$Oracle(ORCL)$ $APPLIED DIGITAL CORP(APLD)$ If stricter controls end up stifling open-source AI, the compute demand should shift heavily toward the big closed-source players like OpenAI, Anthropic, Microsoft, Google, and Meta. Those giants are the main enterprise clients for ORCL and APLD, so their core tenant base stays financially strong and locked into long-term infrastructure leases.
$Oracle(ORCL)$ Larry is king again. Shorts are toast. The setup looks like the MRNA-style breakout, and there could be decent upside from here. Oracle Corporation (ORCL) seems primed to put short sellers under real pressure, with a Moderna-style gamma trap setup that could drive a sharp single-day move toward $215.00, which would be +43% from the $150.28 close.
$Oracle(ORCL)$ Looks like the market really likes OpenAI's new model. We just broke through resistance at 160. Wouldn't be surprised if we surged another 3% to total 6%.
$Oracle(ORCL)$ ORCL earnings are this week, Thursday September 10. OpenAI astra has momentum, and there's good news around it. ORCL's future is tied to OpenAI. Now it's up to ORCL management to deliver results and run a solid earnings call. For once I'd like to see management actually prepared when they host these calls. That includes the two co-CEOs who have been missing in action. Show up prepared, be optimistic. Defend the stock against short sellers the way Alex Karp did when Burry was involved. And the new CFO? Don't come across lost in the woods like last quarter. Build a better relationship with Wall Street and institutions. As for Ellison, he's been absent. Didn't attend the last earnings call. Does he have something more important go