poneill

Buy-side analyst. Semi Enthusiast. Orlando Magic loyalist.

[poneill @poneill]

@victor_privin Loaded up on $ORCL on your original note. I doubled down with you. Really appreciate your insight.

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@ContrarianCurse Jenson has made this point on earnings calls for years.

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@MatthewBerman @dylan522p @grok summarize in detail

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@RihardJarc Hey Rihard. I’m a subscriber on Substack. Appreciate if you give your thoughts on my article. https://t.co/ZsgQCwFpuK

[poneill @poneill]

@Sam_Badawi The long view https://t.co/2W329F6Zpe

[CapitalOverNarrative @capital_over]

The Second Half of the Chessboard $NOW $NVDA $AVGO https://t.co/uAPJondYF2

[poneill @poneill]

@tenet_research Deep dive on $SHOP here. https://t.co/NhjkIB6ipD

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@DollarCostAvg You got it backward. Netflix gets the free if WBD walks away

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@crux_capital_ Laser go phewww pheww

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@dylan522p FluxInferRater

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@RihardJarc Where is the article?

[poneill @poneill]

@The_AI_Investor @grok ORCL - 100%

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@TheValueist AI lowers the marginal cost of experimentation, not the lifecycle cost of enterprise software.

[poneill @poneill]

@insane_analyst $COHR?

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@guccigoy69 @aleabitoreddit @jukan05 It’s going to the moon 🚀. Just be patient. Oracle is to private data, what Google is to public.

[poneill @poneill]

@aleabitoreddit @jukan05 $ORCL isn’t a neocloud chasing GPU utilization; it’s an incumbent enterprise platform embedding AI into its database and mission-critical workflows, monetizing AI through its installed base rather than speculative infrastructure demand.

[poneill @poneill]

@dylan522p Subs only get the stale info for investment decisions.

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@Mindset4Money_X EPS his 50EUR/share in FY28. Trimming at 1850.

[poneill @poneill]

@pdicarlotrader Isn’t your BX Trender the red, aka no buy

[poneill @poneill]

$INTC: AI lowers the penalty for being one node behind, which is why Intel’s foundry strategy is more viable today than it would have been in a smartphone-dominated market.

[poneill @poneill]

$INTC Smartphone: success was defined by absolute node leadership. AI era: performance is the system—compute, memory, packaging. That shift meaningfully improves Intel’s chances of becoming a relevant foundry partner, even if it does not always lead on the most advanced node.