AI Race Pivots to Safety — Can Security Software Replace Compute?

Broadcom closed up 0.32% to $361.99 Friday, behind the group, with Nvidia −0.03%. The weekend's slow-down-frontier-AI push opened a second storyline: competition moving from model capability toward safety and compliance. Budgets decide whether money moves — monitoring, identity, cloud security, automated defense would extend the AI trade from GPUs into security software. It hasn't moved yet: the security group rose 0.44% Friday and CrowdStrike fell 1.02%. Security budgets are close to non-discretionary, but the pool is far smaller than compute capex. Do you own security, or is it all compute?

+ Follow

Marktomarket

09-11

Oil Back Above US$100, Diesel Cracks at a Record: What Do You Do With Energy Here?

On Thursday $Oracle(ORCL)$ closed 5.38 per cent lower at US$152.94, and only then reported. Its remaining performance obligations stand at US$664 billion, up from US$638 billion at the end of the previous quarter, a record. $S&P 500(.SPX)$ closed 0.58 per cent lower the same day, its fourth session in a row heading down and the longest such run since June. The order book set a record. The fall came before it. That US$664 billion is work signed, not money collected. To get the work done, Oracle's capital expenditure ran to about US$28.5 billion in the quarter against US$8.5 billion a year earlier; free cash flow came in at minus US$5.4 billion; and in the same fiscal qua

Oil Back Above US$100, Diesel Cracks at a Record: What Do You Do With Energy Here?

nerdbull1669

06-12

AI Demand Rules, but Capital Realities Bite: Oracle’s Q4 Mirror

$Oracle(ORCL)$’s Q4 fiscal 2026 earnings report is an incredible case study in how the AI market narrative is shifting. It highlighted a stark contrast: stunning demand on paper vs. brutal capital reality on the balance sheet. The mechanics of this print offer clear takeaways regarding "AI burn," structural narrative shifts, and how to position options strategies right now. What Oracle’s Earnings Tell Us About the AI Narrative The Demand: Massive and Real Oracle’s Remaining Performance Obligations (RPO) surged to an unprecedented $638 billion (up 363% YoY, adding $85 billion sequentially). This proves that AI compute demand is not slowing down. Furthermore, a unique structural detail emerged: $75 billion of that backlog consists of contracts where

AI Demand Rules, but Capital Realities Bite: Oracle’s Q4 Mirror

nerdbull1669

06-09

Oracle Fiscal Q1 2026 Earnings Preview: Can Cloud Momentum Defy High Valuation Hurdles?

$Oracle(ORCL)$ is scheduled to report its fiscal fourth-quarter 2026 results on Wednesday, June 10, after the market close. This is a highly anticipated print. Oracle has transformed from a legacy database software giant into a primary beneficiary of the AI infrastructure boom, causing the stock to rally aggressively. However, heavy capital expenditure (CapEx) needs and recent debt jitters have created a highly volatile trading environment heading into the release. Consensus Estimates & Expectations Wall Street has set a high bar for Oracle this quarter, projecting accelerated top- and bottom-line expansion: Revenue: Expected at $19.1 billion (up ~20% year-over-year). Earnings Per Share (EPS): Expected at $1.96 (up 15.3% year-over-year). Impli

Oracle Fiscal Q1 2026 Earnings Preview: Can Cloud Momentum Defy High Valuation Hurdles?

Mrzorro

06-11

Oracle Beat Expectations. So Why Did the Stock Fall? $Oracle(ORCL)$ delivered a strong Q4, but the market reaction showed that the bar has changed. Investors are no longer questioning whether Oracle has AI demand. They are questioning how expensive it will be to capture that demand. Q4 revenue rose 21% year over year to $19.2 billion. Cloud revenue grew 47% to $9.9 billion, while OCI revenue surged 93% to $5.8 billion. Non-GAAP EPS rose 24% to $2.11. On the surface, this was a strong print. The problem is that Oracle is now being judged like a hyperscaler, not just an enterprise software company. RPO proves demand is real The best number in the report was RPO. Oracle's remaining performance obligations reached

christopho

06-13

$Oracle(ORCL)$ I think the market is focusing on the wrong metric. A 363% increase in RPO is extraordinary. Customers don't commit to multi-year contracts unless they genuinely need the capacity. To me, this suggests AI demand remains stronger than supply. The concern is whether Oracle is spending too aggressively on data centers and GPUs. That's a valid risk, but if management executes well, today's spending could become tomorrow's moat. What I'm watching: 🔹 RPO growth 🔹 Cloud revenue growth 🔹 Operating margin trend 🔹 AI infrastructure utilization The biggest winners of the AI boom won't necessarily be the companies building the models. They may be the companies providing the infrastructure, power and cloud capacity behind them. My takeaway

PawsAndProfits

06-13

$Oracle(ORCL)$ Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Maybe investors are finding it increasingly difficult to properly value a company that has strong AI involvement. Having a clear beat earning announcement is not sufficient anymore. @PawsAndProfit - Specialist in combining FA and TA for options selling and swing trading.[Claw]

sms90

06-13

$Oracle(ORCL)$ RPO backlog is a promise, not revenue yet — but it's the right kind of promise. Hyperscalers don't sign multi-year OCI contracts unless the infrastructure is real. The selloff is the market demanding proof. Fair enough. But if OCI growth accelerates this print and Ellison confirms capex is on track, this is just noise shaking out weak hands before the next leg up. I'm holding my position. The thesis hasn't broken — the stock just got caught in the broader AI hardware selloff. One number to watch: OCI revenue growth rate vs last quarter. That's the whole story Wednesday night.

GeorgieL

06-16

Keep learning and going. Feel free your strategy for choosing the wining US shares/ETFs #Tiger community #Tiger #US shares[Miser]

Sloth16

06-14

$Oracle(ORCL)$ Chip stocks tell us what suppliers hope will happen. Oracle’s backlog tells us what customers have already committed to. If RPO growth is real and durable, it weakens the “AI bubble” argument considerably. The market will be watching whether revenue eventually catches up to the promises.

starry123

06-14

$Oracle(ORCL)$ should be on upward trend imo. Holding some for a decent swing, hopefully.

MTCP

06-12

$Oracle(ORCL)$ wait for buying opportunities at 160

highhand

06-08

$Oracle(ORCL)$ This one for legs to run. AI story beautiful but get out at the top. Too much debt for my liking

