Lucas Barrington 🇺🇸🇺🇸🇺🇸

Independent Investor | Hardcore Value seeker since 2010. Long $TSLA & $NVDA since 2015. Currently obsessed with the AI + S

[Lucas Barrington 🇺🇸🇺🇸🇺🇸 @LBarrqv]

https://t.co/Nv0QRm11kL

[Lucas Barrington 🇺🇸🇺🇸🇺🇸 @LBarrqv]

When the market pulled down, our NOK and CRWV also dipped. But as I said before, great stocks don't just magically avoid downturns they are the ones that bounce back the fastest when the market turns around. Huge congrats to those who held the line! You survived the market's test and are now riding the second wave. The profits are yours, and the victory belongs to all of us!

[Lucas Barrington 🇺🇸🇺🇸🇺🇸 @LBarrqv]

Today, we will witness the outcome of the largest IPO in history. The entire world is watching SPCX's performance today, which serves as a critical signal for whether the AI narrative can sustain its upward momentum. SPCX is not just a rocket launch company Elon has integrated an AI angle into it. Whether it can blow past expectations today will measure the market’s true appetite for AI

[Lucas Barrington 🇺🇸🇺🇸🇺🇸 @LBarrqv]

https://t.co/AL31leW3NR

[Lucas Barrington 🇺🇸🇺🇸🇺🇸 @LBarrqv]

Okay, let's examine the institutional perspective. Their core argument is that ORCL should no longer be valued as a traditional software firm. Since it has moved away from an asset light business model, the market needs to re rate ORCL based on the metrics of an asset heavy cloud infrastructure provider

Does this mean the cloud service provider model is fundamentally flawed? Of course not. However, institutional investors are increasingly concerned about the prolonged investment horizon. Their main anxiety centers on capital expenditure payback periods specifically, over how many fiscal years these hundreds of billions will break even and finally convert into net profit

Cloud providers face two other big uncertainties. For one, will the leading companies cut back on their computing power investments? If they reduce their spending on computing power, what do we do? On top of that, these companies need massive funding to grab electricity, buy chips, and lease sites, meaning the return on investment usually takes a very long time

These are the institutions' concerns. And I admit their worries make sense. However, considering the potential returns ORCL can generate, I believe the stock is currently undervalued at its present price. Completely undervalued

First of all, we must realize that if ORCL were just a traditional software company, its growth upside would be limited. But now, its transition into a computing power provider has been a massive success, and that $630 billion backlog is the ultimate proof. Tons of companies are lining up to pay for its compute. Right now, the market is facing a computing power shortage, not a surplus, for the upcoming fiscal years

Secondly, let's look at the institutions' stance. Just today, after the stock price dipped to 175, some institutions raised their price targets while others cut them. If you look at the ones that downgraded, they basically lowered their targets from 325 to 300, or from 290 to 240. On the flip side, some actually bumped theirs up from 200 to 225

So, the general consensus is that its fair value should sit between 220 and 250. Given that, do you think the current price is too high for this fiscal year?

As for when to add to your position, I think next week will bring an even better opportunity. If you're worried about missing out, follow me now I'll keep you updated as the market moves

[Lucas Barrington 🇺🇸🇺🇸🇺🇸 @LBarrqv]

It doesn't seem reasonable, but as long as a stock plunges, there is always an underlying logic to it you might just not see it yet. To be honest, I didn't get it at first either. So last night, I hopped on the phone with a few friends from institutional funds to talk it through. From an institutional perspective, they explained exactly what they are worried about

[Lucas Barrington 🇺🇸🇺🇸🇺🇸 @LBarrqv]

Why do I say this? Just look at ORCL earnings report. Their cloud service revenue crushed expectations, they raised their fiscal 2027 guidance, they are sitting on a $630 billion backlog, and their execution capability is solid. Yet, simply because they are carrying $117 billion in debt, the stock price took a hit. Does that sound reasonable to you?

