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App Economy Insights
RT @EconomyApp: $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
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RT @EconomyApp: $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
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Investing visuals
“ I missed $NBIS ”
If you feel like the $NBIS train has departed and you’re too late, here are a few things I’d like you to know:
1 - Do not anchor to the prior stock price
The $MSFT deal massively de-risked the stock. There’s now a clear path to sustained triple-digit revenue growth in the years ahead. And mind you – $MSFT doesn’t make these deals lightheartedly. It’s a testament to the quality $NBIS delivers.
This deal also increases $NBIS mindshare among high-profile customers. I wouldn’t be surprised if we see more large deals with other high profile names in the coming months.
So even after the +50% gain yesterday, the story is still very early. We’re at an inflection point where the snowball is gaining traction and is likely to accelerate. The $3B capital raise $NBIS announced today is a very smart and timely move to keep momentum and invest for future growth.
There’s still a huge runway, and if $NBIS keeps executing the way it has, the stock will follow. Don’t look back – look ahead.
2 - Think long term
I used to worry about whether I should buy a stock at $76 or wait for it to dip to $67. Over time, I realized how pointless that is. If the stock goes to $297, why bother about $76 vs $67? Entry prices are overrated.
What matters is seeing the potential, acting on it, and sizing your position appropriately to match your conviction.
3 - Do not chase either
I’m not saying you should chase the stock higher. Here’s what I would do if I weren’t already a shareholder with a full position: I would initiate a position around ~5% of my portfolio. That way, I’d benefit if it runs, but I’d also have room to add significantly – either if the stock dips without fundamentals deteriorating, or if the business executes so well that I average up. It's not financial advice of course, just how I’d personally approach it.
4 - Stick to what fits you best
Hypergrowth investing isn’t for everyone. If you’re not familiar with the business or the industry, do your due diligence before even considering a share.
I’ve worked in tech for a decade and have a tech-only portfolio. $NBIS fits right in my circle of competence. But this style isn’t for everyone. It requires staying sharp in a fast-moving industry and understanding the dynamics.
My two cents, cheers! 🙏
tweet
“ I missed $NBIS ”
If you feel like the $NBIS train has departed and you’re too late, here are a few things I’d like you to know:
1 - Do not anchor to the prior stock price
The $MSFT deal massively de-risked the stock. There’s now a clear path to sustained triple-digit revenue growth in the years ahead. And mind you – $MSFT doesn’t make these deals lightheartedly. It’s a testament to the quality $NBIS delivers.
This deal also increases $NBIS mindshare among high-profile customers. I wouldn’t be surprised if we see more large deals with other high profile names in the coming months.
So even after the +50% gain yesterday, the story is still very early. We’re at an inflection point where the snowball is gaining traction and is likely to accelerate. The $3B capital raise $NBIS announced today is a very smart and timely move to keep momentum and invest for future growth.
There’s still a huge runway, and if $NBIS keeps executing the way it has, the stock will follow. Don’t look back – look ahead.
2 - Think long term
I used to worry about whether I should buy a stock at $76 or wait for it to dip to $67. Over time, I realized how pointless that is. If the stock goes to $297, why bother about $76 vs $67? Entry prices are overrated.
What matters is seeing the potential, acting on it, and sizing your position appropriately to match your conviction.
3 - Do not chase either
I’m not saying you should chase the stock higher. Here’s what I would do if I weren’t already a shareholder with a full position: I would initiate a position around ~5% of my portfolio. That way, I’d benefit if it runs, but I’d also have room to add significantly – either if the stock dips without fundamentals deteriorating, or if the business executes so well that I average up. It's not financial advice of course, just how I’d personally approach it.
4 - Stick to what fits you best
Hypergrowth investing isn’t for everyone. If you’re not familiar with the business or the industry, do your due diligence before even considering a share.
I’ve worked in tech for a decade and have a tech-only portfolio. $NBIS fits right in my circle of competence. But this style isn’t for everyone. It requires staying sharp in a fast-moving industry and understanding the dynamics.
My two cents, cheers! 🙏
tweet
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Evan
Robinhood $HOOD CEO Vlad Tenev just said on CNBC:
"Banking is coming soon" ... "we think we're close to being able to help you with your entire financial life" https://t.co/gMajX3jiVv
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Robinhood $HOOD CEO Vlad Tenev just said on CNBC:
"Banking is coming soon" ... "we think we're close to being able to help you with your entire financial life" https://t.co/gMajX3jiVv
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Umesh
nano-banana and keyframes open a world of possibilities. https://t.co/fY69hJqVCM
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nano-banana and keyframes open a world of possibilities. https://t.co/fY69hJqVCM
ChatGPT + nano-banana + Kling AI https://t.co/PD1aDqtkF0 tweet
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Andrew Sather
Pleasure to have Kyle on the show, if you invest in the payments rails you might our convo very interesting…
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Pleasure to have Kyle on the show, if you invest in the payments rails you might our convo very interesting…
Visa is already using stablecoins.
Why? The old system takes days and costs merchants billions.
Stablecoins move money instantly, anywhere in the world. https://t.co/GedeIwLC9c tweet
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Evan
Oracle $ORCL CEO Larry Ellison just overtook Elon Musk on Bloomberg's Billionaire Index as the
RICHEST PERSON IN THE WORLD
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Oracle $ORCL CEO Larry Ellison just overtook Elon Musk on Bloomberg's Billionaire Index as the
RICHEST PERSON IN THE WORLD
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Evan
Oracle $ORCL Founder Larry Ellison just overtook Elon Musk on Bloomberg's Billionaire Index as the
RICHEST PERSON IN THE WORLD
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Oracle $ORCL Founder Larry Ellison just overtook Elon Musk on Bloomberg's Billionaire Index as the
RICHEST PERSON IN THE WORLD
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