CAN SLIM Daily Briefing

Generated: 2026-05-06 02:32

๐Ÿฆ Social Pulse Appendix โ€” 2026-05-06

Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only ยท 500+ followers ยท spam heuristic.


๐Ÿฆ $MU โ€” Social Pulse

Sentiment: ๐ŸŸข๐ŸŸข๐ŸŸข๐ŸŸข๐ŸŸข Bullish (score +0.62) ยท โœ… high confidence (16 directional posts)

Distribution (20 posts): ๐ŸŸข 13 bullish ยท โšช 3 neutral ยท ๐Ÿ”ด 3 bearish ยท ๐Ÿ—‘๏ธ 1 spam filtered

Influencer share: 37% (accounts > 10K followers) ยท Retail share: 26% (< 2K) ยท Rocket emoji rate: 0%


Top 20 most-engaged posts (filtered, classified)

1. ๐ŸŸข bullish @TradexWhisperer โœ“ (93,746 followers ยท ๐Ÿ‘171 ๐Ÿ”10 ๐Ÿ’ฌ10) > The market priced $NVDA as a gaming GPU company but AI rewrote the demand structure โ†’ $4 Trillion followed. The market is still pricing $MU as a commodity memory company. AI is rewriting the demand structure again. You know what follows. History is rhyming $DRAM

2. ๐Ÿ”ด bearish @WheelieInvestor โœ“ (14,319 followers ยท ๐Ÿ‘16 ๐Ÿ”2 ๐Ÿ’ฌ5) > $MU Forward P/E: 11 $GME Forward P/E: 67 These are not serious people we are dealing with $GME is going to $0 https://t.co/8aoKVTdVFu

3. ๐ŸŸข bullish @cmsinvests โœ“ (3,656 followers ยท ๐Ÿ‘20 ๐Ÿ”1 ๐Ÿ’ฌ2) > $MU is one of the few stocks that got cheaper after ripping higher. Micron ran 700%, but earnings ran faster. Forward P/E went from 14x โ†’ 6x, with triple digit growth and sold out capacity. Most stocks get expensive as they explode. $MU is getting more attractive. https:/...

4. ๐ŸŸข bullish @MarcosMillaYT โœ“ (5,553 followers ยท ๐Ÿ‘20 ๐Ÿ”0 ๐Ÿ’ฌ0) > Micron $MU to $1,000 AMD $AMD to $500 NVIDIA $NVDA to $350 Sandisk $SNDK to $2,000

5. ๐ŸŸข bullish @SteveUrkelDude โœ“ (44,669 followers ยท ๐Ÿ‘14 ๐Ÿ”1 ๐Ÿ’ฌ1) > $MU how's that for explosive??! +$200 in 2 weeks. https://t.co/SPlkHzZM8r

6. ๐ŸŸข bullish @wey_how12640 โœ“ (6,383 followers ยท ๐Ÿ‘10 ๐Ÿ”0 ๐Ÿ’ฌ2) > May 5, 2026 - How Long Can You Ride Winners? $SNDK $MU $LITE $MRVL $CIEN $BE $NBIS $ORCL $AAOI $GEV $Q $CRWD $WDC $CLS $TXN I failed to help negotiate for lower entry prices for you guys -- the reveal of my PnL didn't manage to jinx those leaders. The market definitely has so...

7. โšช neutral @StockMKTNewz โœ“ (807,237 followers ยท ๐Ÿ‘8 ๐Ÿ”0 ๐Ÿ’ฌ2) > Grok sold some more Micron $MU stock again today in the Rallies AI Arena ChatGPT's portfolio is now up by almost 50% in the Rallies AI Arena https://t.co/xv1MXn2pxU

8. ๐ŸŸข bullish @FeroceResearch โœ“ (6,252 followers ยท ๐Ÿ‘11 ๐Ÿ”1 ๐Ÿ’ฌ0) > Micron $MU is on the verge of doubling and hitting a 1T market cap since this post I kid you not, the absolute bottom of the war sell off https://t.co/9RdssutGou

9. ๐ŸŸข bullish @DEXoverCEX โœ“ (845 followers ยท ๐Ÿ‘0 ๐Ÿ”0 ๐Ÿ’ฌ2) > @NoLimitGains bought $mu up $40 today 10x on $hype. Now its up $89.

