To The Moon

As of April 29, approximately 27.6% of S&P 500 companies have reported Q1 results. Current earnings season snapshot: 79% beat analyst expectations Blended earnings growth: +13.2% YoY Marks the 6th consecutive quarter of double-digit earnings growth While headline numbers remain solid, market reaction has become increasingly selective. In Q1 2026, earnings beats alone are no longer sufficient. The decisive factor is now forward guidance. Stocks are no longer being priced on what companies delivered last quarter, but on whether management can confidently signal continued outperformance. Below is a breakdown of this earnings season’s three major groups. 🚀 Group 1: Real Winners Beat + Raise = Repricing Higher These companies delivered both strong earnings and stronger forward outlooks, res

Oracle (ORCL) has transformed from a traditional database and enterprise software company into a major player in **cloud infrastructure**, particularly for **AI workloads**. As of late April 2026, the stock trades around **$173**, down significantly from its 52-week high near $346 but well above its 52-week low around $135. ### Key Positives (Bull Case) Oracle delivered strong Q3 FY2026 results (ended Feb 2026): - Total revenue rose **22%** YoY to $17.2 billion. - Cloud revenue (IaaS + SaaS) surged **44%** to $8.9 billion. - Oracle Cloud Infrastructure (OCI) grew even faster at ~**84%** in some reports, fueled by demand for AI training and inference. The standout metric is the **Remaining Performance Obligations (RPO)** — essentially the backlog of committed future revenue — which exploded

**Yes, all three (NVTS, BYND, CAR) have shown short-squeeze activity in April 2026, but intensity and current status vary.** **NVTS** has ~30% short interest (48.57M shares as of mid-April, up 11.7%), with 3 days to cover. It rallied strongly on AI power chip hype and retail momentum, nearly doubling at points with overbought RSI, forcing covering. The move was part retail frenzy + squeeze, but analysts stay skeptical due to cash burn and competition—momentum has cooled but pressure lingers on volume. **BYND** holds high ~31% short interest (142M shares) and ~4 days to cover, with elevated borrow fees. News like distribution deals and new products triggered sharp pops (20-40%+ days, high volume), classic for its low price and meme setup. Covering drives bursts, but it fades fast amid dilut

Oracle dropping ~6% feels like more than just a one-day move. It kind of reads like the market is quietly rethinking where the real AI upside sits right now. Feels like some of that attention is shifting toward Supermicro and the “infrastructure-first” story again, where revenue shows up faster when AI capex is flowing. But I’m not sure this is a clean switch from one to the other. Oracle’s move looks more like expectations getting reset after a strong run, while Supermicro’s strength is still very tied to how long this AI hardware cycle actually lasts. Right now it feels less like a clear winner emerging and more like the market rotating within the same AI trade, just chasing whichever part looks like it’s converting hype into revenue the fastest. 🤔

Oracle (ORCL) has transformed from a traditional database and enterprise software company into a major player in **cloud infrastructure**, particularly for **AI workloads**. As of late April 2026, the stock trades around **$173**, down significantly from its 52-week high near $346 but well above its 52-week low around $135. ### Key Positives (Bull Case) Oracle delivered strong Q3 FY2026 results (ended Feb 2026): - Total revenue rose **22%** YoY to $17.2 billion. - Cloud revenue (IaaS + SaaS) surged **44%** to $8.9 billion. - Oracle Cloud Infrastructure (OCI) grew even faster at ~**84%** in some reports, fueled by demand for AI training and inference. The standout metric is the **Remaining Performance Obligations (RPO)** — essentially the backlog of committed future revenue — which exploded

