Offshore
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App Economy Insights
$ORCL Oracle Q3 FY25 (February quarter).
• RPO +63% Y/Y fx neutral to $130B.
• Revenue +6% Y/Y to $14.1B ($0.3B miss).
• Non-GAAP EPS $1.47 ($0.02 miss).
• Dividend +25% to $0.50/share.
Cloud revenue +23% Y/Y to $6.2B:
• Application (SaaS) +9% Y/Y to $3.6B.
• Infrastructure (IaaS) +49% Y/Y to $2.7B.
CEO Safra Catz:
"We have now signed cloud agreements with several world-leading technology companies, including OpenAI, xAI, Meta, NVIDIA, and AMD. We expect that our huge $130 billion sales backlog will help drive a 15% increase in Oracle's overall revenue in our next fiscal year beginning this June. And we expect RPO to continue to grow rapidly—as we look forward to signing our first Stargate contract—yet another big opportunity for Oracle to expand both its AI training and AI inferencing businesses in the near future."
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$ORCL Oracle Q3 FY25 (February quarter).
• RPO +63% Y/Y fx neutral to $130B.
• Revenue +6% Y/Y to $14.1B ($0.3B miss).
• Non-GAAP EPS $1.47 ($0.02 miss).
• Dividend +25% to $0.50/share.
Cloud revenue +23% Y/Y to $6.2B:
• Application (SaaS) +9% Y/Y to $3.6B.
• Infrastructure (IaaS) +49% Y/Y to $2.7B.
CEO Safra Catz:
"We have now signed cloud agreements with several world-leading technology companies, including OpenAI, xAI, Meta, NVIDIA, and AMD. We expect that our huge $130 billion sales backlog will help drive a 15% increase in Oracle's overall revenue in our next fiscal year beginning this June. And we expect RPO to continue to grow rapidly—as we look forward to signing our first Stargate contract—yet another big opportunity for Oracle to expand both its AI training and AI inferencing businesses in the near future."
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Offshore
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The Kobeissi Letter
BREAKING: Elon Musk says today's cyberattack on X was "linked to IP addresses originating in the Ukraine area." https://t.co/8BQLavVSxX
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BREAKING: Elon Musk says today's cyberattack on X was "linked to IP addresses originating in the Ukraine area." https://t.co/8BQLavVSxX
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Hidden Value Gems
RT @HiddenValueGems: Columbia Business School Stock Pitch Challenge is usually a great source of new ideas. Here is the summary of the top 4 ideas that won this year's competition.
🥇 $AOS - the largest US manufacturer of water heaters
🥈 $CNH - the 2nd largest manufacturer of agricultural equipment worldwide
🥉 $GPN - a Top 5 merchant acquirer in the US
🥉 $IBTA - a digital coupon app, connecting brands with retailers via a network
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RT @HiddenValueGems: Columbia Business School Stock Pitch Challenge is usually a great source of new ideas. Here is the summary of the top 4 ideas that won this year's competition.
🥇 $AOS - the largest US manufacturer of water heaters
🥈 $CNH - the 2nd largest manufacturer of agricultural equipment worldwide
🥉 $GPN - a Top 5 merchant acquirer in the US
🥉 $IBTA - a digital coupon app, connecting brands with retailers via a network
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Offshore
Video
The All-In Podcast
Major Mag 7 Drawdown: You Heard It Here First 🔮
So far this year, the Mag 7 has seen over $1.5T wiped off of their collective market caps.
Who could have seen that coming!?
On the 2025 All-In predictions show, @chamath predicted a Mag 7 pullback in the trillions of dollars:
"I think when we look back, the absolute dollar drawdown of the Mag 7 will be in the trillions of dollars."
"And the reason is not necessarily because of the underlying fundamentals of these companies."
"But I am a little bit worried ... about the general concentration of the top 7, 8, 9, 10 companies in the indices. I think it's approaching 40%."
" And I think that when you look at these historic concentrations, they've generally foreshadowed a big drawdown."
"And unfortunately, I don't see how you can inoculate yourself from that risk."
"It could even be 10%, but 10% will be a couple trillion bucks."
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Major Mag 7 Drawdown: You Heard It Here First 🔮
So far this year, the Mag 7 has seen over $1.5T wiped off of their collective market caps.
Who could have seen that coming!?
On the 2025 All-In predictions show, @chamath predicted a Mag 7 pullback in the trillions of dollars:
"I think when we look back, the absolute dollar drawdown of the Mag 7 will be in the trillions of dollars."
"And the reason is not necessarily because of the underlying fundamentals of these companies."
"But I am a little bit worried ... about the general concentration of the top 7, 8, 9, 10 companies in the indices. I think it's approaching 40%."
" And I think that when you look at these historic concentrations, they've generally foreshadowed a big drawdown."
"And unfortunately, I don't see how you can inoculate yourself from that risk."
"It could even be 10%, but 10% will be a couple trillion bucks."
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Offshore
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The Kobeissi Letter
The interview that BROKE the market:
24 hours ago, President Trump joined Fox News and acknowledged a recession MAY be coming.
This marked a CLEAR shift in sentiment today, with the S&P 500 now down -$5 TRILLION in 13 trading days.
Here's exactly what happened.
(a thread) https://t.co/1MRGl8gx6p
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The interview that BROKE the market:
24 hours ago, President Trump joined Fox News and acknowledged a recession MAY be coming.
This marked a CLEAR shift in sentiment today, with the S&P 500 now down -$5 TRILLION in 13 trading days.
Here's exactly what happened.
(a thread) https://t.co/1MRGl8gx6p
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Offshore
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Stock Analysis Compilation
Generation IM on ASML $ASML NA
Thesis: ASML is a critical player in the semiconductor industry with a near-monopolistic position in lithography equipment, expected to benefit from strong revenue growth and expanding margins, despite some risks.
(Extract from their Q4 letter) https://t.co/naPG4Rax92
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Generation IM on ASML $ASML NA
Thesis: ASML is a critical player in the semiconductor industry with a near-monopolistic position in lithography equipment, expected to benefit from strong revenue growth and expanding margins, despite some risks.
(Extract from their Q4 letter) https://t.co/naPG4Rax92
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