Oracle Bone Inscriptions becomes the "New Nvidia", how to play the bear market spread?
Explosive growth prospects are transforming Oracle from a traditional database company into a core player in the wave of AI infrastructure.In the recently released Q1 financial report, Oracle boldly predicted that its revenue will double in the next three years. This explosive growth trajectory is making it a hot "new Nvidia" in the eyes of investors.Its remaining performance obligations-RPO, or revenue contracted but not yet recognized-more than tripled in three months to $455 billion, the report showed. Equally surprisingly, Oracle Bone Inscriptions claims that there are more multi-billion-dollar deals under negotiation, which will soon push the number past the $500 billion mark.This sharp surge in contract revenue is mainly driven by the huge demand for AI computing power from giants su
How Will Alibaba's In-Store Expansion Impact Its Valuation?
$Alibaba(BABA)$ 's 26th anniversary should have been a time for fanfare and celebration, but this time, the setup they put together was quite interesting. It wasn't about cloud computing or Taobao Flash Sales. Instead, the long-absent "Koubei" was brought back to the stage once again, only this time, the spotlight shifted to AutoNavi.That's right, you heard correctly. Alibaba has tasked AutoNavi with taking over in-store business operations and launched the so-called "AutoNavi Street Sweeping Ranking." Don't underestimate this move—it's a crucial step in Alibaba's strategy to reshuffle the local services landscape.Many might wonder: Isn't AutoNavi just a map app? How does it connect to "in-store" services? That's precisely the genius of it. Maps o
🚀 Robinhood & AppLovin Join the S&P 500: Buy Now or Sell the News? Big news for two of 2025’s most-watched stocks: Robinhood ($Robinhood(HOOD)$ ) and AppLovin $AppLovin Corporation(APP)$ will officially join the S&P 500 index. For many retail investors, that alone feels like a stamp of legitimacy — the kind of milestone that takes a company from “growth story” to “mainstream core holding.” But here’s the dilemma. Both stocks have already rallied hard. Robinhood is up 200% YTD, riding the retail trading boom and growing crypto exposure. AppLovin has been even hotter, compounding massive gains — up 278% in 2023, 700% in 2024, and another 68% so far in 2025. So the big
📊 CPI & PPI Week: Will 25 or 50 bps Break the Stalemate? Markets are kicking off September with tension in the air. This week brings two data bombs — PPI on Wednesday and CPI on Thursday — that could dictate the Fed’s next move. After months of debating whether September means a cautious 25 bps cut or a bold 50 bps slash, investors may finally get their answer. So far, stocks have drifted sideways, bond yields are twitchy, and the dollar is hanging on every inflation whisper. Everyone knows the script: cooler data means the Fed loosens, hotter data means they stay tight. But here’s the twist — what if the numbers do nothing to break the deadlock? --- 🏦 The Fed’s Tightrope Act The Fed is walking a narrow rope, with risk on both sides. On one hand, growth is slowing, credit is tightening
Oracle Surges 27% as AI Revenue Soars 359% – Legacy No More?
