Notes

PCE inflation data drops in 1 hour 🚨 Expected: 3.1% YoY A hotter print could push back rate-cut expectations and weigh on tech stocks.
$ORCL
+2.77%
$ADBE
4
我们甲骨文也是好起来了!!! 最新财报炸裂!Q3营收172亿美元,同比+22%! 不仅如此!甲骨文RPO(未来订单)披露为5530亿美元,同比+325%!令人惊掉下巴! 1️⃣ 为何之前股价串稀? 市场之前担心甲骨文500亿支出太烧钱,但Q3财报直接打脸市场!5530亿的未来几年收入已经锁定!起飞! 2️⃣ 和英伟达 OpenAi 三角螺旋~ 英伟达、OpenAI 和甲骨文:一个是芯片提供方,一个是云服务提供方,一个是 AI 公司,相互投资+销售关系 三家左脚踩右脚螺旋上升🤡 3️⃣开放生态 与其他数据库不同,甲骨文数据库可以在AWS、Azure、Google Cloud上运行,毫无限制!开放生态!开放策略避开了与巨头的正面竞争,抓住了跨云平台的机会! 美股交易就用麦通:https://t.co/fY0Gojx5wt #ORCL #AI算力 #云计算 #财报分析 $ORCL
$ORCL
+2.77%
$ORCL.M
12
1 hour till the US CPI data release 🚨 Expectation: 2.4% If the data comes in lower, stock market may rally as rate-cut expectations strengthen.
$ORCL
+2.77%
$ADBE
8
BitMEX这波上新的全是“硬货”,是准备去试下 20 倍杠杆的币圈概念股,还是想趁着 0% 利息去长线埋伏一下美股呢?币股交易手续费最低的平台:https://t.co/7LkM8U0VWV 我这里解释一下bitmex玩美股的价格优势 1.对标大所动不动年化-11%的基准利率,BitMEX 的基准利率为0,等于在指数价格附近设了中性区间,价格贴得紧就不收资费。基本实现了近似开合约0资费 资金费率 ≈ 溢价指数 + clamp(基准利率 - 溢价指数, -0.05%, 0.05%) 基准利率=交易所抽水,一般币股抽水年化是11%,但是bitmex不抽水是0. 2.BitMEX 接入了 Chainlink 预言机,美股时间抓实时行情,闭盘后抓全球代币化现货价格,的防插针双保险。和7天24小时交易 3.挂单不仅有 2.5 个基点返利,所有用户都能拿;吃单也只有 0.05%。做波段的成本直接比别人低一截。
$MSFT
-2.49%
$GOOGL
-1.16%
$PLTR
+0.14%
$MSTR
+296.23%
$ORCL
+2.77%
$NFLX
+1.47%
$AVGO $INTC
-4.84%
$JPM $XOM
16
$ORCL surges around 8% after beating earnings and posting 44% growth in AI-driven cloud. Topline Performance: 🟢 Revenue: $17.20B vs $16.91B est 🟢 Adjusted EPS: $1.79 vs $1.70 est
$ORCL
+2.77%
16
甲骨文 $ORCL 就在刚才发布了 Q3 财报,盘后大涨 +8.5%。在三月初看见国内十五五算电协同概念的重视之后,我是更深意识到了 AI 基建这块的重要性 也就是,AI 基建与能源的 “卖水人” 板块 作为数据中心之王的甲骨文今晚这份财报向华尔街传递了三个极其明确的戴维斯双击信号,1 云基建转型成功,基本盘切换到了 AI 云基建上、2 裁员降本增效,降低自身的研发人力成本,利润率的扩张预期提升、3 侵略性资本扩张,500 亿融资计划已火速完成 300 亿 6 号的裁员在我看来是一种信号,因为前两天刚有一个 $XYZ 因为裁员大幅提升了利润预期,这证明了华尔街永远为 “超预期的未来利润” 买单。而这次财报更证明了 $ORCL 在转型 AI 基建卖水卖铲子公司这块的能力 借用下群友 @0xHogen 的图,其实甲骨文这几个月随着软件股大幅回调已经基本把所有利空因素 price in
$ORCL
+2.77%
$XYZ
-5.32%
4
$ORCL earnings report dropping soon! 🚨 Investors are watching AI-driven cloud growth and order-to-revenue speed for signs of long-term upside. Market consensus: Revenue: $16.9 billion (+20% YoY) EPS: $1.70-1.71 (+15% YoY) Will $ORCL price break higher tomorrow?
