
shaq858
156 posts

































$NFLX calls -13k loss on this I just got $NVDA calls still holding these $nflx calls



Want my bull case for $BAH? Simple. It’s a pay-to-play admin and they’re paying for the new White House Ballroom. $AMZN is too. Maybe that’s why we haven’t heard “The Amazon Post” comments from Trump lately.




$ORCL questions top of mind: *seems very early to be jumping to conclusions 1. FIRST PRINCIPLES: Is this an ORCL issue or an industry issue? 2. ORCL issue: is this timing & just a mismatch of expenses / Revenue? Did OCI CFO structure deals that pull cash burn forward? 3. ORCL issue: what are utilization rate trends? 4. ORCL issue: Contract mix... usage or take-or-pay (any price resets)? 5. ORCL issue: why such a big discrepancy between ORCL and CRWV GMs? (for my fundamental guys) 6. ORCL issue: are these supposed margins after power, networking, and D&A? 7. Industry issue: are switching costs soooo low... margins are capped? 8. Industry issue: is demand slowing? 9. Industry issue: if renegotiation power is so high... coming to all neo clouds? 10. Industry issue: Are power/network bottlenecks idling GPUs?



















