Bernstein reiterated Outperform on Oracle $ORCL with a $325 target, saying its updated 10-year model makes the AI opportunity look more valuable than previously thought. The firm now believes Oracle can fund the buildout without raising more capital and turn free-cash-flow positive in about 18 months — with two catalysts still ahead.
investing.com/news/stock-mar…
56
$FOUR even with a mediocre report and more than mediocre management the company is worth more than what it’s priced right now. Very resilient company!
2027 will be our year!!!!
21
753
TrendForce: Memory
> Overall DRAM bit supply growth will slow to 24% in 2027, and the tight supply situation will continue.
> TrendForce indicates that looking ahead to 2027, as cloud service providers (CSPs) accelerate the deployment of AI servers and actively develop agentic AI applications, demand for server CPUs, RDIMMs, and SOCAMMs will grow simultaneously.
> Server CPU shipments are projected to increase by over 30% year-on-year in 2027, exceeding the approximately 25% bit supply growth of server DRAM, leading to a continued widening of the supply-demand gap.
$NVDA $AMD $MU $SKHY $DRAM $EWY $INTC
83
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is=mEWu…
1
139
Mr. Bertrand retweeted
Another tech CEO gets it on datacenter locality. This time $ARM CEO @renehaas237. He nails it.
The US doesn’t have a labor or even time to build advantage and can we built outside the US. Most companies planned to build here to appease the administration, the promise to remove barriers, and in a few cases, latency.
Put the barriers up and these will get built outside the US. And all the manufacturing jobs and taxes with it.
FAFO.
Mr. Bertrand retweeted
Barrons has rumoured $MU will repurchase potentially 100bn$ of its shares in 2027. Todays market cap is 768bn$ representing ~13% of its entire market cap!
The current approved amount is 35bn$ = ~ 5% repurchased in one calendar year.
Significant buybacks start Dec 9th, 2026
Mr. Bertrand retweeted
The market is treating a Dem sweep as an existential threat to AI infrastructure. It’s not.
Data centres can (and already are) being built outside the US. Hyperscalers have major footprints and active expansions across Europe, Asia, the Middle East, Canada and LatAm. Power, speed of permitting and cost drive site selection more than pure US policy.
If domestic buildouts slow, capital will simply reallocate. Global AI compute demand doesn’t disappear because Northern Virginia or Texas gets harder to permit. Latency-sensitive training prefers concentrated clusters, but inference, regional capacity and a large share of workloads work fine abroad.
The nutty part is the indiscriminate selling of the whole growth stock complex. High-quality, FCF-positive AI names and infrastructure software companies with multi-year visibility are getting lumped in with pure high-beta, negative-FCF builders that actually do have financing and execution risk.
Policy friction in one country ≠ the end of the AI buildout.
International optionality is real.
Last week $LITE investors thought they were getting $110 per share. Now it’s at $530, any thoughts???
101
I’m buying $SOXL at 46.20 just to be part of the panic and thrill, let’s hope it ends well 😅😅
2
332
The only one getting value out of $FOUR is the incompetent CEO @tlaubers, your tenure has been an embarrassment and I think that’s an understatement.
My only comfort is that @rookisaacman is as angry as I am I suppose.
My $FOUR thesis is not broken but my trust in management is, @tlaubers is terrible, not an ounce of discipline, share repurchase at period’s highs again! No info about GB cross selling at all, same issues ever quarter.
@tlaubers you are clearly not at a public company CEO level!!!!!
@rookisaacman do something please.
Now you see why $ORCL was in such a rush to complete equity sale and financing, GENIUS!!!!
131
Told you!!! $ORCL
1
168