$Digital Turbine(APPS.US) I did a good trade, but unfortunately I got stopped around 9's due to market weakness. We learn and progress.
Digital Turbine
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Oracle (Trans): 2027 capex exceeds 90bn, with one-quarter covered by prepayments
Below is Dolphin Research's compiled Trans of $Oracle(ORCL.US) FQ4 2026 earnings call. For the earnings analysis, see 'ORCL Plunge? AI Infra Can't Fix the Core Weakness — High Rates, High Debt + Stalled Software'.
Section I: Core recap. 1) FY27 full-year guide: total revenue approx. $90bn; non-GAAP EPS est. at $8.05...
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🚨 After-market buzz!
$Digital Turbine(APPS.US) $Semtech(SMTC.US) $BOX(BOX.US) $Firefly Aerospace(FLY.US) $Insulet(PODD.US) $Zscaler(ZS.US) $Verra Mobility(VRRM.US)
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$Digital Turbine(APPS.US) RIPPING on a DOUBLE BEAT 🔥
Q4 Adj EPS: $0.16 vs $0.09 estQ4 REV: $142.549M vs $133.225M estRaised FY2027 Sales Guidance🟢 +16.22%
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$Alphabet(GOOGL.US)On October 18th Eastern Time, Google officially launched its most powerful AI model to date, Gemini 3, and for the first time, integrated it into Search, Apps, and developer platforms on the same day of release, demonstrating its determination to accelerate AI commercialization. The model broke records across multiple industry benchmark tests and has been hailed as achieving a ” quantum leap“ in reasoning, multimodal understanding, and code generation. Simultaneously, Google introduced the new developer platform Google Antigravity, designed to upgrade AI from a tool to an active ” partner,“ marking the official entry of its AI strategy into a new ” agent-first“ phase.
Is this driving Google’s continuous stock increase?
What's your view?
Bullish85%Bearish13%Neutral2%Voting ended52 votes - D
Without the high-growth violent aesthetics, is Applovin still appealing?
$AppLovin(APP.US) released its Q3 2025 financial report after the U.S. stock market closed on November 6th, Eastern Time. The performance slightly exceeded consensus expectations, including current revenue growth and margin optimization, as well as guidance for Q4. The Q4 guidance implies a slowdown in AppLovin's advertising growth, seemingly partially confirming the speculation that the initial response to the self-service advertising platform has been mediocre. Dolphin Research believes that considering the current self-service advertising is still in the testing phase in specific regions, the Q4 guidance alone cannot fully demonstrate the driving effect of self-service advertising...
+9ApplovinFinancial Analysis
