• tiger1994tiger1994
      ·12-05 09:05
      Love this really think I should invest in the appropriate stock markets 
      13Comment
      Report
    • HENG8HENG8
      ·12-02
      $Oracle(ORCL)$  Join the crowd. The oracle stocks are at a value. Buy the dip
      186Comment
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    • FTGRFTGR
      ·11-30
      $Oracle(ORCL)$  if drop more can buy a bit..
      39Comment
      Report
    • xc__xc__
      ·11-27

      Oracle's 4% Rebound Blitz: $200 Dip Goldmine or Bear Trap Abyss? 🚀📉💰

      Traders are buzzing over Oracle's explosive 4.02% surge on November 26, snapping back from a brutal 30% monthly plunge and a staggering 40% freefall from September peaks. With Deutsche Bank and HSBC slamming the brakes on bearish panic, calling fears wildly exaggerated amid undervalued AI plays, this rebound's got Wall Street split: Short-term jackpot or sneaky setup for more pain? Clocking in at $197.50 close amid YTD gains of 18.7%, ORCL's flirting with $200 as a magnetic buy zone. We're ripping through the rebound mechanics, analyst ammo, and that OpenAI alliance sparking whispers of trillion-dollar infra booms. Buckle up – this dip could be your ticket to riches or a ruthless rug pull. 😎🔥 Rebound Rampage: From 40% Plunge to Analyst Armor 🌪️📈 Oracle's November nightmare shaved 30% off
      99Comment
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      Oracle's 4% Rebound Blitz: $200 Dip Goldmine or Bear Trap Abyss? 🚀📉💰
    • LanlanCCLanlanCC
      ·11-26
      Some AI bubbles exist in some area or companies already. Mag 7 sound ok at this moment  The AI startups of "potential unicorns" are on the brink of bankruptcy due to failure to raise enough funds, including the once-scented Builder.ai and Rodin AI. Builder.ai, which has been backed by Microsoft (MSFT), Qatar Investment Authority (Qatar Investment Authority) and SoftBank, claims to be able to develop applications with AI, with a valuation of over $1.5 billion at one point. However, in May this year it was exposed that it had exaggerated sales by a full 300%, and its so-called "artificial intelligence" writing app was actually relying on Indian outsourcing engineers to write code manually and use human intelligence to tease artificially. As a result, the entire AI concept valuation
      279Comment
      Report
    • koolgalkoolgal
      ·11-25

      The AI Revolution : Chipmakers vs SaaS - Who Benefits More From the Genesis Mission?

      🌟🌟🌟The Trump Genesis Mission is a new national initiative.  It is launched via executive order, aimed at accelerating US leadership in AI and scientific discovery. Mission Goals  Accelerating Scientific Discovery : Using AI models to access and merge scientific data across US agencies to find new drugs,materials and other breakthroughs  Streamlining Regulation : Calling for a unified federal standard for AI regulation to avoid a patchwork of 50 different state level approval processes, which the Trump Administration believes would hinder businesses and allow competitors like China to catch up. Public Private Partnerships : Encouraging collaboration between Department of Energy, national laboratories and private companies to invest in automated cloud enabled labs and adv
      1.44K5
      Report
      The AI Revolution : Chipmakers vs SaaS - Who Benefits More From the Genesis Mission?
    • zhinglezhingle
      ·11-25
      $Oracle(ORCL)$   🇺🇸🚀 Trump’s Genesis Mission: Tech Boom Catalyst or AI Bubble Fuel? 🤖💣📈 Trump’s upcoming “Genesis Mission” aims to supercharge U.S. AI development through national labs, mega-datasets, and public-private partnerships. 🇺🇸🔬⚡️ Alongside it: a push for looser federal AI regulation — one standard, less red tape, faster innovation. 🏛️📝✨ But… will this accelerate a new AI golden age 🌈⚙️— or inflate the AI bubble even more 🎈🔥? Let’s dive in. 😎👇 ⸻ ✅ 1) Looser AI Regulations = Faster Progress 🚀🤖⚡️ Why the market loves it: • ⚡ Less red tape → Faster product rollouts • 🧠 National labs + big compute → Accelerated discovery • 💰 More VC & corporate capital → Bigger AI budgets • 🛠️ Unified federal rules → No 50-state compliance head
      1.09KComment
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    • ShyonShyon
      ·11-24
      I am absolutely bullish on the prospect of the "Genesis Mission" and the deliberate push to loosen AI regulation. History shows that regulatory clarity and reduced friction are massive accelerators for any new technology. By proposing a unified federal approval process and actively discouraging restrictive state-level laws, the administration is clearing the main roadblock—fragmentation—that could otherwise paralyze innovation and investment. I view this as a decisive, 'Manhattan Project' style commitment to technological superiority, which is precisely what's needed to secure America's lead in the global AI race and spark a powerful, sustained tech boom, not a fleeting bubble. The idea that deregulation will simply "inflate a bubble" is, I believe, short-sighted. True, the market is hot,
      1.28K10
      Report
    • MaverickWealthBuilderMaverickWealthBuilder
      ·11-24

