$Oracle(ORCL.US) | 𝐆𝐮𝐠𝐠𝐞𝐧𝐡𝐞𝐢𝐦 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐁𝐮𝐲 on 𝐎𝐫𝐚𝐜𝐥𝐞, 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐏𝐓 𝐚𝐭 $𝟒𝟎𝟎
Analyst relays management's message that Oracle's AI build-out is 'materially de-risked' and that data center delays are not systemic or meaningful.
Direxion Daily ORCL Bull 2X ETF
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$Alphabet(GOOGL.US)
Google is in a weird position today.Let’s say they raise CapEx from $190B, the expected amount right now, to $200-$220B.It would be super bullish for all the Semis, but would the market think that’s bearish for hyperscalers? Would $Meta Platforms(META.US) $Microsoft(MSFT.US) $Amazon(AMZN.US) go down on that news because they will be expected to raise? Google just diluted by $85B so the assumption is they will either increase capex or at the very least keep it flat per their previous guidance. Now, let’s say Google increases their cloud business revenue growth rate again from last Q’s 63% to something like 70%. Amazing growth, but they obviously need to spend more on capex to meet the demand, does the market think that the capex increase is justified at that point if their cloud business is meaningfully growing?What if their RPO, which is now at $450B, goes to something like $550B? Oracle and Microsoft increased their RPO’s by $100-$200B last Q, but the problem is most of that RPO is coming from OpenAI and Anthropic. So if Google says the RPO isn’t distributed but more concentrated, does the market get concerned on if that RPO can convert into revenue? Google is also making their own chips, what implication does that business have on $NVIDIA(NVDA.US) $Broadcom(AVGO.US) even if they increase capex?Last Q, Google also had equity stakes in $SpaceX(SPCX.US) and Anthropic which saw valuation reratings that boosted their EPS. They won’t have that this time. It’s going to be one of those quarters where the market will have to ask many questions around what is happening with capex, why is it increasing if it is, and where the growth is coming from to justify the increase. If they decrease capex, it becomes a whole different question. I think we get a strong quarter but many questions to be answered that Google will set the stage for when it comes to Big Tech earnings.Source: amit
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$Oracle(ORCL.US) been burned by it 2x's is 3x the charm for the reversal?
Source: Sunrise Trader
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$Oracle(ORCL.US)
Stock remains beaten down due to capex concerns. However, capex is paid mostly by customer pockets. The revenue is also growing. Why should they be punished for tight cash flow when the business model is not broken?
I intend to hold with TP target $300!
#Trade Showcase: Trade, Show and Earn Rewards!
Trade Showcase: Trade, Show & Earn Rewards! - N
🚀 The NVIDIA Vera Rubin platform is here, with 10x better performance per watt.
➡️ The NVIDIA ecosystem, including @CoreWeave, @GoogleCloud, @Micosoft, and @Oracle Cloud, are standing up NVIDIA Vera Rubin NVL72 to deliver the lowest token cost for the agentic era. ➡️ NVIDIA Vera Rubin NVL72 on CoreWeave demonstrates 10x more tokens per megawatt than Blackwell in their first measured performance.➡️ Benchmark results from @DeepInfra show that the NVIDIA Vera CPU is more than 2x as fast and can support more concurrent AI agents compared with other CPUs.🔗 Read more:Source: NVIDIA_X
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Oil will return to $90+ again and stay for quite a while...until Trump decides to drop another bomb shell of a ceasefire and peace talks resumption.
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
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$Oracle(ORCL.US) | Mizuho reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐎𝐫𝐚𝐜𝐥𝐞, maintains 𝐏𝐓 𝐚𝐭 $𝟑𝟐𝟎
Analyst sees an attractive risk/reward profile, with shares at multi-year lows trading at a discount to peers despite strong execution and catalysts.
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Earnings are around the corner and funds that have derisked into it have done so, tech stocks looked to have bottomed and if earnings confirms AI momentum, tech will fly.
