After$谷歌-A(GOOGL.US)$,$微軟(MSFT.US)$and$Meta Platforms(META.US)$, cloud Capex for 2024 is trending ~$220bn, or up 35% y/y. We still have to hear from$亞馬遜(AMZN.US)$,$甲骨文(ORCL.US)$and China hyper-scalers, but I’d imagine they will follow a similar trend. Microsoft also pointed out that demand for AI datacenters exceeds supply (which could cap Azure growth near-term). Investors in the theme should take comfort in this comment. And in terms of use cases, copilots are s...
If you are looking for a stock to invest in, that is expected to grow with AI depend rising, then hisvideo is for you. Oracle$甲骨文(ORCL.US)$is the worlds 4th biggest global cloud company and its growing at 50% per annum. I sat down with Vihari Ross, a Portfolio Manager with Antipodes, a global equities investment manager and Vihari shared her stock pick for 2024. Oracle is a stock you can invest in on moomoo's app, under the...
We have seen bulls and bears both fretting over$Palantir(PLTR.US)$. Bulls are focused on the improved profitability for Palantir stock. Bears are more into the decelerating revenue growth for Palantir stock. One important buzz we need to consider is the artificial intelligence (A.I.) outlook for the maker of data analytics software. I think we need to focus on the longer term for Palantir. In this article, I would like to sha...
The market has shrugged off the hot inflation numbers in Jan and Feb. Now that March’s numbers came in hot as well, the market realised they cannot ignore the fact that inflation is stickier than ever. And the market fell on Wed. Seems like the higher for longer narrative is here to stay. But lo and behold, the phenomenon of dip buying appeared again on Thurs as investors swept up stocks to push the market higher. Several big tech stocks have solid gains, with Amazon and Goo...
甲骨文股票討論區
Go up 10%
$甲骨文(ORCL.US)$
Microsoft also pointed out that demand for AI datacenters exceeds supply (which could cap Azure growth near-term). Investors in the theme should take comfort in this comment.
And in terms of use cases, copilots are s...
Oracle vs Miracle?
Hope there is Miracle in Oracle... if continue sink, it become sinkable LOL
no eye see.. only sink deeper n deeper.
專欄Why you should consider investing in Oracle, if you want AI exposure
Oracle $甲骨文(ORCL.US)$ is the worlds 4th biggest global cloud company and its growing at 50% per annum. I sat down with Vihari Ross, a Portfolio Manager with Antipodes, a global equities investment manager and Vihari shared her stock pick for 2024.
Oracle is a stock you can invest in on moomoo's app, under the...
why is oracle keep falling from 130 till 121?
Key For Long Term Buy Is Palantir Sustained and Growing Profitability
One important buzz we need to consider is the artificial intelligence (A.I.) outlook for the maker of data analytics software. I think we need to focus on the longer term for Palantir. In this article, I would like to sha...
Third times a charm?
But lo and behold, the phenomenon of dip buying appeared again on Thurs as investors swept up stocks to push the market higher. Several big tech stocks have solid gains, with Amazon and Goo...
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