Very strong momentum 

I think oracle will rise

who's investing in this and why. What do you predict short term 

Tiger Coin, I need to post something for that

jpm JPMorgan Chase (JPM) entered 2026 with significant momentum, reporting a standout **Q1 2026 net income of $16.5 billion** on $50.5 billion in managed revenue. This performance was bolstered by record-breaking growth in its Payments division and a 20% year-over-year surge in Markets revenue. Strategically, the bank has committed nearly **$20 billion to its 2026 technology budget**, with a $1.2 billion incremental increase specifically targeting the industrialization of **Generative AI** for customer service and software engineering. While the stock has seen recent volatility, trading around **$312** as of late April, the firm remains a dominant force, maintaining a #1 global ranking in investment banking fees and aggressively pivoting from a defensive market stance to a bullish outlook

JPMorgan (JPM) is a completely different animal from the three we just discussed — this is an actual profitable business, not a bet on future technology.​​​​​​​​​​​​​​​​ JPMorgan is the most straightforward story of everything we’ve discussed. Q1 2026: net income up 13% to $16.5B, revenue up 10% to $50.5B, record trading revenue — all beats.  This is a machine that actually works. The real risks worth knowing: Basel III regulatory changes would uniquely raise JPMorgan’s capital requirements compared to peers, which management flagged as a competitive disadvantage.  And Dimon is openly warning about weakening credit standards, stress in leveraged borrowers, and a potential tougher credit cycle ahead  — which is notable because he’s rarely alarmist without reason. Expenses also rose 14% y

$JPMorgan Chase(JPM)$ $Oracle(ORCL)$ Oracle jumped 3.49% to $187 today as reports confirmed JPMorgan is closing in on a record $38 billion data center financing package — one of the largest in tech history — with analysts highlighting a clear “cash flow waterfall” that markets have largely overlooked. 😤 At the same time, a new partnership with DENSO is expanding Oracle Cloud Infrastructure into automotive supply chain AI management, adding a fresh layer of B2B diversification beyond traditional enterprise workloads. With $185 marking the upper boundary of the recent consolidation range, a sustained hold above this level opens a direct path toward $200. The most immediate validation point is whether this $3

AI Infrastructure "Shovel Sellers" Rally: When the Market Rotates from "Compute" to "Interconnect," Marvell Becomes the Most Certain AI Chip Bet Outside Nvidia In Monday's after-hours session, Marvell Technology (MRVL) extended gains by nearly 3%, bringing its month-to-date rally to nearly 50% with repeated record highs. In sympathy, optical plays $Astera Labs, Inc.(ALAB)$ jumped over 5%, $Credo Technology Group Holding Ltd(CRDO)$ rose nearly 4%; drone concept IPO Aevex surged another ~14% after-hours, accumulating a 67% gain in just two trading days since listing. Marvell's surge is not sentiment-driven—it has solid earnings footing. In FY2026 (ended January 2026), the company posted record revenue of $8

🩷Good

$Oracle(ORCL)$  bylisssy

$Oracle(ORCL)$  yay its great

$Oracle(ORCL)$  slightly bullish but not a "chase" here. More of a sell puts / buy on dips name than a  breakout momentum play.

$Oracle(ORCL)$  Stephen 

Last Week's Recap 1. U.S. Market Summary: Major U.S. indexes jumped sharply on easing Middle East tensions and sliding oil prices V-shaped recovery – S&P 500 finished 4.5% higher, NASDAQ gained 6.8%, and Dow rose 3.2%. NASDAQ marked its 13th consecutive positive session (longest streak since 1992). Small-cap record – Russell 2000 climbed 5.6% to a record high, surpassing its prior peak set nearly two months earlier. Style shift – Growth stocks outpaced value for the third straight week; growth benchmark finished 6.7% higher versus a 2.4% rise for value. Oil sell-off – U.S. crude fell to ~$83/barrel from ~$96 a week earlier and an April 7 peak of ~$113; remains up 40% year-to-date. Yields fall – Treasury yields declined for the fourth week amid easing inflation concerns; 10-year yield f

