⁠App Economy Insights
Oracle is charting its own course.

📈 RPO up 63% Y/Y to $130B.
🤖 AI training is fueling OCI growth.
🌀 Project Stargate could be a game-changer.
📱 TikTok US cloud deal? $ORCL is the frontrunner.
https://t.co/wLqU6Obje2
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⁠Alvin
Shot on Xiaomi 15 Ultra. 📸

All captured using the 200 MP periscope tele lens, except the first one.

The last photo was shot using the portrait mode (Master Portrait). https://t.co/Rm7XDHDqtn
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⁠The Kobeissi Letter
BREAKING: Bitcoin surges above $85,000 as a widespread rebound accelerates in stocks and crypto. https://t.co/KI7Bxz6s3X
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⁠The Kobeissi Letter
BREAKING: The S&P 500 is DEEP GREEN today, on track for its biggest daily gain since November 6th, in our first day without new tariff headlines.

Can it stick? https://t.co/xGRe5pMhE0
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⁠The Investing for Beginners Podcast
How well does $JPM give our loans?

We can use the NPL or Non-performing loan ratio to find out.

The lower the better. https://t.co/MbpStA2jcP
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AkhenOsiris
Yesterday:

Ukraine's President Zelenskiy: Russia is setting conditions on ceasefire to try to delay it or make it not happen.

Today:

Ukraine's President Zelenskiy: Now we have a good chance to end this war quickly.
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AkhenOsiris
And later today:

ZELENSKIY SAYS PUTIN IS DOING EVERYTHING TO SABOTAGE DIPLOMACY
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⁠The Investing for Beginners Podcast
Interest Coverage Ratio: https://t.co/keE3zcQllP
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⁠Stock Analysis Compilation
Harding Loevner Global Small Companies Equity on Shift $3697 JT

Thesis: Shift is Japan’s leading outsourced software testing provider, positioned to thrive amid a shortage of IT engineers by training workers from other industries to meet increasing tech demands.

(Extract from their Q4 letter)
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