ORCL Oracle Corporation

ORCL Oracle Corporation

Technology · Software - Infrastructure

Desk view

Passednone; revisit on a base that reclaims the 200-day (about $164.54 on 2026-09-25) with free cash flow less negative at the December report (2026-09-25)
Basis Open desk call ·Logged decision
Updated

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $146.88 · VWAP $167.01 · -24.5% vs 12m avg buyer

downtrend vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster CEO, EVP sold $5.3M, Sep 17–23

Coverage

6 related campaigns

Watchlists @ai-bottlenecks@bargain-bin@cloud-etf-holdings@nvidia-open-agent-ecosystem@thebuildout-ai-data-center-operators-neoclouds

ORCL Price Structure

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Peers

Every watchlist ORCL belongs to, members best 30-day change first — ORCL highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-ai-data-center-operators-neoclouds
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MSFT+4.8% +0.7%1d -0.9%7d AMZN-0.5% -0.9%1d -0.8%7d TSLA-2.1% -0.6%1d +4.9%7d IRM-4.5% -0.6%1d -2.3%7d DLR-5.0% +0.8%1d -2.0%7d GOOG-5.3% -1.1%1d -5.8%7d EQIX-8.0% +0.3%1d -3.1%7d BABA-10.1% -2.1%1d -8.7%7d ORCL-12.7% +0.5%1d -1.6%7d META-13.6% -1.0%1d -9.4%7d BIDU-14.0% -1.0%1d -3.7%7d SKM-14.6% -0.7%1d -4.2%7d NBIS-29.9% -0.3%1d -4.1%7d DOCN-34.0% +1.3%1d -5.5%7d CRWV-37.6% -2.5%1d -11.7%7d HUT-40.2% -4.3%1d -9.6%7d CBRS-46.0% +1.7%1d -12.9%7d IREN-47.1% -2.4%1d -7.7%7d
@cloud-etf-holdings
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HUBS+19.8% +1.4%1d +17.3%7d INTU+19.7% -3.2%1d +5.6%7d ZS+19.0% +7.3%1d +23.0%7d TEAM+16.7% +2.0%1d +9.5%7d SAP+13.1% -1.0%1d +6.2%7d NOW+12.9% +1.3%1d +12.0%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d DDOG+7.2% +4.6%1d +9.1%7d CRM+4.6% -0.7%1d +3.3%7d SNPS+4.1% +1.8%1d -5.4%7d OKTA+3.7% +5.8%1d +13.8%7d CDNSE+2.4% +2.2%1d -0.9%7d FTNT+0.7% +4.0%1d +6.4%7d CRWD-1.9% +8.3%1d +13.3%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d NET-7.5% +7.3%1d +9.9%7d ORCL-12.7% +0.5%1d -1.6%7d MDB-13.4% +2.4%1d +9.9%7d
@nvidia-open-agent-ecosystem
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ACN+35.9% -3.6%1d +8.6%7d NTSK+30.8% +9.4%1d +27.8%7d MNDY+23.2% -0.3%1d +17.9%7d ZS+19.0% +7.3%1d +23.0%7d SAP+13.1% -1.0%1d +6.2%7d NOW+12.9% +1.3%1d +12.0%7d CHKP+12.7% +4.6%1d +15.3%7d FROG+9.0% +7.2%1d +19.4%7d IBM+8.9% +0.6%1d +9.2%7d NEE+6.6% +0.2%1d +2.9%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d HPQ+4.6% -0.4%1d +12.1%7d