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1.09K
General
KYHBKO
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2025-09-08

<Part 2 of 5> Is Oracle for me? Earnings Calendar (week of 08Sep25)

Earnings Calendar (08Sep25) There are interesting earnings reports from Adobe, GameStop, Oracle, and Kroger. Let us look into Oracle in detail. Analysts have assigned a "Buy" rating for the stock, with a price target of $244.31, representing a potential upside of 4.94%. While technical indicators are currently Neutral, the company has demonstrated strong financial performance. Observations from the 10-year performance: From 2016 to 2025, revenue increased from $37 billion to $57.3 billion, operating profit rose from $13.1 billion to $18 billion, and earnings per share (EPS) grew from $2.07 to $4.34. The highest annualised EPS was $4.55 in 2021. The company has also consistently issued dividends, increasing them from $0.60 in
<Part 2 of 5> Is Oracle for me? Earnings Calendar (week of 08Sep25)
TOPCatherineGunter: Your analysis highlights Oracle's strengths and potential.
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1.16K
General
KYHBKO
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2025-09-08

<Part 5 of 5> Layoffs, AI & US economy - My investing muse (08Sep25)

My Investing Muse (08Sep25) Layoffs & Closure news Civilization 7 developer Firaxis has laid off an undisclosed number of employees as part of its plans to optimise the development process. - PocketGamer Biz This time, more than 100 people in Oracle’s Seattle operations have been let go, alongside colleagues in the Philippines, in the Advanced Customer Services and NetSuite groups, per Data Center Dynamics. - Channel Futures Almost 200 Seattle-area tech workers were laid off this week in waves of workforce reductions from business-software maker Salesforce and cloud computing giant Oracle. - Seattle Times A table titled "JOBS REPORT" with columns for MONTH, INITIAL READING, FIRST REVISION, SECOND REVISION, and DIFFERENCE FROM ORIGINAL READING. Rows list data for February 2025 to August
<Part 5 of 5> Layoffs, AI & US economy - My investing muse (08Sep25)
TOPglimzy: Your focus on due diligence and risk management is refreshing.
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nerdbull1669
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2025-09-08

Can Oracle (ORCL) Earnings Show That It is On Track To Key AI Infrastructure Winner?

$Oracle(ORCL)$ is scheduled to report its fiscal Q1 2026 earnings after the market closes on Tuesday, September 9, 2025. Following a significant stock rally fueled by its AI-driven cloud momentum, this report will be a major test of the company's ability to execute on its ambitious growth targets. Revenue: Analysts are projecting total revenue of around $15.01 billion, suggesting a growth of over 12% from the prior-year quarter. Non-GAAP EPS: The consensus is for a non-GAAP EPS of $1.47, which would represent a 5.8% year-over-year increase. Summary of Oracle's Fiscal Q4 2025 Earnings Oracle reported a very strong finish to its fiscal year on June 11, 2025, with results that beat analyst expectations and underscored the company's momentum in the cl
Can Oracle (ORCL) Earnings Show That It is On Track To Key AI Infrastructure Winner?
TOPMortimer Arthur: 260 after earnings fellas. top to bottom plus open a.i. deal and TIKTOK COMING UP..GUIDANCE CALL WILL BE HUGE!!
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803
General
Mickey082024
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2025-09-08

U.S. Jobs Report Sends Shockwaves: What Investors Need to Know and How I’m Positioning My Portfolio

$S&P 500(.SPX)$ Why Jobs Data Matters So Much Few economic indicators carry as much weight for Wall Street as the monthly employment report from the Bureau of Labor Statistics (BLS). Jobs data doesn’t just reflect the current state of the economy—it also influences the trajectory of consumer spending, corporate profitability, and most importantly, Federal Reserve policy. A stronger-than-expected jobs report often signals inflationary pressures, prompting the Fed to keep interest rates higher for longer. A weaker report, on the other hand, suggests economic cooling and can accelerate the case for rate cuts. In the latest release, the August numbers revealed a concerning picture: job creation slowed dramatically, unemployment ticked higher, and
U.S. Jobs Report Sends Shockwaves: What Investors Need to Know and How I’m Positioning My Portfolio
TOPEVBullMusketeer: Sticking to quality stocks pays off when rates drop. Patience is key now
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1.10K
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Mickey082024
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2025-09-08

Crypto IPOs Gemini & Figure: After Circle, Who’s Next to Reshape the Industry?

