Earnings season gets quiet, then one print resets the room. Frame’s earnings calendar has a top-heavy slate this week with #AVGO on Wednesday AMC as the 2T-plus semis bellwether after a steady multi-month grind higher, plus CRWD the same night AMC as the security momentum check and PANW Tuesday AMC as the other mega-cap cyber read-through; sprinkle in ULTA Tuesday AMC for the consumer tape and HPE Monday AMC for enterprise demand, and you’ve got a week where a handful of reports do most of the macro work pre-market. 🗓️



















