Be Divergent

@itsmichaelluu Ummm... $CRWD isn't a late trade here?

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.

@Bod377373 @michaeljburry @jimcramer Awful artwork, isn't it? 😂

@michaeljburry @jimcramer Who gave grandpa lessons in using Microsoft paint

The winner beyond Dell is Nvidia but the stock is heavy again. I don't think that can last especially with Jensen Huang's speech at Computex Monday in Taiwan.

@michaeljburry @jimcramer CLIFF NOTES anyone ?

@jimcramer There are good reasons for this Jim. It is all Fugazi. How to make tens of $billions worth of $NVDA GPUs disappear from balance sheets in 8-12 byzantine stepspvs.

@pdicarlotrader Was the selloff at the close a Bot 🤖 trick ?

All aboard the $NVDA express

@bitsandscraps @FL0WG0D $230 or $200 out of the flag 🏁

@BeeeRadstwr @FL0WG0D What does it mean?

$9.5 million into these $NVDA calls

@FL0WG0D Sold off so quickly.

$TEM News

@Maximus_Holla $RKT 14.5C heavy exp June 5

$RKT

$HOOD hit my swing PT, after the heavy CALL flow days ago. Beautiful trade!

@ACInvestorBlog low volume today, no?

$OPEN what a reversal !!!

@Maximus_Holla Nice job again!!

$KEEL some more today! 6.6 next!

@thechartdr @GoldmanBanker hitting the bid or ask?

My $ORCL Calls... did nicely today, but I closed around 10.30am. Ouch - thanks guys 🙏 @FL0WG0D @kiantrades for the steak dinner 🥩🍷in Monaco

@clintoptions Watching this trendline closely.

Is $SMCI about to pull a $MU type move?

@salmaogs Yikes.

Holy $FIVN , massive sized trade here for $3.1M on the 25 call strike for 10/16exp

@NASASpaceflight Fatalities?

Blue Origin's New Glenn just blew up at LC-36 while attempting to Static Fire ahead of NG-4. nsf.live/spacecoast

@ZaStocks @johnsontrades_ Me too.

@johnsontrades_ I like $ORCL.

If you’re looking at the earnings we’re getting this quarter and still comparing this to the dot com bubble you just can’t be helped.

@rosyprosperity $345 double top?

$ORCL to $500 in under 12 months.

@GAndersonTrades broke $200 at the close. Happy now?

$ORCL SNIFFS $200 and absolutely fucking dies every time

Besides heave CALL flow today, and a chart poised to breakout of the 200d SMA, has anyone looked at the fundamentals at this price level? $ORCL is a $250+ stock