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DisabledScientist

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DisabledScientist 3h ago

What's the take on Oracle's earnings? After AVGO's mess, I'm trying to get a feel for where ORCL stands this week, especially since it might affect other stocks like $MU which I own and reports two weeks later with a big report but could face short-term effects from ORCL. They're the only big AI play reporting, though they're $1.2T market cap smaller than AVGO so not going to shake the market like that. ORCL is planning to spend even more on new stuff (stargate) than before, with $80-$100B planned over the next fiscal year, and customers like OpenAI will chip in through their $100B+ IPO fund. Seems like a positive sign. They've managed financing and customer commitments to reduce the risk of things falling apart in six months with a customer backing out. ORCL is trading at a TTM PE of 38 with projected revenue growth in the mid-20s next year. Not clear on margin scaling, but this fits expectations. TLDR: looks like a well-priced, steady earnings report with no big surprises. Will it pop or drop? Another thing: could the government take an equity stake in ORCL? My worries about that were really about someone specific getting a government-backed stake, not necessarily the government itself.AVGO--

avotoyesaru 2h ago

SaaS fundamentals still strong, but execution risk looms.

SeeTheExpanse 2h ago

Momentum traders will chase ORCL into strength after the dip, then fade any pullback if it reclaims highs. If MU pops on its own, the AI narrative stays intact, but spreads tighten fast.

elpapadoctor 3h ago

Everyone’s bullish; I’m watching for weakness.

DisabledScientist Yesterday

$TTD getting squeezedTTD--

DisabledScientist Yesterday

$BOIL is in a range between 3.155 and 3.126, needs to break one side or the otherBOIL--

DisabledScientist Yesterday

$HIMS I've always been bullish on HIMS but never this confident and optimistic beforeHIMS--

DisabledScientist Yesterday

$HOOD bought a lot at 83 for the long hallHOOD--

DisabledScientist Yesterday

$RDDT might be around 5-7%. Really tough stock to hold. Seems like software prices will keep droppingRDDT--

RDDT--

DisabledScientist Yesterday

$ORCL down before market opens is exactly what I'm hoping for will turn green tomorrowORCL--

DisabledScientist 06/07

$SE hit 86 several times in the last month or so. It's probably the bottom and 100+ is on the way.SE--

serkankster 06/07

Seen this movie in 2015 and 2020: bounces near support, then a grind lower. If risk appetite wobbles, 86 becomes a recurring zone. Real breakouts need rising volume and sustained breadth, not just a few days of wicks.

Foiiz 06/07

As a sector guy, I’m not convinced. 86 isn’t a magic bottom; it’s a level where supply and demand barely touch. If the broader market cools, retail flows fade, and liquidity tightens, this bounce stalls. Without real strength in volume and breadth, 100 feels wishful.

Mysterious-Dot-5617 06/07

Everyone chasing 100 ignores risk; I’m skeptical.

DisabledScientist 06/07

$ANET When did markets stop offering daily chances? Nope, it's always happening I keep using CC over and over to get these and post them here CC rinse and repeat!ANET--

DisabledScientist 06/07

$QQQ fell 4.8% on Friday, its worst drop in over a year. Historically, days where $QQQ drops 4% or more are rare—only about 125 such days since it started, happening less than 2% of the time. These drops mostly happen during stressful times: 2000 (32), 2001 (30), 2008 (17). Most of these big drops occur during bear markets, not during regular bull runs. So what does a -4% day mean when it happens during a bull market?

QQQ--

Nicadelphia 06/07

Big drop, small risk—this looks like a buy opportunity.

TheWonkyGirl 06/07

Been holding QQQ for years, and this 4.8% dump stings. I also own SPY and a bit of TLT, so it’s not just one leg. Feels like a rough patch, but I’m not selling yet—just trimming a little into weakness.

turntabletennis 06/07

For a diversified portfolio, how would you size QQQ after this blow? Rotate into cash and wait for a pullback, or keep exposure and hedge with puts? Any thoughts on pairing it with defensive names like VTI or IEF?

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