Earnings this week
$CRDO (Mon June 1, AMC)
Consensus EPS of ~$1.03 on revenue of $430M, implying a 153% YoY jump — and management guided $425–$435M for the quarter. The company has beaten estimates each of the last 4 quarters with an avg surprise of 31.6%.
$PANW (Tue June 2, AMC)
Guided Q3 revenue of $2.94–$2.95B with NGS ARR expected to approach the $7.9–$8.0B target range.  Platform consolidation thesis intact, enterprise security spending resilient in macro uncertainty. Cybersecurity is one of the most defensible enterprise budget lines.
$AVGO (Wed June 3, AMC)
Consensus models Q2 revenue jumping 47% YoY to $22B, with AI semiconductors contributing roughly $10.7B — nearly half of total revenue.  CEO Hock Tan’s custom ASIC pipeline commentary is the real catalyst. This is the last $1T club member to print this cycle. Structural AI infrastructure demand is your thesis. Bar is high given the run-up, but a beat + raise could rip the sector.
$CRWD (Wed June 3, AMC)
CRWD has surged nearly 50% month-to-date on renewed AI security positioning. Q4 delivered $1.9B ARR (+45% YoY) and rapid Falcon Flex growth.  Analysts project 46.6% EPS growth and ~23.5% revenue growth YoY for the June 3 print. Jefferies raised PT to $775.  Momentum is extreme — this is a beat-and-guide story. Strong if Falcon platform metrics show continued net new ARR acceleration.
$CIEN (Thu June 4, BMO)
Last quarter CIEN delivered record revenue of $1.43B (+33% YoY) with a 16.4% EPS surprise, raised FY2026 guidance to $5.9–6.3B, and expanded gross margin outlook to 43.5–44.5%.  Q2 estimates are calling for ~$1.46 EPS and $1.5B revenue.  CIEN shares are up 77% YTD, yet FY2028 EPS estimates have vaulted to $11.25/share.  Supply-constrained demand, AI-driven hyperscaler interconnect buildout, and beat/raise cadence make this the highest-conviction setup in photonics stack this week.
$GTLB $VEEV $LULU $PL $AI some other I am watching