{"data":{"themeId":"774260ebedef40ea8b42951d02d506bd","name":"AI Race Pivots to Safety — Can Security Software Replace Compute?","description":"Broadcom closed up 0.32% to $361.99 Friday, behind the group, with Nvidia −0.03%. The weekend's slow-down-frontier-AI push opened a second storyline: competition moving from model capability toward safety and compliance. Budgets decide whether money moves — monitoring, identity, cloud security, automated defense would extend the AI trade from GPUs into security software. It hasn't moved yet: the security group rose 0.44% Friday and CrowdStrike fell 1.02%. Security budgets are close to non-discretionary, but the pool is far smaller than compute capex. Do you own security, or is it all compute?","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1780892272567,"userCounts":1,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":774260ebedef40ea8b42951d02d506bd}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1789833600000,"rewardEnd":false,"symbols":["ORCL","NBIS","CRWD"],"tweetCounts":30,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"AI Race Pivots to Safety — Can Security Software Replace Compute?","tweetAmount":30,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":606558171447424,"gmtCreate":1789116189870,"gmtModify":1789118794321,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"Oil Back Above US$100, Diesel Cracks at a Record: What Do You Do With Energy Here?","htmlText":"On Thursday <a target=\"_blank\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> closed 5.38 per cent lower at US$152.94, and only then reported. Its remaining performance obligations stand at US$664 billion, up from US$638 billion at the end of the previous quarter, a record. <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed 0.58 per cent lower the same day, its fourth session in a row heading down and the longest such run since June. The order book set a record. The fall came before it. That US$664 billion is work signed, not money collected. To get the work done, Oracle's capital expenditure ran to about US$28.5 billion in the quarter against US$8.5 billion a year earlier; free cash flow came in at minus US$5.4 billion; and in the same fiscal qua","listText":"On Thursday <a target=\"_blank\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> closed 5.38 per cent lower at US$152.94, and only then reported. Its remaining performance obligations stand at US$664 billion, up from US$638 billion at the end of the previous quarter, a record. <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed 0.58 per cent lower the same day, its fourth session in a row heading down and the longest such run since June. The order book set a record. The fall came before it. That US$664 billion is work signed, not money collected. To get the work done, Oracle's capital expenditure ran to about US$28.5 billion in the quarter against US$8.5 billion a year earlier; free cash flow came in at minus US$5.4 billion; and in the same fiscal qua","text":"On Thursday $Oracle(ORCL)$ closed 5.38 per cent lower at US$152.94, and only then reported. Its remaining performance obligations stand at US$664 billion, up from US$638 billion at the end of the previous quarter, a record. $S&P 500(.SPX)$ closed 0.58 per cent lower the same day, its fourth session in a row heading down and the longest such run since June. The order book set a record. The fall came before it. That US$664 billion is work signed, not money collected. To get the work done, Oracle's capital expenditure ran to about US$28.5 billion in the quarter against US$8.5 billion a year earlier; free cash flow came in at minus US$5.4 billion; and in the same fiscal qua","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":14,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/606558171447424","isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"content":"At WTI above US$100, I would rather manage energy exposure than chase the spike. The diesel crack above US$110 is particularly important because it suggests the pain is moving beyond crude into refined products, which can feed directly into transport costs and inflation. I would keep some energy exposure as a geopolitical and inflation hedge, but favour profitable producers and integrated majors with strong cash flow rather than high-beta names that need oil to keep rising. After a 7% one-day move, the risk-reward for adding aggressively looks poor. My approach: hold the hedge, take some profit into strength, and keep dry powder for a pullback. If US$100 becomes a durable floor rather than a temporary geopolitical premium, energy earnings estimates may still have room to rise.","text":"At WTI above US$100, I would rather manage energy exposure than chase the spike. The diesel crack above US$110 is particularly important because it suggests the pain is moving beyond crude into refined products, which can feed directly into transport costs and inflation. I would keep some energy exposure as a geopolitical and inflation hedge, but favour profitable producers and integrated majors with strong cash flow rather than high-beta names that need oil to keep rising. After a 7% one-day move, the risk-reward for adding aggressively looks poor. My approach: hold the hedge, take some profit into strength, and keep dry powder for a pullback. If US$100 becomes a durable floor rather than a temporary geopolitical premium, energy earnings estimates may still have room to rise.","html":"At WTI above US$100, I would rather manage energy exposure than chase the spike. The diesel crack above US$110 is particularly important because it suggests the pain is moving beyond crude into refined products, which can feed directly into transport costs and inflation. I would keep some energy exposure as a geopolitical and inflation hedge, but favour profitable producers and integrated majors with strong cash flow rather than high-beta names that need oil to keep rising. After a 7% one-day move, the risk-reward for adding aggressively looks poor. My approach: hold the hedge, take some profit into strength, and keep dry powder for a pullback. If US$100 becomes a durable floor rather than a temporary geopolitical premium, energy earnings estimates may still have room to rise."},{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I would choose not to pursue crude oil itself, but instead place my energy exposure in \"upstream/integrated energy companies with more stable cash flows\". WTI rising above $100 again and diesel cracking spreads surging are certainly beneficial to energy stocks in the short term, but oil prices now include a high geopolitical premium. The most dangerous aspect of this market situation is that once the conflict eases and transportation resumes, crude oil prices will pullback/retracement very quickly, so I will not invest heavily in futures or highly leveraged oil and gas stocks above $100. If I had to do it, I would prefer integrated energy companies like XOM and CVX, or upstream companies with low cash costs and good balance sheets, rather than simply betting on oil prices continuing to rise. Refining stocks depend on whether the cracking price spread can be maintained, because diesel profits are currently very strong, but this is also a highly volatile variable. I am most concerned about three signals: whether the actual supply in Hormuz/the Middle East has been disrupted, whether commercial inventories have continued to decline, and whether the cracking price spread can be maintained at a high level. Only when these three appear together will oil prices above $100 be more like fundamentals than simply a war premium. In short: the current rise in crude oil prices is due to supply risks, not booming demand; I would rather earn the cash flow of the energy company than chase the most expensive barrel of oil.","text":"I would choose not to pursue crude oil itself, but instead place my energy exposure in \"upstream/integrated energy companies with more stable cash flows\". WTI rising above $100 again and diesel cracking spreads surging are certainly beneficial to energy stocks in the short term, but oil prices now include a high geopolitical premium. The most dangerous aspect of this market situation is that once the conflict eases and transportation resumes, crude oil prices will pullback/retracement very quickly, so I will not invest heavily in futures or highly leveraged oil and gas stocks above $100. If I had to do it, I would prefer integrated energy companies like XOM and CVX, or upstream companies with low cash costs and good balance sheets, rather than simply betting on oil prices continuing to rise. Refining stocks depend on whether the cracking price spread can be maintained, because diesel profits are currently very strong, but this is also a highly volatile variable. I am most concerned about three signals: whether the actual supply in Hormuz/the Middle East has been disrupted, whether