$ORCL reports after the bell, but forget revenue and EPS… it's all about AI demand.
Wall Street expects:
- Revenue: $19.1B (+20% YoY)
- EPS: $1.96 (+15% YoY)
But investors are focused on something else,
Last quarter, Oracle Cloud Infrastructure grew 84% YoY, than
$GM keeps hitting a wall at this big resistance level. Sellers are still holding strong every time it gets close. Until that barrier finally cracks, price will probably just bounce around in this zone.
@StockMKTNewz@fiscal_ai Impressive numbers but makes me wonder how much of that is inflation vs actual growth. Still wild to see it laid out like that.
Grabbing every big dip on these plays 🧵
$AAOI — AI transceivers turning electric into light for faster data centers.
$LITE — Nvidia dropped $2B on their lasers for next-gen AI.
$CRDO — Low-power cables linking AI GPUs.
$DRAM — HBM memory is fueling AI growth.
$AMD —
$MSFT
Dropped 11% in just 5 days and now testing our bullflag breakout trendline again.
If it holds 414.52, I'm expecting a bounce back to 433 by end of week.
If it weakens, 405.49 could come into play.