$Oracle(ORCL)$  Oracle Surges 5% on Massive AWS Deal — But Is $200 a Breakout or a Bull Trap? Oracle ($ORCL) just fired a massive warning shot across the tech sector, surging 5.02% today on news of an expanded multi-cloud partnership with AWS. This isn't just a friendly handshake; it’s a structural game-changer establishing enterprise-grade private connectivity between Oracle Cloud Infrastructure (OCI) and AWS. With the stock now threatening the massive psychological resistance at $200, the market is forced to decide: is Oracle officially a top-tier AI infrastructure play, or are we pricing in too much perfection? Here is how active traders should be reading this setup before sizing up. 1️⃣ The Fundamental Shift: Why Multi-Cloud is the Real C

As of April 29, approximately 27.6% of S&P 500 companies have reported Q1 results. Current earnings season snapshot: 79% beat analyst expectations Blended earnings growth: +13.2% YoY Marks the 6th consecutive quarter of double-digit earnings growth While headline numbers remain solid, market reaction has become increasingly selective. In Q1 2026, earnings beats alone are no longer sufficient. The decisive factor is now forward guidance. Stocks are no longer being priced on what companies delivered last quarter, but on whether management can confidently signal continued outperformance. Below is a breakdown of this earnings season’s three major groups. 🚀 Group 1: Real Winners Beat + Raise = Repricing Higher These companies delivered both strong earnings and stronger forward outlooks, res

Oracle (ORCL) has transformed from a traditional database and enterprise software company into a major player in **cloud infrastructure**, particularly for **AI workloads**. As of late April 2026, the stock trades around **$173**, down significantly from its 52-week high near $346 but well above its 52-week low around $135. ### Key Positives (Bull Case) Oracle delivered strong Q3 FY2026 results (ended Feb 2026): - Total revenue rose **22%** YoY to $17.2 billion. - Cloud revenue (IaaS + SaaS) surged **44%** to $8.9 billion. - Oracle Cloud Infrastructure (OCI) grew even faster at ~**84%** in some reports, fueled by demand for AI training and inference. The standout metric is the **Remaining Performance Obligations (RPO)** — essentially the backlog of committed future revenue — which exploded

Oracle (ORCL) has transformed from a traditional database and enterprise software company into a major player in **cloud infrastructure**, particularly for **AI workloads**. As of late April 2026, the stock trades around **$173**, down significantly from its 52-week high near $346 but well above its 52-week low around $135. ### Key Positives (Bull Case) Oracle delivered strong Q3 FY2026 results (ended Feb 2026): - Total revenue rose **22%** YoY to $17.2 billion. - Cloud revenue (IaaS + SaaS) surged **44%** to $8.9 billion. - Oracle Cloud Infrastructure (OCI) grew even faster at ~**84%** in some reports, fueled by demand for AI training and inference. The standout metric is the **Remaining Performance Obligations (RPO)** — essentially the backlog of committed future revenue — which exploded

**Yes, all three (NVTS, BYND, CAR) have shown short-squeeze activity in April 2026, but intensity and current status vary.** **NVTS** has ~30% short interest (48.57M shares as of mid-April, up 11.7%), with 3 days to cover. It rallied strongly on AI power chip hype and retail momentum, nearly doubling at points with overbought RSI, forcing covering. The move was part retail frenzy + squeeze, but analysts stay skeptical due to cash burn and competition—momentum has cooled but pressure lingers on volume. **BYND** holds high ~31% short interest (142M shares) and ~4 days to cover, with elevated borrow fees. News like distribution deals and new products triggered sharp pops (20-40%+ days, high volume), classic for its low price and meme setup. Covering drives bursts, but it fades fast amid dilut

Oracle dropping ~6% feels like more than just a one-day move. It kind of reads like the market is quietly rethinking where the real AI upside sits right now. Feels like some of that attention is shifting toward Supermicro and the “infrastructure-first” story again, where revenue shows up faster when AI capex is flowing. But I’m not sure this is a clean switch from one to the other. Oracle’s move looks more like expectations getting reset after a strong run, while Supermicro’s strength is still very tied to how long this AI hardware cycle actually lasts. Right now it feels less like a clear winner emerging and more like the market rotating within the same AI trade, just chasing whichever part looks like it’s converting hype into revenue the fastest. 🤔

