Oracle just surged 10.7%. The obvious headline is: $225B+ revenue by FY2030. Impressive. But that is not the number that changed my view. The number I care about is: $20 BILLION. That is the maximum additional capital-market funding Oracle says it needs through FY2030, excluding refinancing. Why does that matter? Because Oracle's biggest problem was never AI demand. It was: How much money must Oracle burn, borrow and raise before AI becomes self-funding? Investor Day finally gave us an answer. And that may explain much more of Wednesday's rally than the giant revenue target. 🔵 ORACLE'S REAL PROBLEM WAS NEVER DEMAND Look at what Oracle is trying to build. Massive AI data centres. Cloud capacity. GPU clusters. Power infrastructure. Networking. Storage. Database infrastructure. The customers

Up and down,true and false 

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 h

$Oracle(ORCL)$  : The $553 Billion Blind Spot… and a Bigger AI War Nobody Is Pricing In There are moments in markets where the data is obvious… but the narrative refuses to catch up. In my view, Oracle ($ORCL) is one of those situations. Everyone is staring at: Capex Debt Short-term cash burn But almost nobody is properly pricing in: 👉 A $553 billion backlog that could redefine Oracle’s long-term earnings power. That gap between fear and reality is where the story gets interesting. This Isn’t the Same Oracle Anymore Old Oracle was simple: Databases High-margin software Slow, predictable growth New Oracle is something else entirely: 👉 AI infrastructure + cloud hyperscale ambitions And that shift is exactly why pe

Everyone is still chasing chips like it’s 2024. But the real trade for 2026? It’s shifting—fast. Goldman Sachs’ Toshiya Hari just made a call most people will dismiss: 👉 Overweight hyperscalers, underweight semiconductors. Sounds wrong… until you understand the setup. The Market Is Pricing AI Backwards Chips already had their run Philadelphia Semiconductor Index up ~150% Trading at premium valuations Meanwhile: $Amazon.com(AMZN)$   $Microsoft(MSFT)$   $Alphabet(GOOG)$   $Meta Platforms, Inc.(META)$ 

📊 The Pulse $Oracle(ORCL)$ just took a -4.05% hit to $142.30, and the culprit isn't Oracle's execution—it's OpenAI's Q1 stumble. The AI darling missed internal revenue targets by 12% ($3.7B vs. $4.2B expected) and grew users at half the expected pace (15% vs. 25%), triggering panic over Oracle's massive cloud bet. With OpenAI representing 50% of Oracle's AI infrastructure capacity, this is customer concentration risk in neon lights. But here's the twist: $ORCL's RSI just crashed to 38 (oversold), and the $140 support (200-day SMA) is holding. Is this a repricing of a premium, or a gift-wrapped entry for those who believe AI infrastructure is a marathon, not a sprint? 🔥 Key News (Last 12 Hours) OpenAI Revenue Miss: Q1 revenue of $3.7B (down 12% vs.

As of April 29, approximately 27.6% of S&P 500 companies have reported Q1 results. Current earnings season snapshot: 79% beat analyst expectations Blended earnings growth: +13.2% YoY Marks the 6th consecutive quarter of double-digit earnings growth While headline numbers remain solid, market reaction has become increasingly selective. In Q1 2026, earnings beats alone are no longer sufficient. The decisive factor is now forward guidance. Stocks are no longer being priced on what companies delivered last quarter, but on whether management can confidently signal continued outperformance. Below is a breakdown of this earnings season’s three major groups. 🚀 Group 1: Real Winners Beat + Raise = Repricing Higher These companies delivered both strong earnings and stronger forward outlooks, res

Oracle (ORCL) has transformed from a traditional database and enterprise software company into a major player in **cloud infrastructure**, particularly for **AI workloads**. As of late April 2026, the stock trades around **$173**, down significantly from its 52-week high near $346 but well above its 52-week low around $135. ### Key Positives (Bull Case) Oracle delivered strong Q3 FY2026 results (ended Feb 2026): - Total revenue rose **22%** YoY to $17.2 billion. - Cloud revenue (IaaS + SaaS) surged **44%** to $8.9 billion. - Oracle Cloud Infrastructure (OCI) grew even faster at ~**84%** in some reports, fueled by demand for AI training and inference. The standout metric is the **Remaining Performance Obligations (RPO)** — essentially the backlog of committed future revenue — which exploded