      Tech Weekly: Gemini 3 Triggers AI Realignment and Market Strategy Adjustments

      Week after week, the AI technology investment landscape is undergoing unprecedented rapid transformation, akin to the time dilation scenes in Interstellar—where one hour in tech investing equates to seven years in the $S&P 500 ETF (SPY)$ market. The launch of Gemini 3 has become a pivotal event recently shaking up the AI industry, not only reshaping the competitive landscape but also compelling investors to reassess market logic and strategic positioning.Gemini 3 Reshapes the AI Competitive LandscapeThe launch of Gemini 3 marks the AI industry's official departure from its previous phase of homogeneous competition, ushering in a new era of differentiated competition. This model delivered outstanding performance in benchmark tests, with exceptional
      3.31K3
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      Tech Weekly: Gemini 3 Triggers AI Realignment and Market Strategy Adjustments
    • ShyonShyon
      ·11-24
      I am watching the doubling of Oracle's Credit Default Swap (CDS) spreads with significant concern, as it clearly signals a palpable rise in perceived risk regarding the company's enormous gamble on the Artificial Intelligence infrastructure buildout. The surge in the cost of insuring Oracle's debt to its highest level in two years—or even three, depending on the data source—is a direct reflection of investor anxiety over the multi-billion-dollar debt Oracle is taking on. This aggressive borrowing spree, with net adjusted debt potentially tripling by 2028, is a high-stakes strategy to challenge giants like Microsoft $Microsoft(MSFT)$   and Amazon $Amazon.com(AMZN)$
      7686
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    • LanlanCCLanlanCC
      ·11-24
      $甲骨文(ORCL)$  AI has become a hot topic of investment. Many American technology giants have launched trillions of dollars in capital expenditure around AI, in addition to their own funds, and have issued a lot of debt to raise funds. This speed and scale is unprecedented. The technology world, especially AI development, has the characteristics of win-take-all (Winner takes it all), and many giant companies hope to beat their rivals by burning money to become a minority winner. No wonder Sundar Pichai, CEO of Google's parent company, warns that there is a bubble and "irrationality" in AI, while it is not surprising that while AI is making any effort to increase investment. Finally, returning to the general investors wh
      349Comment
      Report
    • LanlanCCLanlanCC
      ·11-24
      According to market estimates, OpenAI currently accounts for one-third of Oracle's revenue and faces excessively large single customer risk. Meanwhile, as Oracle's free cash flow in 2025 has already shown negative value, there is a high chance that future data center construction will need to be paid through loans or equity fundraising, which has put greater downward pressure on Oracle's stock price. Google recently launched its Gemini Pro 3, and the market was amazed at its model and that it has surpassed OpenAI in artificial intelligence agent, also deepening market concern about the risk of OpenAI failure. The market funds are shifting from being extremely optimistic and buying across the board to only investing in expected winners. From the current situation of Oracle, the overall mark
      673Comment
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    • LanlanCCLanlanCC
      ·11-24
      October 2025: CDS spread ~43 bp → relatively low credit risk. - November 2025: CDS spread ~110 bp → more than doubled, signaling heightened investor concern. - Implication: Investors are paying ~1.1% annually of notional to insure Oracle’s debt, reflecting caution about its aggressive AI infrastructure spending and debt load. 📌 Why This Matters - Debt Financing: Oracle is investing heavily in AI and cloud infrastructure, which increases leverage. - Credit Ratings: Still investment grade (BBB range), but weaker than peers like Microsoft. - Market Sentiment: CDS widening often precedes bond yield increases or equity volatility.   Oracle may depend heavily on loan if open ai does not make AI great again  Google changes the trend of market
      3031
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    • koolgalkoolgal
      ·11-24

      Is Oracle A Good Buy or a Good Bye?

