Oracle Stock Forum

Disclaimer:
Any analysis provided is merely an opinion and not a fact. Please use it for reference only.
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$Oracle(ORCL.US)$ RUBBISH

How did $NVIDIA(NVDA.US)$ manage to exceed expectations and raise guidance? Jensen Huang, having experienced the dot-com era, seems to have applied some familiar revenue inflation tactics.
For those who remember the dot-com bubble, "round-trip trading" or "ad swapping" was a common practice. Here's how it typically worked:
1. Ad Purchases: Company A would buy advertising from Company B.
2. Reciprocal Ad Buys: Company B would, in turn, buy advertising from Company A.
3. Revenue Inflation: Bo...

☁️ Cloud market is a very interesting one. Even before AI it was expected to maintain a 15% CAGR by 2030
💰 Several ways to play the theme. Here are some examples sorted by net profit margin
1️⃣ CLOUD SERVICE PROVIDER
🇺🇸 Microsoft $Microsoft(MSFT.US)$ 35.9%
🇺🇸 Alphabet $Alphabet-A(GOOGL.US)$ 27.1%
🇺🇸 Oracle $Oracle(ORCL.US)$ 20.0%
🇺🇸 Amazon $Amazon(AMZN.US)$ 7.6%
🇫🇷 OVH $OVH(0220.MY)$ -2.5%
2️⃣ DATA CENTER
Build, manage, maintain
🇫🇷 Schneider 11.9%
🇺🇸 Equinix $Equinix Inc(EQIX.US)$ 11.6...

We are almost halfway into 2024. During this period, the S&P500 is up a solid 11.6%. The funny thing is that all those gains came in just nine trading days. So if you had a crystal ball, you just had to trade on these 9 days, and you could well be rich! Here’s a short trip down memory lane:
Jan. 8 (up 1.4%): The S&P 500 largely picked up where the 2023 rally left off after stumbling 1.5% over the first few days of the new year. On that day, $NVIDIA(NVDA.US)$  also unv...

Remark Holdings Inc. $Remark Holdings(MARK.US)$ reported a decrease in revenue for Q1 2024, totaling $0.4 million compared to $0.8 million in Q1 2023.
The company secured a contract with the Clark County School District for AI-based weapons and gun detection solutions.
Partnerships with Microsoft $Microsoft(MSFT.US)$ and expected announcements with another Fortune 500 company are set to bolster sales efforts.
NVIDIA $NVIDIA(NVDA.US)$ and Oracl...

Investors tend to underestimate the obvious trends over a longer period, (smartphone adoption, e-commerce, social media...)
Right now, the clear thing is that most AI workloads will be in the cloud.
$Microsoft(MSFT.US)$ , $Amazon(AMZN.US)$ , $Alphabet-A(GOOGL.US)$ & $Oracle(ORCL.US)$ 's cloud units will only get bigger.

A new position I have built over the last month is $Oracle(ORCL.US)$ . I will be publishing a deep dive into the company, but the main thing I see is GenAI reviving $Oracle(ORCL.US)$ 's client base (many slow-moving industries like banks, utilities, etc.) to move to the $Oracle(ORCL.US)$ cloud (OCI) as they need to use the data that is often stored in an $ORCL database.
$Oracle(ORCL.US)$ cloud infrastructure (IaaS) revenue grew 49% YoY in the last quarter. Job openings for companies...

$Oracle(ORCL.US)$ enter some calls

$Tesla(TSLA.US)$ $Oracle(ORCL.US)$
👉 Key Highlights:
📍 xAI in talks to rent Oracle cloud servers for $10 billion.
📍 Deal positions xAI as one of Oracle’s largest customers.
📍 xAI aims to compete with AI leaders like OpenAI and Anthropic.
📍 xAI finalizing $6 billion equity funding round.
📍 Funding aimed to cover significant cloud costs.
📍 Future capital raises likely needed for xAI.
📍 Similar in size to deals by OpenAI and Anthropi...