Oracle. Every tracked FinTwit mention of $ORCL, newest first. 712 mentions since the first on Aug 27, 2025. See the price chart.
July 2026 · 54 mentions
Jul 17
Ben Pouladian — Is Oracle next @P_Remarks ?
Larry never loses
$ORCL
Thesis below @anissagardizy8 https://t.co/rtX3xWFRsW↗
Jul 17
Shay Boloor — Michael Burry closes his $ORCL short. https://t.co/EWulvqYCep↗
Jul 17
Daave “3 and 30” Tepper — market pricing in oai delay
ai trades peaked 2 days before oai ipo delay rumor hit
wonder why $orcl didn't hear the sellers unzip?
oai proxy↗
Jul 16
Alphatica — DARK POOL SCANNER | July 16, 2026
-$4.76B net sell. Both tapes agree sell on seven names. $MU -$1.31B. $IWM -$615M. $SPY -$587M. $QQQ -$580M. $GOOGL -$545M. $NVDA -$521M. $TSM -$3…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
George Noble — @WagsCap I wouldn’t ever want you to be my risk manager, that’s for sure.
Good luck with your $ORCL, you will need it!↗
George Noble — @WagsCap You should stop bag holding $ORCL IMO
Are you trying to kill people? https://t.co/hdoC2iu2ix↗
Jul 16
Midas — $ORCL — Oracle
Oracle sells exactly the kind of thing companies put off when money gets tight. Big software contracts. Database licenses. The invoice you can stretch another few m…↗
Jul 16
Midas — Here's what he bought in the last year from @asymmetrix_xyz, which tracks insiders like Trump:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS
Follow me for mor…↗
Mike Investing — I’ve said this before, & I’ll say it again…
These 8 heavily undervalued stocks remain current generational buys:
1. $NBIS at $190
2. $RKLB at $78
3. $ASTS at $68
4. $ZETA at $22…↗
Jul 14
Michael | Hypermarkets — 1. $ACN — Accenture
This one's almost the same story as $IBM. Accenture lives entirely on big consulting deals, the same deals IBM just watched slip because clients got distracted…↗
Jul 14
InvestmentGuru — $IBM
IBM shares dropped ~20% after its preliminary Q2 results missed expectations, raising concerns about enterprise IT spending.
But the bigger picture may be more nuanced.
Rev…↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
amit — @ChangHens i think $ORCL is being seen as an OpenAI proxy since 50% of their RPO is from them
bad sentiment on OpenAI via the Apple lawsuit might be the reason Oracle is getting h…↗
Jul 13
InvestmentGuru — $ORCL doesn’t look good today https://t.co/M5INkIKX9r↗
Jul 13
InvestmentGuru — Better trading setup in this market
$META
$MSFT
$NVDA
$AMZN
$ORCL
$AAPL
$GOOG
$AMZN
$AVGO
$TSLA↗
Shay Boloor — $ORCL profits are expected to triple over the next three years while the stock trades below 10x 2029 earnings with OCI growing 93% and backlog reaching ~$640B.
If $META and OpenAI…↗
Jul 10
TheValueist — $AMZN $GOOGL $MSFT $META $ORCL My hyperscaler consensus capex and FCF revisions tracker is attached. I haven't shared this in a while, and now seems like a good time for an update.…↗
Shay Boloor — $SBUX is reportedly using AI to build in-house software that could replace parts of its $MSFT inventory and $ORCL POS stack.
CTO Anand Varadarajan told employees “There’s clear op…↗
NoLimit — $ORCL is approaching the zone that marked the last two bottoms.
Interesting. https://t.co/O71ZouvNKZ↗
Jul 8
Midas — Buy what Trump is buying and you will make generational wealth.
Here's what he bought in the last year:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS↗
Jul 8
Midas — Here's where it gets interesting. $ORCL is down 50% from its $346 high. Late June was the worst week in 25 years.
Market is panicking about AI capex, $130B debt, and layoffs.
B…↗
Jul 8
Midas — Trump bought $ORCL 11 times between February and March. $2M to $10M per purchase.
He was also accumulating Nvidia, Microsoft, Broadcom, and Dell during the software dip.
Not pani…↗
Jul 8
Midas — Trump's portfolio disclosure shows a $5M - $25M position in one company.
Larger than his $PLTR. Larger than his $ORCL stake.
He's never mentioned it once.↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️
HYPERSCALE & CLOUD
$AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale
$MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Midas — Here's where it gets interesting.
$ORCL is down 50% from its $346 high. Late June was the worst week in 25 years. Market is panicking about AI capex, $130B debt, and layoffs.
But…↗
Jul 7
Midas — Between February and March, Trump executed 11 purchases of $ORCL worth $2M-$10M each.
He was also loading up on Nvidia, Microsoft, Broadcom, and Dell during the software dip.
He…↗
Jul 7
Serenity — Just Bloomberg and $META doing damage control after crashing the market with Meta Compute framing:
Spokesperson: "Meta is still hungry for even more computing power.
It is still…↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers:
$MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026
$SN…↗
Jul 7
Tradable Astronaut — Name level, the index keeps finding them.
$CRNX top of 1,257 scored names at a perfect 100. The 100 club already paying since added. $TENB +22%. $MRNA +15.7%. $ABCL +15.5%. $GLUE…↗
Jul 7
Shay Boloor — $AMD is becoming a two-engine AI story with EPYC CPUs for the growing compute needed around agentic workloads and Instinct GPUs for hyperscalers that need a credible alternative to…↗
Jul 7
Michael | Hypermarkets — President Trump invested millions in this company, but has never mentioned it:
$AVGO — Broadcom.
His financial disclosure shows Broadcom held across multiple accounts, with one p…↗
Jul 6
Alphatica — Dark pool alert. After hours. 6:03 PM.
| 18:03:50 UNH BUY $151,967,788 NASDAQ Carte │ │ 18:03:5…↗
Shay Boloor — B. Riley says Amazon’s RNG and OpenAI’s MRC protocols create a “major structural risk” for optical infrastructure and photonics stocks by flattening AI data center networks.
The c…↗
Jul 5
CK Capital — @MHW1139364 I’m not, but i do think $ORCL is getting to cheap levels.↗
Jul 5
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $TSLA 4.5x
• $SPCX 3.8x
• $GOOGL 2.9x
•…↗
Jul 5
CK Capital — $ORCL is down over 34% in the last month because the market stopped believing OpenAI can pay its bills. That might end up being one of the more interesting setups in the market.
T…↗
Jul 5
Shay Boloor — $AMD could approach $100B in annual revenue by 2028 as $META, $ORCL and OpenAI commitments turn MI450 and Helios into a real second source for AI compute.
The GPU deals are what r…↗
Jul 5
The Future Investors — Hyperscaler capex is expected to reach $757B in 2026 and $920B in 2027 💰🤖
That's:
📈 +84% YoY in 2026
📈 +22% YoY in 2027
The AI infrastructure buildout isn't slowing down.
$M…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1.
🔴 Micron $MU -22.3%
🔴 SanDisk $SNDK -25.9%
🔴 Western Digital $WDC -32.6%
🔴 Arm Holdings $ARM -30.4%
🔴 Inte…↗
Jul 4
Shay Boloor — Wild to see $AMD now trading at nearly 3x $NVDA forward earnings multiple with Nvidia at ~20x despite 90% AI GPU share, 75% gross margins and a path to $1T in cumulative Blackwell…↗
Jul 1
Shay Boloor — @FuturumEquities Here’s the full video where you can see the four other names (besides $ORCL) that made the Futurum AI 15 honorable mention list:
https://t.co/sYyCFWaByA↗
Jul 1
Shay Boloor — $ORCL is borrowing aggressively to build AI data centers for a customer base heavily tied to OpenAI and the market is starting to question whether Oracle can fund that buildout wit…↗
June 2026 · 130 mentions
Jun 30
Kevin Maro — @willoptions Could you check $ORCL ?↗
Jun 30
Kevin Maro — Looks like big tech has arrived in DC... I wonder what for. I'm going to be taking a very close look at $QCOM $MU $ORCL $CRWV flow tomorrow to see if anything looks sus. https://t.…↗
Jun 27
Daave “3 and 30” Tepper — When will the software bros realize $orcl and $msft are down and out because they’re SOFTWARE businesses
$meta is just secularly uncertain and generating no CF after capex↗
Jun 27
CK Capital — Look at how many of the biggest names in the entire market are down crazy from their all time highs right now.
This is not just small caps bleeding. The mega caps are getting hit…
May 2026 · 58 mentions
May 31
Midas — $IBM
$MU
$NVDA
$ORCL
$ADBE
$MSFT
$AVGO
If this helped you out, follow me for more.↗
May 31
Tradable Astronaut — We flagged $ORCL and $MSFT last week before they crossed their 200-day MAs for the first time in 6 months.
That's the kind of setup we look for early, before the obvious confirm…↗
May 31
Mike Investing — President Trump is undefeated in the stock market, & has made many generational callouts such as:
$INTC at $19 & is now up +594%
$DELL at $230 & is now up +96%
$NOW at $81 & is no…↗
May 31
amit — $IGV
Okay, let’s talk about software…
Here’s my question: are software stocks actually ready to breakout or is this move legit?
If it is legit, then it may be time to buy the br…
April 2026 · 88 mentions
Apr 29
Michael Sikand 🦑 — Buy stocks run by RELENTLESS people.
Just meet K.R. Sridhar from $BE.
After record Q1 earnings today, $BE is up 1100% in the past year.
Sridhar's "overnight success story" was 2…↗
Apr 28
Shay Boloor — $AMZN AWS launched Amazon Connect Decisions and Connect Talent which is a new AI agent tools for recruiters and logistics teams.
The bigger push is Amazon moving deeper into offic…↗
Apr 28
Antonio Costa — $ORCL Oracle dismissed OpenAI growth concerns Spokesperson tells me: "We’re incredibly excited about our partnership with OpenAI and remain focused on building and delivering the c…↗
Evergreen Capital — @compound248 Larry Ellison closing up literally 5.99% $ORCL https://t.co/AztRc2yVuS↗
Mar 31
Serenity — @RonDeSantis Hi Ron, so there's two different parts to it:
1. Hyperscalers ( $ORCL, $META, $AMZN): They're spending more than they have with profit ( $GOOGL is the rare exception,…↗
Mar 30
amit — @NeXtasY81 $AVGO and $ORCL seeing ridiculous price action...↗
Mar 30
amit — I'm waiting for a $35K transfer to clear into my Solo-401K but so far $2500 has transferred so I picked 10 of my favorite names and put $250 in each...
BTW if you are self-employe…
February 2026 · 56 mentions
Feb 28
Ben Pouladian — The Anthropic-Pentagon standoff isn’t about AI safety. It’s a credit event for Oracle.
The DoD is forcing AI companies into “all lawful use” compliance or freezing them out. xAI s…↗
Feb 27
Alphatica — We've been tracking institutional flow across a software basket for the last 90 days.
6 names. 350,000+ significant trades. $934 billion in dark pool notional.
MSFT · ORCL · CRM…↗
Feb 26
Black Panther Capital — Is SaaS dead?
Here’s what’s actually happening.
SaaS stocks have dropped 20–30% since late 2025.
$CRM (Salesforce)
$NOW (ServiceNow)
$WDAY (Workday)
$DDOG (Datadog)
$SNOW (Snowf…↗
Serenity — @guccigoy69 @jukan05 I don’t have a strong opinion on whether or not it recovers.
It’s two main factors:
-market wants proof their ai cloud segment is profitable (eg. nailing orc…↗
Jan 31
Serenity — @jukan05 I've been covering Neoclouds for awhile so I'm familiar with $ORCL. It's nuanced:
Main thing is CapEx -> $50B from $35B, and $200B+ or so in DC leases.
This is mainly f…↗
Jan 30
The AI Investor — $MSFT, $ORCL vs new AI cloud stocks $CRWV $IREN $NBIS
What's the best opportunity / mis-priced stock right now? https://t.co/GGIlrrbcMc↗
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
Dec 30
unusual_whales — Wells Fargo says there is nearly a 50% upside for Oracle, $ORCL.↗
Dec 30
Jose Najarro Stocks — $NVDA $AMD $META $GOOGL $NVDL $ORCL
THE AI INFERENCE GAP JUST WENT EXPONENTIAL per Signal65/Ryan Shrout analysis (using SemiAnalysis InferenceMAX public benchmarks, Dec 2025)
🔹 "…↗
Dec 30
Trade Whisperer — 🟦 Over 250 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰
Join our community on…
November 2025 · 7 mentions
Nov 30
Mike Investing — These 7 stocks remain strong buys and will outperform the markets as we head into 2026…
1. $TSLA at $430
2. $SOFI at $29
3. $NVO at $49
4. $LULU at $180
5. $ORCL at $190
6. $OSCR…↗
Nov 29
Mike Investing — $ORCL has seen a powerful -45% pullback over the last 2 months…
The opportunity here behind $ORCL is beginning to look appealing.
With $ORCL at it’s most undervalued state in ove…↗
Nov 28
The Future Investors — $ORCL Oracle and Vantage are seeking a $38B loan to build new OpenAI data centers — on top of the $30B+ already raised by Oracle, SoftBank, CoreWeave and others 🤖🏗️
Bullish or b…↗
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟭𝟮 𝗦𝘁𝗼𝗰𝗸 𝗼𝗳 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿
And the nominees in the category 'Stock of the year' are....
