Earnings for the week of June 12th, 2023

Going to keep these in <#1106630736880078939> for nowimage

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Oracle and adobe probably bullish. Lennar is definitely going to be interesting cause of getting a heartbeat for builders and thus housing

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ORCL is at ATH but doesn’t seem to have any hype before the earnings. $120 calls are $1.

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They’re riding the NVDA waveimage

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LOL that’s enough for me, buying call tomorrow <:kekw:923797443471081503>

The ORCL options are up 200%. Not chasing this.

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For ORCL NVIDIA Chooses Oracle Cloud Infrastructure for AI Services

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In short ORCL is the first cloud provider to get the new Nvidia DGX Cloud and it’s already deployed and validated. Meaning since this came out in March they’ve likely had a full quarter of subscription revenues from customers on this… don’t buy puts

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