The Oracle
8.1K posts

The Oracle
@CifrOracle
The Oracle of Wall Street — None of my posts are financial advice 🇰🇷 Seeing tomorrow’s winners today.
Three Earnings Ahead Katılım Kasım 2023
254 Takip Edilen38.3K Takipçiler

@Aktiehedonist DUDE SAME! This was my huge buy for today, not to mention the MASSIVE rerating… like look at this… how is the market missing this

English

$CIEN I don't understand this reaction.
Same thing keeps happening lately. A good report, an immediate sell-off, then a quiet climb back a few days later.
And this one was strong. Revenue up 40% YoY, adjusted EPS up 290%, optical networking 70% of revenue, FY26 guide raised to $6.3B.
In the same week $MRVL framed connectivity as the next major AI bottleneck and $AVGO showed AI networking turning into revenue, bookings and cash flow, Ciena just added another data point from the optical transport layer.
And it was down to $491.41 at one point today.

English

@branninmcbee @CoreWeave Ngl as someone who is a big investor in $CRWV i love this.
English
The Oracle retweetledi

Back on X.
It's been a while - the last few years have been heads-down with the @CoreWeave team. This week our engineering team brought up the industry's first NVIDIA Vera Rubin NVL72.
As good a moment as any to start sharing what I'm seeing from inside the AI buildout.
1/6
English

Did you listen anon?
12 percent in 7 hours $CRWD

The Oracle@CifrOracle
New Swing Idea $CRWD Not staying here long but the earnings call was fantastic yesterday, down a ton. Then today 11 analyst upgrades. This is easy mode play 🥱
English

$AAOI will literally change the future of your whole life, please have shares of this stock. I cannot stress it enough
high cagr@HiCagr
They will soon understand $AAOI.
English
The Oracle retweetledi

Oh wow, so not good for $MU right now, and probably a win for $AMD.
Jukan @COMPUTEX@jukan05
SemiAnalysis: NVIDIA is reducing the SOCAMM capacity for Rubin. via @TMTBreakout
English

Up 5 percent already! Easy swings are always gifts 👁️ $CRWD

The Oracle@CifrOracle
New Swing Idea $CRWD Not staying here long but the earnings call was fantastic yesterday, down a ton. Then today 11 analyst upgrades. This is easy mode play 🥱
English

$TE wants to rebuild more of the U.S. clean energy supply chain onshore by starting with solar module manufacturing and expanding into battery storage through the $32M KORE Power acquisition.
T1 Energy is trying to position itself as a U.S.-based energy infrastructure supplier across both solar and storage.
English
The Oracle retweetledi