$AMD | AMD
$HOOD |…↗
Oct 17
Kuppy — Took less than a day for the most recent $ORCL pump to get reversed. Feels like the AI bros are starting to realize that the big numbers are all make believe… https://t.co/HqhmvJcw…↗
Oct 17
Ray Wang — $ORCL Principal Financial Officer Doug Keering: "Building on that, along with the RPO backlog that we've already signed, the customer opportunity pipeline and the strength of our c…↗
Ben Pouladian — Must listen! I only got in the first part but from what I gathered is that OpenAI is the next Trillion dollar hyperscaler & Jensen doesn’t mention AWS as an AI player vs $msft…↗
Sep 23
Daave “3 and 30” Tepper — hysterics around this are misplaced. smells bad no doubt, this is a massive scale challenge exceeding any single company’s capital avail. Even hyperscaler $msft $goog $amzn will ru…↗
Sep 15
Kerrisdale Capital — Stock is up 30% since last week’s $MSFT–$NBIS deal and $ORCL’s all OpenAI backlog surprise. Bulls are missing the full story: $CRWV anchor customers are signing bigger deals elsewh…↗
Michael Sikand 🦑 — We're all excited for $NVDA earnings today.
But don't sleep on the company actually putting their chips to work.
It’s not AWS, Azure, or Google Cloud.
It’s $ORCL — the most impo…↗
June 2025 · 1 mention
Jun 14
Ben Pouladian — Oracle just got an order to take every bit of AI compute they have. Europe, Asia, wherever. Larry Ellison says demand is “almost insatiable.”
CapEx is going up and it still won’t…↗
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel.
So far, we’ve covered:
•…↗
Jun 27
Shay Boloor — $ORCL just had its worst one-week stock performance in 25 years.
Oracle is borrowing at scale to build AI data centers for a customer base heavily tied to OpenAI and I think the…↗
Jun 27
InvestmentGuru — $ORCL has pulled back sharply, but is this an opportunity?
The market is weighing two opposing forces:
Risks:
• Heavy debt
• Massive AI infrastructure spending
• Negative free ca…↗
Shay Boloor — @VanquishTrader Hard for me to see $ORCL not outperforming from under $150.↗
Jun 26
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #47
Daniel and I will be live tomorrow at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• $CBRS & $MU earnings and what t…↗
Jun 26
Mike Investing — Current Market Drawdowns:
$SPCX (SpaceX) -36%
$PLTR (Palantir) -48%
$NFLX (Netflix) -35%
$GOOGL (Google) -17%
$ORCL (Oracle) -56%
$MSFT (Microsoft) -37%
Everyone wanted a dip buy…↗
Jun 25
Kevin Maro — I've been thinking a lot about how Trump DEFINITELY wants the markets at all-time highs by July 4th so he can brag about it. It's incredibly obvious at this point that the stock ma…↗
Jun 23
Alphatica — @Jim_Santee We posted an $ORCL update for you.↗
Jun 23
Alphatica — ORCL UPDATE:
🔴 → 🔴 confirmed distribution / no defender regime
ORCL has not found its bottom because the institutional commitment to defend the breakdown failed twice (6/16 an…↗
Jun 23
Alphatica — @SpecialSitsNews The 10-K confirms it. $1.78B in restructuring charges this year.
At the same time Oracle added $18.2B in new operating leases, $4.9B in finance leases, and spent…↗
Jun 23
unusual_whales — Oracle's, $ORCL, total workforce declined 13% in 2026, per Reuters↗
Jun 23
unusual_whales — Oracle, $ORCL, workforce shrinks by about 21,000 employees amid AI adoption, per Reuters↗
Alphatica — ORCL just filed their 10-K today.
Oracle is building one of the largest cloud infrastructure platforms in the world at a pace that has loaded $183B in total obligations onto the b…↗
Jun 22
Midas — Leopold Aschenbrenner is betting AGAINST the markets with an $8.5B short on chip stocks:
$2B against $SMH
$1.6B against $NVDA
Alongside $AVGO, $AMD, $ASML, $MU, $INTC, $TSM,
$ORC…↗
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $SPCX ~4.7x
• $TSLA ~4.6x
• $GOOGL…↗
Jun 20
Shay Boloor — Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling.
So far, we’ve covered
• Eve…↗
Jun 19
Kevin Maro — @YodaFett_007 I would 100% recommend diversification until you can confidently say you know what you're doing. Even then, going "full-port" has very real avoidable potential traged…↗
Jun 19
Damnang2 — Compute is starting to trade like a commodity.
CME and ICE are moving to list GPU rental rate futures. Big tech is no longer just buying chips. It is contracting compute capacity…↗
Jun 18
Alphatica — @KobeissiLetter The deeper read is that it's happening on both sides of the balance sheet at once. Across the AI-capex cohort, equity supply has turned net positive after 18 months…↗
Jun 18
Wayne Liang — $WYFI reminds me of an early-stage $NBIS.
> Both serve the structural AI compute demand thesis
> Both have major contracted backlogs (relative to size)
> Both validated by smart…↗
Wayne Liang — Btw, $WYFI's contracted backlog is almost as much as its current market cap...
Nscale Global: $865M TCV, 40 MW at NC-1
Paris investment-grade customer: $160M (signed a few weeks…↗
Jun 17
Michael | Hypermarkets — No one thinks $SPY can crash 5%-10% from here.
But, it will if Kevin Warsh is HAWKISH at FOMC.
These 16 stocks will be on sale ONE LAST TIME:
$DRAM — Buy Zone: $40-$45
Memory bo…↗
Jun 16
PhotonBull — @Sandeman52 Guessing because it was up so much, FOMC derisking and $MSFT walking away from a deal with $ORCL although I think it is a rumor and $ORCL denied it so take that with a…↗
Jun 16
Daave “3 and 30” Tepper — @HyperTechInvest Not financially material but fundamentally potentially very problematic for $orcl
Microsoft is about to enable deepseek with copilot
think about that↗
Jun 16
Alphatica — We want to follow up on our breaking $MSFT and $ORCL news as we suspect accounts are going to say the news is bearish for chips.
This is not a chip demand story. This is a cloud…↗
Jun 16
Alphatica — BREAKING NEWS:
Microsoft nixes potential $3B Oracle cloud lease deal over compliance and security risks.
$ORCL $MSFT https://t.co/nh5mfkrGP5↗
Jun 16
Antonio Costa — Bad news for $ORCL great opportunity for $RUM 😃 Rumble Inc. has significant opportunities in the AI cloud business thanks to the Northern Data deal. $MSFT Microsft will look into…↗
Jun 16
Serenity — Just some random thoughts, I do think AI is the most disruptive technology in human history.
To the level of agricultural or industrial revolution.
Since Anthropic, OpenAi, XAI,…↗
Jun 15
TheValueist — I'm not sure what to do with $ORCL here. I'm long $ORCL 1/21/28 c470. The call was terrible. The executives on the call seemed so disengaged. Where the hell was Larry? I believe it…↗
Jun 15
InvestmentGuru — QUALITY SOFTWARE — SENTIMENT WEAK, FUNDAMENTALS STRONG
$ADBE
Creative Cloud + Document Cloud moat remains intact
AI monetization (Firefly, GenStudio) still underappreciated by mar…↗
Jun 13
SandemanStocks — Another way to think about the US government controlling AI models is to think of it as electricity:
Closed frontier AI world: A few giant power plants sell electricity to everyon…↗
Jun 13
Shay Boloor — We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling.
So far, we’ve covered:
• Everything you need to know abo…↗
Jun 12
Dillon Valdez — Not my holding, but $ORCL matters: $638B of contracted backlog, up 363% YoY, negative $23.7B FY26 free cash flow, and ~$40B of expected FY27 financing.
The AI buildout is shifting…↗
Jun 12
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #45
Daniel and I will be live today at 1PM EST exclusively on the Futurum Equities YouTube channel covering:
• What the market is missing about $…↗
Jun 11
Mike Investing — The largest buying opportunity since March is officially here…
These are the 8 stocks you need to load on this pullback along with their EOY targets:
1. $NOW at $100 & will be $1…↗
Jun 11
TheValueist — $ORCL KEY READ-THROUGHS FROM ORACLE Q4 FY2026 EARNINGS CALL
Oracle’s Q4 FY2026 earnings call was one of the more important cross-sector AI infrastructure data points of the quarte…↗
Jun 11
Shay Boloor — $ORCL says its cloud team will be among the first to bring up $NVDA Vera Rubin NVL72.
Oracle says the goal is to deliver the infrastructure layer for the agentic AI era https://t.…↗
Alphatica — ORCL down 11%+ after beating on EPS and revenue.
The Alphatica Earnings Quality signal: 5/6 BULLISH. Unchanged.
What the market sees: negative free cash flow.
What our data says…↗
Jun 11
Shay Boloor — @FuturumEquities You can watch my full $ORCL earnings breakdown here:
https://t.co/S3WDnLeHd5↗
Jun 11
Shay Boloor — I think the $ORCL earnings has two truths at the same time.
The first truth is that Oracle’s AI demand is real, massive and still accelerating but the second truth is that Oracle’…↗
Jun 11
Shay Boloor — @FuturumEquities The most underappreciated detail in the $ORCL print was the ~$75B of customer-prepaid or customer-supplied hardware which matters because Oracle may not be carryin…↗
rubicon59 — $ORCL business was (IMHO) at its best when i used to ship software on CDs. I know, your opinions may differ.↗
Jun 11
InvestmentGuru — 10 Stocks Built to Create Generational Wealth
The AI infrastructure supercycle is rewriting the rules. Here’s where I’d position across the full stack — from the chip to the cloud…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Iran announced a full shutdown of the Strait of Hormuz following U.S. strikes on southern Iran, sharpl…↗
Jun 11
Shay Boloor — @FuturumEquities You can watch my full $ORCL earnings breakdown here:
https://t.co/HdfJGSBe0n↗
Jun 11
Shay Boloor — @FuturumEquities $ORCL also said Q1 FY27 delivery is approaching 1GW which is nearly the same amount of capacity delivered over the prior four quarters combined.↗
Jun 11
Shay Boloor — $ORCL is early to one of the largest AI infrastructure buildouts in the world.
If OCI keeps growing near these rates, cloud growth accelerates above 50% and customer prepayments r…↗
Trade Whisperer — @mohamadbinAmin It doesn't care about Iran. It cares about $ORCL backlogs.↗
Jun 11
InvestmentGuru — If you ask me for five stocks that still look like buying opportunities in this volatile market, my list would be:
$GOOG $CRDO $AVGO $ORCL $TSLA↗
Jun 11
InvestmentGuru — Overnight Market Movers
$ORCL falls over 10% despite beating Q4 earnings and revenue expectations, as investors focus on concerns surrounding its massive financing plans.
Semis…↗
Jun 11
InvestmentGuru — $ORCL — Post-Earnings Entry
Earnings just dropped into a brutal macro tape — and the pullback to $180 looks like an opportunity
OCI cloud growth + AI infrastructure demand = re-ra…↗
Jun 10
Shay Boloor — $ORCL now has ~$638B of contracted backlog against a ~$540B market cap.
That backlog is larger than $GOOGL, $AMZN and even $MSFT. https://t.co/YkipoTV0ZD↗
Trade Whisperer — $ORCL $638 billion in backlog. WILD. Bullish for Chips 🔥
• Customer Prepayments and Supplied Hardware. Of the backlog $75 billion now comes from customers who prepaid for GPUs or…↗
Jun 10
Shay Boloor — $ORCL is partnering with OpenAI to make OpenAI’s frontier models and Codex easier to access for Oracle Cloud Infrastructure customers.
This gives OCI enterprises a more direct pat…↗
Jun 10
amit — Oracle $ORCL numbers were fine but once again...street's having a hard time adjusting to this much equity/debt being raised:
- $40B of NEW debt/equity for FY 27
- Raising capex fr…↗
Alex A.C. — Oracle $ORCL Q4 & FY 2026 Earnings Report
I'm only highlighting what I find most bullish and interesting that can be translated to other names:
- Q4 Cloud up +47% YoY
- FY 2026 C…↗
Jun 10
Shay Boloor — $ORCL RPO growth is absolutely wild with backlog adding $85B sequentially while OCI accelerated to 93% growth in Q4.
Oracle is taking on one of the most aggressive AI infrastructu…↗
Jun 10
Kuppy — BREAKING: Finca Kuppy is looking to raise $50 billion of equity and front-run $ORCL. The papaya patch datacenter will have the worst ROIC of any datacenter globally (bull thesis).…↗
Jun 10
Alphatica — ORCL just reported. We called BEAT. Here are the receipts.
Street EPS: $1.96
Alphatica EPS: $2.02
Actual EPS: $2.11 ($2.03 adjusted for one-time investment gains) ✅
Street Revenu…↗
Jun 10
Shay Boloor — Is there enough demand for an Earnings Edge video on $ORCL tonight?
https://t.co/T7JKP9MIMs↗
Jun 10
Shay Boloor — $ORCL Q4 EARNINGS
• Revenue $19.2B vs Est. $19.1B
• EPS $2.11 vs Est. $1.97
• Operating Income $8.6B vs Est. $8.3B
• RPOs $638B vs Est. $590B (+363% YoY)
FY28 Guidance
• Revenue…↗
Jun 10
TheValueist — $ORCL (Bloomberg) -- Oracle reported adjusted revenue for the fourth quarter that met the average analyst estimate.
FOURTH QUARTER RESULTS
Adjusted revenue $19.18 billion, +21% y/y…↗
Jun 10
Alphatica — JUST IN:
Oracle awarded ~$396M federal contract from Office of Personnel Management (earlier) ($204.12, -1.69)
The Office of Personnel Management announced the award of the Fede…↗
Jun 10
Shay Boloor — $ORCL was just awarded a U.S. government contract to provide HR software. https://t.co/l3CpzpL5X0↗
Jun 10
Alphatica — ORCL reports tonight after the close.
