R. Patrick Kent (RPK) @RPKenl - Twitter Profile

Pinned Tweet

4 months ago

I've worked on the Sell Side, Buy Side and Hedge Funds in my career and I can say one thing for certain: everyone thinks everyone else is an idiot. 😂

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R. Patrick Kent (RPK) @RPKenl

4 months ago

ECB and BOJ rate increases combined with the dollar increase over the last few months are slowing global dollar liquidity. US M3 continues to expand (global liquidity is 4x USM3 though.)

RPKenl's tweet photo. ECB and BOJ rate increases combined with the dollar increase over the last few months are slowing global dollar liquidity. US M3 continues to expand (global liquidity is 4x USM3 though.) https://t.co/xI4BN41076

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RPKenl retweeted

Shay Boloor

@StockSavvyShay

4 months ago

U.S. stock futures:

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RPKenl retweeted

Shay Boloor

@StockSavvyShay

4 months ago

$ORCL profits are expected to triple over the next three years while the stock trades below 10x 2029 earnings with OCI growing 93% and backlog reaching ~$640B. If $META and OpenAI demand turns that backlog into revenue then Oracle could emerge as the fourth major AI cloud before the market fully prices it in.

StockSavvyShay's tweet photo. $ORCL profits are expected to triple over the next three years while the stock trades below 10x 2029 earnings with OCI growing 93% and backlog reaching ~$640B.

If $META and OpenAI demand turns that backlog into revenue then Oracle could emerge as the fourth major AI cloud before the market fully prices it in.

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RPKenl retweeted

Shay Boloor

@StockSavvyShay

4 months ago

$ASML is one of the cleanest ways to own the AI semiconductor buildout because every major chip trend ultimately requires lithography. Memory rose to 51% of net system sales in Q1 2026 (up from 30% in Q4) while the average EUV system price has nearly doubled in five years as customers move toward more advanced tools. As $MU, $SKHY and Samsung expand HBM and advanced DRAM capacity, ASML benefits upstream without needing to pick which memory supplier wins the most share.