Hoooboy... Oracle 5 year credit default swaps. ORCL and CRWV are the two techs I'm short (for price action reasons, not because I know anything, which no one really does).
November 13, 2025 at 12:15 AM
Hoooboy... Oracle 5 year credit default swaps. ORCL and CRWV are the two techs I'm short (for price action reasons, not because I know anything, which no one really does).
Dow ends at all-time high as U.S. government shutdown nears; Nasdaq lags amid struggling tech trade
#dji #sp500 #comp:ind #goog #orcl #gs #amd #ms #googl #pltr #wf
Origin | Interest | Match
#dji #sp500 #comp:ind #goog #orcl #gs #amd #ms #googl #pltr #wf
Origin | Interest | Match
Dow ends at all-time high as U.S. government shutdown nears; Nasdaq lags amid struggling tech trade (DJI:)
US stock mixed amid choppy tech trade and optimism on ending the government shutdown.
seekingalpha.com
November 12, 2025 at 9:15 PM
November 12, 2025 at 7:20 PM
oh look I found another data center AI play with a chart that's going vertical
<I'm sorry
check that>
I'm told it's the chart of ORCL 5 year credit default swaps
heh
<I'm sorry
check that>
I'm told it's the chart of ORCL 5 year credit default swaps
heh
November 12, 2025 at 5:29 PM
oh look I found another data center AI play with a chart that's going vertical
<I'm sorry
check that>
I'm told it's the chart of ORCL 5 year credit default swaps
heh
<I'm sorry
check that>
I'm told it's the chart of ORCL 5 year credit default swaps
heh
$CRCL $ORCL
🤝
1-month chart
🤝
1-month chart
November 12, 2025 at 4:12 PM
$CRCL $ORCL
🤝
1-month chart
🤝
1-month chart
Odd. I don't see the famous AI companies, Tesla or xAI, in this chart - or even mentioned anywhere in the article.
$TSLA $TSLAQ $MSFT $AMZN $GOOGL $META $ORCL
www.bloomberg.com/opinion/arti...
$TSLA $TSLAQ $MSFT $AMZN $GOOGL $META $ORCL
www.bloomberg.com/opinion/arti...
November 12, 2025 at 2:18 PM
Odd. I don't see the famous AI companies, Tesla or xAI, in this chart - or even mentioned anywhere in the article.
$TSLA $TSLAQ $MSFT $AMZN $GOOGL $META $ORCL
www.bloomberg.com/opinion/arti...
$TSLA $TSLAQ $MSFT $AMZN $GOOGL $META $ORCL
www.bloomberg.com/opinion/arti...
Really helpful post but what does a successful ”ai at scale“ biz model look like? OpenAi is v different than ORCL than META … and will MSFT ai play look like and target more azure or productivity/365? not sure it’s quite clear yet?
November 12, 2025 at 12:34 PM
Really helpful post but what does a successful ”ai at scale“ biz model look like? OpenAi is v different than ORCL than META … and will MSFT ai play look like and target more azure or productivity/365? not sure it’s quite clear yet?
This tweet appeared under this Techmeme headline:
@unusual_whales:
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." [image]
@unusual_whales:
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." [image]
November 12, 2025 at 12:23 PM
This tweet appeared under this Techmeme headline:
@unusual_whales:
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." [image]
@unusual_whales:
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." [image]
🔴 $ORCL: ORCL is receiving mixed signals: some bullish outlooks target moves above 250 and 262‑265, while several analysts warn about vulnerability, bearish market conditions, and a drop of up to 30% in recent weeks. [70.00% confidence]
November 12, 2025 at 11:49 AM
🔴 $ORCL: ORCL is receiving mixed signals: some bullish outlooks target moves above 250 and 262‑265, while several analysts warn about vulnerability, bearish market conditions, and a drop of up to 30% in recent weeks. [70.00% confidence]
B of A, on hyperscaler capex:
“.. In September and October alone, debt issuance from three firms was larger than the preceding three years combined for big tech issuance.”
$ORCL $META
“.. In September and October alone, debt issuance from three firms was larger than the preceding three years combined for big tech issuance.”
$ORCL $META
November 12, 2025 at 11:30 AM
B of A, on hyperscaler capex:
“.. In September and October alone, debt issuance from three firms was larger than the preceding three years combined for big tech issuance.”
$ORCL $META
“.. In September and October alone, debt issuance from three firms was larger than the preceding three years combined for big tech issuance.”
