Reddit Posts
Cycurion (CYCU) – Round 2: Upcoming Catalyst: Bullish Setup! “For those with eyes, let them read and understand.” Time to “CYC U up” (couldn’t resist) because “Knowledge is Power.”
$AKAM - The CDN Boomer That Just Became an AI Infrastructure Chad (and nobody's talking about it)
🖨️ HP Inc (HPQ) — The Most Hated Dividend Stock on the Market Is Quietly Setting Up a Generational Buy. Here's the Full DD. 🦍
$SVRE increase in revenue 2026 . via IVECO 150,000 vehicles annually . Done ✅
My one, of two SaaS recovery bets - TOST, a restaurant tech leader
Amazon, Microsoft, and Google Are Systematically Acquiring the AI Industry at Near Zero Cost
Amazon, Microsoft, and Google Are Systematically Acquiring the AI Industry at Near Zero Cost
CXAI stock rebound from all time lows, retake 50$ in spirit of TCGL
$ORIS — Another Micro-Float Runner Setting Up?
Altimmune: Strategic Investor Alignment and Potential Big Pharma Interest
$OPTT deep dive (important contracts)
Small-cap, big logos: the “partners” angle on $NXХT that still feels under the radar
FLWS: Why I'm Accumulating Shares and Never Selling — A Supply Chain Professional's Discovery
FLWS: Why I'm Accumulating Shares and Never Selling — A Supply Chain Professional's Discovery
🚀 THE CTXR BULL CASE: WHY CITIUS MAY BE MASSIVELY UNDERVALUED RIGHT NOW
IT'S THAT TIME: Mutual Fund divs/distns are going to make your account balance look funky
THE SHORTS DON’T KNOW WHAT’S COMING GORILLA. CASH MOUNTAIN 🍌 AND $20M BUYBACK CANNON LOADED 🚀
My BYND Brolies, this is a tough battle! The real battle may begin at the $1.50 defense line! We aren't in this for money we are here for brotherhood and unity! HOLD THE LINE!
🚀 FINAL WARNING: THE $BYND APOCALYPSE IS TOMORROW! 🚀
This is BYND some small gains - It's about sending a message (again)
Despite all their attempts to attack share price yesterday, we closed at 3.5
We're currently at the 10th halt of the day on BYND
🚀🚀🚀 RLMLF – HORSE HEAVEN TO THE MOON 🐴💎💎💎
CANAAN JUST BLEW UP AND IS STILL THE BEST DAMN BARGAIN ON THE MARKET
DD: BARK – The Underdog That Might Actually Bite
Top stocks hitting 52-Week Highs/Lows - August 22, 2025 📈 📉
IOVANCE (IOVA) is straight-up screaming moooon and heres why
$GLXG Galaxy Payroll Group Limited
$BBAI – THE SQUEEZE IS LIVE! The Next $PLTR?
Allogene Therapeutics (ALLO): Why This Beaten-Down Biotech Could 🚀
Mentions
I am also big LINE holder 80% portfolio, biught thursday rest in kakamilk
the split framing is the right half of this. we graded both pieces separately: the flip as a LINE is close to untradeable - fast crossing attempts resolved about the same as a placebo level, and the rate flipped from one month to the next. the SIGN as a day-state is the real part. same name runs wider ranges under negative gamma, and when the index books all sit negative together, next-day range expansion roughly doubled vs base in our tests. so i'd read your list as a volatility map, not a level map. states matter, the lines mostly don't.
Next you know this guy will shout from rooftops "LINE ONLY GO UP"
Can something please make the LINE MOVE
I took a shit in Iowa. Pulled over. Couldnt wait. Upon those fertile fields i bent back and let it rip. Felt the stretch of the most perfect pickle slide out in a way that i need a word for something more than satisfying. But It wasnt easy. Theres something about that fucking dirt. Idk. The bugs. Below my feet was a fucking civilization of spiders and other shits. Endless numbers. Idk man i think i saw like 500 black widows in a fucking LINE bro like they were ants all headed to the same place. Idk whats out there bro in those fields but on the surface bro it was not a good day to be wearing flip flops. But damn was that a perfect shit i laid there.
lmfao, this is how google AI laid it out for me \[ $933.86 \] 🐻 MICHAEL BURRY'S SECOND SHORT LINE (Major institutional supply zone)
time in the market beats timing the market # TRUST ME I KNOW WHAT I AM TALKING ABOUT HOLD THE DAMN LINE
no u are not # HOLD THE FUCKING LINE
Going to create an offering tonight for "3X LINE ONLY GO UP ETF"
>Thank you very much to all of those who participated. I won with a score of 70, and am so honored in that, unlike the rest of the field, I’m given very little time to practice, because I’m focused on many other things. **It’s called TALENT, and I have it, and they don’t!** # HOLY SHIT BERS R FUK? BOLS HAVE TALENT?! BULLISH? LINE GO UP? GREEN? RR-RIGHT GUYS? 🤌
OK I WANT ALL THE UNDERCOVER AND DEPRESSED MEN WHO WANNA TRY PROSTATE STIMULATON TO LINE UP And let’s get ready to party men !!
LINE GO UPPIES u/anditsthetaagain
If rates stay flat, the market might just chop sideways in agonizing pain.Option premiums will bleed out. Your 0DTE calls will expire worthless while you watch the chart do a flatline.🤡 THE WSB BOTTOM LINE: WHAT DO WE DO?Cash is king: High-yield savings accounts are paying out guaranteed yields while your favorite stock drops 5% a day. Puts on tech, calls on oil: If the geopolitical dumpster fire keeps burning, energy stocks are the only thing staying erect. Positions or ban: Stop staring at the 1-minute chart crying. . The "Family Fight" Press ConferenceWarsh is going to step up to the mic and say "macroeconomic headwinds" fifty times.A bunch of hawkish Fed members are going to openly dissent and vote for a hike today.The market hates a divided house. Volatility will spike.
