12069876
liked
Bought the dip on $Micron Technology (MU.US)$ last night.
My updated market outlook
I believe Trump won't be able to sustain operation in Iran, and Iran lacks the capability to make substantial damage on the US. The Strait of Hormuz blockade will likely end in 1~3 weeks max, negotiation is the only viable next step for both sides.
If this drags on for months, soaring oil prices would seriously harm both the US and global ec...
My updated market outlook
I believe Trump won't be able to sustain operation in Iran, and Iran lacks the capability to make substantial damage on the US. The Strait of Hormuz blockade will likely end in 1~3 weeks max, negotiation is the only viable next step for both sides.
If this drags on for months, soaring oil prices would seriously harm both the US and global ec...
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12069876
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Key Takeaways (AI-Generated)
Financial Performance:
- Oracle's Q3 FY2026 organic total revenue and non-GAAP EPS grew at 20% or better in USD, which is the first time in over 15 years to achieve such growth.
- Cloud applications revenue increased to $16.1 billion, with Fusion ERP up 14%, Fusion SCM 15%, and Fusion HCM 15%.
- Multicloud Database revenue grew 531% year-over-year, and AI infrastructure revenue grew 243% year-over-year.
- NetSuite ...
Financial Performance:
- Oracle's Q3 FY2026 organic total revenue and non-GAAP EPS grew at 20% or better in USD, which is the first time in over 15 years to achieve such growth.
- Cloud applications revenue increased to $16.1 billion, with Fusion ERP up 14%, Fusion SCM 15%, and Fusion HCM 15%.
- Multicloud Database revenue grew 531% year-over-year, and AI infrastructure revenue grew 243% year-over-year.
- NetSuite ...
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