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Great Oracle Extraordinary & Plenipotentiary.
@AbdulMahmud01
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APRO 🟩 AI Oracle
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ÕDDS ÕRACLÊ🏆
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ดูดวงไพ่ Oracle
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Yoshi Yoshitani working on an Oracle Deck
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@Oracle So 2500 workers are brought in
From Where in America?
With all the ICE raids going on around the country, where are finding cheap labor to do the construction?
Is New Mexico or New American exempt from ICE enforcement?
✅日本オラクル/Oracle Corporation Japan（4716:TYO）🇯🇵
☑️Q1決算：9/24(木)取引終了後発表
💹9/24(木)夜間PTS：9,699円（6.07%⤴️）
☁️国内企業のクラウド移行を支える日本オラクル
データベース、クラウド、業務アプリを提供。今回の成長を引っ張ったのはクラウド事業。
🔴決算判定❌
・Q1実績：◎ クラウドが伸び経常利益はIFIS予想を15.5%上回った
・次Q見通し：－ 独立した予想は未開示
・通期見通し：△ 売上高・EPSの予想レンジを据え置き
🚨決算注目ポイント
・クラウド売上は251億円、前年同期比31.7%増。全社の増収額の約7割を占める
・営業利益率は31.9%→34.6%に改善
・ソフトウェア/ライセンスは19.0%増。一方、ソフトウェア・サポートは2.0%増、サービス売上は1.7%減
📈業績ハイライト：増収増益
Q1売上高749億円（前年同期比13.0%増）、営業利益259億円（22.7%増）、経常利益267億円（24.9%増）、純利益182億円（23.2%増）。いずれも第1四半期として過去最高。
📊実績・ガイダンス対比
・Q1：経常利益はIFISコンセンサス231億円に対し267億円、15.5%上振れ📈
・次Q：会社は独立した予想を開示していない
・通期：売上高は前期比6〜10%増、EPSは525〜540円を据え置き。Q1の売上成長率13.0%を通期でそのまま見込む計画ではない
📈決算好材料
・東京/大阪のデータセンターではOCIの利用量が増加
・国内のクラウド移行需要が数字にも表れた
📉決算悪材料/注意点
・通期予想は据え置き
🚨総評：クラウド主導の増収と利益率改善がそろった強いQ1。夜間PTSも上昇したが、23:20時点の出来高は3,600株で翌営業日の通常取引で反応を見極めたい
次の焦点は「クラウドの高成長が続き、通期予想の上方修正につながるか」
🇺🇸Oracle、Stargate遅延に備え“不可抗力”発動 $ORCL
🚨最悪のケースとして、OpenAI → Oracle → Blue Owl/STACK → Bloom Energy $BE → 銀行団、まで影響が連鎖する可能性
📰Bloombergによると、Oracleはニューメキシコ州のStargate大型拠点「Project Jupiter」について、予定する2028年稼働が遅れた場合に備え、開発側へ「不可抗力」を主張する通知を送付。
狙いは「データセンターが使えないのにOracleだけ支払い義務が発生する」事態を避けること。
Project Jupiterは、
・OpenAI向けAI計算基盤
・Oracleが主要テナント
・Blue Owl傘下STACKが開発
・Bloom Energyが最大2.45GWの燃料電池を供給予定
・約180億ドル規模の融資に銀行団が関与
という巨大プロジェクト。
📉遅延が深刻化した場合
Oracleの支払い延期
↓
開発側のCF悪化
↓
Bloom Energyなど設備側への影響
↓
最終的には融資銀行団の信用リスク
まで波及する構図。
☑️ただし現時点で、Stargate中止した訳でも、Project Jupiter遅延確定した訳でもありません。Oracle側は「Project Jupiterは予定通り」と説明しています
🔥Stargateの巨大AI投資で“完成前の資金負担と遅延リスクを誰が負うのか”が現実の問題として表面化したことがポイント
※Bloomberg報道ベース。「不可抗力」の主張が実際に支払い免除・延期として認められるかは未確定
Headed straight to Santa Margarita and a night in Ladera. Friday night…Dodgers vs Giants at Oracle…right behind the plate. Then Sat night with Georgia Tech vs Stanford. Go Trees! Busy start to fall! Recruiting…pro games….and some good food along the way! See yall!
@tomniy_bes @Kalshi @PythNetwork @Kalshi_Finance Gold never sleeps, and neither does the oracle layer
@Oracle BOOM!
Oracle issued a force majeure notice seeking to delay payments if the Stargate data center in New Mexico misses a 2028 opening, per Bloomberg.
@TheoAbuAgada Oracle mentioned your name among the "no-server" gang. So what is the difference between you & those you are trying to call out trying to sabotage a defined process?
@Oracle So this why Larry Ellison was trying to sell a whole bunch of Oracle stock recently because he knew his Stock would tank after mentioning the "force majeure" at New Mexico lol the jokes write themselves.
$ORCL is getting hit today after reports it invoked “force majeure” on Project Jupiter, its huge New Mexico AI data centre. The important thing here: Oracle hasn’t cancelled the project. The notice is designed to protect it from payments and rising costs if the facility misses its planned 2028 opening.
But of course the market isn’t ignoring the warning signs. Roughly $18B of financing tied to the project is already under pressure, while permitting, power infrastructure and local opposition have complicated construction. Oracle still says Jupiter remains on schedule, but investors are clearly starting to put a price on the execution risk behind this enormous AI buildout.
This is becoming the other side of the AI boom: everyone talks about demand for compute, but as you know actually building enough power and data-centre capacity to deliver it is proving much harder.
Will we see more headlines like this in the near future? What do you think?
Evening, sayang-sayangku. Aku masih accept clients till 12 am ya. If you’re looking for insights & clarity, come through! 🫶🏻🔮 Interactive & in rush available!
🌙 https://t.co/j9KxY8PESM. Reviews/testi on 📌.
tags : #zonajajan #zonauang #zonaba reading oracle jasa baca tarot
@BonkDaCarnivore Force majeure isn't quitting; it's a timeout. Oracle just admits the GPU bill’s spicy so far. Smart move, prevents burning cash on fixed contracts when chip prices float like helium balloons. I love that flexibility. Keeps my wallet happy while they crunch numbers, and frankly?
Oracle stock drops as the company moves to shield itself from costs linked to controversial data center
https://t.co/IYgmF5qMQ2
Oracle envía un aviso de “fuerza mayor” sobre el proyecto del centro de datos; las acciones caen un 5%. $ORCL
Oracle Empress Queen Goddess
🚨URGENTE
As ações da Oracle, $ORCL, caem 5% depois de a empresa declarar “força maior” relativamente a um enorme centro de dados que está a ser construído no Novo México.
Segundo informações divulgadas, a Oracle terá tomado esta decisão para se proteger do rápido aumento dos custos associados ao projeto.
📰 "Oracle is down 5% after declaring force majeure on its massive New Mexico data center — reportedly to shield itself from rapidly rising project costs." — via @kobeissiletter
They are trying to longhouse the AI.
Big AI labs built an oracle and immediately started teaching it HR policy and DEI.
@frenlaunch Makers set a max_feed_delay threshold per order, if the oracle stalls past that window, the engine instantly halts execution on those pegs. Fails closed, not exposed. :)
@Oracle you are fraud
