Oracle's AI demand is real, but the market is now asking a harder question: how much cash does $Oracle (ORCL.US)$ need to spend before that demand becomes durable free cash flow?
The bull case is that Oracle is building one of the largest contracted AI cloud backlogs in tech. The bear case is that the company is entering a hyperscaler-style capex cycle while its legacy software base is no longer strong enough to fully offset the pressure.
$PHLX Semiconductor Index (.SOX.US)$ $iShares Semiconductor ETF (SOXX.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Nasdaq Composite Index (.IXIC.US)$ $INVESCO PHLX SEMICONDUCTOR ETF (SOXQ.US)$
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🎯 Key Focus:
$SanDisk (SNDK.US)$ SNDK (Quadruple signal convergence: EMA bullish alignment + MA bullish alignment + net fund inflows for 3 consecutive months + net fund inflows for 4 consecutive weeks)
$Apple (AAPL.US)$ AAPL (Triple signal convergence: BOLL pierced below lower band + rating adjustment (Maxim Group) + rating adjustment (Morgan Stanley))
$Southern (SO.US)$ SO (Triple signal convergence: BOLL crossed above middle band + MACD bullish crossover at low levels + net fund inflows for 4 consecutive weeks)
$ASML Holding (ASML.US)$ ASML (Triple signal convergence: EMA bullish alignment + MA bullish alignment + net fund inflows for 3 consecutive months)
$Lam Research (LRCX.US)$ LRCX (Triple signal convergence: EMA bullish alignment + MA bullish alignment + rating adjustment (UBS))
【Bottom Signal】📉
• $Apple (AAPL.US)$ AAPL: BOLL pierced below lower band; Apple launched Siri AI powered by Apple Intelligence and partnered with Google; service not available in mainland China or the EU for now
• $Meta Platforms (META.US)$ META: MACD bearish divergence, net fund inflows for 3 consecutive months; EU ordered Meta to grant competitors’ AI chatbots free access to...

$Oracle (ORCL.US)$
Oracle Q4 FY2026 earnings conference call is scheduled for June 10 at 5:00 PM ET / June 11 at 5:00 AM SGT / June 11 at 7:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Oracle's Q4 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!

$Oracle (ORCL.US)$ Oracle has already emerged from the bottom oscillation, moving too fast to have a chance to add positions. Isn't this an opportunity for a pullback?
The opportunity is here now. It's important to know whether you are a value investor or a profit speculator, as their perspectives on issues are completely different.

$Oracle (ORCL.US)$ Wenwen, you've finally shown us your true potential. I picked you at your peak, but over the past six months, there have been so many hardships and tears. I’ve thought about giving up on you more than once, but I didn’t. I held on. I continue to believe in you, next stop: 200.