      🌟🌟🌟Last  week Oracle $Oracle(ORCL)$  is grappling with an investment paradox that has sent its stock down from its peak to USD 198.76 even though it is still up 19% year todate.   What happened to Oracle? The Double Edged Sword of AI Ambition: Oracle's vision to power the AI revolution has secured major cloud deals with players like OpenAI and xAI.  Yet this ambition comes at a significant cost, leading to 6 consecutive weeks of stock decline and raising serious red flags for both investors and analysts. Massive Capital Outlay: In order to compete with giants like Amazon and Microsoft,   Oracle is investing heavily in data centers, primarily funded by significant borrowing
      70410
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      Is Oracle A Good Buy or a Good Bye?
    • xc__xc__
      ·11-23

      Oracle’s AI Gamble Backfires: CDS Doubles, Stock Craters $300B!

      $Oracle(ORCL)$ Oracle’s high-stakes bet on AI has turned sour, with its stock plunging from a $615 billion peak on September 10, 2025, to $198.68 today—a gut-wrenching $416 billion wipeout that’s erased all gains since the OpenAI deal. The five-year CDS spread has doubled to 80 basis points, signaling investor panic over the software giant’s $38 billion debt-fueled AI infrastructure binge and a tangled web of deals with OpenAI, Microsoft, and others. Unlike peers with robust AI moats, Oracle’s pivot has left it underwater, with Moody’s warning of “extended high leverage and negative cash flow.” Is this the AI bubble’s first pop? Will the $300 billion OpenAI pact become a trillion-dollar trap? Dive into the unraveling, assess the risks, and strateg
      4415
      Report
      Oracle’s AI Gamble Backfires: CDS Doubles, Stock Craters $300B!
    • LanceljxLanceljx
      ·11-23
      $Oracle(ORCL)$  You have put your finger on the key issue: Oracle has turned itself into a leveraged macro proxy on AI infrastructure and OpenAI. Let us break this down carefully. --- 1. Where Oracle stands now Price action All-time high: about US$345.7 in early September 2025.  Latest close: about US$198.7 on 21 November 2025, a drawdown of more than 40 percent from the peak.  Despite that, total return is still roughly +20 percent year to date, because the run-up before September was so strong.  Balance sheet and AI capex Around US$104 billion of debt outstanding, including US$18 billion in bonds already issued. Oracle is currently spending more on AI and cloud build-out than it generates in operating cash, relying on externa
      458Comment
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    • highhandhighhand
      ·11-23
      $Oracle(ORCL)$   It's below daily 200ma which is not a good sign. However saving grace is that it's at weekly 50ma support. So it might rebound in the next few weeks if the market recovers. Even if the market goes down, the weekly support might hold. Other stocks take turn to go down...
      617Comment
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    • zhinglezhingle
      ·11-22
      $Oracle(ORCL)$   “Oracle’s CDS Just Doubled: Is Larry Ellison Paying for the AI Bubble? 🤯📉 When a company’s credit default swaps (CDS) suddenly double, it usually means one thing: Investors are no longer whispering about risk — they’re screaming it in 72-point bold. 📣🔥 That’s exactly what’s happening with Oracle. The surge in its CDS spreads has turned these contracts into a new ‘insurance policy’ for anyone hedging against an AI unwind — and right now, demand is rising like someone discovered a leak in the hull of the AI ship. 🚢💦 Let’s talk numbers: Oracle has slid from its US$345 peak to about US$198 — a pretty steep haircut ✂️ — yet it’s still up 20% YTD. So the question is: Is this a normal pullback… or the start of a valuation rese
      395Comment
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    • DoTradingDoTrading
      ·11-22