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
- N
While everyone else was focused on South Korea crash & buying the dips on memory stocks, I am paying attention to our local market. With the reduced board lot size introduced in October, many are pushing bank stocks higher before taking profit later on. I'm not 100% sure that a healthy pullback is on the cards anytime soon, but I'm certainly not rushing in as well. I'm buying these bank stocks for my dividend portfolio, not trading, hence the patience and not trying to fomo in to lock in more profits.
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
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Seems like Fraser Centerpoint Trust prefers assets in the north-east sector of the island like this Bayshore one. So far, they haven't have foothold to the south-western sector like clementi-jurong east/west-Bukit Batok-Tengah-CCK-Bukit Panjang. Hopefully they would acquire something when the greater southern waterfront district lands.
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
- W
Memory stocks went down recently, is it a good buy on dip ? if yes which is the next giant should be well performed ? share with me thank you
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
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Trump’s vociferous posturing is not going to get the Strait of Hormuz open. In his past track record of “managing” relations with other countries, he has always made things worse and this war is turning out no different. Now we are faced with the threat of blockage of another strait and free marine passage rights in danger of being undermined permanently.
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
- N
Now AMD becomes the customer of Meta, OpenAI, and Oracle. Though now Singapore leans on AI to win high-net-worth flows, what will be the Singaporeans’ job opportunity.
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
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Technology and AI shares up to moon
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
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☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Oracle(ORCL.US) Oracle Faces Potential $𝟳 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 Collateral Requirement for Wisconsin AI Data Center - FT
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗢𝗿𝗮𝗰𝗹𝗲 could be required to post over $𝟳 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in collateral.➤ Requirement relates to Oracle's $𝟭𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 Port Washington data center.➤ Annual cost of the required security could exceed $𝟭𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.➤ 𝗪𝗶𝘀𝗰𝗼𝗻𝘀𝗶𝗻 regulators declined to reconsider the collateral requirement.➤ Facility supports Oracle's reported $𝟯𝟬𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 OpenAI computing contract.➤ 𝗦&𝗣 recently downgraded Oracle to 𝗕𝗕𝗕-, one notch above junk.➤ Rule applies to developers rated below 𝗔- under utility tariff requirements.➤ Oracle says it remains committed to protecting Wisconsin ratepayers.➤ 𝟮𝟰 𝘀𝘁𝗮𝘁𝗲𝘀 now require collateral or stricter standards for large data centers. - R
Oracle has a 638B AI cloud backlog which sounds amazing until you notice free cash flow went negative and S&P cut them to BBB minus. building all that AI capacity is not free. great top line story, just keep one eye on the balance sheet 👀
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AI Power Crunch: Is BE the Answer?
How much upside is left for Bloom Energy? What is the room to run from here?
+18
Bloom EnergyDeep Research - N
$Oracle(ORCL.US) The biggest bull case for Oracle is also the same reason many investors are skeptical. The company has a $638 billion remaining performance obligation, which represents the contracted future revenue its customers have committed to. For FY2027, Oracle is guiding for $90 billion in revenue, which is significantly higher than FY2026 $67 billion. However, many investors are also worried about the massive backlog. Half of the backlog comes from a single customer - OpenAI. That company recently delayed its IPO, which added to major concerns about its ability to meet its obligations. In addition, Oracle is not only spending all of its income to set itself up to fulfill its backlog but is also taking on debt. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - J
Psychology of Money
A very good book to read. Some key lessons:
Lesson 1 - No One is Crazy
Lesson 2 - You’re Not Fully In Control
Lesson 3 - Wealth Is What You Don’t See
Lesson 4 - You Want The Gains, But Not The Ride
Lesson 5 - You Overestimate Your Plan
Bonus Lesson - Know When Enough Is Enough
https://youtu.be/4_jWo6f_oTQ
$Meta Platforms(META.US)$Alphabet(GOOGL.US)$NVIDIA(NVDA.US)$Netflix(NFLX.US)$Alphabet(GOOGL.US)$Oracle(ORCL.US)$Tesla(TSLA.US)
- YouTube
YouTube 上盡享你喜愛的影片和音樂、上載原創內容，並與親友和世界各地的人分享。
youtu.be