HOLD THE LINE leveraged etfs will be soft-banned in Kora in July 31 those paperhanded degens will be put in their place
Ran the math on this, came out pretty interesting, only need 385m in buys to trigger GME level short squeeze: used claude for assistance # Full Math on the "Save Wendy's" Squeeze — Here's Exactly What It Would Take to Get a GME-Style Move in $WEN **Disclaimer up top: not financial advice, not a call to action, no positions. This is the math of whether a GME-style squeeze is even possible in WEN, using real public numbers as of mid-July 2026. Coordinating trades to push a price is market manipulation territory — this post is analysis, period.** # SECTION 1: THE RAW NUMBERS (all real, all sourced) |Metric|Value|Source/Date| |:-|:-|:-| |Share price|\~$7.45|July 11, 2026| |Shares outstanding|190.48M|Latest filings| |Float (freely tradable)|\~135.8M shares|Derived: 51.67M short ÷ 38.04%| |Market cap|\~$1.42B|July 2026| |**Shares sold short**|**51,668,925**|NASDAQ report, June 15, 2026| |**Short % of float**|**38.04%**|Same report (ORTEX: \~34%; S3: \~23% — vendors differ, all high)| |**Days to cover**|**6.58**|June 15 report| |Borrow utilization|\~80% of lendable shares already on loan|ORTEX, late June 2026| |Normal daily volume|\~5–7M shares (\~$40–50M)|Pre-meme 3-month average| |Analyst median target|\~$8.00, consensus "Hold"|14 analysts, last 6 months| And the live experiment we already ran: **June 24, 2026** — the "Save Wendy's" post hits WSB overnight, stock opens hot, spikes **+42% intraday** (halted), closes **+25.64% at $7.87** on **202 million shares** — \~15x the float's normal daily churn, \~1,483% above average volume. Two days later, most of it had faded. # SECTION 2: THE MATH, LAID OUT STEP BY STEP # 2.1 — What the entire playing field costs Float: 135.8M shares Price: $7.45 Entire float value: 135.8M × $7.45 ≈ $1.01 BILLION Shorts' buyback bill: 51.7M × $7.45 ≈ $385 MILLION (at current price) Every $1 the price rises adds **\~$52M** to the shorts' collective paper loss (51.7M shares × $1). |If WEN goes to...|Shorts' mark-to-market loss (vs $7.45 entry basis)| |:-|:-| |$10|\~$132M| |$15|\~$390M| |$20|\~$649M| |$30|\~$1.17B| For scale: Melvin Capital lost **$6.8B in one month** on GME and needed a $2.75B bailout. A total WEN short loss of a few hundred million spread across many funds is painful, not fatal. Nobody's getting margin-called into oblivion at $15. # 2.2 — What buying pressure actually moves the price June 24 gave us a real price-impact data point: * \~202M shares of gross volume → +25.6% close * But gross volume ≠ net buying. Most of that was day traders hot-potato-ing shares. The *net* new money that stuck was a small fraction — and the price round-tripped back to the mid-$7s within days. The variable that matters is **shares bought AND HELD off the market**, because that's what makes borrow scarce. Rough tiers (price impact makes these grow as you go): Absorb 25% of float: ~34M shares → ~$250–350M held Absorb 50% of float: ~68M shares → ~$500–700M+ held (price runs on you) Absorb 75% of float: ~102M shares → realistically $1B+ held And the sellers are right there waiting: institutions own most of the float and demonstrably sell into strength — AQR dumped 8.6M shares (−73% of its stake) in Q1 2026, Harris Associates dumped 4M. Every leg up gets supplied. # 2.3 — The shorts' escape hatch Days to cover = 6.58 at *normal* volume. But squeezes create their own liquidity: on a 202M-share day, all 51.7M short shares could theoretically be covered **four times over**. High-volume spike days are a covering gift. Short interest actually *rose 2.79%* into mid-June — shorts weren't fleeing, they were adding at better prices. # SECTION 3: WHAT MADE GME "GME" — AND THE CHECKLIST WEN WOULD HAVE TO HIT GameStop January 2021 wasn't just "high short interest + Reddit." It was a five-condition perfect storm. Here's each condition, and where WEN stands: # Condition 1: Short interest OVER 100% of float * **GME: \~140% of float.** More shares were short than existed to trade. Covering was musical chairs with negative chairs — *someone* had to pay any price. * **WEN: 23–38% of float.** Genuinely crowded, top-of-market crowded — but every short can mathematically exit. There is no negative-chairs endgame. * **What would have to happen:** short interest would need to roughly **quadruple** while the float shrank. Shorts would have to keep pressing a position that's already at \~80% borrow utilization with rising borrow fees. Possible if the stock rallied hard and shorts doubled down — but nothing in 2026's post-GME risk management suggests funds will ever let themselves get to 140% again. Prime brokers watch this number now. # Condition 2: The float gets locked up by diamond hands * **GME:** retail + insiders (Ryan Cohen's 12.9%) + index funds effectively froze most of the tradable supply. Borrow fees exploded; utilization hit 100%. * **WEN:** utilization is high (\~80%) but institutions holding \~136M shares are *sellers* into every rally, constantly resupplying the borrow pool. * **What would have to happen:** roughly **$500M–$1B+ of retail money buying and holding through 40% drawdowns**, without paper-handing the first 30% pop. June 24 proved the crowd shows up for a day; the position was mostly unwound within 48 hours. A squeeze needs weeks of held supply, not one halted morning. # Condition 3: A gamma squeeze amplifier (partially available) * **GME:** cheap far-OTM weekly calls were bought en masse → market makers delta-hedged by buying stock → price up → more hedging → feedback loop. This did as much work as short covering. * **WEN:** the options chain is liquid and cheap (unusual options activity was flagged June 29–July 2), so the *mechanism* exists. But WEN's options open interest is a rounding error next to GME 2021's, and market makers now charge much fatter premiums on meme names the moment volatility spikes — the ammo gets expensive exactly when you need it. * **What would have to happen:** sustained, massive OTM call buying across multiple weeks of expiries, forcing dealers net-short gamma. Order of magnitude: tens of millions of dollars a week in premium, burned repeatedly, most of it expiring worthless if the stock stalls. # Condition 4: A trapped, oversized single victim * **GME:** Melvin Capital had a huge, publicly-known short and became the raid target. Its forced unwind was the detonation. * **WEN:** the short is distributed across many funds (plus merger-arb/dividend-capture-style shorts). Distributed shorts cover calmly; there's no single whale to break. * **What would have to happen:** disclosure that one fund holds a massive concentrated WEN short. No such disclosure exists. # Condition 5: A catalyst + narrative that survives contact with earnings * **GME:** Ryan Cohen joining the board, console-cycle turnaround story, DFV's yearlong DD — the narrative had *bull-case fundamentals* attached. * **WEN:** the fundamentals are the bear case: Q4 2025 US same-store sales **−11.3%**, Q1 2026 same-restaurant sales −8% with net income −42%, \~200 stores already closed and 300–350 more closing through 2026, \~$4B net debt, management calling 2026 a "rebuilding year." Next earnings: **August 7, 2026**, consensus expects another down quarter. * **What would have to happen:** a genuine bull catalyst — a blowout quarter, a buyout bid (Nelson Peltz/Trian chatter exists but nothing announced), or a Cohen-style activist with a credible plan. Absent that, every earnings date is a scheduled bomb under the rally. **Scorecard: WEN hits 0 of 5 GME conditions outright.