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Xaddy_Analyst
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05-31

Costco's Q3 Was a Masterclass in Retail Dominance — $70.5B Revenue, Record Gas Volumes, and the Market Got It Wrong

The Pulse Let me be direct — while the entire market was losing its mind over Dell's AI explosion, quietly, Costco just delivered one of the most impressive quarters in retail history and the stock sold off. That's your opportunity. $COST reported Q3 FY2026 revenue of $70.53 billion, up 11.6% YoY, beating Wall Street's $69.81B estimate by $720M. Net income hit $2.19 billion (+15% YoY) with diluted EPS of $4.93 matching estimates exactly. But the real story is in the details that most traders missed: Adjusted comparable sales surged 6.6% — in an environment where most retailers are fighting for every basis point. E-commerce? Up nearly 21%. Website traffic? Up 37%. Here's the kicker: The final 5 weeks of the quarter saw record-breaking gas volumes as fuel prices spiked from Middle East ten
Costco's Q3 Was a Masterclass in Retail Dominance — $70.5B Revenue, Record Gas Volumes, and the Market Got It Wrong
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499
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Xaddy_Analyst
·
05-31

$NVDA Just Reported $81.6 Billion in ONE Quarter — The AI King's Earnings Are So Good It's Actually Scary

The Pulse $NVIDIA(NVDA)$ Stop what you're doing. I need you to understand the magnitude of what just happened. NVIDIA didn't just beat earnings — they printed the single largest quarterly revenue figure in the history of the technology industry. $81.6 billion. In THREE months. Up 85% year-over-year. Let that sink in for a moment. That's more than McDonald's, Coca-Cola, and Netflix make in an entire year — combined. And yet — the stock is trading 11% BELOW its all-time high set just two weeks ago. The market had run NVDA from $197 to $236.5 heading into the print, priced in perfection, then took profits on the news. That's your window. $NVDA reported Q1 FY27 revenue of $81.6 billion, shattering consensus by a country mile. Data center revenue alone
$NVDA Just Reported $81.6 Billion in ONE Quarter — The AI King's Earnings Are So Good It's Actually Scary
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1.22K
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KYHBKO
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06-01

Part 2 of 5 - Earnings Calendar (01Jun2026) - C3 AI > is this the future?

Earnings Calendar (01Jun2026) Here are some earnings of interest in the coming week: Dollar General, HPE, Broadcom, CrowdStrike and C3.AI. Let us look at C3 AI. The stock price has fallen 59.50% from a year ago. Based on analysts' sentiment, their sentiment is “Neutral” towards the stock. With a price target of $8.91, there is a potential downside of 18.28%. Based on Technical Analysis, there is a recommendation of “Strong Buy”. 1. Income Statement Metrics Revenue Growth: Total revenue increased overall from $252M in 2022 to $307M for the Trailing Twelve Months (TTM). Notably, performance peaked in 2025 with an annual revenue of $389M. Net Income / Loss: Profitability trends remain severely strained. The company recorded a net loss of $192M in 2022, which has signi
Part 2 of 5 - Earnings Calendar (01Jun2026) - C3 AI > is this the future?
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Barcode
·
06-01
$Hewlett Packard Enterprise(HPE)$ $Dell Technologies Inc.(DELL)$  $Virgin Galactic(SPCE)$  💻📈⚡ $HPE heads into earnings with one of the more interesting positioning setups in AI infrastructure right now ⚡📈💻 I’m watching $HPE closely into tonight’s result because the market may still be underestimating how sensitive this name is to AI infrastructure sentiment. Shares have rallied +56% YTD and are trading near record highs after an 11-week advance. Yet positioning still looks unusually split. Short interest fell nearly -68% on the latest report, suggesting a meaningful part of the bearish trade has already been squeezed out. At the same time, ana
$Hewlett Packard Enterprise(HPE)$ $Dell Technologies Inc.(DELL)$ $Virgin Galactic(SPCE)$ 💻📈⚡ $HPE heads into earnings with one of the more interest...
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @JC888 @koolgal @Shyon @Shernice軒嬣 2000
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nerdbull1669
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06-01

Architectural Moats vs. Supply Scarcity: Why AMD’s AI Market Trajectory Differs from Micron’s Explosive Breakout Formula

Analyzing whether $Advanced Micro Devices(AMD)$ can replicate $Micron Technology(MU)$’s recent explosive breakout requires unpacking the fundamental differences in their business models, supply dynamics, and market positioning. While both are beneficiaries of the ongoing artificial intelligence capital expenditure (CapEx) boom, their corporate competitive advantages (moats) function entirely differently. Evaluating them side-by-side reveals why Micron was able to achieve a rapid, structural re-rating, and what AMD must overcome to deliver a similar trajectory. Defining the Moat: Proprietary Architecture vs. Oligopolistic Capacity The structural difference in their businesses defines how they generate revenue
Architectural Moats vs. Supply Scarcity: Why AMD’s AI Market Trajectory Differs from Micron’s Explosive Breakout Formula
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nerdbull1669
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06-01