$ORCL $META
November 12, 2025 at 3:39 PM
Michael Burry says that Meta $META and Oracle $ORCL are hiding billions in losses and overstating earnings by over 20%. J.P. Morgan calls out AI spend.- JUST IN: Michael Burry says that Meta $META and Oracle $ORCL are hiding billions in losses and overstating earnings by over 20%. byu/TonyLiberty in
November 12, 2025 at 3:39 PM
Michael Burry says that Meta $META and Oracle $ORCL are hiding billions in losses and overstating earnings by over 20%. J.P. Morgan calls out AI spend.- JUST IN: Michael Burry says that Meta $META and Oracle $ORCL are hiding billions in losses and overstating earnings by over 20%. byu/TonyLiberty in
3/ 📉 PERDEDORAS
CoreWeave: -16% Advirtió que ingresos del 4to trim serán menores a lo esperado por retrasos $CRWV
Oracle: -4% temores sobre el sector AI y rebaja de su deuda por Barclays $ORCL
Nvidia: -3% después de que SoftBank vendiera toda su participación de $5.8mm $NVDA
CoreWeave: -16% Advirtió que ingresos del 4to trim serán menores a lo esperado por retrasos $CRWV
Oracle: -4% temores sobre el sector AI y rebaja de su deuda por Barclays $ORCL
Nvidia: -3% después de que SoftBank vendiera toda su participación de $5.8mm $NVDA
November 11, 2025 at 10:31 PM
3/ 📉 PERDEDORAS
CoreWeave: -16% Advirtió que ingresos del 4to trim serán menores a lo esperado por retrasos $CRWV
Oracle: -4% temores sobre el sector AI y rebaja de su deuda por Barclays $ORCL
Nvidia: -3% después de que SoftBank vendiera toda su participación de $5.8mm $NVDA
CoreWeave: -16% Advirtió que ingresos del 4to trim serán menores a lo esperado por retrasos $CRWV
Oracle: -4% temores sobre el sector AI y rebaja de su deuda por Barclays $ORCL
Nvidia: -3% después de que SoftBank vendiera toda su participación de $5.8mm $NVDA
Oracle (ORCL) получил повышение до «Overweight» и рост целевого курса до $270 от Piper Sandler
https://kripta.biz/posts/DE954461-EE31-49A5-95CC-3AFFCF57C3FB
https://kripta.biz/posts/DE954461-EE31-49A5-95CC-3AFFCF57C3FB
November 11, 2025 at 10:00 PM
Oracle (ORCL) получил повышение до «Overweight» и рост целевого курса до $270 от Piper Sandler
https://kripta.biz/posts/DE954461-EE31-49A5-95CC-3AFFCF57C3FB
https://kripta.biz/posts/DE954461-EE31-49A5-95CC-3AFFCF57C3FB
Masa Son is trying to lead a $40B+ funding round into OpenAI, with roughly $22.5B coming from Vision Fund 2, on top of "tens of billions" already committed. At the same time, SoftBank is co-leading "Stargate," a proposed $500B AI data-center program with OpenAI and #ORCL.
November 11, 2025 at 6:35 PM
Masa Son is trying to lead a $40B+ funding round into OpenAI, with roughly $22.5B coming from Vision Fund 2, on top of "tens of billions" already committed. At the same time, SoftBank is co-leading "Stargate," a proposed $500B AI data-center program with OpenAI and #ORCL.
recent ORCL, META, CRWV action seems like market is trying to chip away at some of the AI hysteria. but dispersion and year end sleepy mechanics may be too strong for a disruption until next year.
November 11, 2025 at 6:15 PM
recent ORCL, META, CRWV action seems like market is trying to chip away at some of the AI hysteria. but dispersion and year end sleepy mechanics may be too strong for a disruption until next year.
can spin a fun narrative for needing AAPL to offset CRWV, META, ORCL
"Tim looking at that nice pile of chips"
"Tim looking at that nice pile of chips"
November 11, 2025 at 3:12 PM
can spin a fun narrative for needing AAPL to offset CRWV, META, ORCL
"Tim looking at that nice pile of chips"
"Tim looking at that nice pile of chips"
Options Alert: $ORCL Bullish Put
• Strike: $220.0
• Exp: 12/19
• Size: 2,000 contracts
• Premium: $2.15M
• Type: Trade
Institutional positioning for upward movement.
Track more: stocknear.com/options-flow
• Strike: $220.0
• Exp: 12/19
• Size: 2,000 contracts
• Premium: $2.15M
• Type: Trade
Institutional positioning for upward movement.
