lithography tools $MU needs for new nodes
2. $AMAT – Deposition/etch tool orders rise with MU's fab expansion
3. $LRCX – Etch/dep equipment demand grows directly with $MU's NAND/HBM buildout
4. $KLAC – More memory layers built means more inspection tools sold
5. $ONTO – Packaging inspection orders track $MU's HBM yield ramp
6. $KLIC – Wire bonding demand rises with memory packaging volume
7. TER – More memory chips shipped means more units tested
8. NVDA – Needs MU's HBM4 supply to ship AI GPUs
9. $AVGO – Custom AI chips depend on MU's HBM allocation
10. $AMD – Competes with Nvidia for same constrained HBM supply
11. $Dell / $HPE – Server margins squeezed when $MU raises memory pricing
12. $AAPL – Higher memory prices raise Apple's device costs headwind, not tailwind
Memory is the biggest bottleneck of AI supply chain $SNDK $WDC $STX $DRAM all exploding 1000%-4000% already.
♻️ RESHARE this post and write 1 comment, I'll DM the best $DRAM call option to buy and hold.

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@itsmichaelluu Lets hope for good guidance. Chances are markets dip on mondays open
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Aaron Geoulla retweetledi

$MU will be spike 10%-15% for Q3 earnings on June 24.
It's valuation can easily go from $1 trillion to $5 trillion by 2035.
Here's everything you need to know:
First, $MU is the biggest botteneck in AI supply chain.
Its the only company all 3 CEO $NVDA, President Trump and Elon Musk said to buy.
The basics for Q3:
$33.5B revenue (±$750M), ~81% gross margin, $19.15 EPS (±$0.40)
That guide alone beats $MU's entire annual revenue through FY2024. In one quarter.
Other memory stocks have been doing super well too:
$SNDK 820% YTD
$WDC 333% YTD
$STX 288% YTD
Everyone is expecting:
$34.52B revenue, $19.72 EPS (31 analysts)
Estimates range wildly $19.68B to $40B+ on revenue, $7.53 to $24.08 on EPS.
That spread = nobody actually knows how to model this inflection.
Why this print matters more than the beat/miss:
Last quarter's net margin went from 23.4% → 58.8% YoY.
That kind of jump doesn't repeat the question is whether it holds.
The real swing factor is guidance, not the print:
Q4 above $40B + commentary on HBM tightness into 2027 → stock re-rates higher
Any hint of pricing softness in commodity DRAM/NAND → stock gets hit regardless of how clean Q3 was
Context:
MU just crossed $1T market cap. Up ~70% YTD, 350%+ over the past year.
Management (JPM Tech Conf, May 2026) said supply stays tight well beyond 2026 memory's shifting from commodity to AI-critical infrastructure as workloads go agentic.
Key customers reportedly locked into 50–66% of their actual bit demand. No relief in sight.
Capex backing the thesis:
$25B+ committed in FY2026 capex
New NY megafab w/ Bechtel
CHIPS Act support up to $6.4B
Bottom line: Thesis isn't "will $MU beat." It's "will they say supply stays this tight."
That's the only sentence that moves the stock on June 24.
♻️ RESHARE this post and write 1 comment, I'll DM you exactly my play to make 1000%

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Aaron Geoulla retweetledi

HYPERMARKET WATCHLIST for June 3, 2026
1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.
2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infrastructure momentum play.
3. $AVGO — $487 | Hitting 52-week highs, Q2 earnings tomorrow night. $550 target
4. $TE — $12.04 | Up 15% on offshore wind partnership, narrowing Q1 loss. $15+
5. $GOOG — $364 | Reversal watch, $80B equity raise creating overhead pressure.
6. $META — $600 | Failed $637 intraday, bearish wick — reversal watch setup.
7. $NVDA — $225 | Computex Huang keynote fuel, continuation off AI momentum. $240
8. $AMD — $516 | Breakout strength, TD Cowen raised target to $600.
9. $TSLA — $422 | Breakout holding, continuation play near session highs.
10. $DELL — $466 | Post-earnings AI gap-up, reversal or second-leg continuation.
11. $HPE — $58.94 | Record earnings gap from $44 to $64, high-volatility name.
12. $NOW — $125 | Failed $136 breakout, adding 2027 calls on the flush.
13. $ORCL — $241 | AI cloud momentum, accumulating 2027 calls on dips.
14. $AAOI — $158–185 | High-beta optical play, 800G AI demand ramp incoming.
15. $NOK — $16.25 | Up 9.5%, AI and Cloud revenue grew 49% YoY last quarter.
16. $NBIS — $271 | Leopold Aschenbrenner fund disclosed major stake, AI cloud infrastructure play. Adding calls for $300+
♻️ RESHARE this post and write 1 comment, I forgot to add $NOW $ORCL so I'll DM you my plan for it.

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Over 40 employees proudly marched at the Central American Independence Festival and Parade on September 17, which LADWP sponsored and participated in for the first time. Watch a video highlighting the event. #SomosLADWP #HispanicHeritageMonth @cofecaoficial
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@LADWP @derickmoncado Are you guys actually sorry? Every time it rains in LA we lose power. Why don't you guys trying fixing the equipment that's out dated before it breaks?
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@derickmoncado Hi Derick. Sorry for this outage. If you wish you file a claim here's the form: ladwp.com/ladwp/faces/la…
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Chante Mitchell is the Secretary for the Board of Water and Power Commissioners and the first Black woman to hold this position. She oversees the Board Office staff and manages the commission’s governing policy records. #BlackHistoryMonth #WeAreLADWP vimeo.com/ladwp/chantemi…
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@LADOTofficial @BSSLosAngeles How long are you guys estimating it will be closed for? Also it would a great idea to post signs so we don't have to drive all the way up to see Mulholland Dr is closed. Especially when we live right there.
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⚠️Traffic Closure Alert⚠️
Mulholland Drive between Bowmont Dr. & Summit Circle is currently closed to vehicles to allow crews from @BSSLosAngeles to repair the roadway. Use alternate routes if traveling in the area. Follow Traffic Officer instructions.
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@mooroobee @EZebroni @Tesla @elonmusk For all of you saying "first year" why don't you Google when the model X was first released. This is not a first year. This is the same car as before with more power. Are you guys actually serious? Stop being keyboard warriors.
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@LADWP Any idea on when power will be restored? Working from home is kinda hard without power. And candle light dinners are not romantic....
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@AaronGeoulla @AaronGeoulla we apologize for the inconvenience. Crews are working to restore your power. be sure to sign up for neighborhood-specific alerts at ladwp.com/OutageAlert ^ar^
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@LADWP Hey, Power Outage in 90046. Tried calling but it hangs up after waiting 10 minutes on the phone.
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@LaurelCynAlert @maggie90046 @LADWP @coreyepstein @Tomasarana I said I think they might. Not they 100% will.
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