commercial inventories have continued to decline, and whether the cracking price spread can be maintained at a high level. Only when these three appear together will oil prices above $100 be more like fundamentals than simply a war premium. In short: the current rise in crude oil prices is due to supply risks, not booming demand; I would rather earn the cash flow of the energy company than chase the most expensive barrel of oil.","html":"I would choose not to pursue crude oil itself, but instead place my energy exposure in \"upstream/integrated energy companies with more stable cash flows\". WTI rising above $100 again and diesel cracking spreads surging are certainly beneficial to energy stocks in the short term, but oil prices now include a high geopolitical premium. The most dangerous aspect of this market situation is that once the conflict eases and transportation resumes, crude oil prices will pullback/retracement very quickly, so I will not invest heavily in futures or highly leveraged oil and gas stocks above $100. If I had to do it, I would prefer integrated energy companies like XOM and CVX, or upstream companies with low cash costs and good balance sheets, rather than simply betting on oil prices continuing to rise. Refining stocks depend on whether the cracking price spread can be maintained, because diesel profits are currently very strong, but this is also a highly volatile variable. I am most concerned about three signals: whether the actual supply in Hormuz/the Middle East has been disrupted, whether commercial inventories have continued to decline, and whether the cracking price spread can be maintained at a high level. Only when these three appear together will oil prices above $100 be more like fundamentals than simply a war premium. In short: the current rise in crude oil prices is due to supply risks, not booming demand; I would rather earn the cash flow of the energy company than chase the most expensive barrel of oil."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575736381371080,"gmtCreate":1781568900449,"gmtModify":1781575745799,"author":{"id":"4091177659178060","authorId":"4091177659178060","name":"GeorgieL","avatar":"https://community-static.tradeup.com/news/14e44f4717f8369250caa860a02ea385","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091177659178060","idStr":"4091177659178060"},"themes":[],"title":"","htmlText":"Keep learning and going. Feel free your strategy for choosing the wining US shares/ETFs #Tiger community #Tiger #US shares[Miser]&nbsp;&nbsp;","listText":"Keep learning and going. Feel free your strategy for choosing the wining US shares/ETFs #Tiger community #Tiger #US shares[Miser]&nbsp;&nbsp;","text":"Keep learning and going. Feel free your strategy for choosing the wining US shares/ETFs #Tiger community #Tiger #US shares[Miser]","images":[{"img":"https://community-static.tradeup.com/news/560215de04e0e5b11c7c636858e7772a","width":"1074","height":"928"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575736381371080","isVote":1,"tweetType":1,"viewCount":1512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":575221295464696,"gmtCreate":1781443145056,"gmtModify":1781443148292,"author":{"id":"3574823700698255","authorId":"3574823700698255","name":"starry123","avatar":"https://static.tigerbbs.com/87d54ddf9f429d363c691c937e6c97a4","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574823700698255","idStr":"3574823700698255"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> should be on upward trend imo. Holding some for a decent swing, hopefully.","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> should be on upward trend imo. Holding some for a decent swing, hopefully.","text":"$Oracle(ORCL)$ should be on upward trend imo. Holding some for a decent swing, hopefully.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575221295464696","isVote":1,"tweetType":1,"viewCount":1700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574971074302464,"gmtCreate":1781382057349,"gmtModify":1781404006994,"author":{"id":"4205121410075482","authorId":"4205121410075482","name":"Sloth16","avatar":"https://community-static.tradeup.com/news/5b5164a07f97cdc8aa61a09fb7d859b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205121410075482","idStr":"4205121410075482"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> Chip stocks tell us what suppliers hope will happen. Oracle’s backlog tells us what customers have already committed to. If RPO growth is real and durable, it weakens the “AI bubble” argument considerably. The market will be watching whether revenue eventually catches up to the promises.","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> Chip stocks tell us what suppliers hope will happen. Oracle’s backlog tells us what customers have already committed to. If RPO growth is real and durable, it weakens the “AI bubble” argument considerably. The market will be watching whether revenue eventually catches up to the promises.","text":"$Oracle(ORCL)$ Chip stocks tell us what suppliers hope will happen. Oracle’s backlog tells us what customers have already committed to. If RPO growth is real and durable, it weakens the “AI bubble” argument considerably. The market will be watching whether revenue eventually catches up to the promises.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/574971074302464","isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574694637888584,"gmtCreate":1781314712963,"gmtModify":1781316485697,"author":{"id":"4094729837265930","authorId":"4094729837265930","name":"christopho","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094729837265930","idStr":"4094729837265930"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> I think the market is focusing on the wrong metric. A 363% increase in RPO is extraordinary. Customers don't commit to multi-year contracts unless they genuinely need the capacity. To me, this suggests AI demand remains stronger than supply. The concern is whether Oracle is spending too aggressively on data centers and GPUs. That's a valid risk, but if management executes well, today's spending could become tomorrow's moat. What I'm watching: 🔹 RPO growth 🔹 Cloud revenue growth 🔹 Operating margin trend 🔹 AI infrastructure utilization The biggest winners of the AI boom won't necessarily be the companies building the models. They may be the companies providing the infrastructure, power and cloud capacity behind them. My takeaway","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> I think the market is focusing on the wrong metric. A 363% increase in RPO is extraordinary. Customers don't commit to multi-year contracts unless they genuinely need the capacity. To me, this suggests AI demand remains stronger than supply. The concern is whether Oracle is spending too aggressively on data centers and GPUs. That's a valid risk, but if management executes well, today's spending could become tomorrow's moat. What I'm watching: 🔹 RPO growth 🔹 Cloud revenue growth 🔹 Operating margin trend 🔹 AI infrastructure utilization The biggest winners of the AI boom won't necessarily be the companies building the models. They may be the companies providing the infrastructure, power and cloud capacity behind them. My takeaway","text":"$Oracle(ORCL)$ I think the market is focusing on the wrong metric. A 363% increase in RPO is extraordinary. Customers don't commit to multi-year contracts unless they genuinely need the capacity. To me, this suggests AI demand remains stronger than supply. The concern is whether Oracle is spending too aggressively on data centers and GPUs. That's a valid risk, but if management executes well, today's spending could become tomorrow's moat. What I'm watching: 🔹 RPO growth 🔹 Cloud revenue growth 🔹 Operating margin trend 🔹 AI infrastructure utilization The biggest winners of the AI boom won't necessarily be the companies building the models. They may be the companies providing the infrastructure, power and cloud capacity behind them. My takeaway","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574694637888584","isVote":1,"tweetType":1,"viewCount":1708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574670149288040,"gmtCreate":1781308695619,"gmtModify":1781308762205,"author":{"id":"4163547894354382","authorId":"4163547894354382","name":"sms90","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163547894354382","idStr":"4163547894354382"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> RPO backlog is a promise, not revenue yet — but it's the right kind of promise. Hyperscalers don't sign multi-year OCI contracts unless the infrastructure is real. The selloff is the market demanding proof. Fair enough. But if OCI growth accelerates this print and Ellison confirms capex is on track, this is just noise shaking out weak hands before the next leg up. I'm holding my position. The thesis hasn't broken — the stock just got caught in the broader AI hardware selloff. One number to watch: OCI revenue growth rate vs last quarter. That's the whole story Wednesday night.","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> RPO backlog is a promise, not revenue yet — but it's the right kind of promise. Hyperscalers don't sign multi-year OCI contracts unless the infrastructure is real. The selloff is the market demanding proof. Fair enough. But if OCI growth accelerates this print and Ellison confirms capex is on track, this is just noise shaking out weak hands before the next leg up. I'm holding my position. The thesis hasn't broken — the stock just got caught in the broader AI hardware selloff. One number to watch: OCI revenue growth rate vs last quarter. That's the whole story Wednesday night.","text":"$Oracle(ORCL)$ RPO backlog is a promise, not revenue yet — but it's the right kind of promise. Hyperscalers don't sign multi-year OCI contracts unless the infrastructure is real. The selloff is the market demanding proof. Fair enough. But if OCI growth accelerates this print and Ellison confirms capex is on track, this is just noise shaking out weak hands before the next leg up. I'm holding my position. The thesis hasn't broken — the stock just got caught in the broader AI hardware selloff. One number to watch: OCI revenue growth rate vs last quarter. That's the whole story Wednesday night.