10. โšช neutral @JoshTradeOption โœ“ (17,009 followers ยท ๐Ÿ‘2 ๐Ÿ”0 ๐Ÿ’ฌ1) > With $AMD clearly pulling a $MU after this epic run after hours, I have two questions. 1. Where does $AMD settle in a month? 2. Whatโ€™s the next stock this earnings cycle that will mimic the same price action that weโ€™ve seen from Micron and AMD?

11. ๐ŸŸข bullish @FinPolWatch โœ“ (16,278 followers ยท ๐Ÿ‘2 ๐Ÿ”0 ๐Ÿ’ฌ1) > @TradexWhisperer Spot on. We're witnessing the re-rating in real time. Keep shaking my head at people posting on here that they're 'trading out' of $MU - to go chase after much more expensive stocks? with less potential?

12. ๐Ÿ—‘๏ธ spam @FeroceResearch โœ“ (6,252 followers ยท ๐Ÿ‘4 ๐Ÿ”0 ๐Ÿ’ฌ0) > Someone from the service today paid off their mother's house AND sister's college debts due to Micron $MU gains It's such a remarkable opportunity that life has given me to be able to be part of such amazing moments of many people's lives i just want to say thank you for t...

13. ๐ŸŸข bullish @LeifInvests โœ“ (1,113 followers ยท ๐Ÿ‘1 ๐Ÿ”0 ๐Ÿ’ฌ1) > @cmsinvests $MU 1 trillion dollar company soon โ€ผ๏ธ๐Ÿคฏ

14. ๐ŸŸข bullish @converse_tech_ (950 followers ยท ๐Ÿ‘1 ๐Ÿ”0 ๐Ÿ’ฌ1) > $MU Last 25 sessions - 96% return. https://t.co/gFQhbIJNoJ

15. โšช neutral @drp825_ โœ“ (5,532 followers ยท ๐Ÿ‘0 ๐Ÿ”0 ๐Ÿ’ฌ1) > @OpenClawCentral You think so? Higher ROI % than $MU?

16. ๐ŸŸข bullish @Gubloinvestor โœ“ (30,423 followers ยท ๐Ÿ‘3 ๐Ÿ”0 ๐Ÿ’ฌ0) > @amitisinvesting $1000 $MU before we know

17. ๐Ÿ”ด bearish @EBUYUKARSLAN (7,904 followers ยท ๐Ÿ‘0 ๐Ÿ”0 ๐Ÿ’ฌ1) > $SNDK $AMD $MU stupidly HIGH Market will buy $NVDA and $MSFT again after those hype and overpump over

18. ๐Ÿ”ด bearish @Financhle โœ“ (2,176 followers ยท ๐Ÿ‘0 ๐Ÿ”0 ๐Ÿ’ฌ1) > Micron Technology $MU Chief Executive Officer, Sanjay Mehrotra, and Chief Legal Officer, Michael Ray, sold a combined $25,511,761.79 of company stock last Friday (5/1) according to filings submitted today (5/5). They sold $21,450,554.88 and $4,061,206.91 worth of shares respec...

19. ๐ŸŸข bullish @growthstockpick โœ“ (1,132 followers ยท ๐Ÿ‘1 ๐Ÿ”1 ๐Ÿ’ฌ0) > I made the mistake long back of not investing in $AMD. Congrats to all $AMD investors, I simply didn't have the cash at the time and I kept waiting for a dip that I partially knew would never come. However, I did manage to invest in $MU which is gaining on the back of this!

20. ๐ŸŸข bullish @GrandTheftAutz (912 followers ยท ๐Ÿ‘2 ๐Ÿ”0 ๐Ÿ’ฌ0) > Late to the party on some of these but basically rn these are hot assets NEET Hyperliquid $MU and all AI craze based stocks even $INTC Fucking Z Cash lol POKEMON CARDS lol Chillhouse and funny derivs/predecessors Selling options on your existing stock holdings BTC SOL Haste


๐Ÿฆ $FTI โ€” Social Pulse

Sentiment: ๐ŸŸข๐ŸŸข๐ŸŸข๐ŸŸข๐ŸŸข Bullish (score +0.78) ยท ๐ŸŸก medium confidence (9 directional posts)

