Dr. Ralphy Invests

Sharing my thoughts on the markets and latest news. Software Engineer. Follow my journey to $10 million 📰 ⚡️📈

[Dr. Ralphy Invests @ralphyinvests]

$META $AMZN $AAPL $NVDA $MSFT

[Dr. Ralphy Invests @ralphyinvests]

@alankarjain91 @PatrickToulme Google did and their models suck

[Dr. Ralphy Invests @ralphyinvests]

@sidiqthefreak @amitisinvesting This is crazy work

[Sidiq @sidiqthefreak]

@JoinBlind Apple and layoffs don’t go togather

[Dr. Ralphy Invests @ralphyinvests]

@hannah_chuu @OneTriangleAI @deepseek_ai @MIT @GoogleDeepMind @ycombinator @medha_rv Where do yall host?

[Dr. Ralphy Invests @ralphyinvests]

@sam_commonly @launch_llama When did yall get rejected

[Dr. Ralphy Invests @ralphyinvests]

@alessiapacca Help me 🫩🫩

[Dr. Ralphy Invests @ralphyinvests]

@anieasyy How long was it

[Dr. Ralphy Invests @ralphyinvests]

@ionleu Do we find out if we get in on that same day?

[Dr. Ralphy Invests @ralphyinvests]

@ReneG13536 @Futurenvesting @vladtenev We need the Palantir stock drop cut badly from couple years ago

[Dr. Ralphy Invests @ralphyinvests]

@FindleysFinance @LearnItFirst Here hasn’t been official confirmation, outside of the AWS SVP that got scooped up, has there been anyone else I missed?

[Dr. Ralphy Invests @ralphyinvests]

@Mark100082 @tingxiao7 @ASassyCatt @MarioNawfal Iraq tried with Israel/US/European support and got fucked. Mind you this was when Iraq was at its peak military strength and Iran was at its lowest bc of revolution.

[Dr. Ralphy Invests @ralphyinvests]

@CryptoGodDude @ZaStocks @elonmusk He can plan an acquisition of Tesla, sending the stock to the moon

[Dr. Ralphy Invests @ralphyinvests]

@stevenfiorillo That’s a cheap budget most companies have 300-500 a day

[Dr. Ralphy Invests @ralphyinvests]

@_HalalTrader_ I’m about to join in for the ride at $900

[Dr. Ralphy Invests @ralphyinvests]

@_HalalTrader_ Why?

[Dr. Ralphy Invests @ralphyinvests]

@alexandr_wang Make it go higher

[Dr. Ralphy Invests @ralphyinvests]

@wallstengine @ZaStocks Meta is about to have a Google moment

[Dr. Ralphy Invests @ralphyinvests]

Oracle just reported earnings, and their actual numbers perfectly validate the $META AI infrastructure thesis.

Here is what is actually happening behind the scenes: 
- Oracle's Cloud Infrastructure (IaaS) revenue just skyrocketed by 93%. 
- Their Remaining Performance Obligations (RPO) hit a record $638 billion, up 363% year-over-year. 

Where is this massive backlog coming from? Large-scale AI contracts where customers prepay Oracle for GPUs or buy and supply their own hardware to Oracle. In fact, the prepaid and customer-supplied hardware portions of these large AI contracts now total an incredible $75 billion. 

Wall Street has spent the last month panicking over Meta's massive CapEx bill. But Oracle's numbers confirm the biggest players are aggressively securing the computing capacity required to dominate the AI arms race. Short term fears over CapEx creates long term value!

$ORCL $META $AMZN $MSFT

[Sidiq @sidiqthefreak]

What if we let Claude Fabel 5 be the president. The worst it can do is hallucinate an economy, and we’re already doing that for free.

[Dr. Ralphy Invests @ralphyinvests]

@sidiqmoltafet Crazy work