Broadcom had the cleanest pre-print blend in the reviewed set: official Q2 timing was confirmed, Q1 showed AI revenue up 106% year over year and management guided Q2 revenue to about $22 billion, the stock entered earnings at fresh highs with a strong 5-day run and at least one high close-location session, and recent volume cleared 1.5x normal on an up day. The weak spot is that Zacks showed 0.00% ESP for the quarter, so the surprise case leans more on demand/guidance momentum and recent estimate support than on a classic positive ESP setup.
View setupCrowdStrike still screens as a beat-and-raise candidate: the current-quarter EPS estimate is slightly firmer than it was 90 days ago, the business is compounding with 23%+ revenue growth and accelerating ARR, and recent analyst actions skewed constructive despite a very high stock price. The pre-print tape is strong, with several large up-volume sessions and closes near the top of the range, while XLK remains supportive.
View setupSamsara had very strong tape, healthy software-sector support, and a clear operational growth story, but the decisive pre-earnings problem was the EPS signal: Zacks explicitly said the favorable ESP-plus-rank beat setup was not in place. That makes this a good momentum watch but not a skeptical upside-surprise pick under the screen’s hard signal requirements.
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