SNPS+4.1% +1.8%1d -5.4%7d OKTA+3.7% +5.8%1d +13.8%7d PLTR+2.6% +0.3%1d +5.8%7d CDNSE+2.4% +2.2%1d -0.9%7d SAIL+1.8% +8.6%1d +16.2%7d FTNT+0.7% +4.0%1d +6.4%7d CSCO+0.1% +1.5%1d -0.8%7d FFIV-0.1% +1.2%1d +3.0%7d S-0.4% +6.7%1d +11.2%7d SPCX-0.6% +1.9%1d +1.0%7d JPM-1.8% -1.5%1d -2.4%7d CRWD-1.9% +8.3%1d +13.3%7d PANW-3.2% +7.2%1d +11.3%7d NVDA-6.5% -0.6%1d -1.5%7d NET-7.5% +7.3%1d +9.9%7d C-8.6% -1.5%1d -2.9%7d HPE-9.1% +2.2%1d +2.8%7d ORCL-12.7% +0.5%1d -1.6%7d PWR-13.9% -1.1%1d -13.5%7d DELL-17.0% +0.8%1d +1.1%7d SMCI-20.5% -2.3%1d +4.1%7d AKAM-21.0% +2.6%1d +6.5%7d NBIS-29.9% -0.3%1d -4.1%7d DOCN-34.0% +1.3%1d -5.5%7d ARM-36.8% +0.1%1d -7.7%7d CRWV-37.6% -2.5%1d -11.7%7d BTDR-43.5% -4.4%1d -9.8%7d IREN-47.1% -2.4%1d -7.7%7d
@ai-bottlenecks
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4958.TW+19.9% 0.0%1d +1.8%7d 603728.SS+19.3% +10.0%1d +35.4%7d P+12.5% +1.8%1d -0.6%7d SONY+12.4% -0.5%1d +4.8%7d WEC+9.8% -0.9%1d +2.2%7d NTAP+9.8% +1.4%1d +5.7%7d 002472.SZ+9.6% +7.2%1d +23.5%7d TLN+9.2% -1.1%1d -7.6%7d LIN+8.3% -0.3%1d +2.1%7d CLF+8.0% +6.5%1d +14.7%7d NG.L+7.6% -0.3%1d +0.3%7d D+6.6% -0.3%1d +2.6%7d 8046.TW+4.5% 0.0%1d -6.6%7d TXN+4.4% +1.9%1d +3.0%7d BAM+3.9% -1.3%1d +3.8%7d 2802.T+3.8% +0.4%1d -4.1%7d AI.PA+3.7% 0.0%1d +0.3%7d 5347.KL+3.2% +0.5%1d +2.3%7d SOLS+2.5% -0.6%1d +0.3%7d 6861.T+2.4% -2.5%1d -3.0%7d TT+1.8% -0.9%1d -3.0%7d VST+1.6% -0.5%1d -7.8%7d 300748.SZ+1.5% +3.4%1d +14.7%7d 6103.T+1.5% -0.7%1d -5.8%7d 300124.SZ+1.5% +7.2%1d +7.7%7d 6501.T+1.2% -4.4%1d -3.6%7d 688017.SS+1.1% +12.1%1d +22.5%7d 2383.TW+1.0% 0.0%1d -1.8%7d CSCO+0.1% +1.5%1d -0.8%7d NXPI-0.2% -1.2%1d +2.4%7d PENG-0.9% +2.9%1d -6.5%7d SHECY-1.0% +0.8%1d -0.7%7d JCI-1.3% +0.7%1d -1.0%7d CMI-1.4% -0.4%1d -2.6%7d ROK-1.6% +0.5%1d 0.0%7d AMBA-1.7% +5.3%1d +7.8%7d SHLS-1.7% -1.9%1d +5.7%7d 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VECO-8.4% +2.2%1d -1.6%7d WRT1V.HE-8.9% -5.3%1d -4.5%7d AVGO-9.4% -0.5%1d -2.1%7d 7729.T-9.6% -3.1%1d -14.0%7d APH-9.9% +1.4%1d -6.6%7d ASML-9.9% +0.7%1d -4.3%7d CIEN-10.0% -0.7%1d -3.8%7d SYM-10.1% -2.7%1d +1.3%7d FCX-10.2% +0.9%1d -6.3%7d BWXT-10.3% -0.1%1d -7.2%7d FSLR-10.4% +0.4%1d -0.4%7d XPEV-10.5% +1.5%1d -0.2%7d QCOM-10.8% +1.8%1d +2.2%7d CLFD-10.8% +0.7%1d -6.0%7d ENTG-10.9% +4.8%1d -3.0%7d 6481.T-11.2% -1.9%1d -10.8%7d JBL-11.3% +2.5%1d -1.5%7d LASR-11.3% +0.7%1d +7.9%7d AGX-11.6% +0.2%1d -4.2%7d 8358.TWO-11.8% 0.0%1d -7.1%7d Q-11.8% +1.0%1d -4.8%7d ASX-11.9% +2.