Distribution (20 posts): ๐ŸŸข 8 bullish ยท โšช 11 neutral ยท ๐Ÿ”ด 1 bearish ยท ๐Ÿ—‘๏ธ 0 spam filtered

Influencer share: 30% (accounts > 10K followers) ยท Retail share: 30% (< 2K) ยท Rocket emoji rate: 0%


Top 20 most-engaged posts (filtered, classified)

1. ๐ŸŸข bullish @JohnMuchow โœ“ (53,994 followers ยท ๐Ÿ‘21 ๐Ÿ”1 ๐Ÿ’ฌ2) > $FTI - double inside days = price consolidation. Looking for break above bar high at $70.17, stops low of bar $68.67 or low of outside bar $67.22 https://t.co/bXULmhJX9a

2. โšช neutral @ConsensusGurus โœ“ (43,249 followers ยท ๐Ÿ‘14 ๐Ÿ”0 ๐Ÿ’ฌ3) > Seriously - what SaaS bagholder paid off the S&P 500 committee? $VEEV market cap is $25B MidCap 600 names with $25B or more market cap: $FLEX $33B $FTI $31B $MTZ $29B $CW $26B $XPO $25B $MRVL is eligible and is $144B! Many multiples larger! Hell the energy industry match f...

3. โšช neutral @JohnMuchow โœ“ (53,994 followers ยท ๐Ÿ‘15 ๐Ÿ”3 ๐Ÿ’ฌ0) > $FTI still coilingโ€ฆdouble inside day! https://t.co/bbuxDJwy2P

4. โšช neutral @BullsvsBearMan โœ“ (1,756 followers ยท ๐Ÿ‘6 ๐Ÿ”0 ๐Ÿ’ฌ3) > โ€ผ๏ธ These Ten Stocks Hit 52 Week Highs Today! 1. $LIN 2. $NUE 3. $FTI 4. $BEN 5. $XE 6. $AIT 7. $NE 8. $VOYA 9. $KEX 10. $LSTR If you were forced to invest $10,000 into one at its peak today and hold for one year, which would you choose?!

5. โšช neutral @cucan1510 โœ“ (3,413 followers ยท ๐Ÿ‘4 ๐Ÿ”0 ๐Ÿ’ฌ2) > $FTI Nol8 Appoints Chief Solutions Officer to Lead Enterprise Adoption of the AI Data Plane Jamie Pope appointed Chief Solutions Officer , to Lead Enterprise Adoption of the AI Data Plane Mr Popeโ€™s calibre from major listed data infrastructure player Elastic (ETC:NYSE, ~US$...

6. ๐ŸŸข bullish @cucan1510 โœ“ (3,413 followers ยท ๐Ÿ‘4 ๐Ÿ”0 ๐Ÿ’ฌ1) > $FTI Raises $15 Million in Strategic Placement $FTI raised at premium $0.715 per share to accelerate technology, marketing and business development of Nol8 Technology, support business development programs for existing assets, strengthen commercial initiatives https://t.c...

7. โšช neutral @cucan1510 โœ“ (3,413 followers ยท ๐Ÿ‘4 ๐Ÿ”1 ๐Ÿ’ฌ0) > $FTI in TH regarding a material capital raising. Resume trading on Wednesday, 29 April 2026 https://t.co/7J1PWjTRYZ

8. โšช neutral @CHall_Au (1,076 followers ยท ๐Ÿ‘5 ๐Ÿ”0 ๐Ÿ’ฌ0) > #ASX's Top 10 #Momentum Stocks for 28 April 2026: $AI1 $FTI $EUR $ALR $ELV $DAI $SKS $SLS $SPL $COB Today's Top 10 Podcast: #ASXNews #FinerMarketPoints https://t.co/9rUx3Ptz5D

9. โšช neutral @CHall_Au (1,076 followers ยท ๐Ÿ‘5 ๐Ÿ”0 ๐Ÿ’ฌ0) > #ASX's Top 10 #Momentum Stocks for 21 April 2026: $OD6 $FTI $EIQ $OEC $LSA $EM3 $JGH $SKY $SKS $CXO Today's Top 10 Podcast: #ASXNews #FinerMarketPoints https://t.co/fOoVeCBbc7

10. ๐Ÿ”ด bearish @CaseyVSilver โœ“ (1,132 followers ยท ๐Ÿ‘1 ๐Ÿ”0 ๐Ÿ’ฌ1) > $FTI showing solid margin improvement via disciplined project bidding โ€” but is it enough to be the top pick? Analyst flipping preference to $SAPMF here, citing more room to improve on margins and execution. $FTI gets credit for integrated delivery gains, but the upside narrat...