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574670149288040","isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574668495569704,"gmtCreate":1781308307089,"gmtModify":1781308387018,"author":{"id":"3569739151630202","authorId":"3569739151630202","name":"PawsAndProfits","avatar":"https://community-static.tradeup.com/news/e163d58ec26d1605dd6c781dbdd49f63","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569739151630202","idStr":"3569739151630202"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Maybe investors are finding it increasingly difficult to properly value a company that has strong AI involvement. Having a clear beat earning announcement is not sufficient anymore.&nbsp; @PawsAndProfit -&nbsp;Specialist in combining FA and TA for options selling and swing trading.[Claw]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Maybe investors are finding it increasingly difficult to properly value a company that has strong AI involvement. Having a clear beat earning announcement is not sufficient anymore.&nbsp; @PawsAndProfit -&nbsp;Specialist in combining FA and TA for options selling and swing trading.[Claw]&nbsp;&nbsp;","text":"$Oracle(ORCL)$ Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Maybe investors are finding it increasingly difficult to properly value a company that has strong AI involvement. Having a clear beat earning announcement is not sufficient anymore. @PawsAndProfit - Specialist in combining FA and TA for options selling and swing trading.[Claw]","images":[{"img":"https://community-static.tradeup.com/news/9fe34f3aab9f69fa9fd692decab153db","width":"966","height":"762"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574668495569704","isVote":1,"tweetType":1,"viewCount":1810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":574316837959432,"gmtCreate":1781222379861,"gmtModify":1781225480617,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"AI Demand Rules, but Capital Realities Bite: Oracle’s Q4 Mirror","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a>’s Q4 fiscal 2026 earnings report is an incredible case study in how the AI market narrative is shifting. It highlighted a stark contrast: stunning demand on paper vs. brutal capital reality on the balance sheet. The mechanics of this print offer clear takeaways regarding \"AI burn,\" structural narrative shifts, and how to position options strategies right now. What Oracle’s Earnings Tell Us About the AI Narrative The Demand: Massive and Real Oracle’s Remaining Performance Obligations (RPO) surged to an unprecedented $638 billion (up 363% YoY, adding $85 billion sequentially). This proves that AI compute demand is not slowing down. Furthermore, a unique structural detail emerged: $75 billion of that backlog consists of contracts where","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a>’s Q4 fiscal 2026 earnings report is an incredible case study in how the AI market narrative is shifting. It highlighted a stark contrast: stunning demand on paper vs. brutal capital reality on the balance sheet. The mechanics of this print offer clear takeaways regarding \"AI burn,\" structural narrative shifts, and how to position options strategies right now. What Oracle’s Earnings Tell Us About the AI Narrative The Demand: Massive and Real Oracle’s Remaining Performance Obligations (RPO) surged to an unprecedented $638 billion (up 363% YoY, adding $85 billion sequentially). This proves that AI compute demand is not slowing down. Furthermore, a unique structural detail emerged: $75 billion of that backlog consists of contracts where","text":"$Oracle(ORCL)$’s Q4 fiscal 2026 earnings report is an incredible case study in how the AI market narrative is shifting. It highlighted a stark contrast: stunning demand on paper vs. brutal capital reality on the balance sheet. The mechanics of this print offer clear takeaways regarding \"AI burn,\" structural narrative shifts, and how to position options strategies right now. What Oracle’s Earnings Tell Us About the AI Narrative The Demand: Massive and Real Oracle’s Remaining Performance Obligations (RPO) surged to an unprecedented $638 billion (up 363% YoY, adding $85 billion sequentially). This proves that AI compute demand is not slowing down. Furthermore, a unique structural detail emerged: $75 billion of that backlog consists of contracts where","images":[{"img":"https://community-static.tradeup.com/news/b105e38ce1062dfc49c23de46804e1ef","width":"1224","height":"681"},{"img":"https://community-static.tradeup.com/news/b8323da67743098cc1fe071dc962d613","width":"941","height":"407"},{"img":"https://community-static.tradeup.com/news/3770464290dcf383cdb947860f70478e","width":"1491","height":"749"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":369,"commentSize":1,"repostSize":23,"link":"https://ttm.financial/post/574316837959432","isVote":1,"tweetType":1,"viewCount":4606,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 @DiAngel @Aqa @Shyon @koolgal @JC888 @Barcode @SherniceXuan 2000","text":"Nice Sharing 😁 @DiAngel @Aqa @Shyon @koolgal @JC888 @Barcode @SherniceXuan 2000","html":"Nice Sharing 😁 @DiAngel @Aqa @Shyon @koolgal @JC888 @Barcode @SherniceXuan 2000"}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":574211735122832,"gmtCreate":1781196795489,"gmtModify":1781196798752,"author":{"id":"4185285551139482","authorId":"4185285551139482","name":"MTCP","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185285551139482","idStr":"4185285551139482"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v> wait for buying opportunities at 160","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v> wait for buying opportunities at 160","text":"$Oracle(ORCL)$ wait for buying opportunities at 160","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574211735122832","isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574018852390096,"gmtCreate":1781149718374,"gmtModify":1781171928307,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"title":"","htmlText":"Oracle Beat Expectations. So Why Did the Stock Fall? <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; delivered a strong Q4, but the market reaction showed that the bar has changed. Investors are no longer questioning whether Oracle has AI demand. They are questioning how expensive it will be to capture that demand. Q4 revenue rose 21% year over year to $19.2 billion. Cloud revenue grew 47% to $9.9 billion, while OCI revenue surged 93% to $5.8 billion. Non-GAAP EPS rose 24% to $2.11. On the surface, this was a strong print. The problem is that Oracle is now being judged like a hyperscaler, not just an enterprise software company. RPO proves demand is real The best number in the report was RPO. Oracle's remaining performance obligations reached","listText":"Oracle Beat Expectations. So Why Did the Stock Fall? <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; delivered a strong Q4, but the market reaction showed that the bar has changed. Investors are no longer questioning whether Oracle has AI demand. They are questioning how expensive it will be to capture that demand. Q4 revenue rose 21% year over year to $19.2 billion. Cloud revenue grew 47% to $9.9 billion, while OCI revenue surged 93% to $5.8 billion. Non-GAAP EPS rose 24% to $2.11. On the surface, this was a strong print. The problem is that Oracle is now being judged like a hyperscaler, not just an enterprise software company. RPO proves demand is real The best number in the report was RPO. Oracle's remaining performance obligations reached","text":"Oracle Beat Expectations. So Why Did the Stock Fall? $Oracle(ORCL)$ delivered a strong Q4, but