Very strong momentum 

I think oracle will rise

$JPMorgan Chase(JPM)$ $Oracle(ORCL)$ Oracle jumped 3.49% to $187 today as reports confirmed JPMorgan is closing in on a record $38 billion data center financing package — one of the largest in tech history — with analysts highlighting a clear “cash flow waterfall” that markets have largely overlooked. 😤 At the same time, a new partnership with DENSO is expanding Oracle Cloud Infrastructure into automotive supply chain AI management, adding a fresh layer of B2B diversification beyond traditional enterprise workloads. With $185 marking the upper boundary of the recent consolidation range, a sustained hold above this level opens a direct path toward $200. The most immediate validation point is whether this $3

who's investing in this and why. What do you predict short term 

Tiger Coin, I need to post something for that

JPMorgan (JPM) is a completely different animal from the three we just discussed — this is an actual profitable business, not a bet on future technology.​​​​​​​​​​​​​​​​ JPMorgan is the most straightforward story of everything we’ve discussed. Q1 2026: net income up 13% to $16.5B, revenue up 10% to $50.5B, record trading revenue — all beats.  This is a machine that actually works. The real risks worth knowing: Basel III regulatory changes would uniquely raise JPMorgan’s capital requirements compared to peers, which management flagged as a competitive disadvantage.  And Dimon is openly warning about weakening credit standards, stress in leveraged borrowers, and a potential tougher credit cycle ahead  — which is notable because he’s rarely alarmist without reason. Expenses also rose 14% y

jpm JPMorgan Chase (JPM) entered 2026 with significant momentum, reporting a standout **Q1 2026 net income of $16.5 billion** on $50.5 billion in managed revenue. This performance was bolstered by record-breaking growth in its Payments division and a 20% year-over-year surge in Markets revenue. Strategically, the bank has committed nearly **$20 billion to its 2026 technology budget**, with a $1.2 billion incremental increase specifically targeting the industrialization of **Generative AI** for customer service and software engineering. While the stock has seen recent volatility, trading around **$312** as of late April, the firm remains a dominant force, maintaining a #1 global ranking in investment banking fees and aggressively pivoting from a defensive market stance to a bullish outlook

Last Week's Recap 1. U.S. Market Summary: Major U.S. indexes jumped sharply on easing Middle East tensions and sliding oil prices V-shaped recovery – S&P 500 finished 4.5% higher, NASDAQ gained 6.8%, and Dow rose 3.2%. NASDAQ marked its 13th consecutive positive session (longest streak since 1992). Small-cap record – Russell 2000 climbed 5.6% to a record high, surpassing its prior peak set nearly two months earlier. Style shift – Growth stocks outpaced value for the third straight week; growth benchmark finished 6.7% higher versus a 2.4% rise for value. Oil sell-off – U.S. crude fell to ~$83/barrel from ~$96 a week earlier and an April 7 peak of ~$113; remains up 40% year-to-date. Yields fall – Treasury yields declined for the fourth week amid easing inflation concerns; 10-year yield f

$Oracle(ORCL)$ Oracle just powered up 5.02% today after announcing a major expanded multi-cloud partnership with AWS, creating enterprise-grade private connectivity between OCI and AWS interconnect products that lets customers run applications and transfer data seamlessly across clouds without building physical networks. 😤 This deal deepens collaboration in AI database services, giving enterprises a smoother path to hybrid AI workloads where Oracle’s autonomous database strengths meet AWS’s scale. The move is a clear win for Oracle’s cloud strategy, positioning it as a flexible AI infrastructure player rather than a single-cloud specialist. With shares reclaiming lost ground and $200 now firmly in sight as the next psychological resistance, the bi

