1. $Oracle(ORCL)$ Q3 EARNINGS • Revenue $17.2B vs Est. $16.9B • EPS $1.79 vs Est. $1.69 • Operating Income $7.4B vs Est. $7.2B • RPO: $553B (+325% YoY) FY27 Guidance • Revenue $90B vs Est. $86B Image 2. RPO growth is absolutely wild. Oracle’s buildout looks oversized relative to its revenue base but if OCI turns that capacity into durable AI demand then the market may be underestimating what Oracle is becoming. Image 3. ORCL just said AI cloud demand is still outpacing supply, customer credit quality is improving & with $553B in RPO the story is no longer about demand but about how fast Oracle can bring capacity online. At the same time, Oracle is using AI internally to make its SaaS business cheaper to build, faster to ship & harder to co

1. $NVIDIA(NVDA)$ CEO Jensen Huang said AI is a five-layer cake: 1. Energy is the fuel that makes everything else possible 2. Chips are the engine of the entire economy 3. Infrastructure is the factory layer where intelligence is manufactured at scale across data centers + networks 4. Models are the intelligence layer where compute gets turned into decision-making 5. Applications are where AI meets the real world & where the value of this entire buildout is ultimately proven So why is NVDA letting NemoClaw run on any chip? Because Jensen is no longer trying to win only at the silicon layer against $Advanced Micro Devices(AMD)$ , $Alphabet(GOOGL)$ TPUs or

Hello everyone! Today i want to share some AI trading ideas with you! 1. It’s been over a decade since $Microsoft(MSFT)$ broke its 200-week EMA which now aligns with the anchored VWAP from the Oct 2022 bear-market bottom around the $385–$390 range. Big level the stock needs to defend. Image 2. OpenAI reportedly backed away from Abilene expansion because it wants separate facilities purpose-built around $NVIDIA(NVDA)$ upcoming Vera Rubin chips instead of scaling further with $Oracle(ORCL)$ . Oracle then stepped aside while Nvidia put down a $150M deposit & began early talks with $Meta Platforms, Inc.(META)$ . Image 3.

Oil is approaching $110, the $Cboe Volatility Index(VIX)$ might hit 40 and futures are getting destroyed as people de-risk into a macro shock of inflation, geopolitics and slowing growth. Every bear account on FinTwit is having the weekend of their life but moments like this are exactly how markets transfer wealth from the impatient to the patient. This type of macro fear does not discriminate between the companies with real problems and the companies with generational tailwinds. It sells everything in the same motion and that is the OPPORTUNITY. So the question I’m asking myself heading into this week isn’t “how bad does it get?” It’s one question: did the AI demand thesis just break? And I’ve seen zero evidence of that. Image President Trump says

Hello everyone! Today i want to share some trading ideas with you! 1. A SpaceX IPO will force the market to price the space economy as foundational platforms with durable demand from both government + commercial customers. When that happens, the market will start repricing the entire ecosystem around it including launch, LEO connectivity & orbital infrastructure. Current backlog across the ecosystem: • $Rocket Lab USA, Inc.(RKLB)$ ~$1.9B • $Firefly Aerospace Inc.(FLY)$ ~$1.4B • $AST SpaceMobile, Inc.(ASTS)$ ~$1.2B • $Planet Labs Pbc(PL)$ ~$735M • $Redwire Corp.(RDW)$ ~$411M •

1. $NVIDIA(NVDA)$ is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics Atlas train in Nvidia’s Isaac Sim virtual environment before ever taking a real step. 2. $Tesla Motors(TSLA)$ is the only company attempting humanoid robots at manufacturing scale with 1,000+ Optimus units already operating in factories & a long-term ~$25K target price. 3. $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ & $Baidu(BIDU)$ provide the foundation models that give rob

Hello everyone! Today i want to share some AI giants’ strategies during the turmoil. 1. $NVIDIA(NVDA)$ CEO Jensen Huang says OpenClaw could be the most important software release ever surpassing Linux adoption in just three weeks to become the most downloaded open-source project in history. He also described the coming AI “token economy” where companies run AI factories producing tokens as digital labor for the global IT industry. Image 2. $NEBIUS(NBIS)$ CRO said demand for AI infrastructure is far exceeding supply allowing company to prioritize high-value customers & shift toward longer-term contracts He added ASPs rose ~50%, year-long contracts doubled & customers now paying up to 100% upfront t

