Oracle Beat Earnings. My Calls Went Down Anyway. Mathematical Money | September 13, 2026 Oracle reported on Thursday after the close and it was a good quarter by any reading. Earnings per share came in at $1.92 against the $1.74 the street wanted. Revenue was $19.35 billion against $19.14 billion expected, up almost 30% year on year. Net income nearly doubled, $4.68 billion against $2.93 billion a year ago. The stock jumped 7% in extended trading. Then on Friday it opened below where it closed on Thursday and finished the day at $152.94. That's below where it was trading before the results came out. If you were long Oracle into that print and you're wondering what you did wrong — nothing. You were right. That's sort of the point of this post. What I did I'd been building an Oracle position

Oracle Turns the Tables on Its Short Sellers With Earnings Blowout $Oracle(ORCL)$   just turned the tables on the traders betting against it. Short volume almost doubled to 5.09 million shares on Thursday, before the tech giant's financial results beat on the most important metrics, with its cloud business surging 121%.  Short volume counts the shares sold short in a single session. A short sale is a wager that a stock will fall, so when that count climbs and the share price rises, the sellers face potential losses and may be forced to buy back — the classic squeeze. Oracle reported fiscal first-quarter revenue of $19.35 billion after the market closed on Thursday, beating the $19.13 billion analysts e

Stocks Rally Despite Rising Rate-Hike Odds. Should Investors Buy or Cut Risk? U.S. stocks staged a seemingly counterintuitive move on Friday: CPI came in hotter than expected and the odds of a Fed rate hike next week climbed further, yet all three major indexes moved higher, led by the Nasdaq. With a 25-basis-point hike now largely priced in, investors are shifting their focus to the path ahead: Will the Fed keep hiking after this move? Why Are Stocks Rising Despite Hotter CPI? First, the 10-year Treasury yield briefly approached 5% but failed to break decisively higher. For tech stocks, a sustained rise in long-term yields would add further valuation pressure. The stabilization in yields has therefore given growth stocks some room to rebound. Meanwhile, oil prices pulled back after their

SpaceX Volatility Sinks to Post-IPO Low as CFO Touts Orbital Compute $Space Exploration Technologies Corp(SPCX)$   options have rarely been cheaper. Implied volatility, the market's price tag for expected future swings, sits in the eighth percentile of its brief public history — traders are pricing calm even after its CFO touted the company's AI compute capacity both on earth and in orbit. The stock itself has been quiet. Shares closed up 0.4% on Thursday after SpaceX launched a classified payload for the U.S. Space Force, its 104th Falcon 9 flight of the year. It continued to trade in a relatively narrow range, swinging between a gain of 1.6% and a loss of 1.5% Friday. The gentle drift masks a busier news tape. On Thursday, Chief Financ

$Dell Technologies Inc.(DELL)$   $Dow Jones(.DJI)$   The U.S. major indexes closed as follows: Dow Jones up 0.98% at 52,573.29; S&P 500 up 0.86% at 7,656.98; NASDAQ up 0.96% at 26,333.03. Investors welcomed easing energy prices and remained focused on technology names, helping all three benchmarks post solid gains by the closing bell. Chipmakers and AI-linked names dominated the day’s unusual moves.  Dell Technologies (DELL) surged 11.98% to $567.29 after upbeat demand signals for its AI servers. Leveraged semiconductor fund Direxion Daily SOXL jumped 5.23% to $121.82, while its bearish counterpart SOXS declined 5.56% to $44.

You are a rock star. [Smile]  

I think Kioxia’s potential U.S. listing is interesting because it could give NAND and enterprise SSDs much more visibility among global AI investors. AI is not only driving HBM demand anymore. The massive growth in data, inference and AI workloads also means storage is becoming an increasingly important part of the infrastructure. For me, this makes $SanDisk Corp.(SNDK)$ and $Micron Technology(MU)$ particularly interesting to watch, although their exposure is different. I am especially watching whether enterprise SSD demand and NAND pricing can remain strong as AI data-center spending continues to grow. I still see storage as a cyclical industry, so I would not chase the rally blindly. If AI can struct

$Nokia Oyj(NOK)$  $15 Target Price. The primary driver for NOK is its successful transformation from a traditional telecom equipment provider into a core supplier for AI data center infrastructure. This transition is underpinned by surging demand for its optical network solutions and strategic partnerships. NOK Growth Catalysts & Quantitative Evidence: 1. Explosive Growth in AI & Cloud Business-- This is the primary near-term catalyst. The AI & Cloud division is experiencing explosive growth, with Q1 2026 revenue surging +49% YoY. It generated €1 billion in new orders in Q1-2026 alone, with a book-to-bill ratio of approximately 3x, indicating a strong demand pipeline that far exceeds current delivery capac

$Silvercorp Metals Inc(SVM)$ 15 Target Price on global physical Silver demand deficit. Growth Catalysts for SVM Silvercorp Metals (SVM) has made some exciting recent discoveries. At their LMW underground mine in China's Ying Mining District, they've found high-grade silver, gold, and copper mineralization. Some notable intercepts include: - *2,705 g/t silver* over 18.02 meters in vein W18W - *34 g/t gold* and *4.45% copper* over 0.82 meters in vein LM28 - *4,738 g/t silver* over 1.80 meters in vein LM32E These discoveries have expanded known mineralized zones and identified new vein structures with high-grade mineralization. The company is also advancing the El Domo Project in Ecuador, with construction expected to be completed by Q2-2026, with est