the market reaction showed that the bar has changed. Investors are no longer questioning whether Oracle has AI demand. They are questioning how expensive it will be to capture that demand. Q4 revenue rose 21% year over year to $19.2 billion. Cloud revenue grew 47% to $9.9 billion, while OCI revenue surged 93% to $5.8 billion. Non-GAAP EPS rose 24% to $2.11. On the surface, this was a strong print. The problem is that Oracle is now being judged like a hyperscaler, not just an enterprise software company. RPO proves demand is real The best number in the report was RPO. Oracle's remaining performance obligations reached","images":[{"img":"https://community-static.tradeup.com/news/0f9fa9736f1848bf60a7f4ff45077517","width":"1080","height":"890"},{"img":"https://community-static.tradeup.com/news/440ec90e3dc5e759c8223ad40fb5325e","width":"1078","height":"930"},{"img":"https://community-static.tradeup.com/news/b8fa62798b536042dbc46c717d4c1788","width":"1080","height":"914"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/574018852390096","isVote":1,"tweetType":1,"viewCount":2773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":573175339005000,"gmtCreate":1780970580729,"gmtModify":1780971987317,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Oracle Fiscal Q1 2026 Earnings Preview: Can Cloud Momentum Defy High Valuation Hurdles?","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> is scheduled to report its fiscal fourth-quarter 2026 results on Wednesday, June 10, after the market close. This is a highly anticipated print. Oracle has transformed from a legacy database software giant into a primary beneficiary of the AI infrastructure boom, causing the stock to rally aggressively. However, heavy capital expenditure (CapEx) needs and recent debt jitters have created a highly volatile trading environment heading into the release. Consensus Estimates &amp; Expectations Wall Street has set a high bar for Oracle this quarter, projecting accelerated top- and bottom-line expansion: Revenue: Expected at $19.1 billion (up ~20% year-over-year). Earnings Per Share (EPS): Expected at $1.96 (up 15.3% year-over-year). Impli","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> is scheduled to report its fiscal fourth-quarter 2026 results on Wednesday, June 10, after the market close. This is a highly anticipated print. Oracle has transformed from a legacy database software giant into a primary beneficiary of the AI infrastructure boom, causing the stock to rally aggressively. However, heavy capital expenditure (CapEx) needs and recent debt jitters have created a highly volatile trading environment heading into the release. Consensus Estimates &amp; Expectations Wall Street has set a high bar for Oracle this quarter, projecting accelerated top- and bottom-line expansion: Revenue: Expected at $19.1 billion (up ~20% year-over-year). Earnings Per Share (EPS): Expected at $1.96 (up 15.3% year-over-year). Impli","text":"$Oracle(ORCL)$ is scheduled to report its fiscal fourth-quarter 2026 results on Wednesday, June 10, after the market close. This is a highly anticipated print. Oracle has transformed from a legacy database software giant into a primary beneficiary of the AI infrastructure boom, causing the stock to rally aggressively. However, heavy capital expenditure (CapEx) needs and recent debt jitters have created a highly volatile trading environment heading into the release. Consensus Estimates & Expectations Wall Street has set a high bar for Oracle this quarter, projecting accelerated top- and bottom-line expansion: Revenue: Expected at $19.1 billion (up ~20% year-over-year). Earnings Per Share (EPS): Expected at $1.96 (up 15.3% year-over-year). Impli","images":[{"img":"https://community-static.tradeup.com/news/ebbce8ecc5c8a36344b6bf134657627e","width":"1087","height":"604"},{"img":"https://community-static.tradeup.com/news/375a5696b167f7bd58b90d7ce1680273","width":"1188","height":"194"},{"img":"https://community-static.tradeup.com/news/3648cfc1ce421dfe41106c842dacb90a","width":"1487","height":"742"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":201,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/573175339005000","isVote":1,"tweetType":1,"viewCount":3561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":572968161358848,"gmtCreate":1780907282638,"gmtModify":1780907286133,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096093486770560","idStr":"4096093486770560"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"1\"></v-v> This one for legs to run. AI story beautiful but get out at the top.&nbsp; Too much debt for my liking","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"1\"></v-v> This one for legs to run. AI story beautiful but get out at the top.&nbsp; Too much debt for my liking","text":"$Oracle(ORCL)$ This one for legs to run. AI story beautiful but get out at the top. Too much debt for my liking","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572968161358848","isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":606558171447424,"gmtCreate":1789116189870,"gmtModify":1789118794321,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"Oil Back Above US$100, Diesel Cracks at a Record: What Do You Do With Energy Here?","htmlText":"On Thursday <a target=\"_blank\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> closed 5.38 per cent lower at US$152.94, and only then reported. Its remaining performance obligations stand at US$664 billion, up from US$638 billion at the end of the previous quarter, a record. <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed 0.58 per cent lower the same day, its fourth session in a row heading down and the longest such run since June. The order book set a record. The fall came before it. That US$664 billion is work signed, not money collected. To get the work done, Oracle's capital expenditure ran to about US$28.5 billion in the quarter against US$8.5 billion a year earlier; free cash flow came in at minus US$5.4 billion; and in the same fiscal qua","listText":"On Thursday <a target=\"_blank\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> closed 5.38 per cent lower at US$152.94, and only then reported. Its remaining performance obligations stand at US$664 billion, up from US$638 billion at the end of the previous quarter, a record. <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed 0.58 per cent lower the same day, its fourth session in a row heading down and the longest such run since June. The order book set a record. The fall came before it. That US$664 billion is work signed, not money collected. To get the work done, Oracle's capital expenditure ran to about US$28.5 billion in the quarter against US$8.5 billion a year earlier; free cash flow came in at minus US$5.4 billion; and in the same fiscal qua","text":"On Thursday $Oracle(ORCL)$ closed 5.38 per cent lower at US$152.94, and only then reported. Its remaining performance obligations stand at US$664 billion, up from US$638 billion at the end of the previous quarter, a record. $S&P 500(.SPX)$ closed 0.58 per cent lower the same day, its fourth session in a row heading down and the longest such run since June. The order book set a record. The fall came before it. That US$664 billion is work signed, not money collected. To get the work done, Oracle's capital expenditure ran to about US$28.5 billion in the quarter against US$8.5 billion a year earlier; free cash flow came in at minus US$5.4 billion; and in the same fiscal qua","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":14,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/606558171447424","isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"content":"At WTI above US$100, I would rather manage energy exposure than chase the spike. The diesel crack above US$110 is particularly important because it suggests the pain is moving beyond crude into refined products, which can feed directly into transport costs and inflation. I would keep some energy exposure as a geopolitical and inflation hedge, but favour profitable producers and integrated majors with strong cash flow rather than high-beta names that need oil to keep rising. After a 7% one-day move, the risk-reward for adding aggressively looks poor. My approach: hold the hedge, take some profit into strength, and keep dry powder for a pullback. If US$100 becomes a durable floor rather than a temporary geopolitical premium, energy earnings estimates may still have room to rise.","text":"At WTI above US$100, I would rather manage energy exposure than chase the spike. The diesel crack above US$110 is particularly important because it suggests the pain is moving beyond crude into refined products, which can feed directly into transport costs and inflation. I would keep some energy exposure as a geopolitical and inflation hedge, but favour profitable producers and integrated majors with strong cash flow rather than high-beta names that need oil to keep rising. After a 7% one-day move, the risk-reward for adding aggressively looks poor. My approach: hold the hedge, take some profit into strength, and keep dry powder for a pullback. If US$100 becomes a durable floor rather than a temporary geopolitical premium, energy earnings estimates may still have room to rise.","html":"At WTI above US$100, I would rather manage energy exposure than chase the spike. The diesel crack above US$110 is particularly important because it suggests the pain is moving beyond crude into refined products, which can feed directly into transport costs and inflation. I would keep some energy exposure as a geopolitical and inflation hedge, but favour profitable producers and integrated majors with strong cash flow rather than high-beta names that need oil to keep rising. After a 7% one-day move, the risk-reward for adding aggressively looks poor. My approach: hold the hedge, take some profit into strength, and keep dry powder for a pullback. If US$100 becomes a durable floor rather than a temporary geopolitical premium, energy earnings estimates may still have room to rise."