[Lucas Barrington 🇺🇸🇺🇸🇺🇸 @LBarrqv]

Let's first talk about why ORCL stock fell. It wasn't because of poor performance ironically, it was precisely because their earnings were too good. Sounds paradoxical, doesn't it? But that's exactly what happened

[Nick Sortor @nicksortor]

🚨 BREAKING: President Trump announces he has CANCELED tonight’s strikes on Iran, saying all parties have now AGREED to “final points” of a peace deal

“Time and place of the signing to be announced shortly.”

The US nav blockade WILL remain in effect until the deal is SIGNED.

“Based on the fact that discussions with the Islamic Republic of Iran have been brought to the highest level of Iranian leadership and approved, I have, as President of the United States of America, cancelled the scheduled strikes and bombings against Iran this evening. Discussions and final points have been, in both concept and great detail, approved by all parties involved, including the United States, Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, Egypt, and others. The Naval Blockade will remain in full force and effect until this Transaction is finalized — Time and place of the signing to be announced shortly.

DONALD J. TRUMP
PRESIDENT OF THE UNITED STATES OF AMERICA”

[Eric Daugherty @EricLDaugh]

🚨 BREAKING: PRESIDENT TRUMP SAYS IRAN WAR IS SETTLED, signing may take place in EUROPE to make it official

Pray for peace! 🙏🏻

"A big day. I know you'll never be satisfied, but that's okay. It doesn't bother me at all. We just made a great settlement of the war with Iran, and we're going to be subject to finalization of documents."

"We should get done over the next few days. Probably have a signing maybe in Europe, and it's a great thing."

"Stock market's up 1,000 points. That means they like the deal! Oil's dropped, it will start coming down EVEN LOWER than it was before!"

[Commentary Donald J. Trump Truth Social Posts On X @TrumpTruthOnX]

Based on the fact that discussions with the Islamic Republic of Iran have been brought to the highest level of Iranian leadership and approved, I have, as President of the United States of America, cancelled the scheduled strikes and bombings against Iran this evening. Discussions and final points have been, in both concept and great detail, approved by all parties involved, including the United States, Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, Egypt, and others. The Naval Blockade will remain in full force and effect until this Transaction is finalized — Time and place of the signing to be announced shortly.

DONALD J. TRUMP

PRESIDENT OF THE UNITED STATES OF AMERICA

( TS: Jun 11 2026, 1:28 PM ET )​​​‍​​‌‍​​‌‍​​​​​​​‌‍​​​​​​​​‌‍​​​​‌‍​​​‌‍​​​​​​​‌‍​​​​​​‌‍​​​‌‍​​​​​​​​​​‌‍​​​​​​​​​​‌‍​​​​​​​​��‍​​‌‍​​​‌‍​‌‍​​‌‍​​​​​​​‌‍

[Fox News @FoxNews]

JUST IN: President Trump announces a major move to slash seafood costs and generate millions in new business for American fishermen by restoring commercial access to 3 areas of the western Pacific Ocean:

"It's a large amount of space we're talking about that they were restricted. Other countries would use it, but our country couldn't use it."

"You ever hear of anything so stupid?"

[Gunther Eagleman™ @GuntherEagleman]

🚨 TRUMP DROPS IRAN DEAL BOMBSHELL FROM THE OVAL OFFICE!

Deal could be SIGNED as soon as THIS WEEKEND in Europe, with JD VANCE heading over for the ceremony!

BIGGEST WIN: Iran has FULLY AGREED, NO NUCLEAR WEAPON. EVER. https://t.co/3li1B4qx81

[Commentary Donald J. Trump Truth Social Posts On X @TrumpTruthOnX]

No other President has ever been more committed to both REBUILDING our Great Military and SAVING our Great Country — And NOW is the time to make it happen, for Generations to come.

I am hereby calling on Republicans in Congress to IMMEDIATELY advance and pass the forthcoming $350 Billion Reconciliation Bill (Recon 3.0) — which, at the request of our Great Department of War — will include THE SAVE AMERICA ACT as well. No games, no delays, and no weak compromises! Do this ASAP.