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d ORCL-12.7% +0.5%1d -1.6%7d SMTOY-13.1% -0.2%1d -9.4%7d CCJ-13.4% -0.4%1d -3.6%7d 2449.TW-13.7% 0.0%1d -4.5%7d 9880.HK-13.7% +6.7%1d +5.7%7d EME-13.8% -1.9%1d -10.3%7d PWR-13.9% -1.1%1d -13.5%7d MTSI-14.4% +2.8%1d -9.9%7d GEV-14.4% -1.5%1d -11.5%7d LBRT-14.7% +1.4%1d -6.1%7d CW-14.7% -2.0%1d -7.4%7d ANET-15.3% +0.8%1d -2.6%7d XMTR-15.4% -0.3%1d -2.2%7d CAT-15.4% -2.4%1d -6.0%7d WOLF-15.5% +1.3%1d -1.3%7d 6451.TW-15.6% 0.0%1d -3.6%7d NKT.CO-15.8% -4.0%1d -5.7%7d MPWR-15.9% -2.4%1d -5.8%7d AMD-15.9% +1.7%1d -2.3%7d STM-16.1% -0.2%1d -3.0%7d ENR.DE-16.2% -8.6%1d -7.7%7d 005380.KS-16.4% -2.0%1d -5.3%7d ETN-16.6% -0.8%1d -6.4%7d 6830.TW-16.7% 0.0%1d -6.7%7d AMS.SW-16.8% -6.8%1d -3.0%7d IFX.DE-17.1% -6.0%1d -4.9%7d ECG-17.5% -2.2%1d -13.4%7d CAMT-17.6% +1.4%1d -6.4%7d ABBNY-17.7% -1.4%1d -9.8%7d 2308.TW-17.9% 0.0%1d -4.6%7d MU-18.1% +2.5%1d -0.1%7d 5803.T-18.2% -1.0%1d -10.3%7d 6981.T-18.8% -2.4%1d -9.1%7d KLIC-18.9% +0.4%1d -6.3%7d AMSC-19.1% +0.4%1d -2.1%7d ALOY-19.3% +0.3%1d -3.2%7d LITE-19.3% +0.5%1d -8.3%7d ILU.AX-19.4% -4.4%1d -6.9%7d HSAI-19.5% +8.2%1d +5.7%7d 3665.TW-19.9% 0.0%1d -7.0%7d GLW-19.9% -0.2%1d -6.3%7d NEX.PA-19.9% -5.8%1d -9.7%7d SU.PA-20.1% -5.4%1d -8.6%7d AMAT-20.5% +0.4%1d -7.8%7d AIXA.DE-20.5% -9.8%1d -6.6%7d SMCI-20.5% -2.3%1d +4.1%7d TER-20.6% 0.0%1d -5.0%7d 6324.T-20.9% +0.4%1d -8.5%7d AOSL-20.9% -1.8%1d +0.7%7d 3363.TWO-21.3% 0.0%1d -4.7%7d MTZ-21.4% -0.3%1d -10.4%7d FN-21.4% -0.9%1d -13.4%7d POWL-21.6% +0.2%1d -8.6%7d MP-21.7% -0.7%1d -4.7%7d VRT-21.9% -0.7%1d -5.9%7d SMTC-22.1% +5.5%1d -3.5%7d SHA0.DE-22.2% -4.6%1d -3.5%7d 3436.T-22.5% -1.6%1d -13.2%7d KLAC-22.5% -1.5%1d -12.2%7d PRY.MI-22.6% -7.6%1d -8.8%7d NVT-23.0% -1.8%1d -11.7%7d NOK-23.4% +3.3%1d -10.9%7d UMC-23.5% +1.9%1d -4.7%7d 4979.TWO-23.7% 0.0%1d -13.5%7d CRDO-24.0% -9.5%1d -13.2%7d 005930.KS-24.5% +0.5%1d 0.0%7d SOI.PA-24.6% -9.8%1d -11.7%7d OUST-24.6% +6.1%1d +4.4%7d IQE.L-24.6% -1.8%1d -11.0%7d LYSDY-24.6% -2.3%1d -0.7%7d MXL-24.7% -2.8%1d -11.0%7d 2GB.DE-24.9% -4.3%1d -4.3%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d BESIY-25.1% -7.5%1d -6.1%7d MKSI-25.2% +0.2%1d -8.5%7d 009150.KS-25.6% -2.0%1d -5.6%7d NEO.TO-26.2% -0.1%1d -6.5%7d FLNC-26.3% -1.9%1d -3.6%7d AMKRE-26.3% +0.6%1d -6.0%7d LPK.DE-26.5% -8.3%1d -12.8%7d 1888.HK-26.9% +2.4%1d -4.5%7d 688825.SS-26.9% +7.9%1d -4.8%7d TSEM-27.3% -0.1%1d -14.3%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d CLSE-28.1% -3.4%1d -14.4%7d FIX-28.6% -9.3%1d -19.3%7d HGRAF-28.6% +7.9%1d +32.6%7d AXTI-28.6% +1.0%1d +1.2%7d ALAB-28.7% -0.3%1d -10.0%7d AIRJ-29.0% 0.0%1d -4.5%7d WAF.DE-29.0% -8.7%1d -9.9%7d INTC-29.1% +1.7%1d -3.2%7d NVTS-29.2% -1.3%1d +0.5%7d ONTO-29.6% 0.0%1d -10.0%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d POET-30.0% +2.4%1d +0.6%7d COHR-30.4% +0.7%1d -10.1%7d KOPN-30.6% +0.9%1d +2.7%7d STRL-30.6% -4.7%1d -16.3%7d 322310.KS-30.9% -1.8%1d -16.5%7d MOD-30.9% -1.4%1d -10.4%7d STX-31.8% -1.8%1d -1.3%7d FLEX-31.8% -0.2%1d -15.4%7d SNDK-31.9% -1.8%1d -4.7%7d OKLO-32.1% -2.4%1d -5.8%7d LEU-32.3% -1.6%1d -10.9%7d 3952.HK-32.5% +15.3%1d +6.4%7d 006260.KS-32.7% -2.7%1d -5.0%7d IPWR-32.8% -4.2%1d -8.4%7d AAOI-33.2% -0.8%1d -10.7%7d KULR-34.0% 0.0%1d -8.1%7d ASPI-35.2% -6.7%1d -8.9%7d FCEL-35.3% -4.1%1d -14.5%7d TTMI-36.3% +8.4%1d -14.7%7d 3308.HK-36.6% +4.2%1d -6.3%7d ARM-36.8% +0.1%1d -7.7%7d CRWV-37.6% -2.5%1d -11.7%7d VICR-37.8% -2.2%1d -8.1%7d SMR-38.0% 0.0%1d -7.7%7d FPS-39.3% -2.8%1d -23.6%7d SIVE.ST-40.0% -10.9%1d -10.0%7d HUT-40.2% -4.3%1d -9.6%7d TMC-40.3% -1.6%1d -5.8%7d FTCI-41.7% +1.4%1d -8.1%7d AEHR-43.2% -0.6%1d -8.7%7d TE-43.3% -0.9%1d -12.6%7d NJDCY-44.8% -3.9%1d -3.9%7d IREN-47.1% -2.4%1d -7.7%7d FRMI-47.1% -3.8%1d -19.3%7d EOSE-51.7% +1.2%1d -5.0%7d TRT-56.0% -2.3%1d +2.4%7d
@bargain-bin
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INTU+19.7% -3.2%1d +5.6%7d ZS+19.0% +7.3%1d +23.0%7d ISRG+13.6% +1.9%1d +6.0%7d SAP+13.1% -1.0%1d +6.2%7d NOW+12.9% +1.3%1d +12.0%7d CME+12.9% -0.1%1d +4.0%7d COST+10.9% -1.5%1d +1.4%7d SPGI+10.8% -0.6%1d +4.8%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d DIS+8.8% -0.5%1d +1.8%7d WMT+8.5% -1.0%1d +0.9%7d HD+7.8% -2.4%1d +3.3%7d DPZ+5.8% -1.3%1d +1.6%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d PEP+4.3% -2.2%1d +3.3%7d MCD+4.3% -1.6%1d +2.3%7d HON+4.0% +1.3%1d +4.6%7d LOW+3.8% -2.8%1d +0.7%7d NKE+3.5% -2.7%1d +0.5%7d PLTR+2.6% +0.3%1d +5.8%7d TTD+2.5% -1.2%1d +6.3%7d TMO+1.3% -0.4%1d -2.3%7d BKNG0.0% -3.3%1d -4.7%7d AMZN-0.5% -0.9%1d -0.8%7d TSLA-2.1% -0.6%1d +4.9%7d LULU-3.2% -4.8%1d +2.0%7d UBER-3.9% -3.4%1d -5.2%7d CEG-4.0% -0.7%1d -6.6%7d GOOGL-5.2% -1.2%1d -6.0%7d NVDA-6.5% -0.6%1d -1.5%7d NFLX-7.7% -1.8%1d -6.6%7d DE-8.9% +0.4%1d +0.7%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d QCOM-10.8% +1.8%1d +2.2%7d MRVL-12.4% +2.3%1d +0.3%7d ORCL-12.7% +0.5%1d -1.6%7d META-13.6% -1.0%1d -9.4%7d ANET-15.3% +0.8%1d -2.6%7d CAT-15.4% -2.4%1d -6.0%7d AMD-15.9% +1.7%1d -2.3%7d KLAC-22.5% -1.5%1d -12.2%7d LRCX-25.1% 0.0%1d -12.8%7d

