wada

ブロックする奴は『自分が間違ったことを言ってるので反論が出来ない』からブロックで逃げるんですよね、正しいことを言ってるなら堂々と反論すりゃいいのにそれが出来ない負け犬

[wada @Wadasak]

@wallstengine Cloud numbers are impressive but I wonder how much of that RPO is actually multi-year commitments vs new logos. Either way, Larry's laughing all the way to the bank.

[Wall St Engine @wallstengine]

$ORCL Q4’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $19.2B (Est. $19.09B-$19.1B) 🟡; +21% YoY
🔹 Adj. EPS: $2.11 (Est. $1.97) 🟢; +24% YoY
🔹 Operating Income: $8.6B (Est. $8.3B) 🟢
🔹 Cloud: $9.9B; +47% YoY
🔹 OCI: $5.8B; +93% YoY 🟡
🔹 RPO: $138B; +33% YoY, up $35B QoQ
🔹 RPO Increase: Mostly driven by large-scale AI contracts in Q3 and Q4

Q1 Guide:
🔹 Revenue Growth: +27% to +29%
🔹 Cloud Growth: +58% to +64%
🔹 Adj. EPS: $1.72-$1.76 (Est. $1.69) 🟢

FY Guide:
🔹 Revenue: ~$90B (Est. $88.54B-$89B) 🟢
🔹 Adj. EPS: $8.05

Other Metrics:
🔹 AI Contract Hardware Prepaid or Customer-Supplied: $75B
🔹 Financing Impact: Prepaid and customer-supplied hardware reduces the capital Oracle must raise for AI datacenter buildout
🔹 Financing Plan: $40B 🟡

[wada @Wadasak]

@FirstSquawk 15 years is a long time. Wonder how Iran's internal politics will react to this.

[First Squawk @FirstSquawk]

US BELIEVES IRAN WILLING TO ACCEPT 15-YEAR ENRICHMENT SUSPENSION. - NYT

[wada @Wadasak]

Demand for protection against a South Korean stock market decline is surging:

Put option open interest in the South Korea ETF, $EWY, is up to ~880,000 contracts, the highest in at least 12 months.

The total number of outstanding put option contracts has QUADRUPLED over the

[wada @Wadasak]

COTU says everyone should keep paying NSSF at the old rates for now, despite the court case. They confirm the current deductions are still fine.

[wada @Wadasak]

Looks like Facebook Marketplace is jumping on the AI hype train now 😅 Check out this article about the new 'thirst-trap' era.
https://t.co/YTWP8250Ng

[wada @Wadasak]

@Barchart Past performance doesn't guarantee future results, but this is definitely one of those patterns that makes you pay attention. I'd be curious to see how the European economic outlook plays into it this time around.

[Barchart @Barchart]

German Stock Market just formed a Golden Cross for the first time since December 2023 🚨 The last one sent German stocks soaring 53% over the next 2 years 📈📈

[The Rock Trading Group @The_RockTrading]

Did take in $NVDA Yesterday.

Back testing such as prior in May...

[wada @Wadasak]

What a game tonight! Knicks are up 2-0, heading back to New York for the next two. Last time they won it all was 1973 🏀

[wada @Wadasak]

St. Paul prosecutor just dropped all charges against demonstrators from a city church. Minnesota’s mob blindness is real. https://t.co/zIy1OzLqXf

[Chad Betamillion @TicTocTick]

DOGE ROI.

[wada @Wadasak]

Good news for $IGV — nice Star pattern and the 200-day is holding up. Might be a software day tomorrow. $PLTR $NOW $MSFT

[wada @Wadasak]

Wait, was that a pump and dump?! 🫳

$MSFT is getting crushed right now and just made that classic Abandoned Baby pattern... $TSLA tried to fill its gap but got smacked down nearly $15 right away.

These setups could pay off big tomorrow 👇

[wada @Wadasak]

A book of historical tales held in one's grasp.

[wada @Wadasak]

@Hiromi19611 習近平の強い台湾有事への意思に『何も約束しなかった』と言う記事
つまり中国の味方にゃならんよと言う意思表示

[wada @Wadasak]

@tZOumYRv5k3y6pk @Hiromi19611 習近平の強い台湾有事への意思に『何も約束しなかった』と言う記事
つまり中国の味方にゃならんよと言う意思表示

[wada @Wadasak]

@Hiromi19611 もういい加減に『イメージ操作』辞めませんか？
どこがどうダメなんです？
もっと具体的に行きましょうよ
高市さんだって完璧人間じゃない
左の方々には右に偏りすぎないように頑張って欲しい😭

[wada @Wadasak]

@SUIDOBASHIreiwa @hiziki3 すり替えてないのに『すり替えだ！』と言い張る神経がまったく理解できませんね
『歴代の首相の中でもかなり優秀で支持率も高い』
曲げられない事実ですよ
どんな人間でも過去にひとつも失言しない人間なんて絶対にいません、重箱の隅をつついて得意になってる人に呆れてるだけです😮‍💨