      FRIDAY FINISH STRONG “Back to Buying”: A Shift in Market Sentiment

      Broad-Based Rally Signals Renewed Risk Appetite A strong rebound wrapped up the week: Index Close Change. Dow Jones 46,245.41 +1.08% $S&P 500(.SPX)$ 6,602.99 +0.98% $NASDAQ(.IXIC)$ 22,273.08 +0.88% 447 of 500 stocks rose in the S&P 500; 25 of 30 Dow components gained. Buying finally broadened beyond mega-cap tech. This signals a potential turn in market sentiment after a risk-off stretch. Investors finally started buying the dip. Category Stock Move : Hot Stock Ross Stores +8.4%. Biggest Loser Oracle -5.7%. Best Sector Materials +2.2%. Worst Sector Utilities +0.2%. Stocks Rate Cut Hopes Return - Major Catalyst for the Rally FED New York Fed President John Williams called policy “modestly restr
      7.10K4
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      FRIDAY FINISH STRONG “Back to Buying”: A Shift in Market Sentiment
    • Tiger VTiger V
      ·11-22
      $Oracle(ORCL)$ I made an additional investment in Oracle (ORCL) to capitalize on its strong positioning in the AI and cloud markets. Oracle’s recent collaborations with OpenAI and NVIDIA, along with its supercomputing initiatives for the U.S. Department of Energy, highlight a clear and aggressive strategy to drive future growth. These moves not only strengthen Oracle’s AI infrastructure capabilities but also enhance its cloud offerings, making it a compelling play in the technology sector. With the company actively expanding its presence in high-growth areas, I see significant long-term value potential in this investment.
      1.30K1
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    • tiger1994tiger1994
      ·12-05 09:05
      Love this really think I should invest in the appropriate stock markets 
      13Comment
      Report
    • HENG8HENG8
      ·12-02
      $Oracle(ORCL)$  Join the crowd. The oracle stocks are at a value. Buy the dip
      186Comment
      Report
    • FTGRFTGR
      ·11-30
      $Oracle(ORCL)$  if drop more can buy a bit..
      39Comment
      Report
    • xc__xc__
      ·11-27

      Oracle's 4% Rebound Blitz: $200 Dip Goldmine or Bear Trap Abyss? 🚀📉💰

      Traders are buzzing over Oracle's explosive 4.02% surge on November 26, snapping back from a brutal 30% monthly plunge and a staggering 40% freefall from September peaks. With Deutsche Bank and HSBC slamming the brakes on bearish panic, calling fears wildly exaggerated amid undervalued AI plays, this rebound's got Wall Street split: Short-term jackpot or sneaky setup for more pain? Clocking in at $197.50 close amid YTD gains of 18.7%, ORCL's flirting with $200 as a magnetic buy zone. We're ripping through the rebound mechanics, analyst ammo, and that OpenAI alliance sparking whispers of trillion-dollar infra booms. Buckle up – this dip could be your ticket to riches or a ruthless rug pull. 😎🔥 Rebound Rampage: From 40% Plunge to Analyst Armor 🌪️📈 Oracle's November nightmare shaved 30% off
      99Comment
      Report
      Oracle's 4% Rebound Blitz: $200 Dip Goldmine or Bear Trap Abyss? 🚀📉💰
    • DoTradingDoTrading
      ·11-22

      FRIDAY FINISH STRONG “Back to Buying”: A Shift in Market Sentiment

      Broad-Based Rally Signals Renewed Risk Appetite A strong rebound wrapped up the week: Index Close Change. Dow Jones 46,245.41 +1.08% $S&P 500(.SPX)$ 6,602.99 +0.98% $NASDAQ(.IXIC)$ 22,273.08 +0.88% 447 of 500 stocks rose in the S&P 500; 25 of 30 Dow components gained. Buying finally broadened beyond mega-cap tech. This signals a potential turn in market sentiment after a risk-off stretch. Investors finally started buying the dip. Category Stock Move : Hot Stock Ross Stores +8.4%. Biggest Loser Oracle -5.7%. Best Sector Materials +2.2%. Worst Sector Utilities +0.2%. Stocks Rate Cut Hopes Return - Major Catalyst for the Rally FED New York Fed President John Williams called policy “modestly restr
      7.10K4
      Report
      FRIDAY FINISH STRONG “Back to Buying”: A Shift in Market Sentiment
    • koolgalkoolgal
      ·11-25

      The AI Revolution : Chipmakers vs SaaS - Who Benefits More From the Genesis Mission?