$Circle Internet Corp.(CRCL)$ The IPO Boom Returns: AI, Crypto, and $40B in Fundraising After a muted cycle of tech listings in 2022–2023, the IPO market is roaring back in 2025. Fueled by artificial intelligence breakthroughs, a revitalized crypto market, and renewed risk appetite on Wall Street, global IPO fundraising is projected by JPMorgan to reach $40 billion this year. That would mark a sharp rise from $27.5 billion in 2024, signaling a broader shift in investor sentiment from caution to growth. Within this resurgence, blockchain companies are moving into the spotlight. Just as the dot-com boom of the late 1990s saw internet startups flood the markets, the 2025 IPO class increasingly features crypto-native firms looking to build legitimacy
Crypto IPOs Gemini & Figure: After Circle, Who’s Next to Reshape the Industry?
TOPValerie Archibald: After $183 price drop (from $298 high), upside way less risky than downside in my honest opinion. Of course, greedy shorts can try and time the perfect bottom - if feeling super lucky! 🍀
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1.55K
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Mickey082024
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2025-09-08

Smart Money Loading? Baidu’s AI Ambitions Tested With $3 Billion Fundraise

$BIDU-SW(09888)$ $Baidu(BIDU)$ Baidu, long considered the “Google of China,” is once again in the spotlight. Earlier this week, the company announced plans to issue yuan-denominated senior unsecured notes in offshore markets outside the United States. While the specific size and terms of the offering were not disclosed, earlier reports indicated Baidu intends to raise over $3 billion this year through multiple bond issuances. The move comes at a time when Baidu is intensifying its push into artificial intelligence, aiming to secure the capital needed for massive infrastructure buildouts, algorithmic training, and commercial applications. For investors, this raises pressing questions: Is Baidu’s latest fu
Smart Money Loading? Baidu’s AI Ambitions Tested With $3 Billion Fundraise
TOPVenus Reade: Should BIDU break through its all time high, the stock will be well over $280
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General
xc__
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2025-09-08

CrowdStrike's Cyber Comeback: $500 Surge or Security Slump?