** What it does have — 38% SI, 6.6 days to cover, 80% utilization, cheap stock, famous brand — is enough for what we already saw: violent 25–42% one-day spikes that hurt shorts' P&L and then fade. That's a squeeze *trade*, not a GME *event*. # SECTION 4: THE PART THAT BREAKS THE WHOLE "SAVE WENDY'S" PREMISE Even if everything above happened and WEN went to $50: 1. **Wendy's receives $0.** Open-market buying pays the *seller* of the shares, not the company. The corporate treasury doesn't move whether the ticker says $6 or $60. 2. Wendy's actual problems — falling traffic, −11.3% comps, $4B of net debt, 500+ closures — are fixed by **revenue**, not by share price. 3. The only bridge from "meme rally" to "company gets money" is the **AMC playbook**: the company issues NEW shares into the inflated price. AMC raised \~$2.2B this way in 2021 and genuinely dodged bankruptcy. But note the built-in self-destruct: issuing shares floods the market with exactly the supply that kills the squeeze and dilutes the people who pumped it. Wendy's has announced no offering — and honestly doesn't need one; it still generated \~$222M of free cash flow and pays a 7.5% dividend. 4. If the sub actually wants to save Wendy's: **the load-bearing transaction is a Baconator, not a limit order.** # SECTION 5: BOTTOM LINE * Mechanically possible squeeze *trade*? Yes — the June 24 tape proves \~$100–200M of aggressive net buying can rip this thing 25–42% in hours. * GME-style 25x event? The math says no: shorts are at 38% of float, not 140%; they can cover; institutions resupply every rally; there's no gamma engine at scale, no trapped whale, no bull catalyst; and earnings on Aug 7 is a live grenade. * Total capital to even attempt float-lock conditions: **high hundreds of millions to $1B+, held for weeks**, against sellers who own the float and shorts who used the last spike as an entry. * And the punchline stands: none of that money reaches Wendy's.
FUCKING PIXEL GREEN LINE. IVE HAD TWO AND THEY BOTH DID IT WITHIN A MONTH OF EACH OTHER. ARGHHHH. also check warranty they have 2 years on screen
Japan uses LINE and Korea uses Kakaotalk. Pretty sure Russia also has an local alternative.
Today will be RED LINE day and GREEN LINE day all wrapped into one!
# BOLS line up for draft ----> DRAFT LINE HERE 🤡
I'm so over these 3 day casino closures. PLEASE LET MY LINE DO UPPIES AND DOWNIES AGAIN. 🥂
I ran it through my system for the same period and one oos just for quick test and this is what it returned. \# Reddit "ChatGPT 0DTE SPY+QQQ bot" — Independent Replication & Findings Layer tested: UNDERLYING-POINTS ORB only (their backtest was also underlying-points, not option premium). Honest causal fills. \## THE STRATEGY (as posted) \- SPY: 9:30–10:30 opening range (5m), trigger $1 beyond range, enter 0DTE call/put AFTER a 5m candle closes beyond trigger. Scale 25% @ +1.50/+2.25/+3.00, 25% runner to +5.50. Hard stop -3.00. Time-stop if +1.50 not hit in 60min & <+0.50. Force-close 15:30. \- QQQ: 9:30–10:00 range, trigger $0.75, ONLY trade if range width in \[4.28, 5.14\]. Scale 40%/40%/20%, runner +5.50, stop -5.00, runner->BE after TP2. Force-close 16:00. \- KEY: targets/stops measured in UNDERLYING points, NOT option premium. \- Their claim: SPY 38 trades 32-6 (84%) +57.37pts; QQQ 27 trades 25-2 (93%) +34.10pts; combined +91.47 over Jan 1–Jun 25 2026; every month positive. \## REPLICATION 1 — their window (Jan–Jun 2026) Their claim Mine (honest close-fill) SPY trades 38 85 SPY win rate 84% \~50% SPY pts/trade +1.51 +0.40 QQQ trades 27 30 QQQ win rate 93% 77% QQQ pts/trade +1.26 +0.81 Why it breaks: 1. SELECTION — a $1/60m-OR trigger fires \~73% of SPY days = 85 triggers, not 38. Their 38-of-120 implies an undisclosed filter or a hand-picked subset (the mechanism that manufactures an 84% win rate). My QQQ count (30) \~matched theirs (27), validating the OR math — so the SPY gap is real, not a bug. 2. LOOK-AHEAD FILL — their rules require a 5m candle to CLOSE beyond the trigger, but P&L is measured FROM the trigger (already in the past at close). Honest fill (close/next-open) halves SPY: +69.9pts (trigger) -> +33.7pts (close), -52%. 3. NO OUT-OF-SAMPLE — SPY +9.3%, QQQ +20.6% over the window, sharp drawdown then V-rally = wide opening ranges + trend-day follow-through, the friendliest possible tape for ORB. No downtrend, no chop, no OOS. 50W/8D over THAT is evidence of a trend, not an edge. 4. QQQ width band \[4.28, 5.14\] admits only \~26% of days = pre-selects clean mornings (tested separately below). \## REPLICATION 2 — out-of-sample regime test (2022 full year, down/chop, 251 days) Era-portable method: all dollar levels scaled to % of price; P&L in bps; width band defined causally on trailing 60-session \[p25,p75\] (no in-sample peeking). Does filtering for "clean" opening-range width add edge OOS? NO. No filter Mid-band width filter Delta QQQ (trigger-fill) +0.5 bps -1.8 bps -2.4 bps/trade WORSE SPY (close-fill) +0.9 bps -1.4 bps -2.3 bps/trade WORSE Their exact band (re-expressed %): \~0 bps QQQ, -3.5 bps SPY (worst SPY bucket). \- Whole strategy is flat-to-negative in 2022 regardless of filter (\~+1bps SPY, \~0 to -1bps QQQ, all within noise). Confirms the regime call: 2026 was the artifact. \- Win% stayed 64–70% while avg bps went negative — high win rate is NOT profitability. \- Honest caveat: magnitudes are single-digit bps/trade, within sampling noise. Precise statement: "no detectable positive transferable width-filter effect; point estimate negative on both symbols and both band definitions." \## THE OPTIONS LAYER (why points never mattered) "+X underlying points" is NOT a return. Their backtest priced zero options. Translating to actual 0DTE P&L only makes it worse, three ways: \- THETA: a 0DTE ATM option bleeds extrinsic continuously; a +1.50 underlying scale (\~+0.20% on $745 SPY) booked an hour in can be flat-to-negative after decay. \- SPREAD: 0DTE bid/ask is routinely 5–15% of premium round-trip — paid on every one of 85+ scale-out legs; the points model never pays it. \- STOP ASYMMETRY: risks -3.00 underlying (frequently a -60% to -100% premium loss on a 0DTE) to make +1.50 first (a small, theta-eroded gain). The option translation flips a marginally-positive points tape into large-loss-for-small-gain. \## BOTTOM LINE 1. Edge is REAL BUT \~HALF the claims (SPY \~+0.40/trade @ \~50%, QQQ \~+0.81 @ \~77%) — and only in-sample. 2. The 84% SPY win rate is NOT reproducible (their 38 trades vs my 85 = selection). 3. Entirely inside one trending half-year; flat-to-negative in a 2022 OOS test. 4. The "clean range" width filter does not transfer — flat-to-negative OOS. 5. None of it survives translation to actual 0DTE option P&L (theta + spread + stop). => No edge worth trading.
