Oracle Will Bill Per AI Task, Would You Pay?

$Oracle(ORCL.US)

Context:

Oracle jumped over 10% yesterday after outlining its long-term targets and cash flow plans, but pulled back today. Investors may be looking beyond AI growth to a bigger question: how much will it cost to build the infrastructure, and when will it pay off?

My Trade:

I am watching ORCL because the cloud infrastructure opportunity is real, but revenue growth alone isn't enough. Building capacity ahead of demand creates opportunities while putting pressure on cash flow and financing.

The key is whether Oracle can turn AI demand into sustainable cash generation without overstretching its balance sheet.

Takeaway:

I am looking beyond growth to the cost of achieving it. Strong demand matters, but execution and cash flow determine whether that growth creates lasting value.

Most US Stocks rise for Alphabet, Microsoft, Dow Jones, Nasdaq Composite Index, SK Hynix, Micron Tech, Coreweave, Nebius, Oracle, Vertiv.

Singapore stocks Straits Times Index and Sea show positive and CapLand IntCom T property income grew.

There is improvement for Hong Kong stocks Hang Seng Index and AAC Tech to increase.

GOOGLE:

Source: amit

$Oracle(ORCL.US) just jumped 12% after telling Wall Street its AI cash burn ends in 2028

Source: StockMarket.News

$Oracle(ORCL.US)

Context: Concerns over artificial intelligence debt have recently eased following market volatility and the absence of expected bond announcements. Major tech companies like Alphabet and Amazon face upcoming quarterly earnings and capital expenditure updates that will test credit market sentiment. Despite elevated debt issuance and negative free cash flows, analysts emphasize that hyperscalers maintain strong underlying credit profiles and liquidity.

My Trade: I added during the dips to lower my average. At this point, I'm taking small gains to slowly bring back my cost.

Takeaway: This is still the long game, no shortcuts, just being patient and building on small wins. @Captain's Treasure

AI financing deal lifts tape

$Alphabet(GOOGL.US)'s TPU chips are about to run on another hyperscaler's cloud for the first time ever

Source: StockMarket.News

$VG S&P 500(VOO.US)

The AI trade is gaining ground again, with reports of Anthropic preparing for an IPO adding to optimism and lifting the S&P 500, and of course, VOO. The listing puts the spotlight back on AI’s commercial potential, although investors still need to see whether massive spending can translate into sustainable returns. I’m continuing to build my position for the long term, while watching this week’s mega-cap earnings for confirmation that the AI rally has more room to run.

upcoming various companies earning reports, feds announcement, mid term nov election, unstable middle east conflicts are shaking the market. for the brave, any dip is a buy, any rebound is a sell. overall, can see that investors are quite cautious for time being.

I still believe AI has a lot to go from here, but when there are markets, there will be volatility. Just need to have a long term view and invest wisely.

$Oracle(ORCL.US)

Context: Recent debates in the AI industry surrounding the pace of advanced model development have intensified, putting Oracle under renewed market scrutiny. As Oracle aggressively expands its cloud infrastructure and maintains close business ties with AI clients such as OpenAI, the market is growing concerned that if frontier AI labs slow down model R&D or cut related spending, it could further impact demand for cloud computing and AI compute power. Oracle is transitioning from a traditional database software company into an AI infrastructure provider, and OpenAI is one of the most critical customers in this transformation. The closer their relationship becomes, the more pronounced the impact of changes in OpenAI's fundraising, model development, and compute spending will be on Oracle's valuation.

My Trade: I have been focusing on other stocks and hasn't touch Oracle for quite a long time now since my cost is so high. However, I am now interested to lower my average, waiting for Oracle to drop to $120+

Takeaway: Oracle's long term plan is still intact, and the structure is looking good as they start to accelerate towards clearing their debt. However, their close ties with OpenAI can be a double-edged sword; as seen a few days ago when Sam Altman calls for slower AI development, Oracle's share price also dropped along with news of them cutting workers. @Captain's Treasure

$Oracle(ORCL.US)

Context:

I started a position in ORCL yesterday after watching the recent pullback.

