JC888

    • JC888JC888
      ·03-14 11:51
      Replying to @Chinny92:Hi, tks for reading my post and helping to Repost so more people will get to read about it. Thanks//@Chinny92:Great article, would you like to share it?

      ORCL - A Buy Post Q3 Earnings or Debt Trap?

      @JC888
      It wasn’t too long ago that I had posted on Microsoft and Oracle on 26 Jan 2026. Click here ! for details. That was before the twist in the bidding war between $Netflix(NFLX)$ and $Paramount Skydance Corp(PSKY)$ over $Warner Bros. Discovery(WBD)$ , with PSKY eventually edging out NFLX to become the new owner of WBD. The 'x-factor' in that victory was support by ORLC’s Executive chairman / CTO Larry Ellison’s irrevocable personal guarantee of over $40 billion (with estimates now reaching $45.7 billion) to backstop his son David’s bid. While this move successfully wrestled the crown jewel of Ho
      ORCL - A Buy Post Q3 Earnings or Debt Trap?
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    • JC888JC888
      ·03-13 12:05
      Hi, tks for reading my post. I make time & effort to research, read and compose this post to share. In the same spirit, pls help to share by Reposting so more will know ok. Thanks.

      ORCL - A Buy Post Q3 Earnings or Debt Trap?

      @JC888
      It wasn’t too long ago that I had posted on Microsoft and Oracle on 26 Jan 2026. Click here ! for details. That was before the twist in the bidding war between $Netflix(NFLX)$ and $Paramount Skydance Corp(PSKY)$ over $Warner Bros. Discovery(WBD)$ , with PSKY eventually edging out NFLX to become the new owner of WBD. The 'x-factor' in that victory was support by ORLC’s Executive chairman / CTO Larry Ellison’s irrevocable personal guarantee of over $40 billion (with estimates now reaching $45.7 billion) to backstop his son David’s bid. While this move successfully wrestled the crown jewel of Ho
      ORCL - A Buy Post Q3 Earnings or Debt Trap?
      57Comment
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    • JC888JC888
      ·03-13 00:15
      Replying to @decors imago:Hi, thank you for reading my post.  So happy to know that you liked it.  Will you consider "Follow me" and get first hand read of my daily new post/s ?  Thanks.//@decors imago:Great article, would you like to share it?

      LVMUY - Exit now or Be trapped forever ?

      @JC888
      As of 10 Mar 2026, the "luxury-as-a-safe-haven" narrative is being eroded by a 2-pronged assault:Structural fatigue in its core business.A macroeconomic "black swan" in the Middle East.Inflation Invasion.The surge in Brent crude toward $120/barrel (with analysts warning of $215 if the Strait of Hormuz remains contested) is not just a pump-price issue.It is a direct hit at the luxury supply chain. How so ?Cost of Goods Sold (COGS) Escalation:Luxury manufacturing is energy-intensive. From the heating of glass furnaces for Perfumes & Cosmetics to the high-frequency air-freight logistics required for LV’s weekly inventory drops, energy accounts for a significant portion of variable costs.In my 09 Mar 2026 post, I have already explained how Energy will be the star performer in US market in
      LVMUY - Exit now or Be trapped forever ?
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    • JC888JC888
      ·03-13 00:13
      Replying to @小猪来了23:Hi, thank you for reading my post.  Hope you liked it.  Will you consider "Follow me" and get first hand read of my daily new post/s ?  Thanks.//@小猪来了23:[Surprised]  [OMG]  

      ORCL - A Buy Post Q3 Earnings or Debt Trap?