https://preview.redd.it/3bpgk3y0x89h1.jpeg?width=1080&format=pjpg&auto=webp&s=e6944e7f7d17036cf39f39b4bb3122a11bb23826 LINE GOES TO SPACE SOON
Hit 176% then some geys sold. HOLD THE LINE!!
Instead of building that regarded LINE city, why doesn't Saudi Arabia start working on digging a giant canal from the Persian Gulf all the way down through Oman so nobody has to deal with the strait ever again? 🥂
MF gonna ask me to look up a dead car bounce. BITCH, IF THE LINE GO UP ,I MAKE MONEYYYYYY
IF YOURE IN LINE STAY IN LINE https://preview.redd.it/62tn20efwn7h1.png?width=2992&format=png&auto=webp&s=69018df18b52d3f662096ffdb7ad05804dfc1c08
Pump everything till there is no upside left. Bulls: “WHY ISNT LINE GOING UP MORE?!?”
Pullbacks are natural HOLD THE LINE
Broadcom Inc. (AVGO) | Outperform June 3, 2026 | After-Hours Flash Note Price Target: $560 ✦ (raised from $510) Current Price: ~$447 (AH) | Market Cap: ~$2.05T BOTTOM LINE UP FRONT Another beat-and-raise, but the market is punishing it. We view the after-hours selloff — driven primarily by the $100B FY27 AI guide not being raised and a thin headline revenue miss vs. whisper — as a buying opportunity. The underlying print is exceptional: AI semis at $10.8B (+143% YoY), Q3 guided to $29.4B (+84% YoY), and Q3 AI semis guided to $16.0B (+200%+ YoY). Those numbers don’t belong to a company with a valuation problem — they belong to one the market hasn’t fully repriced yet. We are raising our PT to $560 and reiterating Outperform. Q2 FY26 RESULTS vs. ESTIMATES |Metric |Actual |Consensus Est.|Beat/Miss | |---------------|--------------------|--------------|-------------------| |Revenue |$22.19B |$22.27B |Miss (~$80M, <0.4%)| |Non-GAAP EPS |$2.44 |$2.40 |+$0.04 beat | |Adj. EBITDA |$15.24B (69% margin)|~$15.1B (68%) |Beat | |AI Semi Revenue|$10.8B |~$10.7B |Beat | |FCF |$10.26B (46% of rev)|— |Record | Total revenue came in at $22.187B, up 48% YoY. GAAP net income was $9.31B (+88% YoY). Non-GAAP net income was $12.07B. Adjusted EBITDA hit a record $15.24B, representing 69% of revenue — 100bps above guidance.  The top-line “miss” is noise — the $80M gap to consensus is rounding. What matters is the EBITDA margin expansion to 69% against guidance of 68%, and FCF of $10.26B (46% of revenue). Cash from operations was $10.49B with capex of only $231M, generating $10.26B in free cash flow.  The FCF yield here is elite-tier. THE KEY NUMBER: AI SEMICONDUCTORS Q2 AI semiconductor revenue of $10.8B grew 143% year-over-year, above Broadcom’s own $10.7B forecast, driven by increasing demand for custom AI accelerators and AI networking.  For Q3, Broadcom expects AI semiconductor revenue to grow over 200% year-over-year to $16.0 billion.  That is the single most important number in this report. The street was modeling $12B for Q3 AI semis. Broadcom guided $16B. That’s a $4B upside surprise to forward AI revenue — roughly 33% above buy-side expectations — and directly extends the path toward management’s $100B FY27 AI chip target. SEGMENT BREAKDOWN Semiconductor Solutions: $15.01B, up 79% YoY (68% of total revenue, up from 56% a year ago). Infrastructure Software (VMware): $7.18B, up 9% YoY.  Two observations here: Semis accelerating, software decelerating — and that’s fine. The mix shift toward semis is expected and actually argues for margin expansion over time as AI XPU volumes scale. Software at 9% growth is softer than we’d like, but VMware’s subscription transition completing in late CY26 should re-accelerate that line. VMware is approaching $30B in annual revenue at margins above 78%, and as the transition from perpetual licenses to subscriptions completes in late 2026, analysts expect a meaningful jump in software operating income.  The market is still not pricing this correctly — VMware is being treated as a sideshow when it’s a $30B ARR business at 78%+ margins. AI networking is underappreciated. Custom XPUs get the headlines, but roughly 40% of AI semiconductor revenue is networking — Ethernet switches, scale-up/scale-out fabric — where Broadcom has a structural moat Nvidia cannot easily replicate. Q3 FY26 GUIDANCE |Metric |Guidance |Street Prior Est.|Delta | |-------------------|--------------------|-----------------|-----------------| |Total Revenue |~$29.4B (+84% YoY) |~$23B+ |**+$6.4B upside**| |AI Semi Revenue |~$16.0B (+200%+ YoY)|~$12B |**+$4B upside** | |Non-GAAP Op. Margin|~67% |68% |-1pt (immaterial)| |Adj. EBITDA Margin |~68% |68% |In-line | The Q3 revenue guide of $29.4B is extraordinary — the largest single-quarter revenue step-up in the company’s history. The implied non-AI semiconductor + software revenue for Q3 would be approximately $13.4B, meaning even stripping out AI entirely, the base business is robust. The 67% non-GAAP operating margin guide (vs. 68% EBITDA) reflects a 100bps step-down from Q2 — this is the one item bears will focus on. Our read: this is AI rack mix (lower gross margin hardware) diluting the blended rate temporarily. As XPU silicon becomes a larger proportion of AI revenue vs. racks, margins recover. Not a structural concern. HYPERSCALER CUSTOMER UPDATE Per the earnings call, Broadcom now has six confirmed XPU customers: Google, Anthropic, Meta, OpenAI, and two others. For Anthropic, Broadcom entered a new agreement in April to enable access to another 5GW of next-gen TPU-based compute beginning in 2027. For OpenAI, silicon has been delivered and production is on track for late 2026, with a contractual commitment for 1.3GW in 2027 as part of a larger 10GW agreement through 2029. For Meta, a new partnership for multiple generations of MTIA XPUs was announced in April, with 3GW to be deployed through end of 2028 and an initial 1GW order including XPUs and networking received. For the other two customers, shipments are expected to begin late 2026 and accelerate into 2027. Purchase orders received to date total $6 billion.  