5/6 on our Alphatica Earnings Quality Signal, matching NVDA as the highest score we have published in AI infrastructure this season. BEARISH…↗
Jun 10
TheValueist — $ORCL earnings coming up. 11.8% implied move. I'm still in ORCL 1/21/28 c470. https://t.co/olPc30Bs62↗
Jun 10
Kevin Maro — @zerohedge @Reformed_Trader $ORCL top contender↗
Jun 10
Michael | Hypermarkets — Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still p…↗
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR JUNE 9, 2026
1. $MU — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY]
2. $MRVL — Custom AI silicon demand acceler…↗
Jun 8
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Jun 8
CK Capital — $ORCL could catch a bid with an investment from Trump.
One of the top contenders I think.↗
Jun 8
Kevin Maro — I’ve initiated a position in $ORCL due to a strong belief the US government will take a stake in the company, and the company will aggressively re-rate to the upside.
On day one o…↗
Jun 8
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR June 8, 2026
$SPY crash continuation or massive reversal
1. $TSLA — $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027
2. $M…↗
Jun 7
Wayne Liang — Wednesday, June 10
CPI Report at 8:30 AM ET. April came in at 3.8% headline / 2.8% core, both above the Fed's 2% target. Above consensus pressures high-beta names, below consensus…↗
Jun 7
Mike Investing — Last Fridays “flash crash” is the exact type of pullback that many make generational wealth on…
Following this; just yesterday President Trump announced he’ll buy equity stakes in…↗
Jun 7
Shay Boloor — “The market is in such a bubble.”
Yet here are the 2027 earnings multiples for some of the largest companies in the world:
• $ORCL ~26x
• $AMZN ~25x
• $GOOGL ~25x
• $MSFT ~22x
•…↗
Jun 7
InvestmentGuru — Earnings week ahead.
The Macro Read From This Week:
Housing health → $LEN
Consumer spending → $CPB $CASY $CHWY $SJM
Cloud/AI monetization → $ORCL $ADBE $DOMO
Energy transition →…↗
Shay Boloor — @TrinityCaptain @FuturumEquities $ORCL is a great one since its such a complex story in new AI economy↗
Jun 6
Michael | Hypermarkets — President Trump buying AI companies again.
Last time this happened,
$INTC $20 → $130 up 650%
$DELL $235 → $470 up 200%
$MU $320 → $1100 up 350%
$IBM $220 → $330 up 150%
This tim…↗
Jun 6
Michael | Hypermarkets — $SPY crashed 3% in 1 day and everyone panicked.
It's going to crash at least 10% soon.
I'm adding these gems for 10x swing play:
(stocks returns yesterday vs past year)
1. $AMD…↗
Jun 6
The Future Investors — The final week of earnings season is here 📊
Only two major reports are still on the calendar:
🗓️ Wednesday: $ORCL
🗓️ Thursday: $ADBE
What do you think the new week will bring…↗
Jun 5
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, everything will be on sale.
Add these 16 stocks for the reversal of a lifetime:
1. $NOW — AI automates every enterprise workflow at scale
B…↗
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Michael | Hypermarkets — 97% probability $SPY crashes at least 10% after June 15.
There's 4 massive reasons $SPY can't avoid it:
1. Large IPOs like $SPCX will trigger sell off.
Major IPOs drain liquidity…↗
Jun 3
Midas — THIS IS INSANE
My FREE discord just printed on a 59% gain with $ORCL.
That's 3x the returns of the S&P 500...
Don't miss the next trade and join here:
https://t.co/RmuXXkPC…↗
Jun 3
Michael | Hypermarkets — HYPERMARKET WATCHLIST for June 3, 2026
1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.
2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infr…↗
Jun 2
Alphatica — +$6.37B net buy. $NVDA flipped. -$2.12B with $1M in buys. Three names: zero sells.
12,396 block trades. $13.2B in buys. $6.8B in sells.
The buyers. Supply chain, indexes, everyth…↗
Jun 2
Michael | Hypermarkets — The easiest way to be a millionaire by 2031:
Is letting your money compound by buying and holding:
For example:
$NOW as demand for agentic AI goes up and token uses increase so…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and c…↗
Jun 2
Michael | Hypermarkets — 2 years ago, I said buy $ASTS at $2 before it spiked to $130+
Recently, I explained why these would explode:
$SNOW $120 → $320
$HPE $30 → $100
$TE $5 → $20
$KEEL $2 → $18
$DELL…↗
Jun 2
amit — @DougCatsby You can’t manipulate it.
Talking about $RDDT $ORCL $GOOGL etc can’t be manipulated
Too big, large floats
Talking about some sub $1B company and a large influence rep…↗
Jun 1
Shay Boloor — OpenAI and $ORCL are breaking ground on a $16B data center campus in Michigan as part of Project Stargate.
The 1GWh campus adds another major piece to OpenAI’s AI infrastructure b…↗
Tradable Astronaut — Solid day on shitco account
Consists on $ASTS at $101.90
Swung $MSFT & $ORCL into this week
Shared what I was looking at with Aion members & everyone killed it🧵 https:/…↗
Jun 1
TheValueist — This $ORCL 1/21/28 c470 has turned into a mindbendingly good trade. Underlying appreciation and IV rocketing off. It can cut both ways; however, at that point, sentiment was so neg…↗
Jun 1
Shay Boloor — $MU is now worth ~$1.2T making it larger than $DIS, $IBM and $ORCL combined. https://t.co/pPCzlzFqCS↗
Jun 1
Shay Boloor — The “SaaSpocalypse” narrative got overplayed and when everyone is positioned the same way and expectations are that low then better-than-feared earnings can be enough to spark a so…↗
Jun 1
KawzInvests 🦑 — $NVDA Vera CPU partner list from GTC Taipei.
Early Adopters: OpenAI, Anthropic, SpaceXAI
Cloud: $NBIS $ORCL $CRWV
Manufacturing: $DELL $HPE $SMCI $SNX
Taiwan ODMs: Foxconn, Qua…↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…↗
Jun 1
InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market.
$IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗
Jun 1
InvestmentGuru — SaaS Sector Scan — Green Across the Board
Every name on the SaaS watchlist closed green last week . No exceptions.
$NOW was the standout mover of the session — volume confirmed t…↗
Shane C. Murphy, CMT — Big rebound in software stocks last week..
The below grid displays the 1yr RS chart (vs. $SPY) of the largest $IGV stocks. Comprising >50% of the index.
$PANW $ORCL $CRWD are…↗
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 30
Wolf Capital — @_JT_Marlin June 10th earnings ;) $ORCL↗
May 30
Shay Boloor — $ORCL founder Larry Ellison says next phase of AI will come from combining public models with proprietary enterprise data.
These 5 names own some of the deepest proprietary data m…↗
May 30
Michael | Hypermarkets — Yesterday, $DELL spiked 45% after its Q1 earnings.
Options exploded 20000%-30000% in 1 day (rare).
Next week, there's 4 earnings with exact same set-up:
1. $CRWD 📅 Earnings: Ju…↗
May 29
Tradable Astronaut — $ORCL + 20% since
Above $230 = $250, above $250 = $300
Hope these are helping, please follow + comment for more❤️ https://t.co/kEyjrytdpd↗
May 29
Tradable Astronaut — POV: you had $MSFT & $ORCL calls this week https://t.co/fQOdYfqKQK↗
Jeff York, PPT — $ORCL today, is at my profit target at the Yearly R1 #pivotpoints! 🎯
The YS1 pivot point back to the YP is a textbook algorithmic trade. 🤖🖥️
The BIGGEST reversals happen at th…↗
May 29
TheValueist — This long $ORCL 1/21/28 c470 turning out to be a banger. I feel like it will continue to trade higher into earnings on 6/11/26. I might cut right before the print, and simply (hope…↗
May 29
Michael | Hypermarkets — $NOW was at $225 before it crashed to $80.
It's probably going to 20x-40x in 2 years.
Remember, CEO $NVDA Jensen Huang and President Trump said buy it.
It's playing out exact…↗
May 29
Michael | Hypermarkets — 2 years ago, I called out $ASTS at $2. Its up 6500% so far at $130.
My target at least $200+ when $SPCX IPOs.
Right now, $ORCL is the most obvious play. Its earnings is on June 1…↗
Tradable Astronaut — $ORCL up 6.6% today closing at $203.
Key resistance is $207. Above it and there's nothing in the way.
Aion Index at 90. 5/5 Bull regime.
10D probability at 80%. Crash detection…↗
Tradable Astronaut — $ORCL breaking out of a descending wedge.
Blended magnets showing $200 as the next level. $210 above that with $78.6M in charm exposure pulling price there.
5/5 Bull regime. Tren…↗
May 25
Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…↗
Michael | Hypermarkets — Pay attention, President Trump telling you to buy and hold $MU.
Last year, he said to buy $INTC at $20. It’s going to be 1000% winner.
This week he said to buy $DELL, $NOW, $ORCL…↗
Shay Boloor — OpenAI and Anthropic are locking up capacity years in advance because whoever controls compute controls how fast AI products, agents and inference revenue can scale.
Nearly half o…↗
May 20
InvestmentGuru — $NVDA Q1 FY’27 EARNINGS — BEAST MODE
💰 EPS: $2.40 — up +212% YoY
📈 Revenue: $81.61B — up +85% YoY
And they’re not slowing down 👇
🔭 Q2 FY’27 GUIDANCE:
→ Revenue: $91.0B (±2%)…↗
May 20
Daave “3 and 30” Tepper — high change this month. 30% cash. high lt rates =FAFO; +Hormuz time bomb.
balls long AI@ 55% of equities portfolios; heavy concentration to drive returns with tracking error. … i…↗
May 19
Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
Jason's Chips — Leopold released his 13F and uhh... WHAT IS THIS?
Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML
Bro turned into Michael Burry
However, the fact that he was in these positio…↗
May 16
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
May 15
unusual_whales — BREAKING: Yesterday Donald Trump filed his entire personal stock portfolio
So we recreated his top 20 holdings and launched it on Autopilot for the world to invest alongside
Here…↗
May 15
InvestmentGuru — Trump’s Q1 2026 Portfolio Moves Just Dropped, And the rotation tells a very clear story.
What He SOLD
→ $AMZN — $5–25M range
→ $META — $5–25M range
→ $MSFT — $5–25M range
Exiting…↗
May 15
Mike Investing — Earlier today President Trump revealed his Stock Purchases for 2026…
There were over 3,600+ transactions and revealed $1M+ positions in these stocks:
$NVDA, $NOW, $ADBE, $ORCL, $…↗
May 14
Michael | Hypermarkets — All the stocks Trump bought are up 100%-200% so far.
When he says to "BUY THE DIP" you do it if you want to retire before 40.
1/ NVIDIA $NVDA — AI compute is the oil of the 21st…↗
May 14
Shay Boloor — President Trump’s latest 278-T filing reportedly disclosed 3,600+ transactions so far in 2026.
The filing appears to show $1M+ positions in:
• $NVDA
• $AAPL
• $ORCL
• $AVGO
• $NOW…↗
May 13
Wayne Liang — $AMD is ~30% of my long-term swing account, and I'll explain why.
The valuation gap between $NVDA and $AMD is way too appealing. Roughly 7.5x apart...
Both produce hardware that…↗
May 13
BULL OF BRITAIN — You all understand that if Trump managed to open up China.
Every up and down stream supplier of $NVDA, $AAPL, $ORCL, $TSLA, $MU and $QCOM is going to fucking rip from the Chinese…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
Mike Investing — The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is offici…↗
May 8
Shay Boloor — $MU just became an $800B company for the first time ever as inference demand turns memory into the bottleneck layer of the AI economy.
Micron is now officially bigger than:
• $AMD…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 7
amit — @mi20483980476 $CRWV down 9% afterhours doesn’t help the neoclouds either…hurting all of them including $ORCL↗
May 7
TheValueist — GAI CDS is now meaningfully tightening, adding support to the long ORCL HPC/neocloud trade.
$CRWV $ORCL $STX $AMKR https://t.co/CkPStEkHpu↗
May 7
TheValueist — This $ORCL is turning out to be a nice trade. https://t.co/F1qq1Qwrzo↗
May 6
Jason Luongo — 11. $ORCL - Oracle (Data Infrastructure)
Q3 revenue hit $17.2B, up 22%. Cloud infrastructure revenue surged 84%. AI infrastructure revenue up 243%. But the real number is the back…↗
May 6
Daave “3 and 30” Tepper — 10,000%
who does the recurring profit margin and efficiency gains accrue to?
First order installed compute
$nbis $crwv $orcl $msft $goog anthro and oai
second order the companie…↗
May 4
Shay Boloor — I cannot wait for $AMD earnings tomorrow because this has become one of the more interesting rerating stories I track since the company is trying to move from a CPU-led share-gain…↗
May 4
Wayne Liang — Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.
Now where should we put our money?
So we have $AMD earnings in 2 days... 99%…↗
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~4.9x
• $GOOGL ~3.2x
• $PLTR…↗
TheValueist — Further confirmation from the source on how GPT-5.5 was trained. It was on GB200 not G/B300. Not even maxing out Blackwell generation yet. It's worth noting they are using the $ARM…↗
May 2
Ray Wang — "GPT-5.5 was trained on the $ORCL Abilene supercomputer, part of our Stargate initiative and built on Oracle Cloud Infrastructure with $NVDA GB200 systems. A strong example of what…↗
May 1
Alex A.C. — Zephyr is bullish Neocluds, and $NBIS jumps a +10% today...... 🧐
I've been one year saying that same sentence! 😅
Seriously, if AI compute is very constrained (models getting d…↗
May 1
TheValueist — $ORCL added to the team today. Larry has a knack for scooping up business from Fed/state/local governments.
$NVDA $GOOGL $AMZN $MSFT https://t.co/NiIKttiJSq↗
— $NBIS $AMD $CRWV $NVDA $IREN $CIFR $ORCL $MSFT A great post by Jose. Don’t fall for the FUD
Jose Najarro Stocks — $AMD $NVDA $CRWV $NBIS $ORCL $MSFT -- OPENAI BEARISH PIECE BEFORE EARNINGS ... and the market falls for it again.