      @JC888
      It wasn’t too long ago that I had posted on Microsoft and Oracle on 26 Jan 2026. Click here ! for details. That was before the twist in the bidding war between $Netflix(NFLX)$ and $Paramount Skydance Corp(PSKY)$ over $Warner Bros. Discovery(WBD)$ , with PSKY eventually edging out NFLX to become the new owner of WBD. The 'x-factor' in that victory was support by ORLC’s Executive chairman / CTO Larry Ellison’s irrevocable personal guarantee of over $40 billion (with estimates now reaching $45.7 billion) to backstop his son David’s bid. While this move successfully wrestled the crown jewel of Ho
      ORCL - A Buy Post Q3 Earnings or Debt Trap?
      146Comment
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    • JC888JC888
      ·03-13 00:11
      Hi, US midday update before I hit the sack.  ORCL pre-market marginal gains have given way to marginal loss (-0.55%) - see attached.  This comes amidst falling US major indexes (more than -1.0%) across the board. Will be sitting on the fence for a while.  What about you ?

      ORCL - A Buy Post Q3 Earnings or Debt Trap?

      @JC888
      It wasn’t too long ago that I had posted on Microsoft and Oracle on 26 Jan 2026. Click here ! for details. That was before the twist in the bidding war between $Netflix(NFLX)$ and $Paramount Skydance Corp(PSKY)$ over $Warner Bros. Discovery(WBD)$ , with PSKY eventually edging out NFLX to become the new owner of WBD. The 'x-factor' in that victory was support by ORLC’s Executive chairman / CTO Larry Ellison’s irrevocable personal guarantee of over $40 billion (with estimates now reaching $45.7 billion) to backstop his son David’s bid. While this move successfully wrestled the crown jewel of Ho
      ORCL - A Buy Post Q3 Earnings or Debt Trap?
      120Comment
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    • JC888JC888
      ·03-12 23:51
      Replying to @1PC:Hi, thank you for reading my post and your unwavering support.  Glad you liked the post.  Thanks.//@1PC:Great Insight & Sharing 😁 I stay on the sidelines with a glass of 🥃 [Chuckle] @Barcode @Aqa @Shernice軒嬣 2000 @DiAngel @Shyon @koolgal

      ORCL - A Buy Post Q3 Earnings or Debt Trap?

      @JC888
      It wasn’t too long ago that I had posted on Microsoft and Oracle on 26 Jan 2026. Click here ! for details. That was before the twist in the bidding war between $Netflix(NFLX)$ and $Paramount Skydance Corp(PSKY)$ over $Warner Bros. Discovery(WBD)$ , with PSKY eventually edging out NFLX to become the new owner of WBD. The 'x-factor' in that victory was support by ORLC’s Executive chairman / CTO Larry Ellison’s irrevocable personal guarantee of over $40 billion (with estimates now reaching $45.7 billion) to backstop his son David’s bid. While this move successfully wrestled the crown jewel of Ho
      ORCL - A Buy Post Q3 Earnings or Debt Trap?
      111Comment
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    • JC888JC888
      ·03-12 23:48
      Replying to @decors imago:Hi, thank you for reading my post.  Glad you liked it.  Will you consider "Follow me" and get first hand read of my daily new posts ?  Thanks.//@decors imago:Great article, would you like to share it?

      ORCL - A Buy Post Q3 Earnings or Debt Trap?

      @JC888
      It wasn’t too long ago that I had posted on Microsoft and Oracle on 26 Jan 2026. Click here ! for details. That was before the twist in the bidding war between $Netflix(NFLX)$ and $Paramount Skydance Corp(PSKY)$ over $Warner Bros. Discovery(WBD)$ , with PSKY eventually edging out NFLX to become the new owner of WBD. The 'x-factor' in that victory was support by ORLC’s Executive chairman / CTO Larry Ellison’s irrevocable personal guarantee of over $40 billion (with estimates now reaching $45.7 billion) to backstop his son David’s bid. While this move successfully wrestled the crown jewel of Ho
      ORCL - A Buy Post Q3 Earnings or Debt Trap?
      23Comment
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    • JC888JC888
      ·03-12 17:33
      Replying to @PorterLamb:Hi, thanks for reading my post and sharing your views.  I feel so too. If Q4 2026 quarterly earnings are just as 'fantastic', maybe then I will look into ORCL seriously.  Until then, it's an off limits stock for me, just like $Paramount Skydance Corp(PSKY)$ //@PorterLamb:I'd hold off lah, debt risk is too high now. [看跌]

      ORCL - A Buy Post Q3 Earnings or Debt Trap?

