Notes

$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%
14
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
-1.92%
$GOOGL
-1.55%
$META
+35.64%
$MSFT
-12.08%
$ORCL
+2.77%
2
The NVIDIA-OpenAI deal has zero impact on Oracle’s financial relationship with OpenAI, Oracle, $ORCL, has said.
$ORCL
+2.77%
2
$ORCL - ORACLE MAY SELL UP TO $20B IN COMMON STOCK FROM TIME TO TIME
$ORCL
+2.77%
0
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%
0
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%
4
$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%
2
Buy the dip $ORCL
$ORCL
+2.77%
2
A good breakdown on AI Sector performance. Trade them with zero gas, zero fees, only on Bitget. 🤝
$ALAB $NVDA
+5.46%
$PLTR
-5.08%
$TSM
-8.8%
$AVGO $NOW
-1.66%
$SNOW $META
+35.64%
$ORCL
+2.77%
$MSFT
-12.08%
$GOOGL
-1.55%
16
今天刚刚建仓了 $ORCL 下周如果再跌就再买点
$ORCL
+2.77%
0
NEWS: The US and China have approved a deal to sell TikTok’s US business to Oracle, $ORCL, and Silverlake.
$ORCL
+2.77%
2
At close: $SPY $SLV $GLD $ORCL Generate heatmaps like this yourself for any tickers at
$SPY $SLV
+3.08%
$GLD
-0.39%
$ORCL
+2.77%
20
Took some time but it looks like Oracle is ready for it! $ORCL
$ORCL
+2.77%
8
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
-4.44%
$COIN
-10.98%
$BMNR $IONQ $RGTI $QBTS $TSLA
+2.97%
$SYM $ISRG $RR $OKLO $LEU $GEV $UUUU $CRWV
-1.4%
$NBIS $IREN $CIFR $NVDA
+5.46%
$TSM
-8.8%
$ASML $AMD
-10.97%
$CEG $NEE $VST $EOSE $ONDS $UMAC $DPRO $AVAV $PLTR
-5.08%
$SNOW $MDB $CRWD $ZS $PANW $RBRK $RKLB $ASTS $PL $RDW $AVGO $ALAB $MRVL $CRDO $MSFT
-12.08%
$AMZN
-1.92%
$GOOGL
-1.55%
$DOCN $ORCL
+2.77%
22
Morgan Stnley has said that Oracle, $ORCL, debt is near 2008 crisis levels
$ORCL
+2.77%
6
#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
+274.5%
$COIN
-10.98%
$CRCL
-9.67%
$HOOD
-4.44%
$UNH $BMNR $ORCL
+2.77%
12
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
-1.55%
$ORCL
+2.77%
$AMZN
-1.92%
$META
+35.64%
$MSFT
-12.08%
$DELL $NVDA
+5.46%
10
Oracle, $ORCL, is down more than 1.5% today. See net premium on Unusual Whales.
$ORCL
+2.77%
4
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%
6
Oracle, $ORCL, is up 4.5% today. See net premium on Unusual Whales.
$ORCL
+2.77%
6
$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%
8
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%
4
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%
8
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%
8
Oracle, $ORCL, down more than 6% today. See the net premium on Unusual Whales:
$ORCL
+2.77%
6
The Financial Times has reported that Oracle's $ORCL $300 billion OpenAI deal is already underwater, now worth MINUS 74 billion
$ORCL
+2.77%
4
Oracle, $ORCL is down nearly 30% in the last month. It has lost billions in marketcap.
$ORCL
+2.77%
2
JUST IN: Michael Burry has said that Oracle, $ORCL, and Meta, $META, could be overstate earnings by 26.9% and 20.8%. He adds: "It gets worse."
$ORCL
+2.77%
$META
+35.64%
6
$ORCL taking on $38B in new debt to build more data centers is WILD. Only happens when demand is already locked in & scaling must meet a reality that supply cannot keep up with orders. We’ve shifted from a chip race to a capacity race & whoever can convert dollars into
$ORCL
+2.77%
6
Oracle, $ORCL, CEO answers if OpenAI is good for $60 billion.
00:00:52
$ORCL
+2.77%
6
Oracle, $ORCL, is down 7% today. Here is the net premium on Unusual Whales:
$ORCL
+2.77%
6
$ORCL - ORACLE EXEC SAYS AI INFRASTRUCTURE AS SEEN 117% GROWTH YOY IN Q1 FY2026 ORACLE EXEC SAYS CLOUD INFRANSTRUCTURE REVENUE EXPECTED TO BE $166 BILLION BY FISCAL YEAR 2030
$ORCL
+2.77%
8
$ORCL - ORACLE EXEC SAYS AI INFRASTRUCTURE AS SEEN 117% GROWTH YOY IN Q1 FY2026
$ORCL
+2.77%
4
$CRWV jumps 6% after reports that xAI is pursuing a $20B lease-to-own deal for $NVDA chips. It’s unclear if CoreWeave is involved. $ORCL +5.6% and $NBIS +3.8% also rise on the news.
$CRWV
-1.4%
$NVDA
+5.46%
$ORCL
+2.77%
$NBIS
12
$ORCL - OPENAI COULD SPEND MORE ON SERVERS WITH ORACLE THAN MICROSOFT BY 2030. - THE INFORMATION
$ORCL
+2.77%
4
"Meta, $META, OpenAI, and Oracle, $ORCL, have collectively announced plans to spend more than $1 trillion on data centers in the next several years," per BI.
$META
+35.64%
$ORCL
+2.77%
8
鲍威尔这次的发言整体偏温和 但没有明确放水。他承认通胀回落、经济仍具韧性,同时强调政策要“会议对会议看数据”,意思是暂时不会急着降息,但方向已偏松。 在这种不松不紧的环境下,我觉得最合适的思路就是均衡型配置,不激进追高,也不躲避市场。 表姐采用了 MSX 研究院的策略,把 $JPM $BAC $MS $ORCL 作为主线持有。银行股靠利差和资本实力站得稳,一旦降息节奏真动起来,估值修复空间会挺大。 科技股像 $ORCL 则吃企业支出复苏和 AI 回暖的红利。 虽然政策没松到底,但行情的门已经开一条缝了。还不知道怎么买美股 ?现在只需要有 USDT 就能在 MSX 上买到美股啦 https://t.co/ZjPv4FAy10
$JPM $BAC
+16.09%
$MS
+108.67%
$ORCL
+2.77%
8
$ORCL $MSFT - ORACLE COLLABORATES WITH MICROSOFT TO ENHANCE SUPPLY CHAIN EFFICIENCY
$ORCL
+2.77%
$MSFT
-12.08%
8
$ORCL $AMD - ORACLE TO DEPLOY 50,000 AMD AI CHIPS Oracle Cloud Infrastructure will add 50,000 AMD GPUs starting in H2 2026, challenging Nvidia’s dominance in AI. Oracle expects strong customer demand, especially for inferencing.
$ORCL
+2.77%
$AMD
-10.97%
8
Oracle, $ORCL, is up 125% in 6 months. Check out its current options volume below:
$ORCL
+2.77%
6
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