What caught my attention is the contrast between the stock price and the business momentum. Oracle just reported 30% revenue growth, while its cloud infrastructure business grew 121%. At the same time, the market is clearly still uncomfortable with how much capital is being committed to AI infrastructure and what that means for cash flow.

My Trade:

I decided to start with a position rather than trying to guess where the exact bottom is. For me, this trade is less about catching a quick rebound and more about watching whether Oracle can actually turn its huge AI and cloud commitments into sustainable growth.

Takeaway:

Strong growth numbers alone don’t remove execution risk. Sometimes the more interesting setups are when the business looks strong but the market is still questioning the cost of getting there.

📌 Am now outside having lunch, short and sweet will be watching over my portfolio new adjustment only when necessary. NDVA and ORCL to build more for long run🏃‍♀️🍜

$Oracle(ORCL.US)

CEO did not sell his 7.5 B shares why?

Room for growth

I said YEs

Oracle will do well. The AI trend is raging. Companies on the AI bandwagon will get a slice of the big pie.

For me, $Oracle(ORCL.US) is a great example of macro versus fundamentals. ORCL dropped over 5% on hot PPI and rising yields, but then jumped after earnings showed 121% cloud infrastructure growth and RPO of $664B. AI demand clearly remains strong.

I am still watching the 10-year yield closely as it approaches 5%. I remain constructive on AI, but I prefer accumulating quality names on pullbacks rather than chasing strength.

$Taiwan Semiconductor(TSM.US)’s 53.3% revenue growth also reinforces my view that AI demand remains strong. Now I am watching CPI and the Fed closely, while keeping some cash ready for opportunities.

Oracle’s post-market surge underscores that fundamental operational strength trumps macro headwinds. A massive +121% jump in cloud infrastructure revenue and a record $664B backlog demonstrate explosive enterprise AI demand. While macro fears trigger daytime volatility, hyper-growth cloud metrics ultimately dictate long-term market value.

Oracle’s sharp reversal highlights the market’s sensitivity to fundamentals after the PPI-driven selloff. Cloud infrastructure growth of 121% and RPO reaching $664 billion indicate strong demand visibility, particularly from AI-related workloads. The raised FY2027 revenue outlook of at least $90 billion further supports expectations of sustained growth. However, the after-hours rally also reflects elevated expectations, leaving execution, capacity expansion and AI spending durability as key factors. Investors may therefore weigh Oracle’s improving growth trajectory against valuation risk and the possibility of greater volatility as expectations become increasingly demanding.

Market panicked on hot PPI → 71% hike odds. Then ORCL prints and everyone remembers AI capex is rate-insensitive. Companies will borrow at 5% to build data centers if demand is 121%. That’s why it ripped after hours. We’re trading Fed fear vs AI greed now.

$Oracle(ORCL.US)

Oracle earnings tonight could get spicy. 🚀 With a solid beat and stronger AI/cloud outlook could push it toward $168–178 (+4–10%). After a bruising year, investors are hungry for a comeback.

Since the borrowing cost is getting higher globally. Tldr I am bearish about $Oracle(ORCL.US)due to shrinking margins of profit but through earnings they might dump and pump aggressive. I think from how it has moved from $80 to current price it should have done well quarter to quarter thus short term little bullish and longer term bearish. Remember to do your own research and DCA slowly if you think the stock is a great opportunity over the next 5-10 years.

The current valuation is abit high. Potentially a pull back for many infra and Ai stocks in the coming weeks and months post earnings. Let’s wait and observe more closely for the next few weeks!

📌Expectations are high but ORCL’s cloud and AI Infrastructure business continues to row rapidly with management previously reporting a USD638B backlog and very strong OCI growth.