CrowdStrike ( $CrowdStrike Holdings, Inc.(CRWD)$ ) stands at $418.67 after a 1.25% gain, rebounding from a July outage that wiped $60 billion in market value, as the cybersecurity giant eyes AI-driven growth and global expansion. Analysts maintain a Buy rating with an average target of $474, high at $575, and low at $343, suggesting 13% upside. With the S&P 500 at 6,520, Nasdaq at 21,950, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs and oil at $74.50/barrel. Posts found on X buzz with "CRWD AI win" optimism, but outage scars linger. This deep dive explores the current stance, future prospects, market reactions, trading plays, and a plan to bet on the surge or hedge the slump. Current Stance: Stability After Storm CrowdS
CrowdStrike's Cyber Comeback: $500 Surge or Security Slump?
TOP1PC: Great Insight & Sharing 😁 I will wait for CRWD to add [Evil] @JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000
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1.69K
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Shyon
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2025-09-08
Baidu’s $BIDU-SW(09888)$ plan to raise billions through yuan-denominated senior unsecured notes is a bold move, especially targeting offshore markets. Though terms aren’t disclosed, it echoes their earlier $3B raise to strengthen cash and fund AI—smart given China’s competitive tech scene, where every advantage matters. As an underdog to Tencent $TENCENT(00700)$ and Alibaba $Alibaba(09988)$ , this offering could be a turning point. If directed toward research, talent, and infrastructure, it may give Baidu the AI boost it needs. I stay cautiously optimistic, mindful of past struggles but intrigued by the upside. The AI race in China is intense, and this rai
Baidu’s $BIDU-SW(09888)$ plan to raise billions through yuan-denominated senior unsecured notes is a bold move, especially targeting offshore marke...
TOPEVBullMusketeer: Baidu's bond play could be their AI slingshot. If execution matches ambition, Tencent better watch their six
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762
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Shyon
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2025-09-08
My top pick is $Figure Technology Solutions (FT Intermediate)(FIGR)$ because it’s more than just another fintech—it’s a blockchain-based lending platform that’s already profitable. With $191 million in revenue in the first half of 2025, it’s showing strong traction that many other IPO candidates still lack. The fact that it has already reached profitability makes it stand out even more in this group. I also like that Figure is targeting lending, a massive market where blockchain can drive real efficiency, transparency, and lower costs. Compared to others facing losses or slowing growth, Figure has both momentum and a clear path forward, which gives me confidenc
My top pick is $Figure Technology Solutions (FT Intermediate)(FIGR)$ because it’s more than just another fintech—it’s a blockchain-based lending pl...
TOPSiliconTracker: Solid numbers with 191M H1 revenue - blockchain lending's future looks bright!
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Mrzorro
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2025-09-08
Nvidia Tops Most Shorted Stock; Kenvue, Tesla, AMD, Broadcom Join List $NVIDIA(NVDA)$  's short sale volume jumped to 20.64 million Friday, the largest among companies with at least $5 billion in market capital tracked by moomoo. $Tesla Motors(TSLA)$  , $Advanced Micro Devices(AMD)$  , Broadcom and Kenvue also saw their short volume rise.   The dominant player in chips that power artificial intelligence applications saw its short sale volume rise by 3.55 million shares, taking the total to 20.64 million shares. The short volume ratio reached 9.19%.
Nvidia Tops Most Shorted Stock; Kenvue, Tesla, AMD, Broadcom Join List $NVIDIA(NVDA)$ 's short sale volume jumped to 20.64 million Friday, the larg...
TOPVenus Reade: META to spend $600 billion over 3 years on AI with Nvidia being a primary vendor. People keep saying Nvidia has customer concentration risk. When your customers are spending more than half a trillion dollars at a time I say bring it on.
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2.39K
General
xc__
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2025-09-09

Broadcom’s AI Ascent: Can AVGO Dethrone Nvidia’s Crown?

$NVIDIA(NVDA)$ Broadcom ( $Broadcom(AVGO)$ ) soared 4.7% to $350.48 on Monday, marking a new record and extending a 10-out-of-11-session rally, with an 18% monthly surge. Nvidia (NVDA) edged up to $170, hinting at a recovery, as both stocks ride the AI wave. With the S&P 500 at 6,540, Nasdaq at 21,950, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariff tensions and oil at $74.50/barrel. Posts found on X cheer “AVGO’s Nvidia moment,” but some question “NVDA’s rebound.” This deep dive explores Broadcom’s rise, Nvidia’s trajectory, the AI rivalry, trading opportunities, and a plan to bet on the ascent or hedge the shift. Broadcom’s Rise: AI Powerhouse Emerges Broadcom’s momentum is unden
Broadcom’s AI Ascent: Can AVGO Dethrone Nvidia’s Crown?
TOPVenus Reade: Bought more this morning. AVGO is getting CHEAPER even with the price going higher. There are a couple of articles out there about that. This is a generational stock. It may not be long before they are second largest by market cap.
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xc__
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2025-09-09

Gold’s Golden Run: Cash Out or Chase $5,000 Glory?

