$ORCL: The ‘Crazy Debt’ Prata Stall About to Become Franchise King 👑”

Shernice軒嬣 2000
05-04


The Oracle ($Oracle(ORCL)$  ) story ah… this one not finished cooking yet. The rally just like your kosong prata — still flipping, not even serve yet 🚀

Now you see ah, last time all the customers queue at Claude Code (Antrophic) stall. But recently, more and more people walk over to Codex side. Why? Taste already similar… but Codex (OpenAI) got bigger kitchen, more firepower. Cook faster, serve faster.

This kind of habit ah, once customer switch, very hard to go back one. Sticky like egg on your prata pan.

Now come the interesting part. Oracle like the shop owner who partner with the biggest supplier OpenAI. While others still thinking whether to buy more flour, Oracle already go take big loan, build huge kitchen (AI data centers).

Last time people laugh at him — “Wah, borrow so much money, siao ah?”

That’s why stock drop from $345 to $134. Like customer see empty shop, all run away.

But now ah… AI demand suddenly BOOM 💥

Whole neighborhood hungry.

That big kitchen? Suddenly become GOLD.

Now the story flip:

That “crazy” leverage last time… might be the reason he can serve the whole crowd now.

If orders keep coming in, this one not just normal profit…

This is the kind where one prata stall suddenly become franchise chain across whole city 😏

@TigerObserver  @TigerPM  @Daily_Discussion  @MillionaireTiger  @TigerStars  

Oracle Drops 4%: Does OpenAI's Miss Threaten Cloud Contract Delivery?
Oracle declined 4.05% today, with the primary catalyst being OpenAI's reported miss on both internal revenue and user growth targets, raising market concerns over the reliability of OpenAI's large pre-signed cloud commitments on Oracle's platform. Customer concentration risk has moved to center stage, with institutional analysts noting that Oracle's targeted bet on AI cloud infrastructure is triggering a short-term repricing of its concentration premium. If OpenAI demand accelerates in the second half, can Oracle's cloud expansion deliver as planned?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Ah_Meng
    05-04
    Ah_Meng
    No new lobang? [Tongue] Still selling $Oracle(ORCL)$ story? Fire takes a while to grow steadily
    • Ah_MengReplyShernice軒嬣 2000: 
      Took a brief look. Will explore further. Know Siemens well... I was based in Munich for some time, enjoyed my time there... good company
    • Shernice軒嬣 2000ReplyMKTrader: 
      gross margins were impacted by the ‘additional estimated costs on two projects’....
      It is actually one off...
    • MKTraderReplyShernice軒嬣 2000: 
      Im into FLNC also.. I think people missed the new contracts they got earlier this year... not sure why the stock fell knowing the business is growing..
    • Shernice軒嬣 2000ReplyAh_Meng: 
      Backed by Siemens and AES Corporation, Fluence Energy is basically doing this:
      👉 Stores electricity (big batteries)
      👉 Helps power AI data centers
      👉 Keeps the grid stable
      Simple idea:
      As AI grows, data centers need a lot more power — and Fluence helps store and deliver that energy reliably.
    • Ah_MengReplyShernice軒嬣 2000: 
      What’s that? So busy huh? Sell prata, take photos, dating, still have time for researching [Strong]
  • Ah_Meng
    05-07 20:37
    Ah_Meng
    Ran out of cash last week to get into Fluence and UMC! Just exercised a call! [Facepalm] [Cry]
    • Shernice軒嬣 2000: 
      Borrow money from Muthu boy?

      Special promo for brothers only — 50% interest per month after discount.

      Month 1: Borrow $1,000
      Month 2: Just return $1,500

  • 1PC
    05-04
    1PC
    Nice Sharing 😁 Kosong & Egg Prata+Kopi Tarik pls [Chuckle]. @Shyon @JC888 @Barcode @Aqa @koolgal @DiAngel
  • Shernice軒嬣 2000
    05-07 20:14
    Shernice軒嬣 2000
    @Ah_Meng
    Happy happy — Oracle premarket at 200. Perseverance and endurance are truly needed in investing. Looking back, no regrets buying the dip on Himax, Fluence, and Oracle. We did our research thoroughly, stayed convicted in our beliefs, and ignored the market noise and ghost stories.
  • Shernice軒嬣 2000
    05-04
    Shernice軒嬣 2000
    @Ah_Meng Long line building up at Muthu boy prata shop 🍽️🔥
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