      🌟🌟🌟The Trump Genesis Mission is a new national initiative.  It is launched via executive order, aimed at accelerating US leadership in AI and scientific discovery. Mission Goals  Accelerating Scientific Discovery : Using AI models to access and merge scientific data across US agencies to find new drugs,materials and other breakthroughs  Streamlining Regulation : Calling for a unified federal standard for AI regulation to avoid a patchwork of 50 different state level approval processes, which the Trump Administration believes would hinder businesses and allow competitors like China to catch up. Public Private Partnerships : Encouraging collaboration between Department of Energy, national laboratories and private companies to invest in automated cloud enabled labs and adv
      1.44K5
      Report
      The AI Revolution : Chipmakers vs SaaS - Who Benefits More From the Genesis Mission?
    • xc__xc__
      ·11-23

      Oracle’s AI Gamble Backfires: CDS Doubles, Stock Craters $300B!

      $Oracle(ORCL)$ Oracle’s high-stakes bet on AI has turned sour, with its stock plunging from a $615 billion peak on September 10, 2025, to $198.68 today—a gut-wrenching $416 billion wipeout that’s erased all gains since the OpenAI deal. The five-year CDS spread has doubled to 80 basis points, signaling investor panic over the software giant’s $38 billion debt-fueled AI infrastructure binge and a tangled web of deals with OpenAI, Microsoft, and others. Unlike peers with robust AI moats, Oracle’s pivot has left it underwater, with Moody’s warning of “extended high leverage and negative cash flow.” Is this the AI bubble’s first pop? Will the $300 billion OpenAI pact become a trillion-dollar trap? Dive into the unraveling, assess the risks, and strateg
      4415
      Report
      Oracle’s AI Gamble Backfires: CDS Doubles, Stock Craters $300B!
    • MaverickWealthBuilderMaverickWealthBuilder
      ·11-24

      Tech Weekly: Gemini 3 Triggers AI Realignment and Market Strategy Adjustments

      Week after week, the AI technology investment landscape is undergoing unprecedented rapid transformation, akin to the time dilation scenes in Interstellar—where one hour in tech investing equates to seven years in the $S&P 500 ETF (SPY)$ market. The launch of Gemini 3 has become a pivotal event recently shaking up the AI industry, not only reshaping the competitive landscape but also compelling investors to reassess market logic and strategic positioning.Gemini 3 Reshapes the AI Competitive LandscapeThe launch of Gemini 3 marks the AI industry's official departure from its previous phase of homogeneous competition, ushering in a new era of differentiated competition. This model delivered outstanding performance in benchmark tests, with exceptional
      3.31K3
      Report
      Tech Weekly: Gemini 3 Triggers AI Realignment and Market Strategy Adjustments
    • OptionsBBOptionsBB
      ·11-19

      11/19 AI Supply Chain Options: NVDA Earnings Tonight, Chip Stock Options Volume Surges

      $NVDA$Key News:GMI Cloud Partnership: NVDA and GMI Cloud are building a $500 million AI factory in Taiwan, equipped with 7,000 GPUs, serving as a core node for AI infrastructure in Asia.Anthropic Investment: NVDA plans to invest $10 billion in AI firm Anthropic, pushing its valuation to $350 billion and strengthening its position in generative AI.Supercomputer Deployment: Japan’s RIKEN institute will deploy 2,140 NVDA Blackwell GPUs to build a next-gen AI/quantum computing system, expected to go live in 2026.Market Sentiment & Stock Price: NVDA fell 4.69% over two days (closed at $181.36 on 11/18). Market focus is on Q3 earnings (expected after market close on 11/19) and supply chain bottlenecks.Options Analysis:Implied Volatility (IV): 58.89% (81.6th percentile), indicating expectatio
      2.38K3
      Report
      11/19 AI Supply Chain Options: NVDA Earnings Tonight, Chip Stock Options Volume Surges
    • ShyonShyon
      ·11-24
      I am watching the doubling of Oracle's Credit Default Swap (CDS) spreads with significant concern, as it clearly signals a palpable rise in perceived risk regarding the company's enormous gamble on the Artificial Intelligence infrastructure buildout. The surge in the cost of insuring Oracle's debt to its highest level in two years—or even three, depending on the data source—is a direct reflection of investor anxiety over the multi-billion-dollar debt Oracle is taking on. This aggressive borrowing spree, with net adjusted debt potentially tripling by 2028, is a high-stakes strategy to challenge giants like Microsoft $Microsoft(MSFT)$   and Amazon $Amazon.com(AMZN)$
      7686
      Report
    • ShyonShyon
      ·11-24
      I am absolutely bullish on the prospect of the "Genesis Mission" and the deliberate push to loosen AI regulation. History shows that regulatory clarity and reduced friction are massive accelerators for any new technology. By proposing a unified federal approval process and actively discouraging restrictive state-level laws, the administration is clearing the main roadblock—fragmentation—that could otherwise paralyze innovation and investment. I view this as a decisive, 'Manhattan Project' style commitment to technological superiority, which is precisely what's needed to secure America's lead in the global AI race and spark a powerful, sustained tech boom, not a fleeting bubble. The idea that deregulation will simply "inflate a bubble" is, I believe, short-sighted. True, the market is hot,
      1.28K10
      Report
    • koolgalkoolgal
      ·11-24

