$ORCL: The ‘Crazy Debt’ Prata Stall About to Become Franchise King 👑”

Shernice軒嬣 2000
05-04


The Oracle ($Oracle(ORCL)$  ) story ah… this one not finished cooking yet. The rally just like your kosong prata — still flipping, not even serve yet 🚀

Now you see ah, last time all the customers queue at Claude Code (Antrophic) stall. But recently, more and more people walk over to Codex side. Why? Taste already similar… but Codex (OpenAI) got bigger kitchen, more firepower. Cook faster, serve faster.

This kind of habit ah, once customer switch, very hard to go back one. Sticky like egg on your prata pan.

Now come the interesting part. Oracle like the shop owner who partner with the biggest supplier OpenAI. While others still thinking whether to buy more flour, Oracle already go take big loan, build huge kitchen (AI data centers).

Last time people laugh at him — “Wah, borrow so much money, siao ah?”

That’s why stock drop from $345 to $134. Like customer see empty shop, all run away.

But now ah… AI demand suddenly BOOM 💥

Whole neighborhood hungry.

That big kitchen? Suddenly become GOLD.

Now the story flip:

That “crazy” leverage last time… might be the reason he can serve the whole crowd now.

If orders keep coming in, this one not just normal profit…

This is the kind where one prata stall suddenly become franchise chain across whole city 😏

@TigerObserver  @TigerPM  @Daily_Discussion  @MillionaireTiger  @TigerStars  

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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Comments

  • Ah_Meng
    05-04
    Ah_Meng
    No new lobang? [Tongue] Still selling $Oracle(ORCL)$ story? Fire takes a while to grow steadily
    • Ah_MengReplyShernice軒嬣 2000: 
      Took a brief look. Will explore further. Know Siemens well... I was based in Munich for some time, enjoyed my time there... good company
    • Shernice軒嬣 2000ReplyMKTrader: 
      gross margins were impacted by the ‘additional estimated costs on two projects’....
      It is actually one off...
    • MKTraderReplyShernice軒嬣 2000: 
      Im into FLNC also.. I think people missed the new contracts they got earlier this year... not sure why the stock fell knowing the business is growing..
    • Shernice軒嬣 2000ReplyAh_Meng: 
      Backed by Siemens and AES Corporation, Fluence Energy is basically doing this:
      👉 Stores electricity (big batteries)
      👉 Helps power AI data centers
      👉 Keeps the grid stable
      Simple idea:
      As AI grows, data centers need a lot more power — and Fluence helps store and deliver that energy reliably.
    • Ah_MengReplyShernice軒嬣 2000: 
      What’s that? So busy huh? Sell prata, take photos, dating, still have time for researching [Strong]
  • Ah_Meng
    05-07
    Ah_Meng
    Ran out of cash last week to get into Fluence and UMC! Just exercised a call! [Facepalm] [Cry]
    • Shernice軒嬣 2000: 
      Borrow money from Muthu boy?

      Special promo for brothers only — 50% interest per month after discount.

      Month 1: Borrow $1,000
      Month 2: Just return $1,500

  • 1PC
    05-04
    1PC
    Nice Sharing 😁 Kosong & Egg Prata+Kopi Tarik pls [Chuckle]. @Shyon @JC888 @Barcode @Aqa @koolgal @DiAngel
  • Shernice軒嬣 2000
    05-04
    Shernice軒嬣 2000
    @Ah_Meng Long line building up at Muthu boy prata shop 🍽️🔥
  • Shernice軒嬣 2000
    05-07
    Shernice軒嬣 2000
    @Ah_Meng
    Happy happy — Oracle premarket at 200. Perseverance and endurance are truly needed in investing. Looking back, no regrets buying the dip on Himax, Fluence, and Oracle. We did our research thoroughly, stayed convicted in our beliefs, and ignored the market noise and ghost stories.
  • Ah_Meng
    05-10
    Ah_Meng
    Fair enough... throw in your prata with eggs to make the deal a lot more attractive 😉
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