koolgal
09-17 19:25
🌟 $Oracle(ORCL)$ aggressive corporate blood transfusion proves that Larry Ellison is willing to pull out all stops to win the AI infrastructure crown.

But realistically until those massive USD 7.5 billion investments translate into organic, unmanipulated free cash flow on the quarterly earnings report, the underlying anxiety remains real.

If you love high stakes turnaround stories, nibbling at Oracle on technical rebounds will give you a massive rush of adrenaline.

But if you hate watching a company play musical chairs with its balance sheet, the smartest play is to stand aside.  Let Oracle finish its restructuring on its own money.

You are much better off anchoring your portfolio into Big Tech like Microsoft & Meta while Oracle proves it can actually survive this cash transfusion.

Robbing Peter to pay Paul is like watching a friend payoff his credit card debt by taking a cash advance on another credit card.  Nothing has changed.

@Tiger_comments @TigerStars @Tiger_SG

Modified in.09-18 08:19
Jensen Huang Drops a Number β€” Why Did AI Hardware Stage a Full Comeback?
Jensen Huang said Nvidia will ship twice as many chips next year as this year, and that AI safety matters but cannot be regulated the way social media was. AI hardware ran: AMD +6.36% to $545.09, Marvell +4.81% to $240.76, Nvidia +2.54% to $219.34, Broadcom +2.29% to $347.30, with the Philadelphia Semiconductor Index up over 3%. That is a third straight up session for chips, a rebound that started in the same week the slowdown argument was loudest. A week of talk finally has a number attached. But the number is the company's own forecast, not signed orders. Is one line enough to hold a rally?
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Comments

  • Ah_Meng
    09-18 07:30
    Ah_Meng
    Agree… time is of essence… which event comes first, Oracle turns its bets into massive profits, or its borrowing costs comes to haunt it when the time gets tough…
    • Ah_MengReplykoolgal:Β 
      [Strong][ShakeHands] You too!
    • koolgal:Β 
      Yes you are absolutely right πŸ‘πŸ‘πŸ‘
    • koolgal:Β 
      Appreciate your valuable insights πŸ₯°πŸ₯°πŸ₯°
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      It will be interesting to see how this plays out.
  • zuma
    09-18 06:36
    zuma
    thx
    • koolgal:Β 
      May you have a winning week πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Appreciate your support πŸ₯°πŸ₯°πŸ₯°
    • koolgal:Β 
      Happy Trading πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      My pleasure 😍😍😍
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