The $6B in committed POs is a floor, not a ceiling. The backlog across these six relationships — at $20B per GW (BofA estimate) and 9-10GW committed for 2027 — implies $180-200B of implied 2027 AI chip revenue against management’s $100B target. Hock Tan guides conservatively. He always has. WHY THE STOCK IS DOWN — AND WHY WE DISAGREE CEO Hock Tan did not raise the company’s full-year $100B AI chip revenue target, and the stock slid in extended trading.  This is the core bear case tonight: if Q3 AI semis alone are $16B, annualizing that is $64B — and with Q4 expected to step further, how does $100B become the ceiling? Tan’s silence on raising the number is being read as a sandbag. We think he’s simply being disciplined — he has never raised that target prematurely, and given the OpenAI Project Nexus financing complexity, he may be waiting for resolution before putting a new number out there. The other bear argument: a <0.4% revenue miss vs. consensus on a stock that ran 15% in five days into print. Classic positioning unwind. We’d be buying this dip. MODEL REVISIONS & PRICE TARGET We are raising our FY26E non-GAAP EPS to $9.85 (from $9.10) and FY27E to $16.20 (from $13.50) reflecting the Q3 guide step-up and implied acceleration of the AI XPU ramp into next year. At our revised FY27E EPS, the stock at $447 trades at roughly 27.6x forward earnings — cheap for a company guiding 84% revenue growth with 68%+ EBITDA margins and a $100B+ AI chip trajectory. We apply a 34.5x multiple to our FY27 estimate to arrive at our $560 PT. Risks to the downside: OpenAI financing resolution fails to materialize, Google TPU supply diversification accelerates beyond current assumptions, margin compression from AI rack mix persists into FY27. Rating: Outperform | PT: $560 | AVGO This note is for informational purposes only and reflects simulated analyst framing based on public earnings data.
I made a quick 2000 dollars with 400$ investment. Next time sell the moment there is a trade halt and every sub becomes invaded by "HODL THE LINE" bots.
Doing crazy swings, HOLD THE LINE!
everyone HOLD THE FUCKING LINE. WE GOING TO 50, SPCE 🚀🚀
HOLD THE LINE posts on the sub seem to be getting deleted guys!
If it goes red it may crater. HOLD THE LINE
How can you sleep when lines are doing LINE SHIT
u/TheJeffer I hope you keep a copy of that email in your wallet and pull it out any time she tries to say anything while holding it and saying "I did this for you!" BONUS LINE TO ADD continent on the situation / moment: "and if I could do it all over again...I wouldn't change a thing!" \[Queue up funky 80's bass music in the background few minutes later\]
Everyone posting things that have already launched massively recently... I'm thinking about buying some that have been lagging CMG/CAVA - basically no growth in the last year, but the ones by me are always crowded NTDOY - beat up in the last year but has strong IPs COLD/LINE - temperature controlled warehousing (food preservation) AXON - down 50% in the last year but everyone loves bodycams
its fucking flat DADDY JENSEN PLS SAY GUIDANCE FOR 2028 UP 212142141% OR ENTIRE TECH WILL SUFFER IF IN LINE
Having watched PayPal since before their manner of moving money became mainstream, PayPal's problem has always been marketing. Their service was and arguably still is amazing, but despite being *the* pioneer they got crowded out by the likes of Zelle, Patreon, and Stripe on their home turf and got beat out of the gate (if they even made it in) on the road (China with AliPay, Japan with LINE Pay, et al.). Their sometimes questionable customer service probably didn't help. I doubt PayPal's going out of business any time soon, they've managed to stay alive this long and they're still the best deal if you don't like the others like Zelle. I will be very surprised if they can ever grow, though.
HOLD THE LINE, GREEDY HEDGE FUND MFs WANT YOU TO SELL SO THEY PROFIT
HOLD THE LINE (in case theres a dip later today, im off to work guys see you tonight)
Gentleman, we may have a winner on our hands. HOLD THE LINE
Can you believe how stupid people used to be? They ACTUALLY thought you had to CREATE or DO something in order to gain value. IDIOTS! JUST MAKE THE LINE GO UP ON THE CHART! Its not hard, bro we could have conquered the galaxy already but these IDIOTS didnt realize you can just draw the line up and fake the numbers in the earnings reports 😂😂. 😂😂😂I cant with these goyim man😂😂😂
BUY THE FOHKIN DIP!! HOLD THE LINE BULLS!! https://preview.redd.it/3lx1gv9wt6yg1.png?width=2606&format=png&auto=webp&s=ff619ff330728edef4140f22bbe3abe4966e5570
#SAY THE LINE JEROME! Looking ahead, we will continue to take a data-dependent approach in determining the extent of additional policy firming that may be appropriate 😔
OF COURSE my SHORT ENTRY is now being used as a SUPPORT LINE.