Track more: stocknear.com/options-flow
November 11, 2025 at 2:51 PM
Options Alert: $ORCL Bullish Put
• Strike: $220.0
• Exp: 12/19
• Size: 2,000 contracts
• Premium: $2.15M
• Type: Trade
Institutional positioning for upward movement.
Track more: stocknear.com/options-flow
• Strike: $220.0
• Exp: 12/19
• Size: 2,000 contracts
• Premium: $2.15M
• Type: Trade
Institutional positioning for upward movement.
Track more: stocknear.com/options-flow
All Eyes Back on AI Trade as #shutdown Showdown Ends ... For Now
Let's map out the reopening and where we're going in the great AI adoption trade.
$NVDA $AAPL $MSFT $AVGO $ORCL $AMD $CSCO $CRM $CRWV $ETN $ANET $MRVL $INTC #AI #artificial_intelligence
pro.thestreet.com/portfolio/al...
Let's map out the reopening and where we're going in the great AI adoption trade.
$NVDA $AAPL $MSFT $AVGO $ORCL $AMD $CSCO $CRM $CRWV $ETN $ANET $MRVL $INTC #AI #artificial_intelligence
pro.thestreet.com/portfolio/al...
pro.thestreet.com
November 11, 2025 at 1:38 PM
All Eyes Back on AI Trade as #shutdown Showdown Ends ... For Now
Let's map out the reopening and where we're going in the great AI adoption trade.
$NVDA $AAPL $MSFT $AVGO $ORCL $AMD $CSCO $CRM $CRWV $ETN $ANET $MRVL $INTC #AI #artificial_intelligence
pro.thestreet.com/portfolio/al...
Let's map out the reopening and where we're going in the great AI adoption trade.
$NVDA $AAPL $MSFT $AVGO $ORCL $AMD $CSCO $CRM $CRWV $ETN $ANET $MRVL $INTC #AI #artificial_intelligence
pro.thestreet.com/portfolio/al...
📊 given sentiment volatility. Consider “picks-and-shovels” exposure (AVGO for networking/packaging, ORCL for GPU cloud capacity) and evaluate AMD as a beneficiary of second-source demand and pricing discipline.
- Funding watch: Track prepayments, take-or-pay contracts, and capex schedules (7/10)
- Funding watch: Track prepayments, take-or-pay contracts, and capex schedules (7/10)
November 11, 2025 at 12:09 PM
📊 given sentiment volatility. Consider “picks-and-shovels” exposure (AVGO for networking/packaging, ORCL for GPU cloud capacity) and evaluate AMD as a beneficiary of second-source demand and pricing discipline.
- Funding watch: Track prepayments, take-or-pay contracts, and capex schedules (7/10)
- Funding watch: Track prepayments, take-or-pay contracts, and capex schedules (7/10)
Yeah, of course. The bond market has to survive, or it's the end of everything. Stock bubbles can crash.
November 10, 2025 at 9:49 PM
Yeah, of course. The bond market has to survive, or it's the end of everything. Stock bubbles can crash.
JUST IN: Michael Burry says that Meta $META and Oracle $ORCL are hiding billions in losses and overstating earnings by over 20%.
November 10, 2025 at 6:55 PM
JUST IN: Michael Burry says that Meta $META and Oracle $ORCL are hiding billions in losses and overstating earnings by over 20%.
JUST IN: Michael Burry has said that Oracle, $ORCL, and Meta, $META, could be overstate earnings by 26.9% and 20.8%.
November 10, 2025 at 6:08 PM
JUST IN: Michael Burry has said that Oracle, $ORCL, and Meta, $META, could be overstate earnings by 26.9% and 20.8%.
From where I sit, CRWV and ORCL are the shorts. Waaay out over their skis.
Will be bumpy, because NVDA will keep goosing CRWV any time things start to look dodgy, and Ellison is Trump's dickrider.
Will be bumpy, because NVDA will keep goosing CRWV any time things start to look dodgy, and Ellison is Trump's dickrider.
November 10, 2025 at 6:07 PM
From where I sit, CRWV and ORCL are the shorts. Waaay out over their skis.
Will be bumpy, because NVDA will keep goosing CRWV any time things start to look dodgy, and Ellison is Trump's dickrider.
Will be bumpy, because NVDA will keep goosing CRWV any time things start to look dodgy, and Ellison is Trump's dickrider.