Oracle. Every tracked FinTwit mention of $ORCL, newest first. 181 mentions since the first on Aug 27, 2025. See the price chart.
June 2026 · 24 mentions
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
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…↗
May 2026 · 52 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 · 28 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 27
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…↗
Apr 24
Raging Capital Ventures — Could today’s $INTC spike be like the $ORCL blow-off in the fall…a good excuse to take profits in red hot momentum names?↗
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
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…
February 2026 · 12 mentions
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, $…↗
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, $…↗
Feb 24
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…↗
Daave “3 and 30” Tepper — $msft impressive, but Sam making himself systemically important.
$orcl $crwv $corz $nvda https://t.co/IneVMivXDW↗
Jan 21
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 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…↗
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…
December 2025 · 15 mentions
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 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…↗
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…
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…↗
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…↗
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…↗
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…↗
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
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%…↗
May 3
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 2
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
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↗
— Expected revenue growth over the next 5 years:
Nebius $NBIS: +564%
Intuitive Machines $LUNR: +473%
Iren $IREN: +363%
Palantir $PLTR: +325%
Rocket Lab $RKLB: +320%
Nvidia $NVDA: +2…
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 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,…↗
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 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…↗
Apr 14
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 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…↗
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 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
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 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 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…↗
Apr 2
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 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↗
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
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 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 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 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 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
TheValueist — Thank you, man! Our motto is keep shipping.
It's only getting better.
$ORCL↗
Mar 9
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 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
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↗
— 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 $…
Jerry Capital — $ORCL 60% drawdown https://t.co/6nYxFTXOpP↗
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…↗
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 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 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…↗
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…↗
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…↗
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
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 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.…↗
— 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↗