Qs went in a couple of week from 550ish to 650ish... fucking lol GET ME GOLDMAN ON THE LINE!
Well it's usually before you see people here spamming it and stuff like "HODL THE LINE, I LIKE THE STONK", that's the time to exit.
Dont let the CMND halts scare you; HOLD THE LINE; these dips being bought fast; its still early!!!!
🚨 NOW TAPE ALERT: THE BULL CASE IS ARRIVING 🚨 Here is the data hitting the wire right now for ServiceNow (NOW): • THE BIG NEWS: The government’s stance has shifted. The NSA has officially begun using Anthropic’s Mythos model for national cyber defense. Since ServiceNow is the default platform for Anthropic's AI integration, this creates a massive, locked-in government pipeline. • THE BUY RATING: BTIG released a major update this morning, reiterating a BUY rating with a $185 price target. That represents significant upside from current levels. • THE TAPE: The stock is showing strong momentum, hitting a $98.15 wall in the pre-market on very high volume—over 356,000 shares traded before the open. • THE SHORT INTEREST: There are approximately 30 million shares currently sold short. If the price breaks through the $100 psychological barrier, it could trigger a significant "short covering" event where those positions are forced to buy back in. THE BOTTOM LINE: Earnings are scheduled for this Wednesday, April 22. Between the NSA news, the $185 analyst target, and the massive short interest, the setup is ready.
100000 Bulltards in unison: L0L EVERYONE SPAM BUY CALLS ITS NOT POSSIBLE FOR LINE TO GO DOWN ALL APES TOGETHER HODL!!! \*One random dude says he will buy puts\* 1000000 Bulltards in unison: OMG INVERSE REDDIT LOOK REDDIT BEARISH IM FULL PORTING CALLS WITH MY 100000 OTHER RETARDED CULTISTS!!!! Mentally deficient people man, sucks I have to even read their nonsense.
Lol this and the blatant criminal pump back to SPY 700 territory is such good evidence that a 2008 style crash is right around the corner. "WAAAHHHHHHH STOP SCARING MY NEW CULT RECRUITS WAAAAHHHHHHHHH. LINE SUPPOSED TO ALWAYS GO UP FOR NO REASON JUST CUZ, STOP THINKING JUST BUY!!!!!! BAGHOLD HARDER PAST PERFORMANCE DOES GUARANTEE FUTURE RESULTS!!!!!!!! The cultists are really really scared of the music stopping, they are too far gone to save.
My only takeaway from all the posts today is to buy calls. Because news, economic readings, corporate earnings, and the fed don’t matter. Iran sends ground troops to Idaho? That’s bullish. Fed worries over inflation cause them to start hiking aggressively? Higher borrowing costs and defaults also bullish. Company misses on bottom line but mortgage their first born’s soul to buy back more shares so they beat on EPS? Bullish. If I go broke in this market it will be from bullish trades because wtf waste time reading or understanding anything? LINE GOES FUCKING UP AND TO THE RIGHT.
As bearish as I have been this last 2 months, the US government is not going to get squeezed, they will pull out all the tricks to make sure LINE GO UP AND GREEN so the markets don't appear to oppose the war. That's it, the rest is noise, and they will use all available liquidity (taxpayer $) to do it
its so fucking bullish in here for 0 reason other than MANGO IS GOD THEREFOR LINE GO UPPIES
Is this LINE similar to the one made famous by Johnny Cash?
Why the FUCK won’t it just move in a STRAIGHT LINE?!?!?!
**"FUCK YOU, YOU'RE GAY. LINE GO UP!"** **"NO FUCK YOU, RETARD. LINE GO DOWN!"** *i love you guys.* # ( - ᴗ •́ ) [^(KEEN TOCKY)](https://www.youtube.com/watch?v=UJOiIRuF0CA&t=4339s)
**"FUCK YOU, YOU'RE GAY. LINE GO UP!"** **"NO FUCK YOU, RETARD. LINE GO DOWN!"** *i love you guys.* # ( - ᴗ •́ )[KEEN TOCKY](https://www.youtube.com/watch?v=UJOiIRuF0CA&t=4339s)[KEEN TOCKY](https://www.youtube.com/watch?v=UJOiIRuF0CA&t=4339s)[KEEN TOCKY](https://www.youtube.com/watch?v=UJOiIRuF0CA&t=4339s)[KEEN TOCKY](https://www.youtube.com/watch?v=UJOiIRuF0CA&t=4339s) [^(KEEN TOCKY)](https://www.youtube.com/watch?v=UJOiIRuF0CA&t=4339s)
U know a stock is done for , when reddit starts to flood with “SHORT SQUEEZE IN 8 MIN” “HOLD THE LINE!!” “ITS RECOVERING!” R.I.P AIXI May 5th to May 7th
"UP OR DOWN?! MY LIFE AS A MARKET LINE! I WOKE UP AS AN ECONOMIC INDICATOR!!!" is my favourite Manga atm
See the board, it says "LINE" in red, that means from here, lines only go down
Glad I didn’t buy apply puts. SHIT IS VERTICAL LINE UP WTF
my ber frens, HOLD THE LINE
Does LINE go up or LINE go down? It’s on the board but is dead flat…
There will be no profit taking until we rescue our wounded bol kin who bought the top. HOLD THE LINE BOL THIS IS WAR. We don't scatter in hard times like the gay ber
Instead of building the dumbass LINE project they should have just been building a pipeline the whole time.
"IRAN SETS HARD LINE ON HORMUZ TALKS Iran’s First Vice Presiden Mohammad Reza Aref said negotiations over the Strait of Hormuz will only happen if adversaries pledge not to invade and recognize Iran’s international rights. Echoing combative rhetoric, he added that Iran’s opponents are now “begging” for talks after the waterway was effectively shut to commercial shipping."
so LINE keeps popping up here, why is that?
But…but there’s a war in the Middle East that’s being prosecuted by a retard who is tying up 20% of the worlds oil/LNG AND inflation is hot. WHY IS THE LINE RED?!? This makes NO sense!