$SPDR Gold Shares(GLD)$ Gold has smashed through to $3,650, a fresh record high, fueled by surging bets on Federal Reserve rate cuts and safe-haven demand amid global uncertainty. Goldman Sachs predicts a potential climb to $5,000 if Fed credibility falters, driven by a shift from Treasuries to bullion, though some argue the rally may stall near $3,500 with profit-taking looming. With the S&P 500 at 6,540, Nasdaq at 21,950, and Bitcoin at $123,456, the VIX at 14.12 reflects calm despite tariffs and oil at $74.50/barrel. Posts found on X show a split, with some cheering “gold to the moon” while others warn of “overbought risks.” This deep dive explores the rally, profit-taking signals, shorting prospects, Goldman’s bullish case, trading strategi
Gold’s Golden Run: Cash Out or Chase $5,000 Glory?
TOPEVBullMusketeer: Take partial profits at 3650 but hold core positions til 3800 - RSI still bullish & 3500 support strong
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xc__
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2025-09-09

Inflation Showdown: Will 25 or 50 bps Unlock the Fed’s Next Move?

This week, all eyes turn to U.S. jobs concerns and pivotal inflation data, with the Producer Price Index (PPI) dropping Wednesday and the Consumer Price Index (CPI) on Thursday, shaping the Federal Reserve’s next rate decision. Gold at $3,650 and the S&P 500 at 6,540 reflect a market bracing for impact, while Nasdaq at 21,950 and Bitcoin at $123,456 signal tech and crypto sensitivity. The VIX at 14.12 and oil at $74.50/barrel hint at calm, but posts found on X show a split between “Fed cut hype” and “stagflation fears.” Calls for a rate cut—potentially exceeding 25 basis points (bps)—grow louder, with Wall Street betting easing won’t derail despite strong data risks. This deep dive explores the pullback’s end, cut expectations, 25 vs. 50 bps debate, data impact, trading plays, and a pl
Inflation Showdown: Will 25 or 50 bps Unlock the Fed’s Next Move?
TOPYTGIRL: This analysis is spot on! Watching the CPI closely could reveal the market's next big move.
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2.07K
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Mrzorro
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2025-09-09
Eightco Shares Climb 4000% Amid Shift to Crypto Worldcoin Treasury Operations $Eightco Holdings(OCTO)$   shares climbed more than 4,000% intraday Monday, momentarily triggering a circuit-breaker halt, after the company announced a shift to Worldcoin treasury operations.  Shares climbed after the company announced a $250 million private placement and a $20 million investment from $BitMine Immersion Technologies Inc.(BMNR)$  . Eightco said in a press release that it will use the proceeds from the offering to buy Worldcoin for its treasury operations.  The private placement involves the sale of 171.2 million shares of common stock at $1.46 each, according to the press release. An add
Eightco Shares Climb 4000% Amid Shift to Crypto Worldcoin Treasury Operations $Eightco Holdings(OCTO)$ shares climbed more than 4,000% intraday Mon...
TOPMerle Ted: I think this will catch all the classic pump n dumpers by surprise tomorrow, this looks to have the enthusiasm of $100 plus, just my opinion
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1.30K
General
Barcode
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2025-09-09

🚨💡🔥 The $OKTA Story Just Flipped: From Loss-Making SaaS to Profitable AI Infrastructure 🔥💡🚨

$Okta Inc.(OKTA)$ I’m calling it now: $OKTA has crossed the line from hope to execution. After years of deep losses, the company has delivered $130M profit and is now aligning with the single biggest secular tailwind in tech: AI identity security. This isn’t a recovery trade; it’s a full-blown re-rating moment. 📊 Technical Structure Setting the Stage I’m watching price reclaim above the 10/21 EMAs, with a 2–2 weekly reversal signaling trend shift. Support sits at $91.95, while resistance lines up at $99.39 → $103.99 → $108.81. The reclaim of the 20W MA at $101 is the trigger that unleashes a path toward $113–124. Volume profile confirms the liquidity shelf, and Keltner/Bollinger compression on lower timeframes points to imminent volatility expansi
🚨💡🔥 The $OKTA Story Just Flipped: From Loss-Making SaaS to Profitable AI Infrastructure 🔥💡🚨
TOPCool Cat Winston: I like how you framed the $101 level as the trigger because that lines up perfectly with what I’ve been seeing on other SaaS charts like $CRM. The fact that Okta flipped to $130M profit makes this setup more credible than most growth names trying to hold breakouts.
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Barcode
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2025-09-09