$Oracle(ORCL)$ Oracle Corporation (NYSE: ORCL) has long been considered one of the foundational players in enterprise software, databases, and cloud services. Yet for much of the last decade, the company has struggled to shake off its reputation as a "legacy tech giant" overshadowed by the explosive growth of hyperscale competitors like Amazon Web Services, Microsoft Azure, and Google Cloud. This week, however, Oracle stunned Wall Street with results that shifted the narrative dramatically. Shares surged more than 27% in after-hours trading, a rare feat for a company of its size. The reason? While overall revenue and earnings per share missed consensus expectations, Oracle’s artificial intelligence (AI)-driven business delivered staggering growth
I’d go with Option B—sticking with my main job and building stable income. Predictability and consistency matter more to me than chasing occasional windfalls. Just like dividend investing, the steady flow may look “boring,” but over time, compounding does the heavy lifting and builds lasting wealth. That’s not to say I don’t admire those who go for Option A. Upskilling to take on high-value side gigs can boost income, but it often comes with uncertainty, irregular demand, and physical limits on how much you can handle. In investing terms, it’s like timing volatile trades—you might win big once, but sustaining it is tough. So I prefer focusing on stability while letting my portfolio compound in the background. Dividend reinvestment feels like the “silent worker” that doesn’t need me consta
Bilibili $BILIBILI-W(09626)$ surged ~7.6% today in Hong Kong trading session. Technical Setup: Cup & Handle & Profit Target The stock has formed a classic cup and handle pattern: a rounded base (cup) followed by a smaller consolidation (handle). A breakout from the handle is underway, currently pushing toward resistance near HK$201 (previous highs). Measured target: Calculate by adding the cup depth to the breakout point: Cup bottom ≈ HK$132 Breakout level ≈ HK$203 Target ≈ 203 + (203 – 132) = HK$274 (a potential upside zone if breakout sustains). Using DLCs for Short-Term Trading (Neutral, Compliance-Friendly) Long DLCs: Long DLCs (e.g. $Bilibili 5xLongSG270216(ODJW.SI)$ ) are structured to r
$Venture(V03.SI)$ Today, she has risen up again and is now trading at 13.70, looks rather bullish likely to rise up further towards 14.00 than 14.15 soon! Pls dyodd. Hosey! Nice breakout at 13.53 and the Gapped has also been covered, this is rather bullish and we may see her rising up further towards 14.00-14.12. Huat ah! https://sporeshare.blogspot.com/2025/09/venture-today-she-has-risen-up-again.html Venture - Nice, the dividend Gapped at 13.53 has been covered. Likely to continue to trend higher! She may rise up to test 14.00 and above. Pls dyodd. 1st September 2025: Price seem to bounce-off from after going XD and is now trading at 13.38, looks rather bullish! She may rise up to cover the dividend Gapped at 13.53. Chiong ah! Pl
Here’s my take on $Figure Technology Solutions (FT Intermediate)(FIGR)$ debut. With strong momentum in blockchain IPOs and Figure’s solid fundamentals — rapid HELOC growth, profitability, and backing from Duquesne Family Office — I expect investors to show strong confidence. Recent debuts like $Bullish(BLSH)$ and $Circle Internet Corp.(CRCL)$ soared triple digits, showing clear appetite for crypto-fintech plays. While Figure may not spike as high, demand should still drive it well above its $20–$22 IPO range. That’s why my prediction for Figure’s first-day close is $55, m
Things have been exciting with the recent HSI breakout. A few questions I want to talk about: 1. Am I bullish on China stocks breaking new highs? Yes, selectively. The Hang Seng Index crossing 26,000 is not just a technical breakout—it signals a shift in global capital flow back into Asia amid Fed uncertainty. But the rally is not broad-based. It's driven by policy-favored sectors: AI, consumer recovery, and insurance. 2. Other than BABA & Tencent, what would I look at? 🔍 Absolutely watching: Xiaomi (1810.HK) – Hardware tailwinds + AI integration Sino Biopharm (1177.HK) – Deep value + policy support Chow Tai Fook (1929.HK) – Jewelry plays rising with consumer confidence China Life (2628.HK) – Insurance sector benefits from easing + demographic reset Pop Mart (9992.HK) – Niche ret
Oracle's $455 Billion AI Bet Puts Cloud Rivals on Notice We have long maintained that the highest return on investment for artificial intelligence will be realized in cloud computing. $Oracle(ORCL)$ , as the first of the "Big Five" cloud giants to report its latest quarterly earnings, has provided a stunning validation of this thesis. Its Oracle Cloud Infrastructure (OCI) posted a staggering 55% growth rate, a figure set to once again lead the global cloud market and which sent its stock soaring in after-hours trading. Let's break down what just happened. Oracle's Monumental Quarter Oracle's results paint a picture of a company firing on all cylinders, rapidly converting AI demand into a massive, tangible
