Offshore
Photo
App Economy Insights
$ORCL Oracle Q1 FY26 (August quarter).
Safra Catz: "We signed 4 multi-billion-dollar contracts with three different customers in Q1."
• RPO +359% Y/Y to $455B.
• Cloud revenue +28% Y/Y to $7.2B.
• Revenue +12% Y/Y to $14.9B ($0.1B miss).
• Non-GAAP EPS $1.47 ($0.01 miss). https://t.co/WCKsVHsIBK
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$ORCL Oracle Q1 FY26 (August quarter).
Safra Catz: "We signed 4 multi-billion-dollar contracts with three different customers in Q1."
• RPO +359% Y/Y to $455B.
• Cloud revenue +28% Y/Y to $7.2B.
• Revenue +12% Y/Y to $14.9B ($0.1B miss).
• Non-GAAP EPS $1.47 ($0.01 miss). https://t.co/WCKsVHsIBK
tweet
Offshore
Photo
Evan
Oracle $ORCL stock in after hours is up $150B market cap
Oracle stock is currently one of the top 10 largest stocks in the world
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Oracle $ORCL stock in after hours is up $150B market cap
Oracle stock is currently one of the top 10 largest stocks in the world
ORACLE $ORCL STOCK POPS MORE THAN 20% ON GROWTH PROJECTIONS EVEN AS EARNINGS MISS ESTIMATES
Oracle said in its earnings report that remaining performance obligations jumped 359% from a year earlier, indicating big growth prospects.
(Source CNBC) https://t.co/eirbwJd2fw tweet
AkhenOsiris
$CRWD CEO Kurtz with some amusing name drops as he speaks at GS:
- "we have this data in $CRM Salesforce... it's kind of a mess...does that sound familiar?"
- "we got to get our data architecture in line... we've got to make sure we can put it in a $SNOW flake or a Databricks"
- "Like, we've become the $RDDT of AI security data because we have all these annotated security events over the last ten years"
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$CRWD CEO Kurtz with some amusing name drops as he speaks at GS:
- "we have this data in $CRM Salesforce... it's kind of a mess...does that sound familiar?"
- "we got to get our data architecture in line... we've got to make sure we can put it in a $SNOW flake or a Databricks"
- "Like, we've become the $RDDT of AI security data because we have all these annotated security events over the last ten years"
tweet
Offshore
Video
The All-In Podcast
Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
(0:00) Introducing Palantir CEO Alex Karp
(8:40) Palantir’s work at the border, data collection and surveillance, built-in protections
(20:02) Israel/Palestine
(22:23) Is the West committing suicide? Germany, France, America, and more
(30:54) Antisemitism
(31:52) China’s strategy, dealing with drug cartels
(36:46) Why modern Progressivism is not progressive
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Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
(0:00) Introducing Palantir CEO Alex Karp
(8:40) Palantir’s work at the border, data collection and surveillance, built-in protections
(20:02) Israel/Palestine
(22:23) Is the West committing suicide? Germany, France, America, and more
(30:54) Antisemitism
(31:52) China’s strategy, dealing with drug cartels
(36:46) Why modern Progressivism is not progressive
tweet
Offshore
Video
The All-In Podcast
RT @Billy_Boozer: Really inspired by how much Alex Karp from @PalantirTech cares about America.
Love @chamath and @Jason trying to get a word in edgewise 😝
His blunt take on the faux compassion of progressives hits hard.
The @allinsummit is absolutely stacked with speakers this year 🇺🇸 https://t.co/RhueW7iEoY
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RT @Billy_Boozer: Really inspired by how much Alex Karp from @PalantirTech cares about America.
Love @chamath and @Jason trying to get a word in edgewise 😝
His blunt take on the faux compassion of progressives hits hard.
The @allinsummit is absolutely stacked with speakers this year 🇺🇸 https://t.co/RhueW7iEoY
tweet
Offshore
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Aadit Sheth
RT @aaditsh: This is literally the only book you need to master prompt engineering for LLMs https://t.co/C7ebZuYqRx
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RT @aaditsh: This is literally the only book you need to master prompt engineering for LLMs https://t.co/C7ebZuYqRx
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Offshore
Photo
Simplifying Stocks, CPA
JUST WOW!!! 🤯
ORACLE'S $ORCL backlog grew to $455 billion this quarter
AI demand is accelerating
$ORCL +29% https://t.co/IKg4kWorTj
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JUST WOW!!! 🤯
ORACLE'S $ORCL backlog grew to $455 billion this quarter
AI demand is accelerating
$ORCL +29% https://t.co/IKg4kWorTj
tweet
Offshore
Video
The All-In Podcast
Does Palantir Run Surveillance on Americans?
CEO Alex Karp: NO!
"No, we are not surveilling."
"We've never done anything like this. I've never done anything like this."
"We are the single worst technology to use to abuse civil liberties, which is, by the way, the reason why we could never get the NSA or the FBI to actually buy our product."
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Does Palantir Run Surveillance on Americans?
CEO Alex Karp: NO!
"No, we are not surveilling."
"We've never done anything like this. I've never done anything like this."
"We are the single worst technology to use to abuse civil liberties, which is, by the way, the reason why we could never get the NSA or the FBI to actually buy our product."
tweet
Offshore
Photo
App Economy Insights
$ORCL Oracle Q1 FY26 (August quarter).
Safra Catz: "We signed 4 multi-billion-dollar contracts with three different customers in Q1."
• RPO +359% Y/Y to $455B.
• Cloud revenue +28% Y/Y to $7.2B.
• Revenue +12% Y/Y to $14.9B ($0.1B miss).
• Non-GAAP EPS $1.47 ($0.01 miss). https://t.co/UciOUU3Rzo
tweet
$ORCL Oracle Q1 FY26 (August quarter).
Safra Catz: "We signed 4 multi-billion-dollar contracts with three different customers in Q1."
• RPO +359% Y/Y to $455B.
• Cloud revenue +28% Y/Y to $7.2B.
• Revenue +12% Y/Y to $14.9B ($0.1B miss).
• Non-GAAP EPS $1.47 ($0.01 miss). https://t.co/UciOUU3Rzo
tweet