🚨 Oracle Q4 tonight. The backlog is a USD 553B monOracle drops Q4 after the bell and the RPO backlogOracle reports FY26 Q4 after the close. Consensus RPO around 553B, revenue seen near 19B up 20%, butevery Oracle earnings I tell myself I won't hold tthe old database dinosaur quietly turned into an AQuick reminder before Oracle's print: RPO (remaininot trading the print. ORCL is a multi-year cloud calling it now, Oracle beats on cloud again and gainclusion bump usually fades after the forced buyiOCBC opening a physical gold vault from the 10th, SPCX pricing the 11th, trading the 12th. $135 a shRobotaxi is no longer a slide in a keynote. As of $Applied Optoelectronics(AAOI.US)- The AI bottleneRecent dipped is over or a pause. Fed decision couThe Memory Super-Cycle Just Got Its Strongest Confirmation YetMRVL custom silicon story is underrated next to NVeveryone wants SpaceX shares but nobody talks abouTwo Shocks, One Portfolio: What the Chip Crash androbotaxi actually live in Austin with NO safety drOCBC best-performing local bank YTD and now a goldFun times with $SIVE: New $8.2M order from All Spaevery uncle at my kopi shop said Tesla finished atMarvell guiding data center to keep ripping and thAI spending is becoming increasingly broad-based. UOB maybe selling its asset mgmt arm to a global pMU +8% and the whole memory floor just lifted. las$IREN Reclaims $60 in the Pre-Market 👀📈genuine q, does locking SK Hynix actually help maris Marvell actually a buy here or just riding the Marvell and Intel both ripped higher with the formso we got OpenAI, SpaceX, Anthropic all rushing ouwait so Google is making its own chips AT Intel no🚨 This is the Intel headline bulls waited two yearIntel up 11% on Google's 3M-TPU foundry order. Theadded more INTC today. +11% on the Google order anGoogle handing 3 million chips to Intel instead of3M TPUs from Google is a real number, not a pilot The AI IPO Floodgates Just Opened: How I Would Read the Rushthe memory pact tells me Jensen is planning years blacklist doesn't auto-sanction but it scares US fThe "blacklist" of Chinese firms is not something every dip in NVDA the last 18 months has been a giUS want to slower down the development of his greaAAOI ripping on the AI optics ramp, those 800G ord$CSE Global(544.SG)buyingevery memory rally I tell myself I'll trim, every just woke up to Intel +11% lol. the foundry that eWWDC dropped a whole new Siri running on Google's MSFT quietly green while everyone watches the chip