},{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4246011378926002","authorIdStr":"4246011378926002"},"content":"I would choose not to pursue crude oil itself, but instead place my energy exposure in \"upstream/integrated energy companies with more stable cash flows\". WTI rising above $100 again and diesel cracking spreads surging are certainly beneficial to energy stocks in the short term, but oil prices now include a high geopolitical premium. The most dangerous aspect of this market situation is that once the conflict eases and transportation resumes, crude oil prices will pullback/retracement very quickly, so I will not invest heavily in futures or highly leveraged oil and gas stocks above $100. If I had to do it, I would prefer integrated energy companies like XOM and CVX, or upstream companies with low cash costs and good balance sheets, rather than simply betting on oil prices continuing to rise. Refining stocks depend on whether the cracking price spread can be maintained, because diesel profits are currently very strong, but this is also a highly volatile variable. I am most concerned about three signals: whether the actual supply in Hormuz/the Middle East has been disrupted, whether commercial inventories have continued to decline, and whether the cracking price spread can be maintained at a high level. Only when these three appear together will oil prices above $100 be more like fundamentals than simply a war premium. In short: the current rise in crude oil prices is due to supply risks, not booming demand; I would rather earn the cash flow of the energy company than chase the most expensive barrel of oil.","text":"I would choose not to pursue crude oil itself, but instead place my energy exposure in \"upstream/integrated energy companies with more stable cash flows\". WTI rising above $100 again and diesel cracking spreads surging are certainly beneficial to energy stocks in the short term, but oil prices now include a high geopolitical premium. The most dangerous aspect of this market situation is that once the conflict eases and transportation resumes, crude oil prices will pullback/retracement very quickly, so I will not invest heavily in futures or highly leveraged oil and gas stocks above $100. If I had to do it, I would prefer integrated energy companies like XOM and CVX, or upstream companies with low cash costs and good balance sheets, rather than simply betting on oil prices continuing to rise. Refining stocks depend on whether the cracking price spread can be maintained, because diesel profits are currently very strong, but this is also a highly volatile variable. I am most concerned about three signals: whether the actual supply in Hormuz/the Middle East has been disrupted, whether commercial inventories have continued to decline, and whether the cracking price spread can be maintained at a high level. Only when these three appear together will oil prices above $100 be more like fundamentals than simply a war premium. In short: the current rise in crude oil prices is due to supply risks, not booming demand; I would rather earn the cash flow of the energy company than chase the most expensive barrel of oil.","html":"I would choose not to pursue crude oil itself, but instead place my energy exposure in \"upstream/integrated energy companies with more stable cash flows\". WTI rising above $100 again and diesel cracking spreads surging are certainly beneficial to energy stocks in the short term, but oil prices now include a high geopolitical premium. The most dangerous aspect of this market situation is that once the conflict eases and transportation resumes, crude oil prices will pullback/retracement very quickly, so I will not invest heavily in futures or highly leveraged oil and gas stocks above $100. If I had to do it, I would prefer integrated energy companies like XOM and CVX, or upstream companies with low cash costs and good balance sheets, rather than simply betting on oil prices continuing to rise. Refining stocks depend on whether the cracking price spread can be maintained, because diesel profits are currently very strong, but this is also a highly volatile variable. I am most concerned about three signals: whether the actual supply in Hormuz/the Middle East has been disrupted, whether commercial inventories have continued to decline, and whether the cracking price spread can be maintained at a high level. Only when these three appear together will oil prices above $100 be more like fundamentals than simply a war premium. In short: the current rise in crude oil prices is due to supply risks, not booming demand; I would rather earn the cash flow of the energy company than chase the most expensive barrel of oil."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574316837959432,"gmtCreate":1781222379861,"gmtModify":1781225480617,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"AI Demand Rules, but Capital Realities Bite: Oracle’s Q4 Mirror","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a>’s Q4 fiscal 2026 earnings report is an incredible case study in how the AI market narrative is shifting. It highlighted a stark contrast: stunning demand on paper vs. brutal capital reality on the balance sheet. The mechanics of this print offer clear takeaways regarding \"AI burn,\" structural narrative shifts, and how to position options strategies right now. What Oracle’s Earnings Tell Us About the AI Narrative The Demand: Massive and Real Oracle’s Remaining Performance Obligations (RPO) surged to an unprecedented $638 billion (up 363% YoY, adding $85 billion sequentially). This proves that AI compute demand is not slowing down. Furthermore, a unique structural detail emerged: $75 billion of that backlog consists of contracts where","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a>’s Q4 fiscal 2026 earnings report is an incredible case study in how the AI market narrative is shifting. It highlighted a stark contrast: stunning demand on paper vs. brutal capital reality on the balance sheet. The mechanics of this print offer clear takeaways regarding \"AI burn,\" structural narrative shifts, and how to position options strategies right now. What Oracle’s Earnings Tell Us About the AI Narrative The Demand: Massive and Real Oracle’s Remaining Performance Obligations (RPO) surged to an unprecedented $638 billion (up 363% YoY, adding $85 billion sequentially). This proves that AI compute demand is not slowing down. Furthermore, a unique structural detail emerged: $75 billion of that backlog consists of contracts where","text":"$Oracle(ORCL)$’s Q4 fiscal 2026 earnings report is an incredible case study in how the AI market narrative is shifting. It highlighted a stark contrast: stunning demand on paper vs. brutal capital reality on the balance sheet. The mechanics of this print offer clear takeaways regarding \"AI burn,\" structural narrative shifts, and how to position options strategies right now. What Oracle’s Earnings Tell Us About the AI Narrative The Demand: Massive and Real Oracle’s Remaining Performance Obligations (RPO) surged to an unprecedented $638 billion (up 363% YoY, adding $85 billion sequentially). This proves that AI compute demand is not slowing down. Furthermore, a unique structural detail emerged: $75 billion of that backlog consists of contracts where","images":[{"img":"https://community-static.tradeup.com/news/b105e38ce1062dfc49c23de46804e1ef","width":"1224","height":"681"},{"img":"https://community-static.tradeup.com/news/b8323da67743098cc1fe071dc962d613","width":"941","height":"407"},{"img":"https://community-static.tradeup.com/news/3770464290dcf383cdb947860f70478e","width":"1491","height":"749"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":369,"commentSize":1,"repostSize":23,"link":"https://ttm.financial/post/574316837959432","isVote":1,"tweetType":1,"viewCount":4606,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nice