I just want to share my thoughts on recent OpenAI news, as it is…↗
Apr 28
amit — Stocks are down big this morning on a WSJ report that OpenAI missed internal revenue targets at the end of 2025.
Few thoughts on why this might not be as bad as it is being interp…↗
Apr 27
Shay Boloor — $ORCL will power its Project Jupiter AI data center campus in New Mexico with up to 2.5 GW of $BE fuel cells instead of gas turbines and diesel generators.
The switch cuts NOx emi…↗
Apr 27
George Noble — Wall Street is WRONG about Oracle.
$ORCL is being pitched as the "fourth hyperscaler."
The AI infrastructure play of a lifetime.
35 out of 46 analysts have a buy rating. Consen…↗
Mike Investing — Investing into these 10 stocks will set you up to be rich before 2030:
1. AMD ~ $AMD
2. CoreWeave ~ $CRWV
3. Nebius ~ $NBIS
4. One Stop Sys ~ $OSS
5. Rocket Lab ~ $RKLB
6. Amazon…↗
Shay Boloor — $SMCI is down ~10% after reports it lost a material $ORCL GB300 contract reportedly worth more than $1.1B.
The report also flagged concerns around its $NVDA B200 inventory adding…↗
Apr 23
Trade Whisperer — 🔥 $MU is now the 15th largest US company at $550 billion market cap. Larger than $ORCL. Larger than $AMD. https://t.co/RIHyfGXb8m↗
Apr 22
Daniel Koss — So many absolute noobs posting the dumbest takes about this.
This is completely normal language to disclose every single risk and minimize all legal risks.
It has exactly 0 meani…↗
Apr 22
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
Nvidia $NVDA – 1.75M contracts
Tesla $TSLA – 1.19M contracts
Apple $AAPL – 1.14M contracts
Microsoft $MSFT – 805K contracts
Amaz…↗
Apr 21
Alex A.C. — AI compute demand 📈📈
meanwhile....
AI compute supply 🥴
... what means TIGHT SITUATION. And what happens in tight situations? Yep, that prices go to the 🌛
Bullish Hyperscalers…↗
Apr 21
TheValueist — $ORCL long still working. GAI CDS has generally been tightening over the past 5 days. https://t.co/wxvqQC70ql↗
Apr 20
Serenity — How are there people still long on an F-tier Neocloud like $IREN.
Amid a $6,000,000,000 dilution?
When $NBIS is up there with $ORCL and $MSFT looking derisked? https://t.co/vIdz…↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 2.62M contracts
2. Nvidia $NVDA – 2.26M contracts
3. AMD $AMD – 1.33M contracts
4. Netflix $NFLX – 1.32M contra…↗
Apr 16
TheValueist — I changed my mind on $ORCL ; I am allowed to 🤷♂️. Too much bullish momentum and upside sentiment acceleration. Recent CDS tightening and neocloud GPU deals help the case. https:/…↗
Apr 16
TheValueist — $ORCL $AMZN RESEARCH NOTE - Oracle and AWS Tighten the Multicloud Operating Model: Strategically Useful, Financially Non-Binding for Now
https://t.co/uOGPkVUyo7
Bottom Line: The…↗
Apr 16
Shay Boloor — $ORCL & $AMZN just announced a partnership to expand multicloud networking through direct connectivity between Oracle Interconnect & AWS Interconnect.
That gives customers…↗
Apr 16
amit — Today was a pretty crazy day for the stock market.
How are people feeling? Too much too quickly? Coiled spring that was ready to burst?
Best 12-day stretch since 2009. It has leg…↗
Apr 15
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 5.7M contracts
2. Nvidia $NVDA – 3.6M contracts
3. Microsoft $MSFT – 1.56M contracts
4. Apple $AAPL – 1.50M con…↗
Apr 15
Shay Boloor — Jensen Huang said $NVDA allocates chips on a first-in, first-out basis with supply going to the next buyer if a customer’s data center is not ready.
He also rejected the idea that…↗
Apr 15
Daave “3 and 30” Tepper — initiated $orcl 4/5
adding here
Top 7 position
don’t lose the forest in the trees
OCI↗
Apr 15
TheValueist — My updated GAI CDS Dashboard is attached. Renewed chatter regarding HPC/Neocloud buildouts warrants a look. Tightening in lots of your favorite names.
$CRWV $ORCL $STX $AMKR https…↗
Apr 15
TheValueist — $ORCL Oracle Corporation (ORCL) Q3 FY2026 Post-Earnings Debrief
https://t.co/J3iU2IFrqw
Thesis: The key analytical takeaway is that Oracle used Q3 to move the debate from demand…↗
amit — @SixSigmaCapital yeah sometimes sentiment can’t be that aggressive on one stock being better than the other
both are different but also the same…its like when $ORCL hit $130 but $…↗
Apr 14
The AI Investor — Neo cloud stocks are flying again.
This was my analysis of the new AI cloud business model and token economy at the market bottom, when people feared a Sam Altman bubble and circu…↗
The Future Investors — $ORCL $BE Bloom Energy and Oracle expand partnership to power AI infrastructure 🤝
- Up to 2.8 GW of fuel cell capacity planned ⚡
- 1.2 GW already underway across U.S. projects 🇺…↗
Apr 14
Michael Sikand 🦑 — $BE is up 15% after hours.
It's 22% of my $5M Asymmetric Bets @joinautopilot fund that 413 investors were following.
That makes it my second 2x this year out of the 5 stocks it…↗
Apr 14
amit — @centr3lla @negligible_cap on $BE, maybe
on $ORCL absolutely not↗
Apr 13
amit — @negligible_cap so bullish $ORCL and absolutely monster move for $BE↗
Apr 13
Shay Boloor — $BE just crossed $200 for the first time ever after hours after expanding its partnership with $ORCL.
Oracle plans to procure up to 2.8 GW of Bloom fuel cell systems for AI infras…↗
Apr 13
TheValueist — $BE $ORCL (Bloomberg) -- Oracle Corp. agreed to purchase as much as 2.8 gigawatts of fuel-cell power from Bloom Energy Corp. to supply data centers for artificial intelligence work…↗
Cobra — Yesterday I said I had a similar set up to $PLTR that made millionaires
Today I called $BE which looked amazing and then it announces news with $ORCL
INSANE set up that just pai…↗
Apr 13
Vulture trades 🦅 — $BE UP 10% AFTER HOURS 🤯
PARTNERS WITH $ORCL
OUR 200 CALLS ARE GOING TO PRINT
I TOLD YOU. https://t.co/AUkQODMIhr↗
Apr 13
Cobra — $BE WILL MAKE MILLIONAIRES OVERNIGHT OMG
THEY JUST GOT NEWS WITH $ORCL
WE HAVE THE 200 CALL THIS WEEK https://t.co/3aEtvtr7Gn↗
Apr 13
Cobra — $BE JUST EXPANDED THEIR INFRASTRUCTURE WITH $ORCL OMG 🤯↗
Apr 13
Shay Boloor — $BE expanded its partnership with $ORCL to support up to 2.8 GW of fuel cell deployments for AI and cloud infrastructure.
This deal represents the largest direct hyperscaler fuel…↗
Antonio Costa — $NKE momentum is slowly coming back... im expecting an $ORCL day soon :) Breakout watch over 44.4 https://t.co/fOKq3xXLl4↗
Apr 13
The AI Investor — Hey, did the market read my article over the weekend about fears around Anthropic?
"We also saw software stocks crash on Anthropic-related fears. I don’t think that’s justified, a…↗
Apr 13
amit — $ORCL such a nice move
If all the neoclouds are getting a bid, Oracle is the “ultimate neocloud”
they have the 5x more RPO commitments than $CRWV
credit default swaps +200% pro…↗
Apr 13
Alphatica — Friday the institutional tape printed −$3.49 billion. We said they were de-risking ahead of the weekend.
The talks collapsed. Trump ordered a Hormuz blockade. Oil surged to $104.…↗
amit — @stockswithtom I think most SaaS names are oversold, not sure which ones get back to the highs but my bets are $PLTR $ORCL and then your cyber names↗
Apr 11
InvestmentGuru — SOFTWARE GIANTS IN DEEP RESET
in last 6 months
$ORCL down 52%
$NOW down 53%
$SNOW down 49%
$CRM down 40%
The “safe tech” trade isn’t safe anymore.
Valuations compressing fast, se…↗
Apr 10
amit — @SayNoToTrading @DeepIceValue Agreed with you. $ORCL is a buy here.↗
Apr 10
TheValueist — Nothing is ever a must-buy in my book. For Mag 7 names, I like $NVDA $GOOGL $META more at these prices. For $ORCL , I am staying away. Too much FUD around financing; they could abs…↗
Apr 10
Michael Sikand 🦑 — $AAOI is surging after @CitronResearch goes short.
The guy has no clue what he's talking about.
He thinks $ORCL is the only customer, so he clearly didn't research that 3/5 hyper…↗
Apr 10
Evergreen Capital — As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get r…↗
Apr 10
The AI Investor — Is token factory profitable for $ORCL $CRWV $IREN $NBIS ?
This is a financial model for an AI token factory built on Nvidia’s NVL72, running an open-source model like DeepSeek R1.…↗
Apr 9
amit — This is all of software today.
It's ugly, but once again it is rooted in a very programmed (literally, algorithmically programmed) belief that the markets have about software in…↗
Apr 6
Serenity — The current bottleneck: Transformers/Switchgear. Trade Idea: Long Hammond (~2.2B CAD / ~$1.5B USD) at 184 CAD.
They dominate the market for:
-Transformers (dry, multi year bot…↗
Apr 4
Jason Luongo — Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world:
$MU - 4x
$ADBE - 9x
$CRM - 12x
$META - 13x
$NVDA - 15x
$TS…↗
Apr 3
InvestmentGuru — AI Bottleneck = Opportunity?
Chip shortages are starting to slow down AI adoption — not demand.
$ORCL confirmed what many suspected: Demand for AI infrastructure (GPU + CPU) is…↗
Apr 2
KawzInvests 🦑 — $AAOI received a $71M order for 800G transceivers from ANOTHER Major Hyperscale Customer
In the last 3 weeks alone:
- March 9: First-ever volume order for 1.6T transceivers
- Mar…↗
Michael Sikand 🦑 — Someone put a gun to my head.
They said "make me $1M from $100K with 10 stocks".
This answer saved my life.
1) $KRKNF - This subsea drone component monopoly is on the verge of r…↗
Apr 2
unusual_whales — To get $ORCL updates, subscribe to Unusual Whales.
See more: https://t.co/nTBFjQpMEY↗
Apr 1
Alphatica — Earnings Season is right around the corner and if you don't understand CAPEX, you don't understand why $NVDA, $AVGO, $ORCL, $AMZN, $GOOGL and $MU are moving.
$600B in hyperscaler…↗
Apr 1
Serenity — OpenAI is the tech equivalent of Iran.
They would have caused so much contagion - like Iran sending drones to all their neighbors - with funding they didn’t have….
From $MSFT co…↗
Apr 1
Serenity — @Jornka329996 How is $AAOI direct to $ORCL, $MSFT, $AMZN, and maybe $META needing new clients?
Those are probably the best they can get lol↗
Serenity — And... this is why I don't like Jane Street owning the same stocks I do like $AAOI.
They trade volatility, especially with retail favorite names and trigger stop losses/panic.
I…↗
Mar 28
TheValueist — Unfortunately, GAI CDS is cranking higher again. Overall, negative for the picks-and-shovels long trade. Cutting $IREN was one of my better trades this year; I was in from the teen…↗
Mar 28
Shay Boloor — ThE mArKeT iS iN sUcH a BuBbLe
Yet here are the 2027 multiples for some of the largest companies in the world:
• $AMZN ~21x
• $MSFT ~19x
• $GOOGL ~19x
• $AMD ~19x
• $ORCL ~18x
•…↗
Mar 27
Shay Boloor — $MSFT is taking 900 megawatts of data center capacity at Crusoe’s Abilene, Texas project which is a site previously tied to $ORCL & OpenAI.
The first building is expected to b…↗
Mar 26
Daniel Koss — Roses are red, violets are blue.
If you're short compute, I have bad news for you 📈
$NBIS $IREN $CRWV $ORCL $NVDA↗
Mar 25
Shay Boloor — President Trump is reportedly set to name $META founder Mark Zuckerberg, $ORCL founder Larry Ellison & $NVDA founder Jensen Huang to a new tech advisory panel on AI and emergin…↗
Mar 25
TheValueist — $MSFT $ORCL $NVDA $MU Any credible available new build GAI data center capacity will get sucked up in a second.
————
Microsoft Corp: The tech giant has agreed to rent a data cen…↗
Mar 24
Alphatica — ALPHATICA INDUSTRY ROTATION RADAR
Alphatica Industry Rotation Radar. Top 15 S&P weighted industries, 20 days, as of today's close.
Watch the trails. Three things just happened.…↗
Mar 24
Black Panther Capital — $AAOI is up 19% and the thesis is simple:
You are buying a critical bottleneck in the AI hardware stack that has a MASSIVE valuation gap compared to its peers.
The macro and mom…↗
Mar 24
Serenity — If you didn't know by now $SIVE is important to US national security via CHIPS act.
But especially, as the light source for hyperscaler AI supply chains.
They got two CHIPS acts…↗
Mar 22
Serenity — I was mapping second-order effects of the $2B company that does AI for Cows.
I just realized something brutal:
Shepard Dogs Are Going to Be Unemployed.
AI displacement is com…↗
Mar 22
Serenity — JPM is projecting 0 rate cuts in 2026 (Mar 19th).
Derivatives show~37% 0 rate cuts.
Here's the traditional winners and losers:
1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC…↗
Mar 17
Alphatica — Alphatica Industry Rotation Radar — 20 days, 503 tickers, as of today's close.
