To The Moon

$NVIDIA(NVDA)$ Looks like they just bailed out OpenAI with debt financing. $Oracle(ORCL)$  will be getting their money, so no need to panic. $200 incoming, lol.

$Oracle(ORCL)$ Nvidia reportedly backing $250B of financing for OpenAI's AI infrastructure is incredibly bullish for Oracle. The reason is that capital has been the biggest constraint on AI infrastructure, not demand. If financing gets unlocked, Oracle can speed up hyperscale data center expansion, deploy more GPUs, convert its massive backlog into revenue faster, and solidify its position as one of OpenAI's key cloud partners. AI demand was never the bottleneck. Financing was. If this plays out, it's a game changer.

$Oracle(ORCL)$ The NVDA news looks pretty significant for Oracle. The sell-off was largely driven by debt concerns and the fact that most of the backlog is tied to OpenAI. With financing no longer looking like an issue, the whole bearish debt narrative essentially disappears.

$Oracle(ORCL)$ Oracle Cloud Infrastructure seems to be taking a different approach to building data centers compared to AWS and Microsoft Azure. Instead of the traditional model of constructing massive custom facilities from scratch, OCI is using a highly standardized, prefabricated construction method. The idea is that data centers become modular blocks that can be replicated pretty much anywhere in the world, which apparently lets them move faster than their competitors.

$Oracle(ORCL)$ This has been massively overdue for a squeeze. The move from $240 to $115 without any real bounce is hard to take seriously. At this point, a mean reversion to at least $150+ in the next month or two seems like a reasonable expectation.

$Oracle(ORCL)$  Oracle just locked in another big long-term government contract. A nearly $7B, 10-year enterprise software deal covering the Pentagon, Coast Guard, and U.S. intelligence agencies, running through 2036. The consolidated contract is expected to bring major efficiency gains and save taxpayers at least $441M. Adds another layer to Oracle's growing cloud and enterprise software momentum, strengthening its position in mission-critical government infrastructure.

$Oracle(ORCL)$  Looking at Oracle's credit default swap chart, it initially shot up and that sent the share price from the $340s down to the $130s. Then after February 2026 it dipped a bit, which took the price from the $130s to the $250s as the market read that as credit concerns fading. That small uptick since June, combined with the recent S&P credit downgrade, pushed the price from the $250s down to the $120s. It's not like they're in some kind of crisis. What gets me is Oracle has full control over their business. All they have to do is accept slightly less business, digest through the debt they have, and that credit default concern goes down while the share price goes up. $400+. That's why I'm not worr

$Oracle(ORCL)$  Similar to the wave of major layoffs across the tech sector since 2023, driven by companies integrating AI into their own operations, large institutions outside Silicon Valley now have a strong incentive to automate and streamline their own corporate bloat. Oracle is already deeply embedded in this landscape through its database infrastructure and systems of record. There's a long and increasingly profitable runway ahead for integrating AI with all of that.

$Alphabet(GOOGL)$ Excluding the paper gains from SpaceX and Anthropic, Alphabet's core EPS comes in at $2.85, which is pretty close to the $2.88 forecast. Most analysts tend to back out those massive unrealized gains from their calculations. Leaving a $98 billion paper gain in the numbers artificially inflates the reported EPS and can obscure the significant cash burn and CapEx happening in Google Cloud and Search infrastructure right now. If you strip out that roughly $98 billion net unrealized gain from non-marketable equity securities—which includes the Anthropic revaluation and SpaceX markup—the adjusted results look quite different on a GAAP versus non-GAAP basis. The reported GAAP EPS is $10.82, which includes that paper gain. But the

$Oracle(ORCL)$ The share price in 2023 was a green check. Google announced increased capital expenditures due to huge compute demand, which is another green check. From where I stand, Oracle is starting to look like a bit of a snack.