I'm down 8% on LINE and 21% on COLD. No where to go but up! Unrelated: https://pbfcomics.com/comics/commander-crisp/
LINE and COLD 🥶 Temperature controlled warehouse storage… so much food goes to waste and kinda rolling the dice that in the future we may try change that
#SAY THE LINE JEROME! Looking ahead, we will continue to take a data-dependent approach in determining the extent of additional policy firming that may be appropriate 😔
CANT CHAT IN SECURITY LINE AT AIRPORT. THEY SIS ME DIRTY AGAIN ANS GAVE ME GROUP C LIKE A POOR https://preview.redd.it/k4rpl5cablpg1.jpeg?width=3024&format=pjpg&auto=webp&s=3d4139ba4b5b4ec56bb0179601b5dc5a4a16aee6
Why is “LINE” on the board?
Torpedoes are absolutely a huge threat at this point. Modern navies with submarine forces just haven't fought that much since WW 2. Almost the entire premise of the Soviet Navy was to threaten NATO shipping in the Atlantic, we just (thankfully) never saw that play out. There's an entire LINE of sonar transponders between Greenland and Iceland just to account for that. The British sunk General Belgrano during the Falklands with a submarine. Obviously the US juat sank an Iranian Frigate with one. There are some think tanks that believe that the main way the US can limit/stop a Chinese invasion of Taiwan would be with submarines. Waterborne drones change the game because you don't need to maintain a much more expensive naval asset to use them. Ukraine doesn't have a navy to shoot torpedoes at the Russian fleet, Iran when confronted with the US really doesn't have a navy. Any boat ramp with access to a road gives you the ability to deploy a sea drone against a foe you couldn't actually fire a torpedo at.
175 murdered school girls is a sacrifice he's willing to take Oil over $100 though, that's a big RED LINE
BULLS BE LIKE "Y LINE GO DOWN **🤪" 😂😂😂 fkn dumb animals**
Pump damn you IMPOTENT LINE, SAVE AMERICA!!! 🦅
Getting downvoted for saying this is idiotic lol HEADLINE: “Saudi Arabia and the UAE have made it clear that Iran has CROSSED A RED LINE and they are planning a response.” Pissing off Saudi Arabia for no reason is a WILD tactic by Iran. “Saudi Crown Prince Mohammed bin Salman has authorized military response.”
Was hoping it would merge with "THE LINE". What stupid money pit.
# 🚀 PSKY DD: Paramount Is Building the First Global Media Empire With Saudi Oil Money — Nobody Here Is Talking About It **TL;DR:** PSKY just won Warner Bros Discovery ($111B). But that's not the story. Saudi Arabia's $925B sovereign wealth fund is using PSKY as the distribution pipe for the largest sports content portfolio ever assembled — unlocking 400M+ Middle Eastern subscribers no Western streamer has captured. 30% float. 12% short interest. Cramer already called it a meme stock. Thesis hasn't started. # THE DEAL Thursday, Netflix walked away from Warner Bros. PSKY's $111B offer declared "superior." Stock popped 24%. You saw the pop. You didn't see WHO's behind the money: * **David Ellison** (CEO) — Larry Ellison's son, Oracle founder, Trump's closest billionaire ally * **Affinity Partners** — Jared Kushner's private equity firm * **Saudi Public Investment Fund** — $925B sovereign wealth, chaired by MBS * **Qatar Investment Authority + Abu Dhabi's L'imad Holding** Three Gulf sovereign funds. Combined **$3 trillion in assets.** First time all three joined on one deal. A sovereign wealth analyst said: "Either the deal is too good to pass, or there is a third party — say Affinity Partners — putting them together." Kushner is the matchmaker. Same playbook he used for the $55B Electronic Arts buyout 6 months ago. # THE CONTENT NOBODY CAN COMPETE WITH Post-Warner Bros, PSKY controls: CBS, CNN, HBO, Paramount+, HBO Max, TNT Sports, Warner Bros Pictures, Paramount Pictures, DC superheroes, Showtime, MTV, Nickelodeon, Comedy Central, Discovery, Pluto TV. Plus UFC ($7.7B exclusive), March Madness, NFL on CBS, Champions League. Top 3 media company on Earth. But that's the obvious part. # SAUDI SPENT $50B+ ON SPORTS WITH NO PIPE The Saudi fund has been buying content like a degen buying weeklies: * LIV Golf (\~$5B, merged with PGA Tour) * Newcastle United (85% stake) * 4 Saudi Pro League clubs (Ronaldo $200M/yr, Benzema, Neymar) * 2034 World Cup hosting (tens of billions) * Electronic Arts $55B buyout (EA's soccer game, Madden, racing games) * Formula One (Aramco top sponsor + Saudi Grand Prix) * Boxing (every Fury/Joshua/Usyk megafight) * Savvy Games Group ($38B pledged to esports) * 910+ sports sponsorships tracked across Saudi state entities **The problem:** Own every fight, tournament, and World Cup — but can't beam it into living rooms? That's just burning cash. Critics call it "sportswashing." That's the EXPENSE column. **PSKY is the REVENUE column.** CBS + Paramount+ + HBO Max + TNT = every delivery pipe that exists. Saudi didn't spend $50B on content without a distribution plan. PSKY IS the plan. # THE MIDDLE EAST GOLDMINE The number that should make your eyes pop: **Middle East online video market projected to grow FIVEFOLD to $8.4B by 2029.** Current streaming leaderboard in the region: Shahid 4.4M subs, YouTube Premium 3.7M, Netflix 3.0M, StarzPlay 2.3M. **Netflix has 3 million subscribers in the ENTIRE Middle East.** Door wide open. Infrastructure ready: Saudi Telecom spent $2.4B on 5G/fiber. UAE at 95% fiber-to-home. 90%+ smartphone penetration. 70% of Saudi population under 35. The Saudi fund also bought 54% of MBC Group (biggest Arab broadcaster) for $2B in late 2024. **PSKY + Warner Bros + Saudi sports content + MBC regional broadcast = first vertically integrated global media network spanning Western AND Middle Eastern markets.** Netflix doesn't have this. Disney doesn't. Amazon doesn't. # WHY THIS IS BIGGER THAN OIL Saudi produces \~10M barrels/day at $80 = \~$292B/year. Oil is finite. Vision 2030 exists because MBS knows it has an expiration date. A global sports + media + gaming empire = **recurring revenue forever.