$Oracle(ORCL)$ Oracle just shocked Wall Street. Despite falling short on headline revenue and EPS, its stock surged over 27% after-hours—why? Because under the hood, something huge is brewing. 💥 The real story: Oracle's AI cloud business is booming. Contracted but not yet realized revenue has exploded to $455 billion, a jaw-dropping 359% YoY growth from just $138B last quarter. That’s not a fluke—it's a signal. 🚨 While others fight for AI dominance, Oracle is quietly becoming the 'arms dealer' of the AI race, thanks to its deep cloud infrastructure, database dominance, and growing enterprise demand. Think less hype, more contracts. 💼 🔮 What happens next? If this pace continues, Oracle could be re-rated as
Biotech Surge: XBI Ends Correction and Rallies as Expected
The SPDR S&P Biotech ETF (XBI) draws investors who seek high-risk, high-reward exposure to the biotech sector. In late 2025, investor sentiment remains cautiously optimistic. This reflects both strong opportunities and ongoing uncertainty. Analysts set a 12-month price target near $141.31. That suggests a 48% upside from current levels around $95. Technical indicators support this outlook. Twelve out of seventeen signal “Buy,” and none recommend “Sell.” Still, some analysts urge caution. XBI depends on clinical trials and faces unpredictable earnings. Its volatility requires careful planning and strong risk tolerance. Financial growth prospects for XBI look promising. Macroeconomic trends and biotech advances shape its performance. The industry expects gains from rising healthcare spen
$Oracle(ORCL)$ I'm really excited about Oracle's latest earnings report, especially seeing their stock surge more than 35% in after-hours trading. It's impressive how their AI business is driving this momentum, even if the overall revenue and EPS didn't quite hit the mark. As someone who's been following cloud and AI trends closely, this kind of growth makes me think Oracle is positioning itself as a serious player in the space. The standout figure for me is the 359% year-over-year increase in their contracted but not yet realized revenue, jumping to $455 billion from $138 billion last quarter. That speaks volumes about the demand for Oracle's AI infrastructure and cloud services. It's not just hype; these are
From ‘Uninvestable’ to Unstoppable: HSI 26,000 and the Rise of 11 Market Doublers
$HSI(HSI)$ The Hang Seng Index (HSI) has reclaimed a level it has not seen since 2021, breaking through the 26,000-point barrier and marking a decisive four-year high. For a market that had been written off by many global investors as “uninvestable,” the rally signals a dramatic shift in sentiment. Not only has the index as a whole gained momentum, but individual constituents are delivering staggering returns. Eleven Hang Seng Index stocks have doubled in value this year, and several blue-chip giants have reclaimed multi-year highs. Tencent closed at HK$633, its strongest level in three years, while NetEase’s U.S.-listed shares reached $145, an all-time record. With China’s tech, consumer, and financial sectors driving the rally, investors are aski
In 2025, Palantir Technologies has become one of Wall Street’s brightest stars. On August 12, the stock reached an intraday high of $190, a gain of more than 150% since the start of the year. For a brief moment, it was the best-performing stock in the S&P 500. Since then, the shine dulled. Shares fell by as much as 25%, before clawing back part of those losses. Even now, at around $167, they remain below their record high, yet far above the 52-week low of just $33.62. Palantir Technologies Inc. (PLTR) It’s a familiar tale. Technology stocks often capture the imagination of investors, who see not just a company but a vision of the future. Palantir is no exception. Its software—long embedded in defense, intelligence, and enterprise systems is increasingly tied to artificial intelligence,
HSI Soars Past 26,000: 11 Stocks Doubled – Last Call for Gains?
The Hang Seng Index (HSI) has smashed through 26,000 points to 26,150.73, hitting a 4-year high, fueled by a China market resurgence. Tencent closed at HK$633, a 3-year peak with a 51.67% YTD gain, while NetEase (NTES) U.S. shares hit $145, an all-time high with a 38% surge. Standouts include Xiaomi up 62.90%, China Life Insurance up 58.79%, HSBC up 41.67%, Pop Mart up 222.80%, Sino Biopharmaceutical up 181.97%, and Chow Tai Fook Jewellery up 146.39%, with 11 HSI constituents doubling this year. The S&P 500 sits at 6,520.34, Nasdaq at 21,950, and Bitcoin at $123,456, with the VIX at 14.10 and oil at $74.50/barrel amid tariff talks. Posts found on X cheer “China bull run” but flag “overheating risks.” Are you bullish on this record rally? Beyond Alibaba and Tencent, which tech stocks ca