JoelynLqr
04-27

Oracle dropping ~6% feels like more than just a one-day move. It kind of reads like the market is quietly rethinking where the real AI upside sits right now.

Feels like some of that attention is shifting toward Supermicro and the “infrastructure-first” story again, where revenue shows up faster when AI capex is flowing.

But I’m not sure this is a clean switch from one to the other. Oracle’s move looks more like expectations getting reset after a strong run, while Supermicro’s strength is still very tied to how long this AI hardware cycle actually lasts.

Right now it feels less like a clear winner emerging and more like the market rotating within the same AI trade, just chasing whichever part looks like it’s converting hype into revenue the fastest. 🤔

Oracle Lifts 2030 Targets: Can the 10% Rally Run Further?
Oracle rose 10.73% Wednesday after raising its FY2030 revenue target above $225B and forecasting FY2029 free cash flow above $30B. It also capped new financing at $20B through FY2030 to address AI data-center funding concerns. Bulls see long-term cloud contracts driving visible revenue and cash flow; bears warn power, servers, and depreciation costs come first, leaving targets dependent on execution. What would prove growth can outpace financing costs and depreciation?
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