$One and one Green(YDDL)$ recently announced the Company's participation in the H.C. Wainwright 28th Annual Global Investment Conference, taking place September 14-16, 2026 at the Lotte New York Palace Hotel in New York City. The H.C. Wainwright Annual Global Investment Conference is a premier event that brings together corporate leaders, institutional investors, and industry experts from around the world to explore emerging trends, investment opportunities, and strategic insights across a wide range of sectors, including Life Sciences, FinTech, Metals & Mining, Technology/Media/Telecom & Growth, and Cleantech. The conference features company presentations, one-on-one investor meetings, and keynote addresses. Held annually in New York City

I’d choose ② NAND / SSD, but I wouldn’t chase it simply because Kioxia is considering a U.S. listing. The bigger story is valuation. AI data centers are generating enormous volumes of training data, checkpoints, databases and inference workloads, pushing storage from a “commodity memory” narrative toward a potential AI-infrastructure narrative. Kioxia’s U.S. ADS plan could also give global investors a cleaner benchmark against MU and SNDK, potentially attracting more AI-focused capital into the NAND/SSD space. That makes SNDK particularly interesting to me, especially if enterprise SSD demand accelerates while NAND suppliers remain disciplined. But I’d watch pricing carefully: storage remains cyclical, and aggressive capacity expansion could quickly destroy margins. So my bet isn’t simply

$Silvercorp Metals Inc(SVM)$ 15 Target Price, due to global Silver output deficit --About SilverCorp Metals Inc (SVM)-- Silvercorp Metals Inc. (SVM) is a profitable silver-focused producer with low-cost underground mining operations in China, along with exploration and development assets globally. --Growth Catalysts for SilverCorp Metals Inc (SVM)-- 1). Ying Mining District Expansion & Upgrades: Silvercorp has completed the flotation line expansion at its flagship Ying Mining District in Henan Province, increasing processing capacity to 1,500 tonnes per day. Ongoing underground development and equipment upgrades aim to maintain high throughput and improve long-term operational efficiency. 2). Kuanping & Exploration Projects: Exploration and

$First Resources(EB5.SI)$ 5 Target Price. First Resources (EB5.SI) is experiencing a powerful upswing driven by a 53.1% YoY surge in Q1-2026 net profit, fueled by record-high sales volumes and a favorable palm oil pricing environment. While the stock has rallied sharply, leading to what some analysts see as fair valuation. The biofuels underlying business momentum remains robust, with supportive macroeconomic from fluctuating oil prices, caused by Hormuz-Strait blockage. Growth Catalysts 1. Exceptional Q1 2026 Financial Performance The company's recent quarterly report shows a dramatic acceleration in growth. Revenue: Sales surged 70.4% year-on-year (YoY) to US$477.2 million in Q1-2026. Net Profit: Net profit attributable to biofuels demands jum

[你懂的]  AI’s Next Battle May Not Be GPUs: Meet the Company Selling the Data and “Tests” Behind AI When investors talk about AI, the names usually come quickly: NVIDIA for compute, Broadcom for networking and custom chips, and Microsoft, Amazon and Google for cloud infrastructure and foundation models. But there is another question that is becoming increasingly important: Even if you have all the GPUs in the world, what will AI actually learn from without high-quality data? And as AI moves beyond simple chatbots toward AI agents, reasoning models and enterprise applications, another question emerges: How do we know whether an AI system is actually good? Is its answer correct? Does it hallucinate? Can it complete a complex task as instructed? And in high-stakes industries such as fi

As the U.S. Federal Reserve prepares for its critical September 16, 2026 Federal Open Market Committee (FOMC) rate decision, global financial markets face a complex macroeconomic environment. The convergence of Brent crude oil surpassing $100 per barrel driven by Middle Eastern supply disruptions, stubborn persistent core inflation, and climbing U.S. Treasury yields has generated heightened market uncertainty. Investors are weighing whether Chair Kevin Warsh and the FOMC will enact a 25-basis-point rate hike (raising the benchmark target range from 3.50%–3.75% to 3.75%–4.00%) or hold rates steady accompanied by a hawkish Summary of Economic Projections (SEP) "dot plot". In this article, we would like to share our comprehensive analysis of the macroeconomic landscape leading into late 2026.

$Silvercorp Metals Inc(SVM)$ 15 Target Price on global physical Silver demand deficit. Growth Catalysts for SVM Silvercorp Metals (SVM) has made some exciting recent discoveries. At their LMW underground mine in China's Ying Mining District, they've found high-grade silver, gold, and copper mineralization. Some notable intercepts include: - *2,705 g/t silver* over 18.02 meters in vein W18W - *34 g/t gold* and *4.45% copper* over 0.82 meters in vein LM28 - *4,738 g/t silver* over 1.80 meters in vein LM32E These discoveries have expanded known mineralized zones and identified new vein structures with high-grade mineralization. The company is also advancing the El Domo Project in Ecuador, with construction expected to be completed by Q2-2026, with est