**Yes, all three (NVTS, BYND, CAR) have shown short-squeeze activity in April 2026, but intensity and current status vary.** **NVTS** has ~30% short interest (48.57M shares as of mid-April, up 11.7%), with 3 days to cover. It rallied strongly on AI power chip hype and retail momentum, nearly doubling at points with overbought RSI, forcing covering. The move was part retail frenzy + squeeze, but analysts stay skeptical due to cash burn and competition—momentum has cooled but pressure lingers on volume. **BYND** holds high ~31% short interest (142M shares) and ~4 days to cover, with elevated borrow fees. News like distribution deals and new products triggered sharp pops (20-40%+ days, high volume), classic for its low price and meme setup. Covering drives bursts, but it fades fast amid dilut

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 (ORCL) has transformed from a traditional database and enterprise software company into a major player in **cloud infrastructure**, particularly for **AI workloads**. As of late April 2026, the stock trades around **$173**, down significantly from its 52-week high near $346 but well above its 52-week low around $135. ### Key Positives (Bull Case) Oracle delivered strong Q3 FY2026 results (ended Feb 2026): - Total revenue rose **22%** YoY to $17.2 billion. - Cloud revenue (IaaS + SaaS) surged **44%** to $8.9 billion. - Oracle Cloud Infrastructure (OCI) grew even faster at ~**84%** in some reports, fueled by demand for AI training and inference. The standout metric is the **Remaining Performance Obligations (RPO)** — essentially the backlog of committed future revenue — which exploded

Very strong momentum 

I think oracle will rise

who's investing in this and why. What do you predict short term 

Tiger Coin, I need to post something for that

jpm JPMorgan Chase (JPM) entered 2026 with significant momentum, reporting a standout **Q1 2026 net income of $16.5 billion** on $50.5 billion in managed revenue. This performance was bolstered by record-breaking growth in its Payments division and a 20% year-over-year surge in Markets revenue. Strategically, the bank has committed nearly **$20 billion to its 2026 technology budget**, with a $1.2 billion incremental increase specifically targeting the industrialization of **Generative AI** for customer service and software engineering. While the stock has seen recent volatility, trading around **$312** as of late April, the firm remains a dominant force, maintaining a #1 global ranking in investment banking fees and aggressively pivoting from a defensive market stance to a bullish outlook

JPMorgan (JPM) is a completely different animal from the three we just discussed — this is an actual profitable business, not a bet on future technology.​​​​​​​​​​​​​​​​ JPMorgan is the most straightforward story of everything we’ve discussed. Q1 2026: net income up 13% to $16.5B, revenue up 10% to $50.5B, record trading revenue — all beats.  This is a machine that actually works. The real risks worth knowing: Basel III regulatory changes would uniquely raise JPMorgan’s capital requirements compared to peers, which management flagged as a competitive disadvantage.  And Dimon is openly warning about weakening credit standards, stress in leveraged borrowers, and a potential tougher credit cycle ahead  — which is notable because he’s rarely alarmist without reason. Expenses also rose 14% y

$JPMorgan Chase(JPM)$ $Oracle(ORCL)$ Oracle jumped 3.49% to $187 today as reports confirmed JPMorgan is closing in on a record $38 billion data center financing package — one of the largest in tech history — with analysts highlighting a clear “cash flow waterfall” that markets have largely overlooked. 😤 At the same time, a new partnership with DENSO is expanding Oracle Cloud Infrastructure into automotive supply chain AI management, adding a fresh layer of B2B diversification beyond traditional enterprise workloads. With $185 marking the upper boundary of the recent consolidation range, a sustained hold above this level opens a direct path toward $200. The most immediate validation point is whether this $3