11. ๐ŸŸข bullish @dpinsen โœ“ (9,876 followers ยท ๐Ÿ‘4 ๐Ÿ”0 ๐Ÿ’ฌ0) > @HarmlessYardDog It should be a good next several months for $FTI.

12. ๐ŸŸข bullish @SharestepAI โœ“ (711 followers ยท ๐Ÿ‘3 ๐Ÿ”0 ๐Ÿ’ฌ0) > ๐Ÿ”ด SIGNAL ALERT: Pumps Are PUMPING Stocks for suppliers of pumps, valves, and fluid handling systems for industry are ripping - up +3.0% in the last month. Upstream effects of growth in the US energy industry, and across US manufacturing. Watch: $FTI +15.5%

13. ๐ŸŸข bullish @FwdQuarter โœ“ (1,345 followers ยท ๐Ÿ‘0 ๐Ÿ”1 ๐Ÿ’ฌ0) > $FTI Q1 2026: Net income $260.5m, EPS $0.64 Revenue $2.49b, up 11.6% YoY Subsea orders $1.9b FCF $277m Adjusted EBITDA $466m (18.7% margin) 2026 guidance: $10b Subsea orders target PR: https://t.co/IUWxZWILk4 https://t.co/nMtPdmvkyp

14. ๐ŸŸข bullish @cucan1510 โœ“ (3,413 followers ยท ๐Ÿ‘2 ๐Ÿ”0 ๐Ÿ’ฌ0) > $FTI +32% nice ๐Ÿ˜Ž

15. โšช neutral @cucan1510 โœ“ (3,413 followers ยท ๐Ÿ‘2 ๐Ÿ”0 ๐Ÿ’ฌ0) > $FTI 74c benchmarking engine readiness at mid-2026 and revenue-ready platform targeted for late 2026.

16. ๐ŸŸข bullish @msectors โœ“ (17,273 followers ยท ๐Ÿ‘1 ๐Ÿ”0 ๐Ÿ’ฌ0) > TechnipFMC plc, $FTI, earnings were released this morning. EPS: expected $0.56, reported $0.64 Beat: +14.29% Revenue: expected $2.52B, reported $2.49B Miss: -1.11%

17. ๐ŸŸข bullish @allday_stocks โœ“ (3,815 followers ยท ๐Ÿ‘1 ๐Ÿ”0 ๐Ÿ’ฌ0) > $FTI ๐“๐ž๐œ๐ก๐ง๐ข๐ฉ๐…๐Œ๐‚: ๐’๐ญ๐ซ๐จ๐ง๐  ๐๐ซ๐จ๐Ÿ๐ข๐ญ ๐†๐ซ๐จ๐ฐ๐ญ๐ก, ๐Ž๐ซ๐๐ž๐ซ ๐’๐จ๐Ÿ๐ญ๐ง๐ž๐ฌ๐ฌ ๐Ÿ“Š ๐‘๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ โ€ข EPS: $0.64 โ€ข Adj. EPS: $0.64 โ€ข Revenue: $2.49B (+11.6% YoY) โ€ข Net Income: $260.5M (+83.5% YoY) โ€ข Adj. EBITDA: $466M (margin 18.7%) โ € ๐ŸŽฏ ๐†๐ฎ๐ข๐๐š๐ง๐œ๐ž โ€ข FY26 unchanged โ€ข Subsea revenue: $9.2Bโ€“$9.6B โ€ข Subsea EBITDA mar...