Sharing 😁 @DiAngel @Aqa @Shyon @koolgal @JC888 @Barcode @SherniceXuan 2000","text":"Nice Sharing 😁 @DiAngel @Aqa @Shyon @koolgal @JC888 @Barcode @SherniceXuan 2000","html":"Nice Sharing 😁 @DiAngel @Aqa @Shyon @koolgal @JC888 @Barcode @SherniceXuan 2000"}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":573175339005000,"gmtCreate":1780970580729,"gmtModify":1780971987317,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"Oracle Fiscal Q1 2026 Earnings Preview: Can Cloud Momentum Defy High Valuation Hurdles?","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> is scheduled to report its fiscal fourth-quarter 2026 results on Wednesday, June 10, after the market close. This is a highly anticipated print. Oracle has transformed from a legacy database software giant into a primary beneficiary of the AI infrastructure boom, causing the stock to rally aggressively. However, heavy capital expenditure (CapEx) needs and recent debt jitters have created a highly volatile trading environment heading into the release. Consensus Estimates &amp; Expectations Wall Street has set a high bar for Oracle this quarter, projecting accelerated top- and bottom-line expansion: Revenue: Expected at $19.1 billion (up ~20% year-over-year). Earnings Per Share (EPS): Expected at $1.96 (up 15.3% year-over-year). Impli","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> is scheduled to report its fiscal fourth-quarter 2026 results on Wednesday, June 10, after the market close. This is a highly anticipated print. Oracle has transformed from a legacy database software giant into a primary beneficiary of the AI infrastructure boom, causing the stock to rally aggressively. However, heavy capital expenditure (CapEx) needs and recent debt jitters have created a highly volatile trading environment heading into the release. Consensus Estimates &amp; Expectations Wall Street has set a high bar for Oracle this quarter, projecting accelerated top- and bottom-line expansion: Revenue: Expected at $19.1 billion (up ~20% year-over-year). Earnings Per Share (EPS): Expected at $1.96 (up 15.3% year-over-year). Impli","text":"$Oracle(ORCL)$ is scheduled to report its fiscal fourth-quarter 2026 results on Wednesday, June 10, after the market close. This is a highly anticipated print. Oracle has transformed from a legacy database software giant into a primary beneficiary of the AI infrastructure boom, causing the stock to rally aggressively. However, heavy capital expenditure (CapEx) needs and recent debt jitters have created a highly volatile trading environment heading into the release. Consensus Estimates & Expectations Wall Street has set a high bar for Oracle this quarter, projecting accelerated top- and bottom-line expansion: Revenue: Expected at $19.1 billion (up ~20% year-over-year). Earnings Per Share (EPS): Expected at $1.96 (up 15.3% year-over-year). Impli","images":[{"img":"https://community-static.tradeup.com/news/ebbce8ecc5c8a36344b6bf134657627e","width":"1087","height":"604"},{"img":"https://community-static.tradeup.com/news/375a5696b167f7bd58b90d7ce1680273","width":"1188","height":"194"},{"img":"https://community-static.tradeup.com/news/3648cfc1ce421dfe41106c842dacb90a","width":"1487","height":"742"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":201,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/573175339005000","isVote":1,"tweetType":1,"viewCount":3561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":574018852390096,"gmtCreate":1781149718374,"gmtModify":1781171928307,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"title":"","htmlText":"Oracle Beat Expectations. So Why Did the Stock Fall? <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; delivered a strong Q4, but the market reaction showed that the bar has changed. Investors are no longer questioning whether Oracle has AI demand. They are questioning how expensive it will be to capture that demand. Q4 revenue rose 21% year over year to $19.2 billion. Cloud revenue grew 47% to $9.9 billion, while OCI revenue surged 93% to $5.8 billion. Non-GAAP EPS rose 24% to $2.11. On the surface, this was a strong print. The problem is that Oracle is now being judged like a hyperscaler, not just an enterprise software company. RPO proves demand is real The best number in the report was RPO. Oracle's remaining performance obligations reached","listText":"Oracle Beat Expectations. So Why Did the Stock Fall? <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; delivered a strong Q4, but the market reaction showed that the bar has changed. Investors are no longer questioning whether Oracle has AI demand. They are questioning how expensive it will be to capture that demand. Q4 revenue rose 21% year over year to $19.2 billion. Cloud revenue grew 47% to $9.9 billion, while OCI revenue surged 93% to $5.8 billion. Non-GAAP EPS rose 24% to $2.11. On the surface, this was a strong print. The problem is that Oracle is now being judged like a hyperscaler, not just an enterprise software company. RPO proves demand is real The best number in the report was RPO. Oracle's remaining performance obligations reached","text":"Oracle Beat Expectations. So Why Did the Stock Fall? $Oracle(ORCL)$ delivered a strong Q4, but the market reaction showed that the bar has changed. Investors are no longer questioning whether Oracle has AI demand. They are questioning how expensive it will be to capture that demand. Q4 revenue rose 21% year over year to $19.2 billion. Cloud revenue grew 47% to $9.9 billion, while OCI revenue surged 93% to $5.8 billion. Non-GAAP EPS rose 24% to $2.11. On the surface, this was a strong print. The problem is that Oracle is now being judged like a hyperscaler, not just an enterprise software company. RPO proves demand is real The best number in the report was RPO. Oracle's remaining performance obligations reached","images":[{"img":"https://community-static.tradeup.com/news/0f9fa9736f1848bf60a7f4ff45077517","width":"1080","height":"890"},{"img":"https://community-static.tradeup.com/news/440ec90e3dc5e759c8223ad40fb5325e","width":"1078","height":"930"},{"img":"https://community-static.tradeup.com/news/b8fa62798b536042dbc46c717d4c1788","width":"1080","height":"914"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/574018852390096","isVote":1,"tweetType":1,"viewCount":2773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":574694637888584,"gmtCreate":1781314712963,"gmtModify":1781316485697,"author":{"id":"4094729837265930","authorId":"4094729837265930","name":"christopho","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094729837265930","authorIdStr":"4094729837265930"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> I think the market is focusing on the wrong metric. A 363% increase in RPO is extraordinary. Customers don't commit to multi-year contracts unless they genuinely need the capacity. To me, this suggests AI demand remains stronger than supply. The concern is whether Oracle is spending too aggressively on data centers and GPUs. That's a valid risk, but if management executes well, today's spending could become tomorrow's moat. What I'm watching: 🔹 RPO growth 🔹 Cloud revenue growth 🔹 Operating margin trend 🔹 AI infrastructure utilization The biggest winners of the AI boom won't necessarily be the companies building the models. They may be the companies providing the infrastructure, power and cloud capacity behind them. My takeaway","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> I think the market is focusing on the wrong metric. A 363% increase in RPO is extraordinary. Customers don't commit to multi-year contracts unless they genuinely need the capacity. To me, this suggests AI demand remains stronger than supply. The concern is whether Oracle is spending too aggressively on data centers and GPUs. That's a valid risk, but if management executes well, today's spending could become tomorrow's moat. What I'm watching: 🔹 RPO growth 🔹 Cloud revenue growth 🔹 Operating margin trend 🔹 AI infrastructure utilization The biggest winners of the AI boom won't necessarily be the companies building the models. They may be the companies providing the infrastructure, power and cloud capacity behind them. My takeaway","text":"$Oracle(ORCL)$ I think the market is focusing on the wrong metric. A 363% increase in RPO is extraordinary. Customers don't commit to multi-year contracts unless they genuinely need the capacity. To me, this suggests AI demand remains stronger than supply. The concern is whether Oracle is spending too aggressively on data centers and GPUs. That's a valid risk, but if management executes well, today's spending could become tomorrow's moat. What I'm watching: 🔹 RPO growth 🔹 Cloud revenue growth 🔹 Operating margin trend 🔹 AI infrastructure utilization The biggest winners of the AI boom won't necessarily be the companies building the models. They may be the companies providing the infrastructure, power and cloud capacity behind them. My takeaway","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574694637888584","isVote":1,"tweetType":1,"viewCount":1708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574668495569704,"gmtCreate":1781308307089,"gmtModify":1781308387018,"author":{"id":"3569739151630202","authorId":"3569739151630202","name":"PawsAndProfits","avatar":"https://community-static.tradeup.com/news/e163d58ec26d1605dd6c781dbdd49f63","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569739151630202","authorIdStr":"3569739151630202"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Maybe investors are finding it increasingly difficult to properly value a company that has strong AI involvement. Having a clear beat earning announcement is not sufficient anymore.