Desk commentary

Authored analysis and challenge notes tied to ORCL.

1

Next earnings ORCL reports in 52 days Dec 14

Last report Sep 10

Reported EPS $1.92 versus analyst consensus of $1.74 (+10.4%).

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Against street estimates

How ORCL's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 10 quarters · newest report Sep 10 · projection Oct 23

Result
Sep 10 1.741.92+10.4%Beat
Jun 10 1.962.11+7.5%Beat
Mar 10 1.691.79 GAAP ≠ +5.7%Beat
Dec 10 '25 1.642.26+38.0%Beat
Sep 9 '25 1.481.47 GAAP ≠ -0.6%In line
Jun 11 '25 1.641.70+3.4%Beat
Mar 10 '25 1.491.47 GAAP ≠ -1.4%In line
Dec 9 '24 1.481.47 GAAP ≠ -0.8%In line

Recent news

Headlines about ORCL from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 6 days ago · Oct 17

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

ORCL research tape

100 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

tweet KawzInvests — Anthropic's compute bill fell to about 55 cents per revenue dollar, but $450B... pick Semafor - AI infrastructure debt costs soar: Oracle's debt rated just above junk, Microsoft'... scan Bargain-Bin Scan — 2026-10-16 scan Bargain-Bin Scan — 2026-10-09 dividend ORCL dividend — 2026-10-09
Types
Oct 22 tweet KawzInvests — Anthropic's compute bill fell to about 55 cents per revenue dollar, but $450B of mostly non-cancelable cloud deals need $82–116B a year in sales
AMZNGOOGLMSFTORCL#ai-capex-digestion
Oct 16 pick Semafor - AI infrastructure debt costs soar: Oracle's debt rated just above junk, Microsoft's AAA protection up 25%
ORCLMSFT#ai-capex-digestion
Oct 16 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 9 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 9 Catalyst ORCL dividend
ORCL
Oct 2 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 28 Expert Canary3 compute canary 3 Q2 2026 hyperscaler capex funding mix — expert-note
MSFTGOOGLAMZNMETAORCL#ai-capex-digestion
Sep 28 Deep Dive Oracle's Cloud Backlog Faces a Prepayment and Delivery Test
ORCL
Sep 25 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 25 Article Beaten-Down Software Has Split: ServiceNow, Workday and Zscaler Turned, While Intuit, Adobe and Oracle Keep Falling
NOWZSWDAYCDNSEAKAMAVGOCRWVACN +4 more
Sep 23 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 22 Scan Washout Turn Scan
AIAIPALKALNYALTAMKREAOSLAPLD +4 more
Sep 18 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 11 Market Brief Oracle's Suppliers Got Paid. Oracle Didn't.
ABCLABNBADA-USDAMEAVDVAXONSMRHPE +4 more
Sep 11 The Prints The Prints
ORCLADBERHLPTH
Sep 10 Market Brief Rates Sold the Builders, Not the Buyers
ABTAMGNARKFASBAXBOTZNAVNBHVN +4 more
Sep 10 The Prints The Prints — 2026-09-09 → 2026-09-10
ORCLADBEAVAVNAVNRH
Sep 10 Catalyst ORCL earnings
ORCL
Sep 9 Scan Washout Turn Scan
ADA-USDAGIALTARBEAVAX-USDBITOBKKTBTC +4 more
Sep 9 Catalyst ORCL earnings
ORCL
Sep 8 Scan Washout Turn Scan
AAUCADA-USDAGIALNYALTARMPAVAX-USDBITO +4 more