🚖📈🌍 Uber Technologies: Breakout Momentum into the S&P 100 🚖📈🌍

$Uber(UBER)$ I’m fully convinced Uber is one of the most mispriced mega-cap stories in the market right now. The stock is not only reclaiming key technical levels after last Friday’s shakeout, but it is also stepping into the S&P 100, replacing Charter Communications: a structural shift that forces institutional flows and solidifies Uber’s place as a permanent market heavyweight. With free cash flow ramping toward $8.5B by 2025 and EPS growth projected north of 30%, Uber’s earnings power is being drastically underestimated. 🟣 Technical Setup Uber’s bounce is technically significant. On the 4H and 30m charts, price has reclaimed above critical EMAs with both Bollinger and Keltner channels compressing, signaling the setup for another leg hi
🚖📈🌍 Uber Technologies: Breakout Momentum into the S&P 100 🚖📈🌍
TOPCool Cat Winston: 🛫I like how you tied the S&P 100 inclusion to institutional flows because that’s exactly what happened when $NVDA made the same leap. The $93–94 support you flagged looks key and I agree $100 is a realistic checkpoint with that cash flow profile scaling this hard.
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Barcode
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2025-09-09

🚑📈💊 UnitedHealth Ignites a Healthcare Wedge Breakout 🚑📈💊

$UnitedHealth(UNH)$ $Direxion Daily Healthcare Bull 3X Shares(CURE)$ I’m fully convinced this move in UnitedHealth ($UNH) isn’t just noise; it’s the ignition point that could reshape healthcare momentum across both single-stock and leveraged ETF structures. 💡 UnitedHealth Inverse Head & Shoulders (Micro Frame) This morning’s price action confirmed the bullish IHS breakout with $318 now acting as the inflection pivot. As long as that level holds, the setup points toward $325–$330. Options flow backs it up: calls are leading with a 0.28 put/call ratio, IV30 elevated to 34.33, and expected daily swings near $6.90. The skew flattening signals traders aren’t hedging downside, they’re leaning into upside con
🚑📈💊 UnitedHealth Ignites a Healthcare Wedge Breakout 🚑📈💊
TOPCool Cat Winston: 📊I like how you tied UNH holding $318 into the bigger CURE wedge setup, that’s a clear roadmap. Reminds me of how $JNJ held its long-term trend last quarter and then the sector followed. The skew flattening detail really adds conviction that the upside is building here.
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Barcode
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2025-09-09
$Baidu(BIDU)$ 🚀🔥📊 Baidu Awakens: The Long Sleep Ends 🚀🔥📊 📉 After years in a multi-decade wedge, $BIDU has finally turned from deep compression into breakout mode. The bounce from $86 has ignited a powerful short-term uptrend, with EMAs stacked bullish and momentum riding the top of Keltner and Bollinger channels. 📈 Near term, $102–$104 acts as dynamic support while resistance sits at $112 and $125. A clean push through $125 unlocks $150, with structural upside into $200–$250 if the wedge completes. 🧭 The trend is now obvious: short-term and long-term rising. What was once a slow grind is turning into acceleration, and markets love catching up fast when a long-suppressed name finally releases. 👉❓Do you see $BIDU reclaiming $200 faster than the mark
$Baidu(BIDU)$ 🚀🔥📊 Baidu Awakens: The Long Sleep Ends 🚀🔥📊 📉 After years in a multi-decade wedge, $BIDU has finally turned from deep compression into...
TOPHen Solo: 📈The way you framed $BIDU’s structure from $200–$250 makes perfect sense, it’s the type of setup that institutions usually rotate into once the trend confirms. It reminds me of the way $NVDA’s wedge completion turned into a runway breakout.
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