&nbsp; @PawsAndProfit -&nbsp;Specialist in combining FA and TA for options selling and swing trading.[Claw]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Maybe investors are finding it increasingly difficult to properly value a company that has strong AI involvement. Having a clear beat earning announcement is not sufficient anymore.&nbsp; @PawsAndProfit -&nbsp;Specialist in combining FA and TA for options selling and swing trading.[Claw]&nbsp;&nbsp;","text":"$Oracle(ORCL)$ Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Maybe investors are finding it increasingly difficult to properly value a company that has strong AI involvement. Having a clear beat earning announcement is not sufficient anymore. @PawsAndProfit - Specialist in combining FA and TA for options selling and swing trading.[Claw]","images":[{"img":"https://community-static.tradeup.com/news/9fe34f3aab9f69fa9fd692decab153db","width":"966","height":"762"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574668495569704","isVote":1,"tweetType":1,"viewCount":1810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":574670149288040,"gmtCreate":1781308695619,"gmtModify":1781308762205,"author":{"id":"4163547894354382","authorId":"4163547894354382","name":"sms90","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163547894354382","authorIdStr":"4163547894354382"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> RPO backlog is a promise, not revenue yet — but it's the right kind of promise. Hyperscalers don't sign multi-year OCI contracts unless the infrastructure is real. The selloff is the market demanding proof. Fair enough. But if OCI growth accelerates this print and Ellison confirms capex is on track, this is just noise shaking out weak hands before the next leg up. I'm holding my position. The thesis hasn't broken — the stock just got caught in the broader AI hardware selloff. One number to watch: OCI revenue growth rate vs last quarter. That's the whole story Wednesday night.","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> RPO backlog is a promise, not revenue yet — but it's the right kind of promise. Hyperscalers don't sign multi-year OCI contracts unless the infrastructure is real. The selloff is the market demanding proof. Fair enough. But if OCI growth accelerates this print and Ellison confirms capex is on track, this is just noise shaking out weak hands before the next leg up. I'm holding my position. The thesis hasn't broken — the stock just got caught in the broader AI hardware selloff. One number to watch: OCI revenue growth rate vs last quarter. That's the whole story Wednesday night.","text":"$Oracle(ORCL)$ RPO backlog is a promise, not revenue yet — but it's the right kind of promise. Hyperscalers don't sign multi-year OCI contracts unless the infrastructure is real. The selloff is the market demanding proof. Fair enough. But if OCI growth accelerates this print and Ellison confirms capex is on track, this is just noise shaking out weak hands before the next leg up. I'm holding my position. The thesis hasn't broken — the stock just got caught in the broader AI hardware selloff. One number to watch: OCI revenue growth rate vs last quarter. That's the whole story Wednesday night.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574670149288040","isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575736381371080,"gmtCreate":1781568900449,"gmtModify":1781575745799,"author":{"id":"4091177659178060","authorId":"4091177659178060","name":"GeorgieL","avatar":"https://community-static.tradeup.com/news/14e44f4717f8369250caa860a02ea385","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091177659178060","authorIdStr":"4091177659178060"},"themes":[],"title":"","htmlText":"Keep learning and going. Feel free your strategy for choosing the wining US shares/ETFs #Tiger community #Tiger #US shares[Miser]&nbsp;&nbsp;","listText":"Keep learning and going. Feel free your strategy for choosing the wining US shares/ETFs #Tiger community #Tiger #US shares[Miser]&nbsp;&nbsp;","text":"Keep learning and going. Feel free your strategy for choosing the wining US shares/ETFs #Tiger community #Tiger #US shares[Miser]","images":[{"img":"https://community-static.tradeup.com/news/560215de04e0e5b11c7c636858e7772a","width":"1074","height":"928"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575736381371080","isVote":1,"tweetType":1,"viewCount":1512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":574971074302464,"gmtCreate":1781382057349,"gmtModify":1781404006994,"author":{"id":"4205121410075482","authorId":"4205121410075482","name":"Sloth16","avatar":"https://community-static.tradeup.com/news/5b5164a07f97cdc8aa61a09fb7d859b3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4205121410075482","authorIdStr":"4205121410075482"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> Chip stocks tell us what suppliers hope will happen. Oracle’s backlog tells us what customers have already committed to. If RPO growth is real and durable, it weakens the “AI bubble” argument considerably. The market will be watching whether revenue eventually catches up to the promises.","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> Chip stocks tell us what suppliers hope will happen. Oracle’s backlog tells us what customers have already committed to. If RPO growth is real and durable, it weakens the “AI bubble” argument considerably. The market will be watching whether revenue eventually catches up to the promises.","text":"$Oracle(ORCL)$ Chip stocks tell us what suppliers hope will happen. Oracle’s backlog tells us what customers have already committed to. If RPO growth is real and durable, it weakens the “AI bubble” argument considerably. The market will be watching whether revenue eventually catches up to the promises.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/574971074302464","isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575221295464696,"gmtCreate":1781443145056,"gmtModify":1781443148292,"author":{"id":"3574823700698255","authorId":"3574823700698255","name":"starry123","avatar":"https://static.tigerbbs.com/87d54ddf9f429d363c691c937e6c97a4","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574823700698255","authorIdStr":"3574823700698255"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> should be on upward trend imo. Holding some for a decent swing, hopefully.","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> should be on upward trend imo. Holding some for a decent swing, hopefully.","text":"$Oracle(ORCL)$ should be on upward trend imo. Holding some for a decent swing, hopefully.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575221295464696","isVote":1,"tweetType":1,"viewCount":1700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574211735122832,"gmtCreate":1781196795489,"gmtModify":1781196798752,"author":{"id":"4185285551139482","authorId":"4185285551139482","name":"MTCP","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185285551139482","authorIdStr":"4185285551139482"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v> wait for buying opportunities at 160","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v> wait for buying opportunities at 160","text":"$Oracle(ORCL)$ wait for buying opportunities at 160","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574211735122832","isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":572968161358848,"gmtCreate":1780907282638,"gmtModify":1780907286133,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096093486770560","authorIdStr":"4096093486770560"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"1\"></v-v> This one for legs to run. AI story beautiful but get out at the top.&nbsp; Too much debt for my liking","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"1\"></v-v> This one for legs to run. AI story beautiful but get out at the top.&nbsp; Too much debt for my liking","text":"$Oracle(ORCL)$ This one for legs to run. AI story beautiful but get out at the top. Too much debt for my liking","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572968161358848","isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}