Bernstein reiterated Outperform on Oracle $ORCL with a $325 target, saying its updated 10-year model makes the AI opportunity look more valuable than previously thought. The firm now believes Oracle can fund the buildout without raising more capital and turn free-cash-flow positive in about 18 months — with two catalysts still ahead.
investing.com/news/stock-mar…
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$FOUR even with a mediocre report and more than mediocre management the company is worth more than what it’s priced right now. Very resilient company!
2027 will be our year!!!!
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TrendForce: Memory
> Overall DRAM bit supply growth will slow to 24% in 2027, and the tight supply situation will continue.
> TrendForce indicates that looking ahead to 2027, as cloud service providers (CSPs) accelerate the deployment of AI servers and actively develop agentic AI applications, demand for server CPUs, RDIMMs, and SOCAMMs will grow simultaneously.
> Server CPU shipments are projected to increase by over 30% year-on-year in 2027, exceeding the approximately 25% bit supply growth of server DRAM, leading to a continued widening of the supply-demand gap.
$NVDA $AMD $MU $SKHY $DRAM $EWY $INTC
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The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is=mEWu…
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Last week $LITE investors thought they were getting $110 per share. Now it’s at $530, any thoughts???
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I’m buying $SOXL at 46.20 just to be part of the panic and thrill, let’s hope it ends well 😅😅
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$FOUR CEO/board using $200m on buybacks in Q3 when they *knew they would cut guidance (again) is incredibly stupid.
Anyone who claims they're good at capital allocation should be laughed out of the building.
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The only one getting value out of $FOUR is the incompetent CEO @tlaubers, your tenure has been an embarrassment and I think that’s an understatement.
My only comfort is that @rookisaacman is as angry as I am I suppose.
My $FOUR thesis is not broken but my trust in management is, @tlaubers is terrible, not an ounce of discipline, share repurchase at period’s highs again! No info about GB cross selling at all, same issues ever quarter.
@tlaubers you are clearly not at a public company CEO level!!!!!
@rookisaacman do something please.
Now you see why $ORCL was in such a rush to complete equity sale and financing, GENIUS!!!!
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Told you!!! $ORCL
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.That was to say I am watching you all battle on twitter ie The battle between the @Sofi Bears and Bulls that was happening at that time. People were really going after each other and I just wanted to say that I am watching. Meant nothing more than I am watching.
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