$ORCL
+2.77%
18
US stock perps and oil opened today with huge volatility. Watch this week's key events for market direction. Economic Data: • CPI & PCE Inflation • EIA Crude Oil Inventories Macro Events: • US Commerce to host robotics roundtable Earnings: • $ORCL, $ADBE
$ORCL
+2.77%
$ADBE
10
3.07梭哈晨报: 原来兄弟们说的风口的猪都能赚钱是真的啊,这个 @SuperBILI 熊熊又把钱赚了。 1. $BTC 跟着美股开跌了,又跌破69000了,好像也没人关注,似乎BTC和币圈关联不大; 2. $ETH 跌破2000了,只能说可悲可叹了,还是跟着大饼走; 3. $SOL 距离跌破80差一步了,果然是最弱的; 4. $WTI $CL 原油一天大涨超过7%,上一次这么牛逼的还是黄金白银; 5.分析:华尔街利好密集落地但 BTC 仍跌破 7 万美元,宏观因素压制加密市场反弹行情; 6.加密货币借贷平台 BlockFills 在暂停提款和面临诉讼后,正在寻求重组; 7.Vitalik:以太坊拟将最终性机制从 Casper FFG 切换至 Minimmit; 8.白宫发布美国网络战略文件,首次将加密和区块链技术列为需保护技术; 9.​Coinbase Prime 推出统一跨保证金功能; 10.贝莱德 260 亿美元私募信贷基金限制赎回,或对加密与 DeFi 市场构成外溢风险; 11.佛罗里达州通过美国首个州级稳定币监管法案; 12.OpenAI 与甲骨文不再推进在美国得州 AI 数据中心扩建计划; $ORCL G吗? 13.预测市场 Kalshi与 Polymarket 均以约 200 亿美元的估值寻求新一轮融资; 预测市场又在提高估值了? 14.迪拜监管机构称 KuCoin 未获许可运营并要求停止服务; 好久没听见的交易所名字了; 15.Strike 获得纽约州金融服务部颁发的 BitLicense 及资金传输许可证; 16.沃伦炮轰 SEC 撤诉孙宇晨:SEC 已沦为特朗普的"哈巴狗"; ------------ 发现昨天好多人开始对手上的kol round开始质疑了,确实是有一定道理,破发亏钱的跑路的一大堆,还不如自己炒币来着😂。 #Bitcoin #Ethereum #Solana #CryptoRecovery
00:00:15
$BTC
+1.02%
$ETH
+1.18%
$SOL
+0.95%
$WTI $CL
+0.4%
$ORCL
+2.77%
8
BREAKING: Oracle, $ORCL, and OpenAI end plans to expand the Texas Data Center site. Talks to Lease Stargate Expansion site broke down
$ORCL
+2.77%
16
JUST IN: Oracle, $ORCL, planning thousand of job cuts
$ORCL
+2.77%
4
$ORCL - *ORACLE PLANS THOUSANDS OF JOB CUTS AS DATA CENTER COSTS RISE *ORACLE SAID TO PLAN REDUCTIONS ACROSS THE COMPANY
$ORCL
+2.77%
4
Larry Ellison $ORCL 提到一个很关键的点,像 ChatGPT、Gemini、Grok、Llama 这些模型,本质上都是在差不多一样的公开互联网数据上训练出来的 当大家都用同样的信息去训练,模型最后一定会越来越像。这也是为什么 AI 正在走向商品化 真正的护城河,从来都不只是模型本身,而是背后的专有数据 谁能用别人拿不到的独家数据去训练,谁就能建立起别人复制不了的优势 当你拥有别人没有的数据,你就有机会在自己的市场里占据主导地位 交易 $ORCL 等美股用 @MSX_CN
00:00:38
$ORCL
+2.77%
8
$ORCL - ORACLE SHARES JUMP 6% IN BIGGEST INTRADAY SINCE DECEMBER
$ORCL
+2.77%
14
$NVDA is the lender OpenAI is the subprime mortgage borrower $ORCL is Fannie Mae It’s 2008 subprime crisis again with AI name outside
$NVDA
+5.46%
$ORCL
+2.77%
40
AI军备竞赛烧出天际🔥 $AMZN $GOOGL $META $MSFT $ORCL 集体抡债: 2025狂印1200亿 → 2026预冲3170亿 500%增幅!四年总和都踩在脚下 这哪是搞AI?是拿真金白银赌国运 问题来了: 你是信巨头梭哈能改命, 还是觉得债务炸弹随时引爆?👇
$AMZN
-0.44%
$GOOGL
-1.16%
$META
+35.64%
$MSFT
-2.49%
$ORCL
+2.77%
34
The NVIDIA-OpenAI deal has zero impact on Oracle’s financial relationship with OpenAI, Oracle, $ORCL, has said.