This is real-time relative strength vs SP500. Watch the trails.
What stands out:
OIL & GAS INTEGRA…↗
Mar 16
Gaetano — This was an understatement!
$TSEM $POET $LITE $MRVL $SIVE
There is already so much to cover
So far some bits include:
$LITE & $MRVL on OCS
$TSEM & $ORCL on OCS
$NOK new networkin…↗
Mar 16
Daniel Koss — Grid connected and contracted power are NOT moats and they are NOT the big bottlenecks.
They are nice to have, but there are so many alternative solutions. Those who pay attentio…↗
Mar 15
Black Panther Capital — THE BOTTOM LINE:
Oracle's Q3 was genuinely impressive. 243% AI infra growth, 531% multicloud database growth, 44% cloud revenue, these aren't flukes.
But $300 billion of a $553 bi…↗
Mar 15
Black Panther Capital — 6/ WHERE THE REAL MONEY IS
Here's the trade. Oracle's $553B backlog is real even if the concentration risk is real too. Which means the picks and shovels upstream of Oracle are the…↗
Mar 15
Black Panther Capital — $ORCL $553B backlog is the most misunderstood number in markets right now.
Everyone is celebrating. Nobody is stress-testing it.
The Iran war is hammering equities and oil is nea…↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 14
Black Panther Capital — AI isn’t coming for jobs.
It already took them.
$META. $AMZN. $ORCL. All cutting.
All replacing.
The profits don’t disappear. They shift.
From labor. To capital. To sharehold…↗
Mar 14
Serenity — The news is pretty heartbreaking:
$META 20% layoffs
$ORCL layoffs
$AMZN 600,000 workers long term layoffs as they get replaced by robotics and AI.
This is a dystopian future.…↗
Mar 14
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.5x
• $AAPL ~…↗
Mar 14
Serenity — Andruil $20 Billion USD cumulative total contract awarded by US Department of War.
Positive news for $PLTR, $KRKNF, $SPIR, $ACHR and other supply chain/integration partners.
Larg…↗
Mar 13
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings reactions: $ORCL, $ADBE, $RBRK, $PATH
• $NVDA CEO Jensen Huang’s five-layer cake: $…↗
Mar 13
Jason Luongo — NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.
Photonics is the hottest theme in the market and most investors still d…↗
Mar 12
Raging Capital Ventures — Two items struck me from the $ORCL conference call:
1) The capital intensity of AI data centers combined with relentless innovation and a rapidly declining cost curve reminds me o…↗
Mar 12
Serenity — @Sher_Lockknows No. But $AAOI doesn’t need it since they’re likely in $AMZN, $MSFT, and $ORCL / $META roadmaps.↗
Mar 11
Alphatica — Software looks like it's holding up. The 10D basket buy rate is 58%.
But when you separate institutional from retail, the picture changes completely.
We scanned 206,512 significa…↗
Mar 11
Jason Luongo — BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Lay…↗
Mar 11
Nick Colas & Jessica Rabe (DataTrek) — Software stocks just went through a near 3-sigma selloff — one of the worst stretches in years.
Now they’re rebounding and $ORCL just beat earnings.
Why the comeback may have fur…↗
Mar 11
Shay Boloor — $MSFT is in talks to lease a large Texas data center site that $ORCL previously walked away from. https://t.co/yWCUoCCshr↗
Mar 11
Nick Colas & Jessica Rabe (DataTrek) — We just published a video yesterday on why Software stocks are staging a comeback.
Subsequently, $ORCL beat earnings and is rallying hard.
Not bad timing.
Here's the data on why…↗
Mar 11
Nick Colas & Jessica Rabe (DataTrek) — Our video on Software's comeback was well timed, with $ORCL beating earnings expectations and up 10% today. Watch it below!
Why Software Stocks Are Making a Comeback https://t.co/…↗
Mar 11
Alphatica — ORCL | Receipts
Yesterday before the print we posted:
"$899M in puts closing. 40,000+ calls concentrated into earnings week. The options market has picked a side."
EPS: $1.79 be…↗
Mar 11
Jeff York, PPT — $ORCL today, is at my 1st. profit target at $171.52! 🎯🎉
The BIGGEST reversals happen at the Yearly #pivotpoints! ⏫⏬ https://t.co/ewslndnyBM↗
Mar 11
Lando — What a day so far lots of pump right now for the DC and AI Infrastructure names led by $NBIS and their $NVDA partnership
Pair that with some great $ORCL earnings and you get a GR…↗
Mar 11
Shay Boloor — $ORCL ripping today up ~12% after earnings https://t.co/52jwpwVmdH↗
Mar 11
Jose Najarro Stocks — NVIDIA TO INVEST $2 BILLION IN $NBIS: IS BULLISH FOR AI ECOSYSTEM $CRWV $IREN $ORCL
The market is truly underestimating how much compute is going to be needed during this AI revol…↗
Mar 11
Lando — @daniel_koss That’s how I kind of see it. It looks like they’re expanding from $CRWV and giving you guys a $2B let’s see what happens deal. I think if you guys execute that’ll incr…↗
Mar 11
Lando — $NBIS and $ORCL help me pump my bags for $IREN please!! https://t.co/1kbJv59mww↗
Mar 11
Daniel Koss — $NBIS stock just got a boner pre-market after listening to $ORCL earnings.
Totally understandable to be fair. https://t.co/7TQpf7wqsM↗
Mar 11
Daave “3 and 30” Tepper — $crm is the new $orcl
the ai pivot is expensive and crm has always had capital creation issues
growing net debt….
+ net share issuer….
= Book value destruction over time….
even…↗
Mar 11
SandemanStocks — With a good CPI number today $NBIS will run. $ORCL earnings just lit a fuse in the AI infrastructure and infa space.
Well, that and no crazy war headlines. Feel like we are ti…↗
Trade Whisperer — $ORCL just revealed $553B in performance obligations. Nearly all of it AI infrastructure.
And now $TSM +5.1% Ripping in its home market. https://t.co/hWUkkmBimg↗
Mar 11
Ben Pouladian — Last free piece before GTC
The NeoCloud Hypothesis: why $ORCL and $CRWV deploy NVIDIA's GPUs before anyone else
Same-day $ORCL F3Q earnings $553B RPO, IaaS +81%, 43% margin Plus…↗
Mar 11
Gaetano — $ORCL With an important signal for the photonics trade
$LITE $COHR $AAOI $CIEN $MRVL
Two of my biggest concerns around AI infrastructure right now are that capex could slow and th…↗
Mar 11
The AI Investor — Anyone knows what did SA call about $ORCL this time?↗
Mar 11
The AI Investor — My $ORCL thesis, happened to publish at the low of the stock:
https://t.co/RDmX3yL7TP↗
Mar 10
Alphatica — ALPHATICA INDUSTRY ROTATION RADAR
S&P 500 · 40 Days · Daily RS vs SPY
Software stocks are down 21% YTD. The $IGV is 29% off its highs. So why is our rotation radar showing Softwar…↗
Mar 10
Ben Pouladian — $ORCL Q3 FY26 earnings call — listen anon
The real play is private token production frontier models running against your own data without handing it to Amazon or Google
The datab…↗
Mar 10
TheValueist — $ORCL Oracle Corporation (ORCL) Q3 FY2026 Post-Earnings Debrief
https://t.co/7YKSRnoc2T
The Signal: Oracle delivered an unambiguous beat-and-raise quarter that validates the AI i…↗
Mar 10
mon — $ORCL - "The demand for cloud computing for AI training and inferencing continues to grow faster than supply. Furthermore, some of the largest consumers of AI Cloud capacity have r…↗
Mar 10
Lando — I know people are bullish $ORCL, but they still need to raise $20B in debt somehow, whether it be an ATM offering or debt, I don't know
Gonna be watching closely, it'll directly a…↗
Midas — $ORCL up over +8% after beating earnings and posting a 44% jump in cloud revenue.
Will this carry onto CPI tomorrow? https://t.co/sYZ5f4h8yv↗
Mar 10
Lando — @GrindeOptions It continues to look amazing, $IREN and $NBIS needed $ORCL to beat and it did. This might be lift off time 👀↗
Mar 10
Jose Najarro Stocks — $ORCL Guidance for Fiscal Years 2026 and 2027
For fiscal year 2027, we are raising total revenue guidance to $90 billion.
For fiscal year 2026, we expect revenue of $67 billion a…↗
Mar 10
Lando — @stckpkr7000 It's weird honestly, like I'm walking around looking at this giant green candle on $ORCL reading all the info. Getting excited for $IREN $NBIS $CIFR etc. and everyone…↗
Mar 10
Shay Boloor — $ORCL just said AI cloud demand is still outpacing supply, customer credit quality is improving & with $553B in RPO the story is no longer about demand but about how fast Oracle ca…↗
Mar 10
Shay Boloor — $ORCL RPO growth is absolutely wild.
Oracle’s buildout looks oversized relative to its revenue base but if OCI turns that capacity into durable AI demand then the market may be u…↗
Mar 10
Ophir Gottlieb — $ORCL
Oracle stock jumps 7% on earnings beat and increased guidance as cloud revenue climbs 44%
- @CNBC https://t.co/Wlt41br4wp↗
Mar 10
Jeff York, PPT — $ORCL tonight, is pop n on good earnings. I'm looking for next strong resistance around $171.52. 🎯 https://t.co/8hWwZuwBjU↗
Mar 10
Lando — I’m walking back to my apartment on campus and I think I’m the only one excited that $ORCL just beat earnings 😅↗
The AI Investor — $ORCL Q/Q changes
RPO increased $30b to $553b https://t.co/utRU32j5xv↗
Mar 10
Shay Boloor — $ORCL Q3 EARNINGS
• Revenue $17.2B vs Est. $16.9B
• EPS $1.79 vs Est. $1.69
• Operating Income $7.4B vs Est. $7.2B
• RPO: $553B (+325% YoY)
FY27 Guidance
• Revenue $90B vs Est. $…↗
amit — $ORCL
Oracle after the bell…what are we thinking?
Stock peaked at $345, cut by more than half now at $150.
Liberation day lows were $125.
Credit default swaps have already spik…↗
Mar 10
Shay Boloor — 3 THINGS I'M LOOKING FOR IN $ORCL EARNINGS
1. RPO is converting rather than just compounding. A $500B+ backlog is impressive but backlog alone no longer matters. This cannot be a…↗
Mar 10
Nick Colas & Jessica Rabe (DataTrek) — Software stocks are staging a surprising comeback.
After a near 3-sigma collapse, $MSFT, $CRM, and $ORCL are now outperforming the S&P 500 during the oil shock. Watch why &…↗
Mar 10
Nick Colas & Jessica Rabe (DataTrek) — $MSFT, $CRM & $ORCL are up an average of +3.5% since the US struck Iran versus the S&P 500’s -1.2% fall. In this video, we explain that users may be more likely to stick wi…↗
Mar 10
SandemanStocks — So is $ORCL going to tank or pop up the AI sector after the bell? What say you?↗
Mar 10
Serenity — $ORCL likely $AAOI hyperscaler client per
Rosenblatt analyst.
When I first posted about $AAOI everyone had extreme doubts like on my thesis post on $AXTI.
But don’t take it fro…↗
Mar 9
Shay Boloor — @VanquishTrader This $ORCL noise is a buying opportunity if RPO confirms demand tomorrow during their earnings↗
Mar 9
Midas — $IREN AND $CIFR CAN CRASH TOMORROW
If the $ORCL ER is not good.
Watch them.↗
Ben Pouladian — Oracle locking in 4.5GW of additional leasing for OpenAI
People debating GPU roadmaps are missing it
The real war is site selection.
Hyperscalers want massive homogeneous Rubin…↗
Mar 9
Shay Boloor — OpenAI reportedly backed away from Abilene expansion because it wants separate facilities purpose-built around $NVDA upcoming Vera Rubin chips instead of scaling further with $ORCL…↗
Mar 9
Daniel Koss — $NBIS, while still down 3% over the last 3 months, has been the best-performing stock in the current “data center” basket over the last 3 months, 1 month, 1 week and today.
The ph…↗
TheValueist — $ORCL Oracle Corporation (ORCL) Q3 FY2026 Earnings Preview
https://t.co/asl31EdnbN
Oracle reports Q3 FY2026 tomorrow after the close, with consensus at $16.9B revenue (+19.5% YoY…↗
Mar 9
Shay Boloor — $ORCL says reports about the Texas data center are “false and incorrect” noting two buildings are already operational and the rest of the campus remains on schedule.
The company a…↗
Mar 9
InvestmentGuru — Bloomberg’s piece on OpenAI and $ORCL triggered a massive selloff Friday.
Today, Oracle put out a statement in response to Bloomberg:
“Recent media activity about the Abilene sit…↗
Serenity — Bloomberg’s piece on OpenAI and $ORCL triggered a massive selloff Friday.
Of the semi supply chain from $LITE to $MU.
Today, Oracle put out a statement in response to Bloomberg:…↗
Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
Mar 7
Serenity — “Google’s Data Center Buildout Could Top 1 Trillion”
The implications for $1.5T+ in capex spend for the Google TPU ecosystem:
From $LITE, Mediatek, $AVGO, $TSM, SK Hynix, Samsun…↗
Mar 7
Lando — @DrTomsLens I love that Tomislav, I like when other investors can cover other names and engage in dialogue. $NBIS and $IREN will do well I believe, however, we trade as one (for no…↗
Mar 7
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics At…↗
Mar 7
The Future Investors — $ORCL $META Oracle and OpenAI cancelled plans to expand an AI data center in Texas due to financing issues and changing needs ❌
The broader Stargate project and other data center…↗
Mar 7
The Future Investors — Next week is the final earnings week of the quarter 📊
On Tuesday we have $ORCL
Wednesday: $PATH
Thursday: $ADBE, $RBRK
Which ones are you watching? 👀 https://t.co/bWogtjhrIM↗
Mar 7
unusual_whales — To get $ORCL updates, subscribe to Unusual Whales.
