$Oracle(ORCL)$ What's the case for buying Orcl over SPCX? Does Orcl have more backlog?

$Oracle(ORCL)$ This stock just showed us a new low threshold above $140. Going forward, that looks like the new bottom. Very good news.

$Oracle(ORCL)$  The Ellison family controls data and all media, and that doesn't make you bullish?

$TEN Holdings, Inc.(XHLD)$ Let's go again to $0.71 and see $0.80.

$Tesla Motors(TSLA)$ Tesla's Halloween Mode is rolling out now. The update turns the car into a haunted house on wheels, with a ghost costume for the car's avatar, a Trick or Treat feature that plays spooky sounds and flickers the lights when visitors approach, a new haunting light show, wraps, and lock sound. There's also a rather chilling Photobooth, and you can frighten people remotely by speaking through the app, with the car saying it in a voice of its own. Side effects may include neighborhood notoriety.

$Oracle(ORCL)$ The US carries a lot of debt, but nobody seems to be betting against it. There's plenty of fear and negativity right now, yet I think the next bull run will bring a bump.

$Oracle(ORCL)$  ORCL bullish options flow. About $2.8M in call premium across 7,273 contracts, and no puts on this screen. Standouts include a $495K sweep on Oct. 9 $144 calls and a $425.3K sweep on Nov. 6 $155 calls. Calls were bought at or above the ask with shares near $145. Bulls positioning.

$Oracle(ORCL)$ Who or what drives a gap-up at the open that just fades right back down? Would be nice to see a pop that actually holds instead of rolling over.

Since 1950, the midterm year has been the roughest stretch of the four-year presidential cycle, with the S&P 500 falling about 18% from peak to trough on average. But what comes next has paid off. In the three months after the midterm vote the index has gained close to 6% on average, and over the following 12 months it has climbed almost 15%. On top of that, the S&P 500 has been higher one year after every single midterm since 1950. $Oracle(ORCL)$ 

$Oracle(ORCL)$  Linking Oracle's enterprise balance sheet to Paramount's debt profile completely misunderstands how corporate credit ring-fencing works. Paramount's $52B financing is entirely non-recourse to ORCL. Oracle shareholders have zero legal exposure, and credit rating agencies treat them as completely independent capital structures. The "distress" framing also ignores the actual bond market reception: the package was 3x oversubscribed, pulling in $150 billion in institutional demand from credit players like Apollo and Pimco. Debt desks don't commit $150B on a vague hope that Larry Ellison liquidates personal Oracle stock. They underwrote the hard free cash flow of the unified studio, the multi-billion d

Different scale obviously, but $Oracle(ORCL)$  and $Ruanyun Edai Technology Inc.(RYET)$  both have me thinking about enterprise AI spending. The $Ruanyun Edai Technology Inc.(RYET)$  Smart Campus expected at $5.0M-$5.2M is what pulled me in. Still small, still risky, but definitely more interesting now.

$Oracle(ORCL)$ I'm fairly confident that a Japan-related deal around $179 billion gets announced within the next 30 days. Here's my reasoning. A director holding 390 restricted shares that were gifted to him doesn't suddenly put $3.4 million of his own money into buying another 25,000 shares of Oracle at $139 per share unless he has a good sense of what's coming down the pipeline. On September 29, 2026, Stephen H. Rusckowski purchased 25,000 Oracle shares through The Stephen H. Rusckowski Living Trust. Shares purchased: 25,000 Price: $139.352 per share Approximate investment: $3.48 million Ownership: through his Living Trust Transaction code: P, which indicates a purchase After the transaction, the filing shows 25,390 shares held through the

$Oracle(ORCL)$  An Oracle director just put $3.5M of his own money into 25K shares around $139. Not RSUs, not compensation — an actual open market buy. That definitely got my attention.

$Oracle(ORCL)$  The recent price action makes it pretty clear how much manipulation is going on in this market. Over the past month there were three major catalysts: the big Tencent deal, Ellison deciding at the last minute not to sell his own stock pile, and the latest earnings report. The stock being this beaten down still looks like it carries a lot of upside from here.

$Oracle(ORCL)$ Betting against Oracle feels like betting against the US, which is still the most powerful nation in the world. America is going to win the AI race, and Oracle will be the dominant AI force.

Goldman's framework on hyperscaler AI revenue versus capex is worth picking apart. They set the breakeven bar at $308B annual AI revenue based on average 2026-2027 capex, with higher ROIC targets pushing that requirement to $417B, $526B, and $636B at 10%, 15%, and 20% respectively. The issue is their baseline treats GenAI spend as an isolated product line rather than a platform-wide re-acceleration driver across core cloud services. Cloud revenue growth for $Amazon.com(AMZN)$  $Alphabet(GOOGL)$  $Microsoft(MSFT)$  and $Oracle(ORCL)$  accelerated from +25% in 2024 to +48% in 2Q26. Current AI/cloud rev

Good day to add some names at a discount. Picked up $Ford(F)$ , MEGA.X, $Oracle(ORCL)$ , and $Tilray Inc.(TLRY)$  for the portfolio.

$Oracle(ORCL)$ By the time most people check the market, futures could be up 1% or more, while oil is down 5% or more on a strong dollar. If the gold selloff is any indicator, commodities and inflation expectations could come down significantly.

$Oracle(ORCL)$  ORCL is at an attractive price right now. I've been following ORCL and CRM lately and noticed a pattern: CRM and ORCL tend to move in opposite directions. Based on what I've seen, ORCL has been declining while CRM has been rising. The trend will probably reverse soon. JMHO.

$Tesla Motors(TSLA)$ At some point, Tesla could capture 25% of the global semi market. High oil prices and the return of EV subsidies are just additional tailwinds.