Sep 4 Scan Washout Turn Scan
AAUCADA-USDAGIALNYALTARMPASPIAVAX-USD +4 more
Sep 4 Scan Bargain Bin Scan — Second Straight Zero Strict Hit Cycle As LULU Cracks Toward The Line On A Real Earnings Adjacent Drop, AVGO's 200 Day Test Resolves Down While QCOM's Resolves Up, MCD And HON Both Slide Toward Oversold, COST's One Year Return Flips Negative
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 3 Scan Washout Turn Scan
ACNADA-USDAIALNYAVAX-USDBITXCEGCOIN +4 more
Aug 31 Scan Washout Turn Scan
AAAAUCACNAIALNYARMPBAHEBBAI +4 more
Aug 28 Scan Washout Turn Scan
ACNAIALTARMPBITOBITXBOILBTC +4 more
Aug 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 27 Scan Washout Turn Scan
AAAAUCACNADA-USDAGIAIALBALT +4 more
Aug 26 Scan Washout Turn Scan
AAUCADA-USDADBEAGIALBALTARMPAVAX-USD +4 more
Aug 25 Scan Washout Turn Scan
AAAAUCACNADA-USDADBEAGIALBALT +4 more
Aug 22 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 14 Scan Washout Turn Scan
ACHRACNAEMAGAGIALBALMUAMPX +4 more
Aug 14 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 13 Scan Washout Turn Scan
AAUCACHRACNADBEAEMAGAGIAI +4 more
Aug 8 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 4 tweet KawzInvests — hyperscalers' $270bn debt raise is backed by $7 of signed backlog per $1 borrowed
MSFTORCLGOOGLAMZN#ai-capex-digestion
Jul 31 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 25 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 18 Market Brief One Tape, Two Markets
AAUCAFRMAMBAAPOAROCBOCTMETAARM +4 more
Jul 17 Market Brief Software Leads, Memory Bleeds
ARGXARKQAVTAVTRBOTZCSCOLASRMETA +4 more
Jul 17 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 16 Market Brief Chips Out, Banks In
ARGXARKQAVTAVTRBOTZCSCOLASRMETA +4 more
Jul 15 Market Brief The Index Held, the Chips Didn't
ARGXARKQAVTAVTRBOTZCSCOMETAABCL +4 more
Jul 13 Market Brief Biotech's Two Tiers, and Korea's Trap
ARGXARKQAVTAVTRBOTZCSCOCGNXLASR +4 more
Jul 11 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 10 Catalyst ORCL dividend
ORCL
Jul 7 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 5 Article The Software Wipeout Is Mostly Fear — The Quality That's Actually on Sale
WDAYTEAMZSTTDHUBSUPATHORCL +2 more
Jun 26 Article Week in Review — The Rotation Gets a Name
SPYQQQDIAIWMRSPMUSNDKAMAT#ai-capex-digestion#memory-supercycle#ai-power-bottleneck +4 more
Jun 26 Article Rotation Playbook — What to Buy, the MSFT-vs-GOOGL Tell, and the Midterm Question
GOOGLMSFTAAPLAMZNAVGOCRWDMUNOW +4 more
Jun 26 Article The Rotation Map — What Held, What Got Whacked, and the RSI-20 Trap
SNDKMUALABAMATUNHABBVILMNCAT +4 more
Jun 22 Article Daily Actions — R33 Full Scan (2026-06-18 anchor)
AMATKLACLRCXMUWDCSTXGEVBE +4 more
Jun 22 Article Week in Review — The Rotation Down-Stack
BEGEVMUAMATMRVLKLACLRCXVST#ai-power-bottleneck#spacex-ipo-liquidity-event#memory-supercycle +4 more
Jun 10 Catalyst ORCL earnings
ORCL
