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Gainify
CAPEX WATCH: $ORCL
From $0.8B in 2021 → $9B in Q2’25
That’s more than a 10x surge in 4 years as Oracle doubles down on cloud + AI infrastructure.
Earnings next: can this massive push help $ORCL catch up to $AMZN $MSFT $GOOGL in cloud? https://t.co/4eorKfaUEn
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CAPEX WATCH: $ORCL
From $0.8B in 2021 → $9B in Q2’25
That’s more than a 10x surge in 4 years as Oracle doubles down on cloud + AI infrastructure.
Earnings next: can this massive push help $ORCL catch up to $AMZN $MSFT $GOOGL in cloud? https://t.co/4eorKfaUEn
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Evan
WE ARE WORKING ON A REALLY BIG OPPORTUNITY ... And we need help
Here are the details I can share now
- What we need: A producer for a new in-person show
- Where: We need someone who can be in person (At a really cool location) in New York City 👀
- When: The show will be filmed Monday morning from 9-10AM ET starting later this month
If you or someone you know fits … please get in contact
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WE ARE WORKING ON A REALLY BIG OPPORTUNITY ... And we need help
Here are the details I can share now
- What we need: A producer for a new in-person show
- Where: We need someone who can be in person (At a really cool location) in New York City 👀
- When: The show will be filmed Monday morning from 9-10AM ET starting later this month
If you or someone you know fits … please get in contact
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Offshore
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Evan
Nvidia $NVDA CEO Jensen Huang will be one of the US corporate chiefs expected to go to the United Kingdom 🇬🇧 next week with 🇺🇸 President Trump for his state visit - Sky News https://t.co/cMamAoQt2E
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Nvidia $NVDA CEO Jensen Huang will be one of the US corporate chiefs expected to go to the United Kingdom 🇬🇧 next week with 🇺🇸 President Trump for his state visit - Sky News https://t.co/cMamAoQt2E
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Offshore
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Investing visuals
$ASML stock is basically flat YTD. Meanwhile:
🔹 No AI without $ASML machines
🔹 2030 revenue target of $44B–$60B
🔹 Arguably the widest moat out there
A strong Q3–Q4 could be the breakout catalyst, especially if geopolitical tensions ease.
One month to Q3! https://t.co/l9l7holrUF
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$ASML stock is basically flat YTD. Meanwhile:
🔹 No AI without $ASML machines
🔹 2030 revenue target of $44B–$60B
🔹 Arguably the widest moat out there
A strong Q3–Q4 could be the breakout catalyst, especially if geopolitical tensions ease.
One month to Q3! https://t.co/l9l7holrUF
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Yellowbrick Investing
$ASC.L
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$ASC.L
I have initiated a position in ASOS $ASC.L. I think it's primed for a $DDS/ $NELLY type turnaround. 65% of MC in cash, inventory decline, sign. improvement in AEBITDA and GM driven by new commercial model, activist on the board and radical leadership and biz restructuring ongoing tweet
Offshore
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Evan
Klarna is telling investors it expects to price its IPO at the top end or above the marketing range of between $35-$37 per share - Bloomberg https://t.co/Yn38ftBsSk
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Klarna is telling investors it expects to price its IPO at the top end or above the marketing range of between $35-$37 per share - Bloomberg https://t.co/Yn38ftBsSk
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Offshore
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Evan
Google $GOOGL owned YouTube said its first ever exlusive broadcast of an NFL game earlier this week brought in a global audience of 17.3 Million https://t.co/O4rZ9nMhTi
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Google $GOOGL owned YouTube said its first ever exlusive broadcast of an NFL game earlier this week brought in a global audience of 17.3 Million https://t.co/O4rZ9nMhTi
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Offshore
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Quiver Quantitative
We just noticed a US Congressman making leveraged bets against the US economy.
Check this out: https://t.co/yecRBPdANb
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We just noticed a US Congressman making leveraged bets against the US economy.
Check this out: https://t.co/yecRBPdANb
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