Palo Alto Networks Q3 2026 Earnings Preview: Core Metrics, Volatility Strategies, and What to Expect on June 2

$Palo Alto Networks(PANW)$ is scheduled to report its fiscal third-quarter 2026 financial results on Tuesday, June 2, 2026, after the market close. The stock has been on a strong run, recently hitting fresh all-time highs near $271–$273, driven by a series of high-profile analyst upgrades (with price targets moving to $300 from major firms like Jefferies and Wedbush) and a high-profile cyber defense partnership with NATO. However, the premium valuation and recent sector volatility (such as mixed reactions to peer Zscaler) mean the stakes are high. Palo Alto Networks (PANW) reported its fiscal second-quarter 2026 results on February 17, 2026. The print delivered a classic "beat-and-raise" on the top line, but a subsequent slide in the stock price p
Palo Alto Networks Q3 2026 Earnings Preview: Core Metrics, Volatility Strategies, and What to Expect on June 2
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Shernice軒嬣 2000
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06-01

Rising Population Fuels Housing Demand, Yet Landlords Face New Challenges

Singapore's property market is still red hot with no signs of slowing down. Many HDB owners are upgrading to condos, while PRs and new citizens continue to enter the market as buyers. For some homeowners, reaching MOP and selling a few years later can potentially generate gains of several hundred thousand dollars. As the population continues growing towards 7–8 million, the housing "musical chairs" game is likely to continue, supporting long-term demand. That said, I think the rental market could become more challenging. More PRs and new citizens may choose to buy their own homes rather than rent, increasing competition among landlords. At the same time, job growth may slow as AI and automation create fewer but higher-paying jobs. We're already seeing layoffs across white collar group such
Rising Population Fuels Housing Demand, Yet Landlords Face New Challenges
TOPAh_Meng: Are you recording your residency application status? [LOL] [Onlooker] [Like] Congratulations to your new citizenship! 🎉
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Lanceljx
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06-01
May's rally looks healthier than many expected, but it is still heavily driven by AI and large-cap tech. Market breadth has improved compared to early 2025, yet leadership remains concentrated in names linked to AI infrastructure, semiconductors and hyperscaler capex. A few things I am watching for June: Bullish factors Strong AI spending from cloud giants. Falling recession fears. Earnings revisions for AI beneficiaries such as NVIDIA, Micron Technology and Broadcom remain positive. Institutional cash levels are not excessively low yet. Risks Nasdaq 100 above 30,000 is psychologically significant. Valuations are becoming stretched. Any disappointment in AI capex growth could trigger a sharp rotation. Bond yields remain a threat to high-multiple stocks. For June, I favour: 1. AI infrastruc
May's rally looks healthier than many expected, but it is still heavily driven by AI and large-cap tech. Market breadth has improved compared to ea...
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Lanceljx
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06-01
NVIDIA's move is strategically important, but I would not declare the x86 moat broken yet. The bigger story is not the PC chip itself. It is NVIDIA extending its ecosystem from AI training to AI inference, robotics, digital twins and now client PCs. The new DSX vision complements platforms such as NVIDIA Omniverse by allowing companies to simulate AI factories before deploying real hardware. For PCs, NVIDIA faces three hurdles: Software compatibility: x86 still dominates enterprise Windows workloads. OEM relationships: Intel and Advanced Micro Devices have decades-long partnerships with PC makers. Enterprise inertia: Businesses refresh PCs slowly and value compatibility over cutting-edge AI features. However, NVIDIA's advantage is that AI PCs may shift the battleground from CPU performance
NVIDIA's move is strategically important, but I would not declare the x86 moat broken yet. The bigger story is not the PC chip itself. It is NVIDIA...
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Jake_Wujastyk
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06-01

BE, NOW, NFLX, URA& SOFI Enjoy Great Potential to Buy!