Hello everyone! Today i want to share some trading ideas with you! 1. $NEBIUS(NBIS)$ secured approval from Independence, Missouri to build its first U.S. gigawatt-scale AI factory with up to 1.2GW of capacity. The ~400-acre campus is expected to create 1,200 construction jobs, 130 permanent roles and generate $650M+ in local tax payments over 20 years. Image 2. Absolutely wild to see the South Korean stock market KOSPI trigger back-to-back circuit breakers, yet people are wildly over-correlating it to U.S. markets. This is largely about South Korea’s heavy exposure to LNG imports while Qatar’s output remains suspended but it has nothing to do with memory demand: • SK Hynix and Samsung are sold out through 2026 • Memory prices are rising 40%+ this

1. This is exactly what I mean when I say Zuck shouldn’t try to build his own chips. Right now $Meta Platforms, Inc.(META)$ has deals with $Advanced Micro Devices(AMD)$ , $NVIDIA(NVDA)$ & now $Alphabet(GOOGL)$ and can play them against each other while preserving: • Supply security (not dependent on any single vendor's fab capacity) • Cost leverage (vendors compete on price when real alternatives exist) • Architectural flexibility (training, inference & custom workloads matched to the right silicon) Why internalize the risk when you can externalize the competition? Image 2.

1. $Alphabet(GOOGL)$ CLOUD HAS A RULE-OF-40 SCORE OF 78 Google spent a decade building TPUs before anyone cared about custom AI chips, built BigQuery before enterprises modernized data stacks & kept investing in Gemini while the market fixated on OpenAI. Now those bets are converging into a full-stack AI platform of custom silicon (TPUs), data (BigQuery), models (Gemini), enterprise AI (Vertex) & global network infrastructure. No other company has all five at scale and it’s the only credible $NVIDIA(NVDA)$ alternative. Image 2. $NVIDIA(NVDA)$ is re-entering the laptop market this year by pushing CUDA onto AI PCs. Margins won’t look like data center but N

Hello everyone! Today i want to share some trading ideas with you! 1. $Alphabet(GOOGL)$ trying to build a TPU ecosystem outside of GCP by exploring spinning TPU into standalone unit while financing third-party data center partners to compete with $NVIDIA(NVDA)$ stack. That includes investing ~$100M in Fluidstack at ~$8B valuation & backing projects tied to $Leverage Shares 2X Long CIFR Daily ETF(CIFG)$ , $Hut 8 Mining Corp(HUT)$ & $TeraWulf Inc.(WULF)$ to drive TPU demand. Image 2. $CoreWeave, Inc.(CRWV)$ down ~12% after reports

Hello everyone! Today i want to share some trading ideas with you! 1. $Alphabet(GOOG)$ Cloud grew 48% last quarter with a $240B backlog and now we know why. Gemini 3.1 Pro just took the #1 spot across multiple agentic AI and coding benchmarks. Image 2. $AppLovin Corporation(APP)$ is planning to launch its own next-gen social media platform after its TikTok bid failed. Management says the goal is to build proprietary organic traffic on top of AppLovin’s ad tech reversing $Meta Platforms, Inc.(META)$ playbook of building traffic first and monetizing later. Image 3. $Amazon.com(AMZN)$ ($717B) just passed

Hello everyone! Today i want to share some trading ideas with you! 1. India data center firm Yotta is building a $2B+ AI compute hub powered by $NVIDIA(NVDA)$ Blackwell Ultra under a $1B+ 4-year DGX Cloud deal. Another large-scale AI factory is coming online in APAC by August extending Nvidia’s platform footprint beyond U.S. hyperscalers. Image 2. What’s more, $NVIDIA(NVDA)$ CEO Jensen Huang says Nvidia is preparing new chips for GTC 2026 “the world has never seen before.” Signals Nvidia’s product cadence is still accelerating even as Blackwell and Rubin are just ramping. 3. At the same time, $Alphabet(GOOGL)$ is building new subsea fiber routes linking India wi

Hello everyone! Today i want to share some trading ideas with you! 1. $Meta Platforms, Inc.(META)$ , $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ & $Amazon.com(AMZN)$ are racing to own the AI infrastructure layer because whoever owns the compute owns the toll booth of the next digital economy. Build the platform first then let the ecosystem build on top and capture margin on every workload that runs through your stack. Image 2. $Advanced Micro Devices(AMD)$ partners with one of India’s largest IT services firms Tata Consultancy to deploy Helios rack-scale AI infrastructure. This is