$Oracle(ORCL)$ The AI rally is no longer driven by hype — earnings now decide the next move. This week, Oracle (ORCL) becomes one of the most important reality checks for the entire AI sector. Why this matters: • Oracle reflects real enterprise AI usage, not just chip demand • Markets are priced for near-perfect growth • Even “good but not great” guidance could trigger an AI pullback • A strong beat = next leg up for AI stocks • Weak cloud growth = valuation reset risk Nvidia shows AI supply. Oracle shows AI demand. This is a volatility event, not just an earnings report. ✅ Breakout → momentum continues ❌ Rejection → short-term AI top AI’s next chapter may be decided by Oracle. 💬 Bullish confirmation or reality check — what’s your view?
[IDEA] My Simple but Effective Buy Rule for Long-Term Investors View: Only buy companies you believe will still be dominant in 20 years — and only when they are undervalued. Reasons: A lot of people say “just buy and hold,” but that only works if you’re buying high-quality assets at reasonable prices. I use a simple comparison: An LV bag is good quality, but you wouldn’t pay $10k for something worth $1k. Stocks work the same way. I focus on companies like Apple, Microsoft, Amazon, Costco — businesses with strong balance sheets, sticky ecosystems, and consistent free cash flow. But even great companies can become bad investments if bought at overpriced valuations. My rule: * Identify quality businesses * Monitor their long-term moat * Wait for periods of fear or broad market corrections * A
📈 Market Patterns Don’t Lie: Why I’m Watching the Next 3 Months Closely One thing I’ve learned from trading over the years is that markets move in cycles—sometimes loud, sometimes subtle, but always present if you know where to look. A fascinating stat many overlook: * Markets typically see a correction every 3 months * A significant pullback or major event every year * And roughly double in size every 10 years (driven by innovation, population growth, productivity, tech, and monetary expansion) Right now, with global rates stabilising and earnings holding up stronger than expected, I’m keeping a close eye on: 🔹 Tech and AI leaders consolidating after big runs 🔹 Energy stocks reacting to geopolitical shifts 🔹 Financials benefiting from early signals of rate cuts My strategy for the next 90
📈 Market Patterns Don’t Lie: Why I’m Watching the Next 3 Months Closely One thing I’ve learned from trading over the years is that markets move in cycles—sometimes loud, sometimes subtle, but always present if you know where to look. A fascinating stat many overlook: * Markets typically see a correction every 3 months * A significant pullback or major event every year * And roughly double in size every 10 years (driven by innovation, population growth, productivity, tech, and monetary expansion) Right now, with global rates stabilising and earnings holding up stronger than expected, I’m keeping a close eye on: 🔹 Tech and AI leaders consolidating after big runs 🔹 Energy stocks reacting to geopolitical shifts 🔹 Financials benefiting from early signals of rate cuts My strategy for the next 90