      Is Oracle A Good Buy or a Good Bye?

      🌟🌟🌟Last  week Oracle $Oracle(ORCL)$  is grappling with an investment paradox that has sent its stock down from its peak to USD 198.76 even though it is still up 19% year todate.   What happened to Oracle? The Double Edged Sword of AI Ambition: Oracle's vision to power the AI revolution has secured major cloud deals with players like OpenAI and xAI.  Yet this ambition comes at a significant cost, leading to 6 consecutive weeks of stock decline and raising serious red flags for both investors and analysts. Massive Capital Outlay: In order to compete with giants like Amazon and Microsoft,   Oracle is investing heavily in data centers, primarily funded by significant borrowing
      70410
      Report
      Is Oracle A Good Buy or a Good Bye?
    • LanceljxLanceljx
      ·11-23
      $Oracle(ORCL)$  You have put your finger on the key issue: Oracle has turned itself into a leveraged macro proxy on AI infrastructure and OpenAI. Let us break this down carefully. --- 1. Where Oracle stands now Price action All-time high: about US$345.7 in early September 2025.  Latest close: about US$198.7 on 21 November 2025, a drawdown of more than 40 percent from the peak.  Despite that, total return is still roughly +20 percent year to date, because the run-up before September was so strong.  Balance sheet and AI capex Around US$104 billion of debt outstanding, including US$18 billion in bonds already issued. Oracle is currently spending more on AI and cloud build-out than it generates in operating cash, relying on externa
      458Comment
      Report
    • zhinglezhingle
      ·11-25
      $Oracle(ORCL)$   🇺🇸🚀 Trump’s Genesis Mission: Tech Boom Catalyst or AI Bubble Fuel? 🤖💣📈 Trump’s upcoming “Genesis Mission” aims to supercharge U.S. AI development through national labs, mega-datasets, and public-private partnerships. 🇺🇸🔬⚡️ Alongside it: a push for looser federal AI regulation — one standard, less red tape, faster innovation. 🏛️📝✨ But… will this accelerate a new AI golden age 🌈⚙️— or inflate the AI bubble even more 🎈🔥? Let’s dive in. 😎👇 ⸻ ✅ 1) Looser AI Regulations = Faster Progress 🚀🤖⚡️ Why the market loves it: • ⚡ Less red tape → Faster product rollouts • 🧠 National labs + big compute → Accelerated discovery • 💰 More VC & corporate capital → Bigger AI budgets • 🛠️ Unified federal rules → No 50-state compliance head
      1.09KComment
      Report
    • zhinglezhingle
      ·11-22
      $Oracle(ORCL)$   “Oracle’s CDS Just Doubled: Is Larry Ellison Paying for the AI Bubble? 🤯📉 When a company’s credit default swaps (CDS) suddenly double, it usually means one thing: Investors are no longer whispering about risk — they’re screaming it in 72-point bold. 📣🔥 That’s exactly what’s happening with Oracle. The surge in its CDS spreads has turned these contracts into a new ‘insurance policy’ for anyone hedging against an AI unwind — and right now, demand is rising like someone discovered a leak in the hull of the AI ship. 🚢💦 Let’s talk numbers: Oracle has slid from its US$345 peak to about US$198 — a pretty steep haircut ✂️ — yet it’s still up 20% YTD. So the question is: Is this a normal pullback… or the start of a valuation rese
      395Comment
      Report
    • LanlanCCLanlanCC
      ·11-24
      $甲骨文(ORCL)$  AI has become a hot topic of investment. Many American technology giants have launched trillions of dollars in capital expenditure around AI, in addition to their own funds, and have issued a lot of debt to raise funds. This speed and scale is unprecedented. The technology world, especially AI development, has the characteristics of win-take-all (Winner takes it all), and many giant companies hope to beat their rivals by burning money to become a minority winner. No wonder Sundar Pichai, CEO of Google's parent company, warns that there is a bubble and "irrationality" in AI, while it is not surprising that while AI is making any effort to increase investment. Finally, returning to the general investors wh
      349Comment
      Report
    • LanlanCCLanlanCC
      ·11-26
      Some AI bubbles exist in some area or companies already. Mag 7 sound ok at this moment  The AI startups of "potential unicorns" are on the brink of bankruptcy due to failure to raise enough funds, including the once-scented Builder.ai and Rodin AI. Builder.ai, which has been backed by Microsoft (MSFT), Qatar Investment Authority (Qatar Investment Authority) and SoftBank, claims to be able to develop applications with AI, with a valuation of over $1.5 billion at one point. However, in May this year it was exposed that it had exaggerated sales by a full 300%, and its so-called "artificial intelligence" writing app was actually relying on Indian outsourcing engineers to write code manually and use human intelligence to tease artificially. As a result, the entire AI concept valuation
      279Comment
      Report
    • LanlanCCLanlanCC
      ·11-24
      According to market estimates, OpenAI currently accounts for one-third of Oracle's revenue and faces excessively large single customer risk. Meanwhile, as Oracle's free cash flow in 2025 has already shown negative value, there is a high chance that future data center construction will need to be paid through loans or equity fundraising, which has put greater downward pressure on Oracle's stock price. Google recently launched its Gemini Pro 3, and the market was amazed at its model and that it has surpassed OpenAI in artificial intelligence agent, also deepening market concern about the risk of OpenAI failure. The market funds are shifting from being extremely optimistic and buying across the board to only investing in expected winners. From the current situation of Oracle, the overall mark
      673Comment
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    • Trend_RadarTrend_Radar
      ·11-19