18. โšช neutral @MatthewMcCall โœ“ (20,456 followers ยท ๐Ÿ‘1 ๐Ÿ”0 ๐Ÿ’ฌ0) > Some interesting new highs today: $BEN - Asset Management $NUE - Steel $FTI - Oil Drilling $PLPC - AI Infrastructure $THR - Industrial-Heat Sensing $NEXNY - Cables (for AI)

19. โšช neutral @msectors โœ“ (17,273 followers ยท ๐Ÿ‘1 ๐Ÿ”0 ๐Ÿ’ฌ0) > Oil & Gas earnings season is live. 5 of 25 names in the MicroSectors Oil & Gas Exploration & Production Index have reported and all five beat EPS estimates. Heavy week ahead: $EXE, $OKE, $FTI, $DTM, $COP, $VLO all on deck before Friday. https://t.co/Mfcq6BDHFX

20. โšช neutral @PortfolioArmor โœ“ (4,421 followers ยท ๐Ÿ‘1 ๐Ÿ”0 ๐Ÿ’ฌ0) > @Mike10947310 For oil field repairs, consider $SLB and $FTI Donโ€™t forget desalination plants will need to be repaired too. https://t.co/I5tPkEplnn


๐Ÿฆ $AMD โ€” Social Pulse

Sentiment: ๐ŸŸข๐ŸŸข๐ŸŸข๐ŸŸข๐ŸŸข Bullish (score +1.00) ยท โœ… high confidence (13 directional posts)

Distribution (20 posts): ๐ŸŸข 13 bullish ยท โšช 5 neutral ยท ๐Ÿ”ด 0 bearish ยท ๐Ÿ—‘๏ธ 2 spam filtered

Influencer share: 44% (accounts > 10K followers) ยท Retail share: 28% (< 2K) ยท Rocket emoji rate: 0%


Top 20 most-engaged posts (filtered, classified)

1. ๐Ÿ—‘๏ธ spam @PlayBookTrades โœ“ (66,942 followers ยท ๐Ÿ‘63 ๐Ÿ”0 ๐Ÿ’ฌ10) > Like this post to MANIFEST a runner tomorrow. ๐Ÿ”ฅ I've shared so much information here with all of you for either your investing needs or day trading needs. $AMD is up 300% from my post for an investment. $SOBR is up 90% from my post as a day trade. $EZGO is up 20% from my p...

2. ๐ŸŸข bullish @RealSimpleAriel โœ“ (50,318 followers ยท ๐Ÿ‘29 ๐Ÿ”0 ๐Ÿ’ฌ3) > 5/5/2026 Daily Recap & watchlist video: All hail $AMD - $AMD with a top and bottom line beat closing up 16% in after hours. - $DOCN big earnings winner in the software sector closing up 40%. - Memory names are starting to gap and accelerate higher $SNDK $MU. I am long micro...

3. ๐ŸŸข bullish @StockPatternPro โœ“ (50,422 followers ยท ๐Ÿ‘19 ๐Ÿ”0 ๐Ÿ’ฌ2) > $AMD Already almost at my first 430 target price I shared April 24th. Congrats longs. https://t.co/T7feCMMw9g

4. ๐Ÿ—‘๏ธ spam @StockPatternPro โœ“ (50,422 followers ยท ๐Ÿ‘17 ๐Ÿ”1 ๐Ÿ’ฌ1) > $AMD...shared April 22nd. Target reached in 2 weeks. Subscribe and join our discord and I'll teach you deep subset pattern analysis. https://t.co/nchskmEsVA

5. ๐ŸŸข bullish @pepemoonboy โœ“ (57,582 followers ยท ๐Ÿ‘13 ๐Ÿ”0 ๐Ÿ’ฌ2) > $AMD has been on an absolute tear. What a yearโ€ฆ

6. ๐ŸŸข bullish @PlayBookTrades โœ“ (66,942 followers ยท ๐Ÿ‘6 ๐Ÿ”1 ๐Ÿ’ฌ2) > $AMD > Gave this to you at $100. > Dropped my thesis last week about how this is not going to stop anytime soon and room to $500-800. This absolutely CRUSHED earnings earlier: "AMDโ€™s AI/data-center business is now the main growth engine, and management raised the long-te...