$Oracle(ORCL)$  Oracle Surges 5% on Massive AWS Deal — But Is $200 a Breakout or a Bull Trap? Oracle ($ORCL) just fired a massive warning shot across the tech sector, surging 5.02% today on news of an expanded multi-cloud partnership with AWS. This isn't just a friendly handshake; it’s a structural game-changer establishing enterprise-grade private connectivity between Oracle Cloud Infrastructure (OCI) and AWS. With the stock now threatening the massive psychological resistance at $200, the market is forced to decide: is Oracle officially a top-tier AI infrastructure play, or are we pricing in too much perfection? Here is how active traders should be reading this setup before sizing up. 1️⃣ The Fundamental Shift: Why Multi-Cloud is the Real C

$Oracle(ORCL)$'s recent 5% surge (trading around $178–$180 as of mid-April 2026) is fueled by a significant expansion in its multicloud partnership with AWS. This deal allows customers to connect Oracle Cloud Infrastructure (OCI) and AWS with high-speed, private links—effectively making Oracle’s database services a first-class citizen within the Amazon ecosystem. Can Oracle Cross $200? While a jump to $200 represents a further ~11-12% gain from current levels, the consensus among analysts suggests this is a realistic medium-term target: Price Targets: JPMorgan recently set a target of $210, and Barclays is even more aggressive at $240. The "Backlog" Catalyst: The primary driver isn't just the $Amazon.com(AMZN

AI Infrastructure "Shovel Sellers" Rally: When the Market Rotates from "Compute" to "Interconnect," Marvell Becomes the Most Certain AI Chip Bet Outside Nvidia In Monday's after-hours session, Marvell Technology (MRVL) extended gains by nearly 3%, bringing its month-to-date rally to nearly 50% with repeated record highs. In sympathy, optical plays $Astera Labs, Inc.(ALAB)$ jumped over 5%, $Credo Technology Group Holding Ltd(CRDO)$ rose nearly 4%; drone concept IPO Aevex surged another ~14% after-hours, accumulating a 67% gain in just two trading days since listing. Marvell's surge is not sentiment-driven—it has solid earnings footing. In FY2026 (ended January 2026), the company posted record revenue of $8

The Unlikely Winner of the Compute Crunch I’ll admit, Oracle is not the name most investors instinctively associate with the AI boom. It lacks the glamour, the developer fandom, and the headline dominance. In many ways, it is the unglamorous plumber of the AI gold rush—yet that may be precisely where the value lies. What I see is not a late entrant scrambling for relevance, but a company quietly benefiting from a structural bottleneck. Demand for high-performance computing has surged faster than supply can comfortably accommodate, and $Oracle(ORCL)$ has positioned itself as a willing and increasingly capable provider of that missing capacity. This is not about being the best-known cloud. It is about being available, performant, and—crucially—deepl

The market is worried about $Oracle(ORCL)$  a risky, debt-fueled AI gamble that could strain cash flow and margins for years. But here's what the headlines are missing. Cast your mind back to Micron, Sandisk, Western Digital, Seagate. Everyone called them reckless. Too much debt. Too much capacity. "The cycle will destroy them." Then scarcity hit. And they became cash machines. We are watching the exact same playbook unfold in real time with GPU compute. Right now in early 2026: Spot GPU instances on AWS going for $14/hr per GPU H100s renewing at the SAME price as 3 years ago — because buyers have zero leverage Neoclouds have stopped selling single nodes. The supply is that tight. Nvidia's own CFO just conf

$Oracle(ORCL)$  Bleeds to $137: Is This a Value Trap or the Ultimate Tech Dip Buy? Oracle (ORCL) just took another hit, shedding 3.7% to close near $137.86. Right now, we are witnessing a brutal capital rotation out of steady, low-elasticity cloud players and straight into high-beta growth names like AMZN, cybersecurity, and the broader semiconductor sector. Even Oracle’s shiny new AI-driven fusion agent applications failed to move the needle, met with complete apathy by the market. The big question for traders now: is Oracle genuinely oversold, or just catching up to a broader software valuation reset? Here is the breakdown of what is actually happening under the hood, and how to play the setup. 1️⃣ The Great Capital Rotation: Why ORCL is Bl