      NVDA, HD, PLTR Slide; SPY Hits 4-Day Loss Streak, ORCL CDS Spike Signals Stress

      1. $NVIDIA(NVDA)$ Nvidia in danger of closing below its 100-day moving average for the first time since May 🚨📉 2. $Home Depot(HD)$ Home Depot has now plunged more than 20% over the last 2 months 📉📉 3. $SPDR S&P 500 ETF Trust(SPY)$ S&P 500 suffers 4-day losing streak for the first time since August Only 51% of S&P 500 stocks are currently trading above their 200-day moving average, the worst market breadth in 5 months 🤯👀 4. $Oracle(ORCL)$ Oracle credit default swaps soar to highest level since 2022 🚨 5. $Palantir Technologies Inc.(PLTR)$ Palantir having its worst month
      501Comment
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      NVDA, HD, PLTR Slide; SPY Hits 4-Day Loss Streak, ORCL CDS Spike Signals Stress
    • LanlanCCLanlanCC
      ·11-24
      October 2025: CDS spread ~43 bp → relatively low credit risk. - November 2025: CDS spread ~110 bp → more than doubled, signaling heightened investor concern. - Implication: Investors are paying ~1.1% annually of notional to insure Oracle’s debt, reflecting caution about its aggressive AI infrastructure spending and debt load. 📌 Why This Matters - Debt Financing: Oracle is investing heavily in AI and cloud infrastructure, which increases leverage. - Credit Ratings: Still investment grade (BBB range), but weaker than peers like Microsoft. - Market Sentiment: CDS widening often precedes bond yield increases or equity volatility.   Oracle may depend heavily on loan if open ai does not make AI great again  Google changes the trend of market
      3031
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