** World Cup broadcast rights. EA's soccer franchise ($2B+/year alone). Every UFC PPV, every golf tournament, every Premier League match flowing through PSKY's pipes into hundreds of millions of homes. That's not oil money. That's PLATFORM money — the Netflix model backed by a sovereign wealth fund's balance sheet and 400M+ regional subscribers with 5G and disposable income. # THE SQUEEZE SETUP * \~1B shares outstanding, **only 30% public float** (\~$3B) * 70% locked by Ellison family + RedBird Capital * \~12% short interest * Cramer flagged it meme stock after Aug 2025 pop (+60% in 2 days, 131M volume) * Trading $10-11 — analyst targets up to $31.57 $3B float company about to own CBS + HBO + CNN + Paramount+ + Warner Bros + UFC rights. Netflix is $400B. Disney $200B. PSKY post-deal could be #3... at \~$10B market cap. # THE KUSHNER TOLL BOOTH Every Saudi media investment runs through: **MBS → Kushner → Ellison → Trump's cabinet (foreign investment review)** Kushner got $2B from Saudi fund in 2021. Zero returns generated. $87M in fees collected. Fund's own screening committee recommended rejecting him — MBS personally overruled. Kushner brokered the EA deal. Backs PSKY directly. Gulf funds structured investment below foreign investment review thresholds. Who advised them where that line is? # CATALYSTS * ✅ Netflix walks, Warner Bros board picks PSKY — DONE * 🔜 Q2 2026: Regulatory review * 🔜 Late 2026: Deal closure ($650M/quarter ticking fee starts Sept) * 🔜 2027: Integration, unified streaming platform * 🔜 2029: Middle East video market hits $8.4B * 🔜 2034: World Cup in Saudi Arabia — broadcast through PSKY # RISKS Massive debt from $111B deal. Regulatory could block it. Integration is hard. Gulf in chaos from Iran conflict short-term. Public shares are non-voting — Ellisons control everything. Cord-cutting still real. # BOTTOM LINE Wall Street sees: "Legacy media buys legacy media." What's happening: "$3T sovereign wealth alliance using an American media company as distribution infrastructure for the largest sports content portfolio in history, targeting 400M+ untapped subscribers, backed by the President's son-in-law running the foreign investment toll booth." Tiny float. Shorts exposed. Multi-year catalyst runway. Almost nobody talking about it. 🚀🚀🚀 **Mods** — I connected three sovereign wealth funds, the President's son-in-law, a $55B gaming buyout, a $111B media merger, 910 Saudi sports sponsorships, the 2034 World Cup, and 400M untapped subscribers into one DD on a Sunday night while the Middle East is literally on fire. If that doesn't earn flair I don't know what does. "Saudi Pipe Layer" or "Kushner's Toll Booth" — dealer's choice. 🙏 *Positions: PSKY calls. Not financial advice. I connected dots between sovereign wealth funds, a son-in-law, and a $10 stock.*
Okay can it just stop oscillating and move in a STRAIGHT LINE?!?!?!
“ \\ DO NOT REMOVE THIS LINE… Trust me bro “
BULLS FORM the LINE at 6820 and prepare to HOLD the LINE!!!! DO not let them break the 100 day moving average
I am in the same boat. I’m all in on March 20 420C with an average price now of 4.07 I set a limit sell at small profit and I’m even going to look anymore. HOLD THE LINE🪖
what do i not understand? well, a lot. do your own research but all i can gather from ur post is that u think their pipeline is inferior. meanwhile, their LINE is far superior for years ahead for diabetes and im pretty sure they dont just roll over but improve their products. and LLY is not rly eating their diabetes share, they just scavenge on the obesity mania while trying to keep up with NVO diabetes improvements. prove me wrong
big ass morning coffee ✅ champ breakfast ✅ giant smelly shit ✅ WHAT A TIME LINE TO BE ALIVE
That's when a video appears on every crypto exchange of a hooded figure. A higher power. Then Epstein rips off the hood. ITS ME CRYPTO BROS! IT WAS ME ALL ALONG! YOU ALL BOUGHT IT HOOK LINE AND SINKER! BECAUSE THERE IS NOTHING I WOULDNT DO TO FACILITATE THE WORLS LARGEST AND MOST DASTARDLY CHILD TRAFFICKING RING.
NVIDIA WON’T RELEASE A NEW GRAPHICS CHIP FOR GAMERS IN 2026 - THE INFORMATION NVIDIA IS ALSO SLASHING PRODUCTION OF ITS CURRENT LINE OF GAMING CHIPS GEFORCE RTX 50 GPUS BECAUSE OF THE MEMORY SHORTAGE. ( #NVIDIA $NVDA Gamers deserve this tbqh.
NVIDIA IS ALSO SLASHING PRODUCTION OF ITS CURRENT LINE OF GAMING CHIPS GEFORCE RTX 50 GPUS BECAUSE OF THE MEMORY SHORTAGE- THE INFORMATION NVIDIA WON’T RELEASE A NEW GRAPHICS CHIP FOR GAMERS IN 2026 - THE INFORMATION NVIDIA TO DELAY NEW GAMING CHIP DUE TO MEMORY CHIP SHORTAGE - THE INFORMATION Boutta resell my 5080 for helllaaa money
Its not fair, I completely abandoned all my morals and fell into the cult that excuses pedophilic actions because Im too stupid to trade this market but still think I deserve to beat the market. This was never supposed to happen, line was not supposed to go down. WTF man. A 1.5% move down will literally RUIN me. I WANT TO SPEAK TO THE PEDOPHILA MANAGER, THIS IS UNACCEPTABLE. YOU CAN ONLY RAPE KIDS IF MY LINE GOES UP!
GET BACK IN LINE i'm the one who has begged the longest
#SAY THE LINE JEROME Looking ahead, we will continue to analyze the incoming data, the evolving outlook, and the balance of risks so we can achieve our maximum-employment and price-stability goals 😞
\- had a big ass coffee \- took a giant smelly shit (feelsgood.jpg) \- about to bomb another interview \- then bombing my portfolio WHAT A TIME LINE TO BE ALIVE, MY GOD! (claps.jpg)
*flips hair* **MERRILY WE FALL, OUT OF LINE, OUT OF LINE**
https://preview.redd.it/h0ok55znd1fg1.jpeg?width=1125&format=pjpg&auto=webp&s=0f85ffbbe9b6700262cbf456ca271238699523ce $CRNT AND THATS THE BOTTOM LINE CUZ CERAGON NETWORKS SAID SO!