See more: https://t.co/nTBFjQpePq↗
Mar 6
The AI Investor — Oracle and OpenAI expansion news: too risky, $ORCL stock drops.
Oracle and OpenAI have scrapped plans to expand: no demand? $ORCL stock drops.↗
Mar 6
Serenity — @owenli25 New news got published saying $ORCL plans with OpenAi remain on track with stargate.
Looks like Bloomberg reporting was misleading for a second day in a row https://t.co…↗
Mar 6
Serenity — In a new response to Bloomberg article:
“Existing plans for Oracle's data center project with OpenAi remain on track”
The first Bloomberg report caused a crash in Semis from $NV…↗
Mar 6
unusual_whales — BREAKING: Oracle, $ORCL, and OpenAI end plans to expand the Texas Data Center site. Talks to Lease Stargate Expansion site broke down↗
Mar 6
Shay Boloor — $ORCL + OpenAI dropped plans to expand the Texas AI data center, opening the door for $META to explore leasing the site.
$NVDA is reportedly helping facilitate talks and placed a…↗
Mar 6
Shay Boloor — $ORCL and OpenAI have ended plans to expand their Texas data center site. https://t.co/jOxVl5CJL1↗
unusual_whales — JUST IN: Oracle, $ORCL, planning thousand of job cuts↗
Mar 4
Serenity — @Orcawellian If $AAOI reveals there's three hyperscaler clients (maybe $META or $ORCL) + $AMZN + $MSFT) buying out any capacity they make.
Then they do end-to-end from $COHR lase…↗
Mar 3
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
— @StockSavvyShay This is a major win for public grids. By forcing Big Tech to self-procure, regular consumers won't absorb the massive energy costs of the AI boom.
Expect $AMZN, $…
Shay Boloor — $AMZN, $GOOGL, $META, $MSFT, $ORCL & OpenAI will sign agreements to build their own power supply for AI data centers.
The AI capex cycle is now inseparable from energy CapEx w…↗
Feb 25
KaizenInvestor — @StockSavvyShay This is a major win for public grids. By forcing Big Tech to self-procure, regular consumers won't absorb the massive energy costs of the AI boom.
Expect $AMZN, $…↗
Mike Investing — Notable names seeing significant % drawdowns from all time highs
S&P 500 $SPY: -2%
Microsoft $MSFT: -30%
Amazon $AMZN: -20%
ServiceNow $NOW: -58%
Synopsys $SNPS: -36%
Palanatir $P…↗
Feb 24
The AI Investor — $ORCL stock is down 60% from its September 2025 high of $345 and now trading around $141 ($425B market cap).
Oracle is two companies stitched together: a boring but extremely pro…↗
Feb 23
Shay Boloor — $ORCL EXPERIENCING ITS BIGGEST DRAWDOWN IN COMPANY HISTORY https://t.co/2PV7oPnDqi↗
Feb 23
Alphatica — Burry's strongest argument isn't about cash flow — it's about depreciation policy.
If server useful life is 2.5 years (not 6), $ORCL earnings are overstated by 62%.
We break down…↗
Alphatica — Last night Michael Burry called out $ORCL $GOOG $META $MSFT $AMZN $NVDA $CAT for "accounting tricks" and "consuming all cash flow."
We had our Earnings Quality Signal running on e…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 21
Serenity — Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start o…↗
Feb 20
Tradable Astronaut — $IGV Hit it's HIGHEST oversold level ever from 2/3-2/5
Long-term risk Risk:Reward here is great
$MSFT l $PANW l $ORCL l $PLTR l $CRM l $NOW https://t.co/h0nXs6Q6Ns↗
Feb 19
Alphatica — Here is an order flow update on $MSFT $IGV $CRM $ORCL $NOW $DUOL
The cumulative picture is stark:
Institutions: -$3.7B cumulative over 90 days. They never got back to flat despit…↗
Feb 19
The AI Investor — Bloomberg: OpenAI is close to finalizing the first phase of a new funding round that could bring in more than $100 billion.
The chances they can afford to pay for compute are incr…↗
Feb 17
Jerry Capital — $ORCL 60% drawdown https://t.co/6nYxFTXOpP↗
Feb 16
The AI Investor — Ray Dalio's Bridgewater just went huge on AI infra in Q4:
$NVDA +54% ramp (3.87M shares → ~$721M, #1 single stock, only behind massive SPY & IVV ETFs)
$ORCL exploded +361…↗
Feb 16
Jason Luongo — Remember the tariff dip of April 2025?
Well these stocks are on sale again.
$NOW -57% 🔴
$ORCL -54% 🔴
$HOOD -51% 🔴
$AXON -51% 🔴
$IREN -45% 🔴
$EOSE -44% 🔴
$ONDS -41% 🔴
$SHOP…↗
Feb 16
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.8x
• $PLTR ~…↗
Feb 15
Serenity — The richest companies in the world are going into debt for the AI buildout.
Despite hundreds of billions in net income, companies from $AMZN to $GOOGL have increased capex so much…↗
Feb 14
Mike Investing — These are the best 8 buying opportunities available that’ll create millionaires in 2026:
1. Rocket Labs ~ $RKLB
2. Ondas Holdings ~ $ONDS
3. AST SpaceMobile ~ $ASTS
4. ServiceNow…↗
Midas — Michael Burry might be finally getting his second career win.
Shorts:
$PLTR
$NVDA
$ORCL↗
Feb 12
The Future Investors — Software stocks are getting crushed 😱📉 Here are 25 Quality Software stocks ranked by PEG-ratio. Which stocks are a steal right now? 👀🚀
1. $PATH | UiPath - 0.47
2. $WDAY | Work…↗
Feb 12
Alphatica — We scanned 43,500+ whale trades across $MSFT, $ORCL, $CRM, $NOW, $IGV, and $DUOL over the last 90 days.
Every single ticker deteriorated.
90-day view: Net +$6.5B institutional bu…↗
Feb 10
Lando — $ORCL ripping higher is very good for $IREN $CIFR $NBIS $WULF etc.
Hope you bought the dip 🚀↗
Feb 9
Lawrence McDonald — Hard Assets vs. Financial Assets
July 2024 vs. February 2026
Gold: $2400 vs. $5050
Amazon $AMZN: $200 vs $200
Microsoft $MSFT: $410 vs. $410
Oracle $ORCL: $140 vs. $140
Salesfor…↗
Feb 9
amit — IMPORTANT MACRO STATS TODAY:
1. Alphabet $GOOGL is lining up a ~$15B multi-tranche bond deal, including ultra-long paper out to 2066 priced around +120 bps over Treasuries — stro…↗
Feb 9
George Noble — 💯 The anger and hostility from the Dunning Kruger financial illiterati makes me even more convinced that the AI trade is OVER.
DONE. COOKED. EL FINITO.
This will be a bigger b…↗
Feb 8
Black Panther Capital — 🚨THIS IS BS….
Everyone’s freaking out about market volatility, while they’re missing the biggest economic shift since the Industrial Revolution.
This isn’t a crisis. It’s revolu…↗
Feb 6
Lawrence McDonald — Unchanged since
Google $GOOGL November 2025
Facebook $META January 2025
Amazon $AMZN July 2024
Oracle $ORCL June 2024
Microsoft $MSFT January 2024↗
Feb 5
Puru Saxena — Jeff Bezos doesn't see data centres in space for at least 10 years. Until then, the hyperscalers + neoclouds will have to do the heavy lifting.
$AMZN $CRWV $GOOG $MSFT $NBIS $ORCL…↗
Feb 4
Alphatica — 🚨 ALPHATICA BUY SIGNAL: $ORCL
THE SETUP:
Oracle down 24% since September. 6 consecutive red days. Today alone -6%.
WHY:
$45-50B capital raise spooked investors. Dilution fears.…↗
Feb 2
Serenity — @hereforgoodish2 @KawzInvests Nope, just shares for day trades. For example bought $ORCL overnight the 5% drop and sold on the 4% rise premarket for a 9% gain in an hour or two.…↗
Tradable Astronaut — $ORCL Call Buyer $878K @Maximus_Holla
back to flat from the pre-market pop https://t.co/mHsmVz1wWE↗
Feb 2
Shay Boloor — @PolymarketMoney Now we just have to make sure Sam doesn’t come back to $ORCL to revise the original $300B deal.↗
Feb 2
Shay Boloor — $ORCL plans to raise ~$20B via an ATM equity offering and another ~$30B through a one-time bond issuance to fund its cloud expansion.
A key driver is Oracle’s massive OpenAI contr…↗
Feb 2
Tradable Astronaut — $ORCL this morning while everything else red https://t.co/uYiVBhawBU↗
Feb 2
The Future Investors — $ORCL Oracle plans to raise $45–50B in 2026 to expand cloud infrastructure, split between equity and debt.
The plan signals strong cloud demand, but also brings near-term dilution…↗
Shay Boloor — @PolymarketMoney Wild to see $ORCL under $160 now↗
Feb 2
Shay Boloor — $ORCL JUST BROKE BELOW $160 https://t.co/gjwtK1bJGr↗
Feb 2
InvestmentGuru — $ORCL
Oracle to Raise Up to $50 Billion in 2026 for Cloud Buildup↗
Feb 2
unusual_whales — Oracle $ORCL said it plans to raise $45B–$50B in 2026 via a mix of debt and equity to expand capacity for its cloud infrastructure, per Bloomberg.↗
Feb 1
Shay Boloor — $ORCL plans to raise $50B in 2026 via a mix of debt and equity to expand OCI capacity.
The capital is to meet contracted demand from major customers including $AMD, $META, $NVDA,…↗
Feb 1
Alphatica — @realMeetKevin Adding to this:
What the 10-K shows that cash flow doesn't:
Operating margin: 37.6% → 26.2% (still hasn't recovered post-Cerner)
SBC: $1.6B → $3.5B (doubled in 3…↗
Feb 1
The AI Investor — $ORCL co-CEO: “The infrastructure big AI players need is basically the same, there’s not a high degree of customization. Many different customers will need this type of infrastruc…↗
Feb 1
Alphatica — @MacroEdgeRes $ORCL cutting 20-30K jobs.
Here's why 👇
Stockholders' equity after the $28B Cerner acquisition:
When equity goes NEGATIVE, layoffs follow.
The balance sheet pred…↗
Jose Najarro Stocks — $MSFT $NVDA $CRWV $NBIS $IREN $ORCL
MICROSOFT JUST DESTROYED AI BEARS WITH THIS ONE LINE
"And on the GPU contracts that we've talked about, including for some of our largest cust…↗
Jan 28
Daave “3 and 30” Tepper — $msft impressive, but Sam making himself systemically important.
$orcl $crwv $corz $nvda https://t.co/IneVMivXDW↗
Jan 28
Serenity — @feanor_legend $CRWV is probably the only $50B+ company I can think of that is likely going to go bankrupt. At least $ORCL has a profitable core business and owns tons of assets li…↗
Jan 27
The AI Investor — Lol $ORCL is being dragged down by software bearish narrative that even strong AI cloud senstiment from $CRWV $IREN $NBIS $APLD couldnt save it.
is it a great opportunity for long…↗
Jan 27
The AI Investor — AI cloud stocks like $CRWV $IREN $APLD are up more than 50% since Dec 17 when I posted my thesis during AI bubble narrative.
Some lower gain like $NBIS and underperforming $ORCL…↗
Jan 27
Tradable Astronaut — Mindset is everything, I am not in the headspace today to trade.
Oversized and didn't manage my $ORCL position properly, my own doing and a mistake I could've easily avoided.
I t…↗
Tradable Astronaut — $ORCL Looks like someone was lighting up these spreads into close
Buying $185C & selling $200C against it to help finance the trade and experience less time decay https://t.co…↗
Shay Boloor — THE AI STORAGE STACK
• $ORCL uses flash storage to speed up cloud databases
• $DELL sells all-flash storage systems to large enterprises
• $AMZN deploys SSDs at scale across AWS i…↗
Jan 24
Serenity — @VotrubaLog I've been saying this about $ORCL in the 300's though too when they projected $25B capex to $50B+ in just 1 year time.
This is to fulfill $500B+ in backlog. But that b…↗
Jan 24
Serenity — Jan 25th Ratings. Post EU Tariffs and $INTC ER.
Strong Buy:
$SNAP
$META
Samsung Electronics
SK Hynix
$MU
Unimicron
$TSM
$CRCL
$AXTI
$LPTH
$COPX
$LIT
$AEHR
$FORM
$AMKR
$AVGO
$MRV…↗
Jan 23
TheValueist — $ORCL EXECUTIVE OVERVIEW
The Morgan Stanley “Big Opportunity, Little Room for Error” report frames Oracle’s equity and credit as a high-convexity AI infrastructure buildout story…↗
TheValueist — My CDS Dashboard update of the day. Most names are trading inside of their month ago highs. Great point below and something to keep track of. My perspective is that as TMT debt, bo…↗
Jan 23
TheValueist — $ORCL Oracle price target lowered to $213 from $320 at Morgan Stanley
Morgan Stanley lowered the firm's price target on Oracle to $213 from $320 and keeps an Equal Weight rating o…↗
Jan 23
TheValueist — $ORCL Deal values TikTok US at around $14B, Axios reports
The TikTok US deal values it at just around $14B, a source confirms to Axios, Sara Fischer and Christine Wang report. Fisc…↗
Jan 22
unusual_whales — NEWS: The US and China have approved a deal to sell TikTok’s US business to Oracle, $ORCL, and Silverlake.↗
Lawrence McDonald — Drawdowns
Oracle $ORCL -50%
Netflix $NFLX -39%
Facebook $META -24%
Palentir $PLTR -22%
Broadcom $AVGO -21%
Microsoft $MSFT -20%
Apple $AAPL -15%
Nvidia $NVDA -15%
Google $GOOGL -4…↗
Jan 21
InvestmentGuru — Stocks in each layer of AI infrastructure.