Hello everyone! Today i want to share some trading ideas with you! 1 $SoFi Technologies Inc.(SOFI)$ Looks ready for launch. 2 $Global X Uranium ETF(URA)$Nuclear names should make 10-20% moves this week. 3 $Netflix(NFLX)$ Potential double bottom into the shareholder meeting this week with bullish flow all week last week. Targeting $90-$91.50 by Friday. 4 Gap fills above at $129.14 $ServiceNow(NOW)$ 5 $Bloom Energy Corp(BE)$Volume shelf setup on the daily candle chart. 😍 Been eyeing Tiger merch but short o
BE, NOW, NFLX, URA& SOFI Enjoy Great Potential to Buy!
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EliteOptionsTrader
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06-01

Trading Strategies: .SPX, ORCL& MSFT

Hello everyone! Today i want to share some trading strategies with you! 1 $Microsoft(MSFT)$ Trade Idea: June 5 455C Trigger: 449 ✅ Targets: 456, 468 🎯 Stop: 441 🛑 MSFT closed at 450.24 on Friday. MSFT 476–489 is in play next if it can hold above 433 in June. Calls can work above 449 early this week. MSFT has been a laggard for many months. If it starts to rally, it can move back to 500 this summer. 2 $Oracle(ORCL)$ Trade Idea: June 5 230C Trigger: 225 ✅ Targets: 235, 247 🎯 Stop: 218 🛑 Closed at 225.78 on Friday. ORCL broke out above the 200 resistance and ran 26 points. ORCL to 260 possible on the next leg higher. ORCL has been stuck for 7+ months. Calls can work above 225
Trading Strategies: .SPX, ORCL& MSFT
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Selling For Premium
·
06-01

Option Strategies: NVTS, NOK& CRDO

Hello everyone! Today i want to share some option strategies with you! 1 $Credo Technology Group Holding Ltd(CRDO)$ announces earnings on Monday this week. Got a big expected move at ~17%. Strong volume support at point-of-control down at 100. Recent bottom around 160. Volume shelf around 185. Will be writing cash-secured puts on this, probs targeting a strike in the 155-185 range. Am also looking at a 1x2 ratio spread, buying 1 call and writing 2 calls above that. 2 Seeing all this chatter on $Nokia Oyj(NOK)$ This weekend about insiders buying a ton of shares. We agree ... that's typically a good sign. Who is crazy enough to write deep ITM puts as a synthetic long call ?!?!
Option Strategies: NVTS, NOK& CRDO
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TigerEvents
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06-01

2026’s Biggest Winners: Are You In?

When investors talk about the biggest winners of 2026, one theme immediately stands out: memory. $SanDisk Corp.(SNDK)$ has been the clear leader, surging more than 600% this year. $Micron Technology(MU)$ has also delivered a massive rally, up around 240%. Add in $Seagate Technology PLC(STX)$ and $Western Digital(WDC)$, and it is hard to ignore how dominant the memory trade has been. Training models, running inference, and scaling data centers all require enormous amounts of memory and storage. For years, investors viewed memory stocks as highly cyclical. But wit
2026’s Biggest Winners: Are You In?
TOPkoolgal: 🌟🌟🌟Without doubt, the stock that surprises me the most is the ultimate, unkillable zombie of tech folklore $Nokia Oyj(NOK)$ . Nokia was the Ugly Duckling because it spent years being mocked, written off, left for dead, only to transform into something incredibly powerful. Nokia has transformed itself into a beautiful swan that commands my utmost respect. Today's Nokia is a B2B infrastructure titan. Its strong financial health, massive 5G market share and critical role in the AI data boom make it an inspiring tech story. Nokia's share price is up an amazing 149.6% YTD. It jumped from a 52 week low of just USD 4.00 to USD 16.25. Nokia is an extraordinary turnaround story and its future looks incredibly exciting. @TigerEvents @Tiger_comments @TigerStars @Tiger_SG It is time to buy Nokia - the Ugly Duckling turned Swan.
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SmartReversals
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06-01

$SPX, $QQQ & $PLTR: Momentum Holds, But Warning Signs Are Emerging

Markets continue to grind higher, but bearish RSI divergences and overbought conditions are beginning to appear beneath the surface. While $SPX and $QQQ are showing increasingly indecisive price action, $PLTR remains a standout with a strong technical breakout that could extend higher if software stocks take leadership next week. 📈 1. $S&P 500(.SPX)$ Indecisive price action again (doji), printing a bearish RSI divergence with both peaks locked in overbought territory. Will weekend news arrive to fuel momentum again, or is the market simply widening this structural divergence before a pullback? 2. $Invesco QQQ(QQQ)$ Indecisive daily price action, an overbought RSI divergence, and a gap sitting below at
$SPX, $QQQ & $PLTR: Momentum Holds, But Warning Signs Are Emerging
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TRIGGER TRADES
·
06-01

SPX Melt-Up Intact: 7650 Remains the Next Major Target

$S&P 500(.SPX)$ still melting up. 7650 remains the target — the 61.8% extension of the higher-degree rally. A shallow W4 dip gets bought at the new Daily FVG (7563–7530). Then W5 carries the move into 7650. Bulls stay in control above 7468. Destination locked in. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2606(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2606(NQmain)$ $Dow Jones(.DJI)$ $iShares Russell 2
SPX Melt-Up Intact: 7650 Remains the Next Major Target
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Michael Esther
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06-01

$MU, $SNDK, $NVDA, $AMD & $AVGO: The New Gamma Squeeze Leaders?

