$Oracle(ORCL)$ Fun fact: GPT-6 Astra was trained at Oracle's Stargate facility in Texas using more than 100,000 GPUs. It was OpenAI's largest training run to date.
$Oracle(ORCL)$ They seem to be doing everything they can to keep this under $150. This should easily be trading at or near $200. It feels like there's some heavy pressure holding it back.
$Oracle(ORCL)$ I've seen a lot of people on X and elsewhere ripping the Jupiter project financing. It's comical how many people don't understand how real estate development works. Almost every developer keeps the development company separate from the overall business and creates a separate entity. Why? Because real estate and land development is the riskiest part of the process. So if the development company or project fails, it doesn't affect the overall business.
$Oracle(ORCL)$ Massive layoffs are about cutting costs and trimming fat. A leaner company should mean better profits, and the outlook looks brighter with less debt and a steady stream of new contracts. Patience is needed here.
$Oracle(ORCL)$ $APPLIED DIGITAL CORP(APLD)$ If stricter controls end up stifling open-source AI, the compute demand should shift heavily toward the big closed-source players like OpenAI, Anthropic, Microsoft, Google, and Meta. Those giants are the main enterprise clients for ORCL and APLD, so their core tenant base stays financially strong and locked into long-term infrastructure leases.
$Oracle(ORCL)$ Larry is king again. Shorts are toast. The setup looks like the MRNA-style breakout, and there could be decent upside from here. Oracle Corporation (ORCL) seems primed to put short sellers under real pressure, with a Moderna-style gamma trap setup that could drive a sharp single-day move toward $215.00, which would be +43% from the $150.28 close.