$ORCL
+2.77%
20
$ORCL - ORACLE MAY SELL UP TO $20B IN COMMON STOCK FROM TIME TO TIME
$ORCL
+2.77%
22
我不敢想 $ORCL 的股价明天会有多美… 这样的新闻出来,明天可能会大砸10%以上。
$ORCL
+2.77%
22
Oracle $ORCL said it plans to raise $45B–$50B in 2026 via a mix of debt and equity to expand capacity for its cloud infrastructure, per Bloomberg.
$ORCL
+2.77%
30
$ORCL 跌穿200日线,25%跌幅直逼互联网泡沫崩盘 这位置,是价值洼地还是韭菜坟场? 别装了,你根本不敢抄底 现在进场:是勇士,还是炮灰?👇
$ORCL
+2.77%
18
Buy the dip $ORCL
$ORCL
+2.77%
20
A good breakdown on AI Sector performance. Trade them with zero gas, zero fees, only on Bitget. 🤝
$ALAB $NVDA
+5.46%
$PLTR
+0.14%
$TSM
-8.8%
$AVGO $NOW
-1.66%
$SNOW $META
+35.64%
$ORCL
+2.77%
$MSFT
-2.49%
$GOOGL
-1.16%
42
今天刚刚建仓了 $ORCL 下周如果再跌就再买点
$ORCL
+2.77%
18
NEWS: The US and China have approved a deal to sell TikTok’s US business to Oracle, $ORCL, and Silverlake.
$ORCL
+2.77%
20
At close: $SPY $SLV $GLD $ORCL Generate heatmaps like this yourself for any tickers at
$SPY
-1.65%
$SLV
+3.08%
$GLD
-2.36%
$ORCL
+2.77%
46
Took some time but it looks like Oracle is ready for it! $ORCL
$ORCL
+2.77%
26
2026年值得关注的顶级增长主题 • 加密货币 | $HOOD $COIN $BMNR • 量子 | $IONQ $RGTI $QBTS • 机器人 | $TSLA $SYM $ISRG $RR • 核能 | $OKLO $LEU $GEV $UUUU • AI 公用设施 | $CRWV $NBIS $IREN $CIFR • AI 芯片 | $NVDA $TSM $ASML $AMD • 电网与电力 | $CEG $NEE $VST $EOSE • 无人机 | $ONDS $UMAC $DPRO $AVAV • AI 数据平台 | $PLTR $SNOW $MDB • AI 安全 | $CRWD $ZS $PANW $RBRK • 太空经济 | $RKLB $ASTS $PL $RDW • AI 网络 | $AVGO $ALAB $MRVL $CRDO • AI 云 | $MSFT $AMZN $GOOGL $DOCN $ORCL cc @BTCBruce1
$HOOD
-1.82%
$COIN
-10.98%
$BMNR
+0.7%
$IONQ $RGTI $QBTS $TSLA
-27.76%
$SYM $ISRG $RR $OKLO $LEU $GEV $UUUU $CRWV
-0.07%
$NBIS $IREN $CIFR $NVDA
+5.46%
$TSM
-8.8%
$ASML
-2.72%
$AMD
-0.43%
$CEG $NEE $VST $EOSE $ONDS $UMAC $DPRO $AVAV $PLTR
+0.14%
$SNOW $MDB $CRWD $ZS $PANW $RBRK $RKLB $ASTS $PL $RDW $AVGO $ALAB $MRVL $CRDO $MSFT
-2.49%
$AMZN
-0.44%
$GOOGL
-1.16%
$DOCN $ORCL
+2.77%
50
Morgan Stnley has said that Oracle, $ORCL, debt is near 2008 crisis levels
$ORCL
+2.77%
20
#Apex 再度扩容,把链上传统市场的边界彻底拉大。🦍📈 这一次,上架 7 支热门美股,全部支持 50 倍杠杆,让你的交易空间更大、策略更灵活。 全新上线: $MSTR – MicroStrategy $COIN – Coinbase $CRCL – Circle $HOOD – Robinhood $UNH – UnitedHealth Group $BMNR – Bitdeer $ORCL – Oracle Apex 不只是简单增加标的,而是在持续把“链上做 TradFi”这件事做深、做透。更多选择、更多方向、更多不用离链就能把握全球市场波动的机会。 想布局科技?想追踪加密相关股票?想参与传统大盘走势?现在,统统都能在链上完成 👇 立即开仓 https://t.co/W28FbpMGO4 🔗 社区交流 Discord: https://t.co/5c9557cvhH Telegram: https://t.co/Av7oh1nFDF #ApeX #ApeXOmni #DeFi #OmniPerps @ApeXProtocolCN @OfficialApeXdex
$MSTR
+296.23%
$COIN
-10.98%
$CRCL
-9.67%
$HOOD
-1.82%
$UNH $BMNR