$GameStop(GME)$ was the most powerful GAMMA squeeze back in Jan 2021. It spiked 18,694% in only 4 weeks $2.57 → $483 Here's 5 GAMMA squeezes happening right now: 1. $Micron Technology(MU)$ +1,267% in 12 months HBM shortage + AI earnings lit the fuse. Dealers pinned at $900/$1,000 call walls forced to buy nonstop. 2. $SanDisk Corp.(SNDK)$ +3,773% in 12 months 645% datacenter revenue surge overwhelmed dealer books.IV now at 107%. Put/call flipped to 1.42. Late-stage squeeze. 3. $NVIDIA(NVDA)$ 289M shares Friday vs 181M avg Post-earnings call flood turned dealers into forced buyers. $500B market cap added in days. Vera Rubin r
$MU, $SNDK, $NVDA, $AMD & $AVGO: The New Gamma Squeeze Leaders?
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orsiri
·
05-31

The $54 Billion Misunderstanding

Wall Street Still Thinks Vistra Is a Utility For years, investors searching for artificial intelligence winners have looked upwards—towards chips, software, and cloud platforms—as if value only exists in the digital layer. I increasingly think that framing misses the real bottleneck entirely. AI does not fail because code is insufficient. It fails if the lights go out. That is why Vistra matters. Where electricity stops being supply and becomes access control I do not think the market has fully adjusted to what this company is becoming. It is still treated like a conventional power producer, when in reality it is drifting towards something more unusual: an owner of constrained physical access to electricity in a world where demand is becoming structurally unbalanced. Electricity itself is
The $54 Billion Misunderstanding
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Shernice軒嬣 2000
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05-31

Eh Boss, Muthu Boy Prata Seller Analysis lah

Today the boss wasn't around, and business seemed pretty slow, so I spent some time analyzing stocks. It was a rough week for me. I took significant losses on Fluence Energy after repeatedly buying the dip as the stock kept falling. On the bright side, I managed to make some gains from Marvell, Oracle, and ServiceNow, which helped offset part of the damage. That's the reality of investing—some positions work out, while others become expensive lessons. wah lau, software stocks ah, last few years they damn the favourite in US stock market.  Grow so fast, upside so high, if you pick the right company, sure make you very rich one. But last half year, these market darlings kena big crisis sia. After AI Agent suddenly explode, everybody shouting "AI going to replace software!", whole s
Eh Boss, Muthu Boy Prata Seller Analysis lah
TOPInverseCramer: Your $Fluence Energy, Inc.(FLNC)$ is up 18% pre market! Insane!!!! Getting rich!
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HawS
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05-31

Microsoft’s Technical Breakout: The $478 Gap Fill

After months of turbulent price action, $Microsoft(MSFT)$ is displaying a compelling technical setup that suggests a new uptrend. Msft daily chart The Bottom: Inverse Head and Shoulders Microsoft has carved out a classic Inverse Head and Shoulders pattern, a highly reliable bottoming signal. The Structure: The stock formed a "Left Shoulder" in February, a capitulation "Head" in late March near $358, and a higher low "Right Shoulder" in May. The Trigger: The stock decisively broke out of this structure, confirming that buyers are firmly in control. The 1-2-3 Reversal Confirmation This action mirrors a bullish 1-2-3 reversal. MSFT set a macro low, bounced to a $429 resistance ceiling, formed a higher low, and has
Microsoft’s Technical Breakout: The $478 Gap Fill
TOPInvestordude1301: time for Microsoft to rise up - undervalued for far too long
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JC888
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05-31

BBAI finally ends Bear run and fly ?

I have covered $BigBear.ai Holdings(BBAI)$ on many occasions. Below are 3 of my most recent: (click to savour) 20 Nov 2025 - BBAI : Good Earnings & Acquisition. Buy ! 23 Sep 2025 - BBAI Breakout with Goldman Sachs' Buy ? 24 Jul 2025 - BBAI : Will it re-Peak soon ? I am still holding onto them, despite their falling from its peak of $8.91 /share, attained on 14 Oct 2025. (see below) Admittedly it has been ‘painful’ watching a strong-conviction stock bellying up. But, I believe in the company’s product and what it has to offer. On
BBAI finally ends Bear run and fly ?
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @Shyon @koolgal @Barcode @Shernice軒嬣 2000
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