      @JC888
      It wasn’t too long ago that I had posted on Microsoft and Oracle on 26 Jan 2026. Click here ! for details. That was before the twist in the bidding war between $Netflix(NFLX)$ and $Paramount Skydance Corp(PSKY)$ over $Warner Bros. Discovery(WBD)$ , with PSKY eventually edging out NFLX to become the new owner of WBD. The 'x-factor' in that victory was support by ORLC’s Executive chairman / CTO Larry Ellison’s irrevocable personal guarantee of over $40 billion (with estimates now reaching $45.7 billion) to backstop his son David’s bid. While this move successfully wrestled the crown jewel of Ho
      ORCL - A Buy Post Q3 Earnings or Debt Trap?
      62Comment
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    • JC888JC888
      ·03-12 17:30
      Rally over for $Oracle(ORCL)$ ? Thu pre-market is -0.69% at 5:30pm SGP time. (see attached) On Wed, ORCL gained +9.18% ($163.12), tks to "fantastic" Q3 2026 earnings. With US-Iran war still ongoing & no signs of stopping, will you "Buy the dip" or "Dollar cost average" - your wish-list stocks, knowing if war persists the real "bargains" are just further down the road. I'm just watching. You? Share your thots in comments section. Thanks. Hope you like my original ORCL post. Help to Repost, so that more people could read from it. Thanks.

      ORCL - A Buy Post Q3 Earnings or Debt Trap?

      @JC888
      It wasn’t too long ago that I had posted on Microsoft and Oracle on 26 Jan 2026. Click here ! for details. That was before the twist in the bidding war between $Netflix(NFLX)$ and $Paramount Skydance Corp(PSKY)$ over $Warner Bros. Discovery(WBD)$ , with PSKY eventually edging out NFLX to become the new owner of WBD. The 'x-factor' in that victory was support by ORLC’s Executive chairman / CTO Larry Ellison’s irrevocable personal guarantee of over $40 billion (with estimates now reaching $45.7 billion) to backstop his son David’s bid. While this move successfully wrestled the crown jewel of Ho
      ORCL - A Buy Post Q3 Earnings or Debt Trap?
      146Comment
      Report
    • JC888JC888
      ·03-12 13:12
      Replying to @Chinny92:Hi, thank you for your unwavering support and help to Repost so that more people will get to read my post. FYI, I have a New post out on $Oracle(ORCL)$ as my sharing for today.  Hope you will enjoy this post too.  Help to Repost, pls.  Thanks.//@Chinny92:Great article, would you like to share it?

      LVMUY - Exit now or Be trapped forever ?

      @JC888
      As of 10 Mar 2026, the "luxury-as-a-safe-haven" narrative is being eroded by a 2-pronged assault:Structural fatigue in its core business.A macroeconomic "black swan" in the Middle East.Inflation Invasion.The surge in Brent crude toward $120/barrel (with analysts warning of $215 if the Strait of Hormuz remains contested) is not just a pump-price issue.It is a direct hit at the luxury supply chain. How so ?Cost of Goods Sold (COGS) Escalation:Luxury manufacturing is energy-intensive. From the heating of glass furnaces for Perfumes & Cosmetics to the high-frequency air-freight logistics required for LV’s weekly inventory drops, energy accounts for a significant portion of variable costs.In my 09 Mar 2026 post, I have already explained how Energy will be the star performer in US market in
      LVMUY - Exit now or Be trapped forever ?
      61Comment
      Report
     
     
     
     

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