1️⃣ Application Layer
$MSFT •$GOOGL •$META •$CRM
$SNOW •$NOW •$ADBE
2️⃣ Model Layer
$MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SA…↗
Jan 20
Daniel Koss — Earnings Dates for all the companies I follow:
$AMD Jan 27 ✅
$TSLA Jan 28 ✅
$MSFT Jan 28 ✅
$META Jan 28 ✅
$AMZN Jan 29 ✅
$SOFI Jan 30 ✅
$PLTR Feb 2 ✅
$MSTR Feb 3 ✅
$GOOGL…↗
Jan 19
Tradable Astronaut — $ORCL pay attention to the volume on it's etfs... https://t.co/8SpM2uUM33↗
Jan 19
Shay Boloor — OpenAI shared this chart to show that AI revenue is scaling almost one-for-one with compute.
Going from ~0.2 GW to ~1.9 GW (~10x increase in power) maps to revenue growing from ~…↗
Jan 18
The Future Investors — What are the Key 𝗤𝘂𝗮𝗻𝘁𝘂𝗺 𝗖𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 Focus Areas? ⚛️👇
🧠 Quantum Computing / Cloud Services
$QUBT | $RGTI | $QBTS | $IONQ
$CCCX | $IBM | $GOOGL | $HON
🔧 Quantum C…↗
Serenity — Breaking: Elon Musk has sued OpenAI for $134 Billion.
Prediction markets have priced the odds of Elon winning at 59% as of today.
This may be alarming.
If OpenAI loses thi…↗
Jan 17
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Jan 17
TheValueist — Great piece below. The only names of these I would consider bottom fishing are $ORCL $MDB https://t.co/8tx1ZyFriV↗
The AI Investor — Almost all AI stocks are up except $MSFT and $ORCL
The 2 largest builders for OpenAI compute, what does it imply ?↗
Jan 15
Shay Boloor — There’s been a lot of AI bear chatter lately, mostly using $META & $ORCL CapEx headlines to scare people.
But $TSM is the lie detector since it sits at the physical bottlenec…↗
Jan 15
シバイヌおやびん（投資系VTuber） — Oracleの債券保有者らが、 $ORCL が AI インフラの構築資金として多額の追加債務調達が必要になることを開示しなかったと主張して訴訟を起こしました。彼らは、その省略が債券価格を下落させ、資金調達ニーズが明らかになった後に投資家に損失をもたらしたと主張しています。↗
The AI Investor — YTD performance:
$APLD > $IREN > $CRWV > $NBIS > $ORCL↗
Jan 13
Shay Boloor — 3 WAYS $AMD BECOME A SUCCESSFUL 2026 STORY
1. Data center CPUs do the heavy lifting
The most underappreciated part of the story is CPUs which are AMD’s cash engine. Tight supply,…↗
Jan 12
unusual_whales — At close: $SPY $SLV $GLD $ORCL
Generate heatmaps like this yourself for any tickers at https://t.co/F4eY8aRqum https://t.co/iTmBzGGYvT↗
Jan 12
TheValueist — $UBER $ORCL EXECUTIVE SUMMARY
The source material describes a 24-month, 3-party co-optimization program among Uber Engineering, Oracle Cloud Infrastructure (OCI), and Ampere that c…↗
Jan 12
Black Panther Capital — @CoachDJLW $ORCL is definitely a strong king in the game. It’s gonna be interesting to follow them. I hope they will serve you well!↗
Jan 12
The AI Investor — FUD to FOMO in less than a month.
$CRWV $NBIS $IREN $APLD $ORCL↗
Jan 12
The AI Investor — Insane run of new AI clouds, most up about 25% YTD $CRWV $NBIS $IREN $APLD $ORCL
Here’s my free article explaining the business model, so AI stock investors don’t get caught up in…↗
Jan 10
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Jan 10
Trade Whisperer — 🟦 $ORCL Basing $194.6. I believe the (W) BLUE candle is just around the corner.
260+ Weekly Smart Candle Alerts. Free Trial:
https://t.co/UOnxsgc8Ii https://t.co/cBTbDgI5YE↗
Jan 10
The AI Investor — An overview comparison with updated market caps for new AI clouds:
$ORCL $IREN $NBIS $CRWV
My thoughts on the new AI cloud business and a draft model to understand the economics…↗
Jan 9
The AI Investor — What a strange day for $NVDA the king of AI, it's flat while $ORCL up 5% $CRWV up 4.5% $APLD up 18.8%↗
Jan 9
The AI Investor — Hi all,
There’s a lot of noise and skepticism around AI infrastructure: China headlines, chip rumors, pricing wars, and “AI bubble” takes. None of that matters if you don’t unders…↗
Jan 9
The AI Investor — Market loves new AI clouds again?
On Dec 17 at the low of the sentiment I published an article about my thoughts on AI bubble and why the new cloud biz might work very well.
$ORC…↗
Jan 9
Trade Whisperer — 🟦 Over 260 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰
Join our community on…↗
Jan 8
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Jan 7
Lando — @jiahanjimliu Great write up Jim. Definitely a lot of fud bs today but I don’t think they can hold it down for much longer.
$NBIS succeeding is actually more bullish than people r…↗
Jan 6
TheValueist — CDS update of the day. A little tighter...
$CRWV $ORCL $AMKR $STX https://t.co/nfyvkdxRQ2↗
Jan 6
Trade Whisperer — 🟦 Over 260 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Jan 5
TheValueist — CDS update of the day. Nothing remarkable; some minor tightening over the past 5 days. More importantly, they are not blowing out.
AMKR stock is currently showing strong upward m…↗
Jan 5
TheValueist — $MDB $ORCL $AMZN $GOOGL SQL vs NoSQL: Evolution and the Generative AI Frontier↗
Jan 5
Black Panther Capital — IS THE HPC/AI SECTOR BULLRUN HERE?
🟢 $TE OVERNIGHT +4%
🟢 $IREN OVERNIGHT +3%
🟢 $NBIS OVERNIGHT +2%
🟢 $CIFR OVERNIGHT +2%
🟢 $ORCL OVER IGHT +1%
🟢 $BITF OVERNIGHT +4%
🟢 $CLSK…↗
Jan 5
The AI Investor — $ORCL $IREN $NBIS $CRWV
My thoughts on new AI cloud biz:
https://t.co/s46qmSVlqK https://t.co/oHNDiksVQX↗
Jan 4
Mike Investing — These 6 layers are responsible for the immense AI boom that we have seen…
1. AI Compute & Chips
~ $NVDA, $AMD, $ASML, $ARM, $AVGO
These companies design and manufacture the proces…↗
Jan 4
Shay Boloor — THE 8 LAYERS OF THE REAL-WORLD AI BOOM
1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on.
2. Those chips only work at scale because of…↗
Jan 3
InvestmentGuru — 20 Companies That Can Lead the Market in 2026
Market leadership in 2026 will belong to companies with scale, cash flow, and real AI leverage — not hype.
From $NVDA, $MSFT, $GOOG,…↗
Jan 3
Trade Whisperer — 🟦 Over 520 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰
Join our community on…↗
Trade Whisperer — 🟦 Over 750 charts were uploaded this weekend. It's tough but we want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial…↗
unusual_whales — Oraacle, $ORCL, is down more than 1.2% today.
It is down 10% in last six months.
75% of analysts have a buy rating on it. https://t.co/4cQPgmrSDw↗
Dec 28
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $PLTR ~4.6x
• $TSLA ~…↗
Dec 27
Shay Boloor — MY 2026 WATCHLIST
1. $LMND AI-native insurance stack
2. $GOOGL habitual AI usage through search & video
3. $NFLX global attention platform with pricing power
4. $NOW AI control pl…↗
Dec 27
Trade Whisperer — Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6LmGxB…↗
Dec 26
Shay Boloor — @FuturumEquities The entire $ORCL bull case comes down to if they can build capacity faster than $GOOGL, $MSFT & $AMZN without blowing up leverage. If so, the stock rerates mea…↗
Shay Boloor — 10 WAYS TO CAPITALIZE ON THE GENESIS MISSION
President Trump’s Genesis Mission frames AI as a Manhattan-Project-level effort to unify federal data, DOE supercomputers & private la…↗
Dec 25
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Dec 24
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…↗
Dec 24
The AI Investor — New AI Cloud comparison
$ORCL $CRWV $NBIS $IREN
Which stock will outperform in 2026 ? https://t.co/QUL3RKYx0x↗
Dec 24
TheValueist — Something tells me GAI CDS will keep tightening.
$CRWV $ORCL https://t.co/HFsolfOKRv↗
TheValueist — $ORCL $NVDA $OWL The post is referring to Oracle’s planned hyperscale “Stargate” campus in Saline Township, Michigan, being developed by Related Digital and intended to support Ope…↗
Dec 23
Trade Whisperer — 🟦Over 250 charts were uploaded today. We want to make the best system in the world and help as many traders as possible
Join our community on FREE trial: https://t.co/jIat6LmGxB…↗
Dec 22
The AI Investor — Wells Fargo basically saying: market got too spooked on “AI/OpenAI risk” and dumped $ORCL to a dumb level.
They’re reiterating Overweight with a $280 PT (~46% upside) after the st…↗
Dec 22
Jose Najarro Stocks — Short-term investing in trendy topics is always a crazy roller coaster ride, especially lately, for AI stocks.
$CRWV
$NVDA
$NVDG
$AMD
$IREN
$NBIS
$ORCL
$MU
$TSM
While I focus on…↗
Dec 22
unusual_whales — Oracle, $ORCL, is up 2.3% today.
See net premium on Unusual Whales. https://t.co/nIH2cvPds2↗
The AI Investor — AI stocks are up overnight,
$NVDA up 1%
$ORCL up 2%
$CRWV up 2.5%
$MU up 4%
...
Surprised , thought the AI trade was dead a few weeks ago that only Google should be green.
htt…↗
Dec 21
InvestmentGuru — 20 Companies That Can Lead the Market in 2026
$NVDA — The backbone of the AI revolution. Dominates data-center GPUs, CUDA ecosystem, and AI networking. Pricing power and demand v…↗
Dec 21
Midas — Companies supported by Trump's AI Project (Genesis):
$AMD
$CRWV
$DELL
$ORCL
$GOOGL
$HPQ
$AMZN
$IBM
$INTC
$MSFT
$NVDA
$ORCL
$PLTR
Which company are you buying?↗
Dec 20
InvestmentGuru — Looking ahead to 2026, the next leg of the AI revolution is expected to drive a powerful re-rating across technology, with tech stocks rising over 20% as the 2nd, 3rd, and 4th deri…↗
Dec 20
Mike Investing — These sectors are going to dominate 2026 and should be your top portfolio priorities…
Space: $ASTS, $RKLB
AI: $ZETA, $ORCL, $IREN, $NBIS, $PLTR, $AMD
Robotics: $TSLA, $RR, $ONDS…↗
Dec 20
Trade Whisperer — 🟦Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible
Join our community on FREE trial: https://t.co/jIat6LmGxB…↗
Shay Boloor — Here are the key levels to watch for $ORCL on a potential entry that's using Price Action Concepts Indicator from LuxAlgo: https://t.co/IbTkohVEYc↗
Dec 19
unusual_whales — Oracle, $ORCL, is up nearly 8% today.
It is down 13% in the last month.
See net premium on Unusual Whales. https://t.co/bRDTrjI4NT↗
Alphatica — We suspect an announcement or leak of the mystery $AVGO customer will follow soon after yesterday's TikTok news. $ORCL $SPY $QQQ↗
Dec 19
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #24
Join Daniel & me live on YouTube today at 1PM EST as we talk about:
• AI data centers heading into 2026 | $NVDA, $AMD, $ORCL, $CRWV, $IREN,…↗
Dec 19
Shay Boloor — $ORCL climbing pre-market after officially becoming the infrastructure layer behind TikTok U.S. https://t.co/pGgMGDc59s↗
Dec 19
Trade Whisperer — 🟦 Over 250 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰
Join our community on…↗
Dec 19
The Future Investors — $ORCL TikTok struck a deal to move its U.S. operations into an Oracle-led joint venture 🇺🇸📱
Oracle and partners will own 50%, with ByteDance retaining a minority stake. Oracle…↗
Tigris 会讲课教授是好老师 — If you want the clean framework behind this move (why “data custody” matters, how it changes risk premia, and where the market is mispricing $ORCL):
IC memo + deck here: https://t…↗
Dec 19
Tigris 会讲课教授是好老师 — Oracle’s after-hours move isn’t about “TikTok hype”. It’s about role clarity.
TikTok headlines are just the excuse. The real trade is this:
$ORCL stops getting priced like an ove…↗
Dec 19
The AI Investor — $ORCL very soon the FUD about CDS would go away like it never existed↗
InvestmentGuru — $ORCL catching a strong bid — and TikTok may be the catalyst
Oracle stock jumped after reports that TikTok has signed agreements to form a U.S.-based joint venture, where TikTo…↗
Dec 18
Shay Boloor — @PolymarketMoney The tailwind $ORCL needed↗
Dec 18
The AI Investor — $ORCL is up ~4% AH after TikTok’s CEO told employees that its parent company, ByteDance, signed binding agreements to create a US joint venture majority-owned by American investors…↗
Dec 18
Shay Boloor — TikTok’s CEO told employees that ByteDance has signed binding agreements to create a U.S. joint venture majority-owned by American investors which includes $ORCL, Silver Lake &…↗
Dec 18
Shay Boloor — INVESTING WITH THE BOYS PODCAST Grid & Power: $CEG, $NEE, $VST, $EOSE AI Data Platforms: $PLTR, $SNOW, $MDB AI Cloud: $MSFT, $AMZN, $GOOGL, $ORCL AI Utility / Compute: $CRW…↗
Dec 18
Shay Boloor — @PolymarketMoney So many are starting to forget about $ORCL involvement in Stargate↗
Dec 18
Shay Boloor — $ORCL & OpenAI received Michigan approval to power a 1.4 GW Stargate data center with DTE Energy fast-tracking electricity for a facility the size of a nuclear reactor.