Jun 5 Investigation Aschenbrenner research dossier — essay-mined lanes, the pair-trade put book, 13F track-record calibration, and cross-manager convergence
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#memory-supercycle#optical-supercycle +4 more
Jun 5 Investigation Aschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
Jun 1 Source $NVDA Vera CPU partner list from GTC Taipei. Early Adopters: OpenAI, Anthropic,
NVDANBISORCLCRWVDELLHPESMCISNX
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
May 27 Investigation Anthropic-SpaceX $15B/yr Cloud Services Contract
SPCXGOOGLAMZNMSFTORCLNVDAAVGONBIS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery +4 more
Apr 28 Reddit OpenAI missed rev/user targets. $ORCL risk?
ORCL
Apr 27 Reference Claude-Momentum Playbook
ABBVAMZNARMASANAVGOCRMCRSPCRWD +4 more
Apr 26 Scan Tech Insider Buys
AAPLADBEAFRMAMDAMZNARMASANASML +4 more
Apr 10 Deep Dive ORCL Deep Dive
ORCL
Apr 9 Catalyst ORCL dividend
ORCL
Mar 31 Scan Cloud ETFs Scan
ADBECDNSECLOUCRMCRWDDDOGFTNTHUBS +4 more
Mar 20 Article Market Status Report
ABBVADBEAMKREAMZNARKKASAVGOCEG +4 more
Mar 13 Article Market Status Report
AAPLADBEAMDAMKREAMZNARKKASAVGO +4 more
Mar 13 Deep Dive ORCL (Oracle Corporation)
ORCL
Mar 12 Article Market Status Report
ADBEAMZNARKKAVGOCEGCLXCMGCRM +4 more
Mar 12 Deep Dive ORCL - Oracle Corporation Deep Dive
ORCL
Mar 12 Scan Cloud ETFs Scan
ADBECDNSECLOUCRMCRWDDDOGFTNTHUBS +4 more
Mar 11 Article Market Status Report
ADBEAFRMAMZNARKKASASANAVGOBNTX +4 more
Mar 11 Deep Dive ORCL - Oracle Corporation Deep Dive
ORCL
Mar 11 Scan Insider Activity Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
Mar 10 Article Market Status Report (UPDATED w/ Fresh Close Prices)
ADBEAMDAMZNARKKASASANAVGOCEG +4 more
Mar 10 Deep Dive ORCL - Oracle Corporation Deep Dive
ORCL
Mar 10 Scan Bargain Bin Scan
ABNBADBECATCRMDISGEHDISRG +4 more
Mar 3 Article Market Status Report
ADBEAMDAMZNARKKASASANASMLAVGO +4 more
Mar 3 Deep Dive ORCL - Oracle Corporation Deep Dive (NEW)
ORCL
Mar 3 Scan Insider Activity Scan
AAPLABNBADBEAFRMAMDAMZNASANAVGO +4 more
Mar 3 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
Mar 3 Article Daily Actions
ADBEAMDAMZNARKKARMASASANASML +4 more
Feb 26 Article Market Status Report
ADBEAFRMAMDAMZNARKKASASANBE +4 more
Feb 26 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
Feb 26 Scan AI Scan
AMATAMZNARMASMLAVGOGOOGLMETAMRVL +4 more
Feb 26 Article Daily Actions
ADBEAFRMAMDAMZNARKXARMASANAVGO +4 more
Feb 22 Article Market Status Report
ADBEAMDAMZNARKKASASANAVGOBE +4 more
Feb 22 Scan Bargain Bin Scan
AAPLABBVADBEAMDAMZNANETASMLAVGO +4 more
Feb 22 Article Daily Actions
ADBEAMDAMZNARKKARMASANBECRM +4 more
Feb 3 Scan Cloud ETFs
ADBECDNSECLOUCRMCRWDDDOGEDAFTNT +4 more
Jan 9 Catalyst ORCL dividend
ORCL
Oct 9 '25 Catalyst ORCL dividend
ORCL
Jul 10 '25 Catalyst ORCL dividend
ORCL
Apr 10 '25 Catalyst ORCL dividend
ORCL
Jan 10 '25 Catalyst ORCL dividend
ORCL
Oct 10 '24 Catalyst ORCL dividend
ORCL
Jul 11 '24 Catalyst ORCL dividend
ORCL