+0.7%
$ORCL
+2.77%
40
Bloomberg’s latest rankings show the world’s ten richest people as follows: Elon Mus of $TSLAk — $442B Larry Page of $GOOGL — $276B Sergey Brin of $GOOGL — $258B Larry Ellison of $ORCL — $254B Jeff Bezos of $AMZN — $251B Mark Zuckerberg of $META — $225B Bernard Arnault — $196B Steve Ballmer of $MSFT — $166B Michael Dell of $DELL — $155B Jensen Huang of $NVDA — $155B
$TSLAk $GOOGL
-1.16%
$ORCL
+2.77%
$AMZN
-0.44%
$META
+35.64%
$MSFT
-2.49%
$DELL $NVDA
+5.46%
34
Oracle, $ORCL, is down more than 1.5% today. See net premium on Unusual Whales.
$ORCL
+2.77%
18
Why is $ORCL down 30% in the past month? Because Oracle is taking on the most aggressive capex plan in the industry & funding a data center buildout that is outsized relative to its revenue base. When you tie ~$500B of future obligations to one counterparty in OpenAI then the
$ORCL
+2.77%
26
Oracle, $ORCL, is up 4.5% today. See net premium on Unusual Whales.
$ORCL
+2.77%
22
$ORCL - DEUTSCHE BANK REITERATES BUY ON ORACLE, SAYS BEAR CASE LOOKS BULLISH Deutsche Bank reaffirmed its Buy rating and $375 price target on Oracle. Analyst Brad Zelnick says recent stock weakness and concerns about AI capacity—especially around OpenAI—are overstated. Zelnick’s analysis shows that even excluding OpenAI-related revenue, Oracle’s FY30 EPS would fall only from $21 to about $17, and free cash flow from $41B to $31B. Based on today’s ~$200 share price, he argues the market is giving Oracle little to no credit for its OpenAI business. Even after accounting for potential lease burdens tied to unused AI capacity, Oracle’s FY30 EPS would still be near $15, with FCF around $26B—levels Zelnick sees as supportive of a bullish long-term outlook.
$ORCL
+2.77%
30
Oracle, $ORCL, is down more than 5%. It is at its lowest price in five months. See the net premium on Unusual Whales:
$ORCL
+2.77%
20
Oracle, $ORCL, is up 1.5% today. It is still down 30% in last month. See the net premium on Unusual Whales:
$ORCL
+2.77%
24
Larry Ellison of Oracle, $ORCL: "You're calling Elon an idiot? The guy is landing rockets on drone ships in the ocean. You ever land a rocket? I just want to know who you are so I know, what have you achieved?"
00:00:18
$ORCL
+2.77%
20
Oracle, $ORCL, down more than 6% today. See the net premium on Unusual Whales:
$ORCL
+2.77%
22
The Financial Times has reported that Oracle's $ORCL $300 billion OpenAI deal is already underwater, now worth MINUS 74 billion
$ORCL
+2.77%
22
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