The projec…↗
Dec 18
The AI Investor — $ORCL vs $CRWV vs $NBIS vs $IREN
What's your best pick ? https://t.co/IRUk7abzmg↗
Dec 18
Trade Whisperer — 🟦Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible
Join our community on FREE trial: https://t.co/jIat6LmGxB…↗
Dec 17
Gaetano — 🚨We need to talk.
$ORCL $NVDA $NBIS $POET $MU $LITE
I’ve got a lot of thoughts on this market.
Some things in AI are accelerating faster than people realize.
Other parts are st…↗
Dec 17
amit — $ORCL $OWL
THE ORACLE BLUE OWL SITUATION:
One reason we could be seeing pain across the entire market today is because Blue Owl, a private credit lender, has been financing a TON…↗
Dec 17
Antonio Costa — $ORCL previous resistance, now major support zone https://t.co/rhxRwi2eiN↗
Dec 17
unusual_whales — Oracle, $ORCL, is down more than 4% today.
See net premium on Unusual Whales. https://t.co/IgLktlLBdd↗
Dec 17
Shay Boloor — $ORCL EXPERIENCING ITS BIGGEST DRAWDOWN IN A DECADE https://t.co/AJLVGCLTUA↗
mon — $ORCL is impacting the sector once again. 😞
$CRWV -7%
$WULF -7%
$IREN -3%
$NBIS -5%
$CIFR -0.6% https://t.co/PGEHdpxQgl↗
Dec 17
Tigris 会讲课教授是好老师 — No panic. No euphoria. Just audit season. The door isn’t closing, it’s being priced.
Retail investor doesn’t need forecasts. It needs rules: presence, entries, and emotional immun…↗
Dec 17
Ophir Gottlieb — $ORCL
Reports suggesting that Blue Owl Capital will not provide funding for a $10 billion deal to build the company's next data center. via @Benzinga
This type of behavior *pr…↗
Dec 17
TheValueist — $CRWV $ORCL $AMKR $STX The screen is a cross-sectional snapshot of generic 5Y senior CDS levels and recent spread dynamics across a TMT-heavy universe (mega-cap platform software/i…↗
Dec 17
Daave “3 and 30” Tepper — There is a lot of confusion out there.
Oracle is not building the data center. Related Digital (Stephen Ross) is building it. Oracle doesn't build anything.
This is not problem…↗
Shay Boloor — $ORCL has already responded by saying the equity deal for the Michigan data center remains on schedule.↗
Dec 17
mon — 🚨: A lot of news recently in the data center space.
• $AMZN is in talks to invest more than $10 billion in OpenAI.
• $HUT +15% PM announced a 15-year triple-net lease with Anthr…↗
Dec 17
Shay Boloor — $OWL has reportedly walked away from funding $ORCL planned $10B, 1GW Michigan data center for OpenAI after talks stalled.
The project is now in financing limbo as lenders push tou…↗
Serenity — Just In: Amazon's $10B OpenAI Funding and The AI Supply Chain Ripple Effect.
$AMZN is set to invest $10B+ in OpenAI at a $500B+ valuation
Why this is a MASSIVE structural shift…↗
Dec 17
Trade Whisperer — 🟦 Over 250 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
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Dec 17
Serenity — @Sergeant991 Yes like how my chances with Sydney Sweeney are 50/50, the chances that the bill passes and $NBIS, $IREN, $CIFR goes to the moon are 50/50 as well.
Either it happens…↗
Dec 17
Serenity — @TheWingman4Life Disagree, utilization lag is margin destruction compared to .75 bps rate cut.
Rate cuts are a massive tailwind given how Neoclouds debt to fund expansion.
But, w…↗
Dec 17
Serenity — @crux_capital_ Thanks! There were some other posts about the Speed act passing and “bullish for $NBIS and $CIFR”, which is helpful.
But I just wanted to break down “why” since the…↗
Dec 17
Serenity — Just now, the SPEED Act ADVANCES in the House.
This is the single biggest de-risking bill/event for the Neocloud sector ( $NBIS, $CRWV, $IREN) this year.
Here's why and a rundown…↗
George Noble — First there was the MAG7.
I now present you the BAG7,
a diversified portfolio designed
to provide one stop shopping for
all your unnecessary purchases
$BE $CRWV $MSTR $OKLO
$ORCL…↗
George Noble — @JackFarley96 $ORCL is a total disaster and heading much lower.↗
Dec 16
Shay Boloor — INSIDE THE $1T AI ECONOMY
• $NVDA sells the compute every AI system runs on
• $MSFT packages AI into software & cloud for enterprises
• $AMZN turns AI demand into sustained cloud…↗
Serenity — @theBTCMiningGuy Agreed.
Companies like $CIFR are trading like the $AMZN, $GOOGL deals never happened.
In the whole Neocloud sector, we’re seeing a crash despite de-risking and…↗
Dec 15
Serenity — @SniperJones25 Well, the main factor is dilution for $NBIS and $IREN. But otherwise it’s largely sentiment and price.
Unfortunately $NBIS has a $2B+ ATM running that they’ve been…↗
Dec 15
amit — market just feels exhausted tbh
no major headlines but once again seeing a rotation from tech to financials/healthcare
$AVGO and $ORCL continue down and pulling all the datacent…↗
Dec 15
unusual_whales — Oracle, $ORCL, is down more than 4% in early morning.
See net premium on Unusual Whales. https://t.co/CzfyaL0whh↗
Dec 15
Tigris 会讲课教授是好老师 — The Oracle dump is rational… and that’s exactly why it might be wrong.
Yes, Phase 2 is a cash-flow audit of the AI buildout. Builders get hit first.
But the market’s shortcut is…↗
Dec 15
Trade Whisperer — 🟦 Over 500 charts were uploaded over the weekend. Our monthly smart candles charts can simplify stage analysis for long-term investors.
Join our community on FREE trial: https://…↗
Dec 15
InvestmentGuru — REPORT: Oracle $ORCL now has $248 Billion of AI/cloud data center lease commitments.
This is up $150 Billion from the $99 Billion in commitments reported at the end of August.
Th…↗
Dec 14
Serenity — Falling Knife or Dip Buy?
What a brutal Friday for stocks after $ORCL and $AVGO earnings.
Popular FinX names that dropped in just 1 day:
$FRMI | -34.1%
$SNDK | -15.89%
$SEI | -…↗
Dec 14
Tradable Astronaut — Opening up 5 spots for 50% OFF LIFETIME
Valid until Christmas. Code CHRISTMAS 🔽
https://t.co/2yHR0G7M8L
$TSLA l $SPY l $POET l $ORCL l $RDW https://t.co/Lfm29khyxd↗
Dec 14
Daave “3 and 30” Tepper — That OAI was sitting on 5.2 signals how significant the compute shortage is
$nbis $orcl $stx $wdc↗
Dec 12
The Future Investors — $ORCL AI related stocks are under pressure today after reports that Oracle’s completion of major data centers for OpenAI has been delayed from 2027 to 2028 due to labor and materia…↗
Dec 12
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟭𝟮 𝗦𝘁𝗼𝗰𝗸 𝗼𝗳 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿
The nominees are
$AMD | AMD
$HOOD | Robinhood
$ORCL | Oracle
$NVDA | Nvidi…↗
Dec 11
Ben Pouladian — GPT-5.2 is the clearest signal yet that pre-training scaling isn’t slowing down
Bigger corpuses, longer contexts, hotter training run
Every jump like this means one thing: NVIDIA…↗
Dec 11
Lawrence McDonald — Lord @larryellison wants to go out in style —testosterone games in the new AI World.
Oracle $ORCL Free Cash Flow
2027: -$23.0B
2026: -$17.0B
2025: $0
2024: +$11,8B
2023: +$8.4B
2…↗
Dec 11
Dustin — $ORCL When a stock drops after earnings, suddenly everyone shows up with negative opinions—“AI bubble,” “the stock is finished,” “it’s going bankrupt,” “a crash is coming,” and so…↗
Dec 11
Dustin — $IREN $CIFR People are acting like $ORCL just broke the AI-infra thesis, but the opposite is true. Oracle didn’t say demand is weakening. They said demand is exploding and they c…↗
Dec 11
Dylan Patel — Our team is so cracked
Jeremie, Nick, Doug, Wei put out a banger piece on OpenAI's Abeline Texas Stargate delay 2 weeks ago
We called the -11.5% move in $ORCL stock today
We also c…↗
Dec 10
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟳 𝗕𝗲𝘀𝘁 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
The nominees are
$AXON - Axon
$MSFT - Microsoft
$NOW - ServiceNow
$OR…↗
Dec 6
The Future Investors — Next week wraps up Q3 earnings — and it’s a big one! 🔥📊
Wednesday: $ORCL, $ADBE, $SNPS
Thursday: $AVGO, $LULU, $COST
Which one are you most excited for? 👀 https://t.co/SPd7L70…↗
Dec 5
IvanaSPEAR — The market finally figured out that not all AI stocks are the same. But they are still missing the bigger opportunity.
From January through September, every AI stock moved togethe…↗
Dec 4
Mike Investing — Each and every one of these following 7 picks below are extremely undervalued…
1. $TSLA at $440
2. $ASTS at $60
3. $UNH at $330
4. $ORCL at $200
5. $LULU at $180
6. $META at $640…↗
— Covered a good chunk of my $ORCL short for now sub $220, will see how it trades from here. Happy to re-short it.
The Future Investors — Software got crushed this year 😵💫💻
Here are the 25 software stocks with lowest PEG-ratio. What is the biggest opportunity right now? 👀👇
1. $TWLO | Twilio - 0.56
2. $GEN | Ge…↗
Nov 12
Lawrence McDonald — Trend Break Alert $SLV vs. $GLD
2025 Silver Names Destoying AI Plays
$SILJ +139%
$SIL +121%
Nvidia $NVDA +43%
Oracle $ORCL +41%
Mag 7 $MAGS +22%
Amazon $AMZN +12%
Facebook $META…↗
Nov 10
Raging Capital Ventures — @P_Remarks $ORCL going up $100 in a day was kind of a wild price. Markets think 9-18 months ahead. Read any MLP or natural gas company conference call - there’s an avalanche of…↗
— $ORCL returns: (1) Oct 1995 to Oct 2000; and (2) Oct 2000 to Oct 2025 https://t.co/lHuasiX0dY
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟳 𝗕𝗲𝘀𝘁 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
And the nominees in the category 'Best Software company' are....
$AXON…↗
Oct 13
Ray Wang — Another W for $NVDA on networking (but honestly kinda expected). Ethernet? No problem.
“NVIDIA today announced that $Meta and $ORCL will boost their AI data center networks with…↗
Oct 8
Ray Wang — Someone must be ramping up shipments to $ORCL for all these GB200 NVL72 in Q3 https://t.co/pWo6FMiS8a↗
Oct 7
Raging Capital Ventures — @AlokANYC Won't AI make migration away from $ORCL databases a lot easier?↗
Michael Sikand 🦑 — Oh and subscribe on YouTube where I cover other asymmetric stocks.
I grew to 30k subs in 3 months for a reason.
Called $AMD, $HOOD, $ORCL, $JOBY and more.
https://t.co/boRGG4wKb…↗
Oct 2
Ray Wang — $NVDA AI server ODM partner WiWynn (Wistron) says AI server order visibility now stretches through 2027 — backlog so strong it’s running out of factories and racing to build more.…↗
— The AI boom is minting the next trillion-dollar cloud winner.
It won’t be AWS if it keeps betting on Trainium over Nvidia. $amzn $googl $msft $nvda $orcl
Ben Pouladian — The only reason Jensen built DGX Cloud was to keep customers honest make sure they made the right call. Now that he’s easing off that push, expect AWS to ramp orders of GB200/GB300…↗
Sep 12
Puru Saxena — OpenAI-Oracle $300B deal is mega-ambitious!
Phased rollout from '27, hinges on Open AI's own projection i.e. revenue surging from $12B now to $100B by '29.
Both currently…↗
Sep 11
Mike Investing — If you missed the 30%+ spike on $ORCL then your next opportunity is here and it is $AMD.
It’s been made clear $ORCL AI inference runs purely on $AMD.
$AMD is just one announcemen…↗
Raging Capital Ventures — Remind me again why $ORCL was up 40% today?
Investors were already well aware that Oracle is building massive data centers for OpenAI and xAI.↗
Sep 10
Raging Capital Ventures — Have been on the wrong side of $ORCL, even with some adept trading. Shocked to see the move today, reminds me of 1999.
Kudos to Ellison, although I am skeptical of the revenue…↗
Sep 10
Michael Sikand 🦑 — When you gave 37K people a heads up on $ORCL 🙏
There's ups and downs.
But making research for retail is SO gratifying. https://t.co/g3LQqPxCMn↗
Sep 10
Ben Pouladian — $ORCL just bagged a $300B deal with OpenAI. That’s not a contract, that’s an AI arms race supply chain. Biggest win for Oracle since databases ruled the earth https://t.co/kIK46Kcg…↗
Sep 10
IvanaSPEAR — A new wave of AI investments is here — and the winners this cycle won’t look like the last.
The cloud, once dominated by $AMZN, $MSFT, and $GOOG, is shifting rapidly. Two dynamics…↗
Sep 9
Ben Pouladian — Oracle $orcl Q126 Call
Ellison nails it: inference demand is exploding. Training gets the headlines, but inference is the business model. Oracle + Nvidia are positioning to captur…↗