This is a GENERATIONAL Investment in our Military, even bigger than President Reagan’s! Recon 3.0 is the ONLY path to the full $1.5 TRILLION DOLLAR Military Budget our Warriors need in order to build THE ARSENAL OF FREEDOM.

We will defend the Homeland with the Golden Dome, launch the unstoppable Golden Fleet, dominate the skies with the F-47 and B-21, supercharge our ammunition stockpiles, and achieve total Space Force and Drone Dominance!

This Budget reignites American Industry, creates hundreds of thousands of high-paying American Jobs, and secures our Global Dominance without fueling Inflation.

Also, with THE SAVE AMERICA ACT, it will protect our Elections for Generations to come. Our Warriors protect our most Sacred Rights, and Voting is at the top. Time to defend that Right for every American!

Pass ALL $350 BILLION and THE SAVE AMERICA ACT to secure the NATION for our children and grandchildren.

THE SAVE AMERICA ACT!

1. ALL VOTERS MUST SHOW PHOTO I.D. (IDENTIFICATION!).

2. ALL VOTERS MUST SHOW PROOF OF CITIZENSHIP.

3. NO MAIL-IN BALLOTS (EXCEPT FOR ILLNESS, DISABILITY, MILITARY, OR TRAVEL!).

4. NO MEN IN WOMEN’S SPORTS.

5. NO TRANSGENDER MUTILIZATION SURGERY FOR OUR CHILDREN.

Thank you for your attention to this matter! President DONALD J. TRUMP

( TruthSocial: Jun 10 2026, 9:21 PM ET )​​​‍​​‌‍​​‌‍​​​​​​​‌‍​​​​​​​​‌‍​​​‌‍​​​​​​​​​‌‍​​​​​​​​​‌‍​​​​​​‌‍​‌‍​​​​‌‍​​​​​​​​​​‌‍​​​​​​‌‍​​​​​​​​‌‍​​​​​‌‍​​​​‌‍​​​​‌‍​​​​​​​​​‌‍

[Fox News @FoxNews]

BREAKING: President Trump confirms that “bigger, more powerful” bombings against Iran will take place tonight.

The president also telling @foxandfriends the U.S. could go into Iran with a small group of soldiers and “take over the whole place,” but also says he doesn’t want to have American boots on the ground.

"There will be more bombing tonight. It'll be bigger, bigger, more powerful."

"We can walk in there tomorrow. We could take soldiers - I don't want to have boots on the ground - but if I wanted to, we could put a small group of soldiers and take over the whole place."

[DOW Rapid Response @DOWResponse]

.@SECWAR “Central Command will be busy tonight because President Trump said we will be hitting Iran HARD — AND WE WILL BE.

They’ve been ‘tap, tap, tapping’ on the deal. INSTEAD, they’re gonna have tap, tap, tap BOMBS dropping on key facilities in Iran from the United States of America!”

[Rapid Response 47 @RapidResponse47]

.@SecWar: "President Trump said we will be hitting Iran hard — and we will be... As President Trump said, they've been 'tap, tap, tapping' ... They're going to have 'tap, tap, tap' bombs dropping on key facilities in Iran from the United States."

[Fox News @FoxNews]

BREAKING: President Trump says he is going to continue bombing Iran "very hard" after it shot down a U.S. helicopter over the Strait of Hormuz.

"We're going to be attacking them and attacking them very hard."

"I've been working with Iran for a number of months, and they should sign their deal. It's a good deal. It doesn't give them the right to have a nuclear weapon. In fact, it totally prohibits them from ever having a nuclear weapon."

[Commentary Donald J. Trump Truth Social Posts On X @TrumpTruthOnX]

Explosions echo across southern Iran as blasts reported in Sirik, Qeshm, Minab & Mehr — Mehr News

CENTCOM confirms 'self-defense strikes' on Iran underway

[Eric Daugherty @EricLDaugh]

🚨 NOW: Iran is now proclaiming to ENTIRELY SHUT DOWN the Strait of Hormuz

Except they don't realize that the US CONTROLS the Strait and President Trump has been taking out oil for WEEKS! 🔥

The mullahs are in WAY over their heads.