The Stranger retweeted
OMG!! $ORCL just answered the only question that mattered to Wall Street!!
For a year, the bear case on $ORCL it was spending like a hyperscaler without a hyperscaler's balance sheet and investors kept asking who pays for all those data centers. As of this afternoon that thesis is DEAD!!
Spending peaks in FY27–28 and falls after that. Free cash flow turns positive in the second half of FY28 and reaches $30bn+ in FY29. That's a ~$54bn swing in three years.
From FY29, growth funds itself. New capital raising is capped at $20bn through 2030, split between $10bn of equity and $10bn of debt. The dilution and debt fears just got a ceiling.
The growth story is even bigger than report today imo. Maybe we’ll hear more about it on the earnings call. Revenue goes from $90bn next year to $225bn+ by FY30, growing 35%+ a year, with 40%+ operating margins and $21+ of EPS.
The market spent a year pricing Oracle like a debt fuelled AI bet and if OpenAI goes bankrupt then the company goes bankrupt…so how do you model a price target for these estimates now? Bullish af
WOW!
$ORCL New Mexico datacenter lease has "hell or high water" terms, so it can't be terminated and the company must pay rent whether or not the site has power…
The Stranger retweeted
ASML is featured in The @NewYorker's deep dive into what it takes to make the world's most advanced chips. Behind them are years of shared engineering, expertise and trust across the ecosystem. No one does it alone.
Read more (subscription required): ⬇️ ms.spr.ly/6019avDAx
The Stranger retweeted
🚨 Key catalysts for AI stocks this week:
🇳🇱 Wednesday — $ASML earnings, 7:00 AM CET
🇺🇸 Wednesday — US CPI, 8:30 AM ET
🇹🇼 Thursday — $TSMC earnings
I'll be watching guidance, margins, and the market reaction for clues on semiconductor demand and AI infrastructure spending.
The key isn't just the headline. It's what the numbers tell us about the AI trade.
The Stranger retweeted
Watching people freak out over CXMT's 4F² and claim that CXMT has caught up with Western memory technology is honestly laughable.
CXMT has hit the limits of DUV scaling. What it is trying to do is move from 6F² to 4F² at the relatively relaxed 13 to 14nm node so it can extend the life of DUV. It is not jumping straight to 4F² to leapfrog Western memory makers that use EUV. People have the cause and effect backwards.
Samsung and SK hynix are also not holding off on 4F² because they are stupid. If they wanted to mass produce 4F² right now, they actually could. The only reason they don't is that the yields aren't there.
I really can't make sense of this selloff sparked by CXMT. 🤡
The Stranger retweeted
TPLF made huge mistake launching renewed conflict against Ethiopia's fed govt. But Fed troops taking Mekelle does't mean final victory. Both sides can stop now and talk to avert another horror overtaking Northern Ethiopia and maybe launching regional war.
aljazeera.com/news/2026/10/5…
The Stranger retweeted
Statement | Qatar Condemns Military Escalation Against Ethiopian Federal Forces
Doha | September 27, 2026
The State of Qatar condemns the military escalation against the Ethiopian federal forces, considering it a serious threat to the unity and sovereignty of the Federal Democratic Republic of Ethiopia, as well as to security and stability in the Horn of Africa.
The Ministry of Foreign Affairs stresses the need for an immediate cessation of the escalation and hostilities, the protection of civilians, and adherence to the Pretoria Peace Agreement. In this context, the State of Qatar reaffirms its full support for all efforts aimed at de-escalating tensions in Ethiopia, paving the way for resolving all disputes through dialogue and peaceful means.
#MOFAQatar
The Stranger retweeted
🔺 I suspect the best these Shabiya 🇪🇷 sockpuppets can get out of their "alliance" is just a mention in this 24 hours news cycle. 🇪🇹
Other than that, I feel sorry to anyone, who thinks that Zemene Kassé Fano bandits, backward criminal faction of TPLF and some other dummies nobody heard of have any substance.
Perhaps the biggest "beneficiaries" of this "alliance" are YouTube grifters, who milk this to the hilt to line their pockets.
Sadly, the people of #Tigray and #Amhara will continue to be victims of the blood thirsty bandits and the grifters.
Seven Ethiopian rebel groups form new alliance bbc.in/3TLuV89
The Stranger retweeted
If you want to dramatically improve your quality of life, learn to recover your attention quickly after something steals it. Social media arguments, stressful thoughts, minor inconveniences. Most of it is noise that steals hours to days of enjoyment. Breathe and let it go.
The Stranger retweeted
BREAKING: President Trump calls Micron, $MU, "one of the hottest companies in the world" and says the company just announced a $10 billion investment in the US.
The Stranger retweeted
Trump on $MU:
GREAT NEWS! Micron, one of the “HOTTEST” Companies in the World, just announced a MASSIVE 10 BILLION DOLLAR Investment in new Research Labs right here in America. They are keeping us at the absolute forefront of A.I. and Advanced Computing! 🇺🇸
Combined with their previous TREMENDOUS 250 BILLION DOLLAR commitment, they are creating over tens of thousands of Great American Jobs. We are bringing Critical Technologies BACK to the U.S.A. Because of our Great Policies, Companies are investing TRILLIONS.
I have made it clear that America will lead the way to a new Golden Age of Science. The results speak for themselves: During my Administration, Companies are investing TRILLIONS of Dollars because they know the United States is the best place in the World to Build, Invent, and Grow.
Congratulations to Micron's fantastic CEO, Sanjay Mehrotra. We are strengthening our Economy and WINNING BIG! The Golden Age of America is HERE. MAGA! 🇺🇸🇺🇸🇺🇸 President DONALD J. TRUMP
The Stranger retweeted
WEDNESDAY’S CPI COULD DELIVER THE NEXT DOVISH CATALYST
HSBC says Wednesday’s U.S. inflation report could push Fed rate hikes further out of market pricing.
The bank expects another benign inflation reading after June’s softer-than-expected print.
If confirmed, HSBC sees Treasury yields falling and the curve bull-steepening as rate-hike bets fade.
That could create a “Goldilocks” backdrop, supporting broad gains across risk assets.
The Stranger retweeted
$MU is on pace to generate over $500B in profit over the next three years:
• 2026: $98B (+904% YoY)
• 2027: $198B (+102% YoY)
• 2028: $207B (+4% YoY)
The best part is there’s a real chance future memory demand ends up being driven by applications the industry isn’t even planning capacity around today.
$MU is in focus amid a WSJ report of Apple testing memory chips from Chinese chipmaker CXMT and a Friday Citi target trim, with shares little changed on the session.
Apple testing is preliminary, with CXMT constraints limiting volumes. Data center demand remains ahead of supply, with 16 strategic agreements through 2030.
Trade $MU volatility with a Vest Capital funded account and access up to $25k in trading capital.
The Stranger retweeted
$MU says data center memory demand is so strong it still can’t meet even half of customer needs while buyers remain largely insensitive to pricing.
Those demand signals extend multiple years reinforcing how tight the memory market remains.