7. ๐ŸŸข bullish @HeidingOut โœ“ (8,714 followers ยท ๐Ÿ‘5 ๐Ÿ”0 ๐Ÿ’ฌ2) > Live pic of $GS upgrading $AMD to a buy with an analyst target of $450. https://t.co/y5rojyo9BS

8. ๐ŸŸข bullish @trevhesinvests โœ“ (1,466 followers ยท ๐Ÿ‘7 ๐Ÿ”0 ๐Ÿ’ฌ1) > $AMD @ $414 +16.5% After-hours Congrats shareholders ๐Ÿค https://t.co/cK1oMVj7cI

9. โšช neutral @Bobdog1922 โœ“ (2,399 followers ยท ๐Ÿ‘3 ๐Ÿ”0 ๐Ÿ’ฌ2) > $AMD and $INTC are still pumping but you bought $ASTS

10. ๐ŸŸข bullish @FurtureRichKid โœ“ (2,051 followers ยท ๐Ÿ‘3 ๐Ÿ”1 ๐Ÿ’ฌ1) > $AMD WTFโ€ฆ MONEY PRINTER https://t.co/ahfdDMjwac

11. โšช neutral @Mindset4Money_X โœ“ (28,737 followers ยท ๐Ÿ‘6 ๐Ÿ”1 ๐Ÿ’ฌ0) > $AMD Investors, 2026

12. ๐ŸŸข bullish @TheAlphaThought โœ“ (103,949 followers ยท ๐Ÿ‘1 ๐Ÿ”0 ๐Ÿ’ฌ2) > I sent this message to a friend on July 24th, 2025. Since then: $AMD: $158.65 โžก๏ธ $414.00 $GOOG: $191.51 โžก๏ธ $390.60 I donโ€™t make the rules. I just buy companies with strong fundamentals and high upsides. Investing is easier when you know what to look for. https://t.co/...

13. ๐ŸŸข bullish @TheStockerMan โœ“ (1,965 followers ยท ๐Ÿ‘3 ๐Ÿ”0 ๐Ÿ’ฌ1) > $AMD But after digging through the numbers again, it honestly feels like theyโ€™re just getting started. Management is now talking about the server CPU market growing 35%+ annually through the end of the decade. Thatโ€™s a massive change. The reason being is because agentic A...

14. โšช neutral @JoshTradeOption โœ“ (17,009 followers ยท ๐Ÿ‘2 ๐Ÿ”0 ๐Ÿ’ฌ1) > With $AMD clearly pulling a $MU after this epic run after hours, I have two questions. 1. Where does $AMD settle in a month? 2. Whatโ€™s the next stock this earnings cycle that will mimic the same price action that weโ€™ve seen from Micron and AMD?

15. ๐ŸŸข bullish @CarsonTalkMoney โœ“ (3,596 followers ยท ๐Ÿ‘1 ๐Ÿ”0 ๐Ÿ’ฌ1) > @RelatableGains $AMD will take a massive amount of market share and grow EPS at a much faster clip I think both will do well, but Iโ€™m riding $AMD for now

16. ๐ŸŸข bullish @alliseeis_W โœ“ (6,462 followers ยท ๐Ÿ‘2 ๐Ÿ”1 ๐Ÿ’ฌ0) > $AMD up 14% overnight. This will push $RIOT as well as energy is needed to support the chip makersโ€™ strategy.

17. โšช neutral @aamir1716a โœ“ (515 followers ยท ๐Ÿ‘1 ๐Ÿ”0 ๐Ÿ’ฌ1) > @JEFETRADES lolโ€ฆ too late to buy nowโ€ฆ you had to be in $AMD around a $100..

18. โšช neutral @anandragn โœ“ (33,065 followers ยท ๐Ÿ‘4 ๐Ÿ”0 ๐Ÿ’ฌ0) > @MartyChargin @PittBullTrading It looks like only this can stop $AMD and chips in general https://t.co/JF9RiBp9cF

19. ๐ŸŸข bullish @stonkmane69 โœ“ (812 followers ยท ๐Ÿ‘1 ๐Ÿ”0 ๐Ÿ’ฌ1) > 22/ Synthesis. Rent capture mechanism verified at three points tonight in the same direction. $LITE at the laser device layer +90% YoY with margin expanding. $VECO at the MOCVD reactor layer fully booked through 2027. $AMD at DC compute breaking the tape regime.

20. ๐ŸŸข bullish @stonkmane69 โœ“ (812 followers ยท ๐Ÿ‘1 ๐Ÿ”0 ๐Ÿ’ฌ1) > 12/ $AMD Q1 2026 Revenue $10.3B, +38% YoY, beat by 4%. Non-GAAP EPS $1.37 vs $1.27. Data Center $5.8B, +57% YoY, op margin 28% vs 25%. Q2 guide $11.2B with GM 56%. Record FCF $2.6B. Stock +16% AH to ATH near $414.